Company lists · Data refreshed September 2026
Top 17 Upper middle market private equity firms based in Scottsdale, United States
RevenueBase identified 31 upper middle market private equity firms headquartered in Scottsdale, United States as of September 2026 and tracks 153 professional contacts across them, including 58 with verified work emails. New York is the largest hub.
This list covers upper middle market private equity firms headquartered in Scottsdale, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 17 largest upper middle market private equity firms based in Scottsdale, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 18 contacts → | ||||
Strong evidence “Montage Partners is a people-first private equity firm managing $80 million of capital that invests in established companies in the U.S.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 16 contacts → | ||||
Strong evidence “Individuals, Institutions and Financial Advisors seeking capital growth and/or income trust Hanson Capital for strong private equity and credit investment performance…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 13 contacts → | ||||
Strong evidence “Estancia™ is an independent (MBE qualified) firm established for the purpose of making small to lower middle market (“small buy-out”) private equity investments in “Institutional…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 contacts → | ||||
Strong evidence “This account's social posts are not complete without the following disclaimer: https://virtuapartners.com/social-media-disclaimer/ Virtua Partners is a global private equity firm…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Strong evidence “Founded in 2021 and headquartered in Scottsdale, Arizona, William & Wall is a premier investment banking boutique specializing in mergers & acquisitions, private equity M&A…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Strong evidence “Pinewell Capital is a Scottsdale-based private equity investment firm focused on investments in smaller, lower middle market companies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Strong evidence “IBG/Fox & Fin is a financial advisory company that facilitates the mergers and acquisitions of privately held, middle-market companies – with a sharp focus on businesses in the…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Strong evidence “Alerion Capital Group is a private equity and management advisory firm investing in technology sector later stage, middle market companies located in the Western U.S.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Partial evidence “Zenfinity Capital, LLC (“ZenCap”) is a private investment firm based in Scottsdale, Arizona, committed to identifying, financing, and developing businesses led by promising…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Partial evidence “Established in 1972 and headquartered in beautiful Scottsdale, Arizona, MILLER provides a broad spectrum of financial and strategic advisory services to both public and private…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Indirect evidence “Eberhart Capital, LLC creates superior returns by transforming the strategy, operations, and finances of our businesses to make them best-in-class.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Strong evidence “LINK is a unique investment banking and private equity firm.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence “UnitedWeb invests in, owns and operates a portfolio of technology, Internet and Internet related growth companies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Strong evidence “Phoenix based private equity firm focused on the lower-middle market sector.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Strong evidence “Origin Partners is a boutique buy-side M&A advisory firm specializing in proprietary deal origination for the lower middle market.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Strong evidence “2iC Ventures: Redefining Small Business Investment At 2iC Ventures, we've reimagined private equity for small business owners.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: upper middle market private equity firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names upper middle market private equity firms.
- Partial evidence
- Its own public description names part of upper middle market private equity firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name upper middle market private equity firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 17 of 31 upper middle market private equity firms based in Scottsdale, United States
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Upper middle market private equity firms based in Scottsdale, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 31 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among upper middle market private equity firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Scottsdale, United States whose own description of what they do matches “upper middle market private equity firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names upper middle market private equity firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among upper middle market private equity firms, and records with no verified work email. Companies headquartered outside Scottsdale are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 58 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Upper middle market private equity firms by metro in the United States
- Upper middle market private equity firms in New York958
- Upper middle market private equity firms in Chicago333
- Upper middle market private equity firms in Dallas294
- Upper middle market private equity firms in Los Angeles231
- Upper middle market private equity firms in Houston194
- Upper middle market private equity firms in Boston186
- Upper middle market private equity firms in Austin171
- Upper middle market private equity firms in San Francisco170
- Upper middle market private equity firms in Miami162
- Upper middle market private equity firms in Atlanta149
- Upper middle market private equity firms in Denver107
- Upper middle market private equity firms in Charlotte93
- Upper middle market private equity firms in Greenwich67
- Upper middle market private equity firms in Washington61
- Upper middle market private equity firms in Tampa54
- Upper middle market private equity firms in San Diego52
- Upper middle market private equity firms in Nashville50
- Upper middle market private equity firms in Newport Beach49
- Upper middle market private equity firms in Seattle49
- Upper middle market private equity firms in Minneapolis46
- Upper middle market private equity firms in Cleveland42
- Upper middle market private equity firms in Philadelphia40
- Upper middle market private equity firms in Birmingham39
- Upper middle market private equity firms in Salt Lake City37
- Upper middle market private equity firms in Boca Raton36
- Upper middle market private equity firms in Phoenix34
- Upper middle market private equity firms in Santa Monica34
- Upper middle market private equity firms in Beverly Hills33
- Upper middle market private equity firms in West Palm Beach33
- Upper middle market private equity firms in Scottsdale31
- Upper middle market private equity firms in New York City30
- Upper middle market private equity firms in Stamford30
- Upper middle market private equity firms in Cincinnati29
- Upper middle market private equity firms in Columbus26
- Upper middle market private equity firms in Fort Lauderdale26
- Upper middle market private equity firms in Orlando26
- Upper middle market private equity firms in Palo Alto26
- Upper middle market private equity firms in Pittsburgh26
- Upper middle market private equity firms in Indianapolis25
- Upper middle market private equity firms in Las Vegas25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names upper middle market private equity firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many upper middle market private equity firms are there based in Scottsdale, United States?
RevenueBase identified 31 upper middle market private equity firms headquartered in Scottsdale, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Montage Partners, headquartered in Scottsdale, tops this list with the largest team on record.
Which city has the most upper middle market private equity firms?
New York leads with 958 headquartered companies, followed by Chicago (333) and Dallas (294).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 58 verified decision-maker contacts tracked across these 31 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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