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Members (467 results)

The Wheatley Group

M&A Advisory Firm
  • 4 Total Closed Deals
The Wheatley Group is a merger and acquisition advisory firm providing cutting edge,"value-added" services to clients interested in selling or acquiring companies. We manage and handle complex and sophisticated transactions in all kinds of industries and are recognized as a leading regional advisory firm. The majority of our selling clients are headquartered in Arizona, the Southwest and other Western states. Our Buyers have been national and international in nature, including: Public Companies (NYSE and NASDAQ), Large Privately Held Companies, Private Equity Groups, Affluent Individuals and…
Most Recent Transactions
Advisor
Jun 2023
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Advisor
Jun 2023
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Advisor
Nov 2020
secured investment from
Advisor
Jun 2020
secured investment from

STS Capital Partners

M&A Advisory Firm
  • 4 Total Closed Deals
STS Capital Partners is a global sell-side M&A firm like no other. They are expert guides for entrepreneurial business owners on the journey to achieving an Extraordinary Exit™. By helping clients sell their businesses strategically to the people that buy strategically, STS is able to achieve maximum financial valuation, create legacy potential, and realize true potential value. STS’ services include divestitures, mergers, acquisitions, strategic consulting, and financial advisory for mid-market private businesses. Their extensive global relationships, world-class team, and proven deal…
Most Recent Transactions
Advisor
May 2023
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Jan 2023
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Advisor
Jul 2022
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Advisor
Jul 2022
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Baker Tilly Canada Corporate Finance Inc.

M&A Advisory Firm
  • 4 Total Closed Deals
What sets us apartAs your financing intermediaries — having initiated, consulted on, negotiated, structured and presided over billions of dollars’ worth of corporate buy- and sell-side transactions, acquisitions and divestitures, takeovers and management buyouts — our goal, always, is to help you take your business dealings further, faster, whatever stage you’re at in the transaction life cycle.Serving boards, management teams, buyers and lenders, entrepreneurs, owner-managers and shareholders of both established and emerging mid-market public and private companies across most every…
Most Recent Transactions
Advisor
Mar 2024
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Advisor
Dec 2018
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Advisor
Jun 2016
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Advisor
Apr 2016
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Final Ascent

M&A Advisory Firm
  • 4 Total Closed Deals
As a business owner looking to sell, you may have heard the terms “agent,” “business broker,” “M&A advisor,” and “investment banker.” And if you met someone with one of those job titles, you probably also heard them say that their job is to help people buy and sell companies.
Most Recent Transactions
Advisor
Aug 2024
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Advisor
Aug 2024
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Advisor
Feb 2023
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Advisor
May 2022
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Ocean Bridge Capital

M&A Advisory Firm
  • 4 Total Closed Deals
Ocean Bridge Capital focuses on midmarket mergers, acquisitions, disposals, and capital raising, designing and executing transactions largely between $5 to over $100 million in enterprise value.As an independent boutique advisory firm, OBC provides completely objective and pragmatic advice on strategic options for our clients.
Most Recent Transactions
Investor
Jul 2023
acquired
Investor
Jul 2023
acquired
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Jul 2023
acquired
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Jul 2023
acquired

LINK Business - Fort Worth

M&A Advisory Firm
  • 4 Total Closed Deals
Let us handle the sale or purchase of your business in Fort Worth. The market is buoyant, making it an excellent time to consider your future business and personal goals. We provide professional resources and exceptional service with an emphasis on outcome optimization. We provide a variety of transaction services to assist buyers, sellers and owners in reaching their business goals. Local knowledge, supported by a team of industry specialists, paves the way for an effective and proven approach. Our brokers are hand-picked for their integrity, professionalism, and team mentality; which…
Most Recent Transactions
Advisor
Jul 2024
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Advisor
Jul 2024
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Advisor
Dec 2023
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Advisor
Jul 2020
was acquired by

Parkwest Business Partners

M&A Advisory Firm
  • 4 Total Closed Deals
Parkwest Business Partners, Inc. is a firm specializing in mergers, acquisitions, and divestitures within multilevel markets. Our advisors have extensive backgrounds working with clients from large metropolis areas across the nation to Main Street, USA.We can either provide full service, with guiding new buyers and sellers through every process along the way, or we can remain behind the scenes, letting a seasoned client navigate through their internal systematic processes. Parkwest will provide the flexibility a client desires based upon their needs.
Most Recent Transactions
Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
May 2021
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Trailhead Partners

M&A Advisory Firm
  • 4 Total Closed Deals
From founder-led service businesses to professional partnerships, our experience enables us to provide a tailored approach across a wide range of transaction sizes. Every deal is unique, which means our processes adjust to make sure we find the right buyer for every business.
Most Recent Transactions
Advisor
Sep 2024
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Advisor
Sep 2024
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Advisor
Jun 2024
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Advisor
Dec 2023
was acquired by

First Boca Associates, Inc.

M&A Advisory Firm
  • 3 Total Closed Deals
First Boca Associates, Inc. (FBA) is a mid-market merger and acquisition niche specialist. FBA maintains relationships with a global network of well-funded buyers and investors primarily focused on the acquisition, merger, or recapitalization of all or part of mid-market, US-based companies (revenue over $10 million or EBITDA over $2 million).FBA has spent the past 20 years establishing relationships with a broad spectrum of qualified investors, including private equity and institutional funds, strategic investors, and family offices. We are in active daily communication with buyers regarding…
Most Recent Transactions
Advisor
May 2015
was acquired by
Advisor
Sep 2014
was acquired by
Advisor
Sep 2014
was acquired by

Phoenix Affiliates

M&A Advisory Firm
  • 3 Total Closed Deals
Phoenix Affiliates offers clients comprehensive buying, selling, acquisition, valuation services and strategic services. Phoenix Affiliates continues to be a pioneer in developing additional business services with its Merger and Acquisition division. Our website attracts buyers from all over the world, allowing sellers to market their businesses on a global scale. It also has developed relationships with various niche SBA lenders for financing.Phoenix Affiliates belongs to the International Business Brokers Association (IBBA), the Midwest Business Brokers and Intermediaries (MBBI), Mergers &…
Most Recent Transactions
Advisor
Jun 2023
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Advisor
Jun 2023
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Advisor
Dec 2021
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Pacific M&A and Business Brokers Ltd.

M&A Advisory Firm
  • 3 Total Closed Deals
The Certified Business Intermediaries and M&A Advisors of Pacific M&A and Business Brokers Ltd. based in Vancouver, Kelowna, and Victoria represent businesses of all sizes and types. Our brokers are experts in buying or selling businesses, business valuations, mergers and acquisitions, divestitures, recapitalizations, and exit strategies. During each business agreement, our goal is to professionally and ethically manage the business sale process to ensure each party’s needs are met.To close successful business deals, we follow strict guiding principles which focus on maintaining ethics and…
Most Recent Transactions
Advisor
Apr 2022
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Advisor
Mar 2021
secured investment from
Advisor
Mar 2021
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Trinity Transaction Advisory

M&A Advisory Firm
  • 3 Total Closed Deals
Since 2002, Trinity Transaction Advisory, a lower middle market M&A (Mergers and Acquisitions) transaction advisory firm, has been assisting owners and shareholders of privately held companies, with annual revenues over $5,000,000, in planning and executing customized exit solutions. The company was founded with a unique concept in mind: providing superior options over the traditional broker model; implementing solid exit solutions; substantially improving our clients’ chances of selling, while increasing business value to our clients. Business owners expect candid…
Most Recent Transactions
Advisor
Aug 2023
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Advisor
Oct 2022
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Advisor
Mar 2019
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Acquivest Financial

M&A Advisory Firm
  • 3 Total Closed Deals
ACQUIVEST Financial Group is a boutique mergers & acquisitions advisory firm, catering to businesses with annual revenues from $1M to $150M.Specialties: mergers & acquisitions, valuation services, sell-side and buy-side engagements
Most Recent Transactions
Advisor
Aug 2019
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Advisor
Aug 2019
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Advisor
Oct 2018
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Exit Advisors

M&A Advisory Firm
  • 3 Total Closed Deals
Exit Advisors, LLC (“Exit Advisors”) is a Houston, TX based firm that specializes in Mergers & Acquisition (M&A) Advisory and Exit Strategy for privately held companies with transactions typically ranging from $5-$50 million. Our goal is to prepare clients for an exit that will maximize the value, terms, and objectives for owners. We offer business valuation, financial & operational analysis, market readiness, industry trends, market timing and exit strategy guidance based on decades of experience. Exit Advisors will develop a tailored strategy to guide companies through the succession…
Most Recent Transactions
Advisor
Nov 2022
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Advisor
Jul 2021
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Advisor
Jul 2021
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VR Business Brokers - Raleigh, NC

M&A Advisory Firm
  • 3 Total Closed Deals
Valued Representation is the meaning behind our name; it is the mandate of a professional business broker organization focused on client needs. Strong business ethics contribute to our ability to offer services needed by today's entrepreneur and continue our position as the innovative leader in the sale of privately owned companies.Since 1979, VR Has Sold More Businesses In The World Than Anyone ®. VR Business Brokers of the Triangle, with a confidential office in Raleigh, has deals dating back to the 80's.
Most Recent Transactions
Advisor
Sep 2023
was acquired by
Advisor
Aug 2023
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Advisor
Apr 2022
secured investment from

Transworld - Passaic County

M&A Advisory Firm
  • 3 Total Closed Deals
Most Recent Transactions
Advisor
May 2021
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Advisor
May 2021
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Advisor
Sep 2020
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Eminence M&A Strategies

M&A Advisory Firm
  • 3 Total Closed Deals
Most Recent Transactions
Advisor
Mar 2024
was acquired by
Advisor
Nov 2023
was acquired by
Advisor
Sep 2022
secured investment from

Madfarm LLC

M&A Advisory Firm
  • 3 Total Closed Deals
Madfarm is a Denver-based business brokerage focused on facilitating lower middle market transactions in the Mountain States of the Western U.S. We primarily work with legacy minded sellers looking to maximize current and future value through sales to well capitalized and entrepreneurial individuals desiring to own and operate small and medium sized businesses for the long term.
Most Recent Transactions
Advisor
Oct 2024
was acquired by
Advisor
Jul 2023
secured investment from
Advisor
Aug 2022
was acquired by

Kaufman Rossin

M&A Advisory Firm
  • 3 Total Closed Deals
We provide professional services to businesses and their leaders, offering experienced guidance and strategic planning at every stage of business growth—from start-up to succession. We personally serve entrepreneurial, public, non-profit and individual clients.We have over 400 employees providing traditional accounting, audit and tax services, and business, risk and forensic advisory services. But more than that, we’re focused on bringing our clients joy—minimizing stress, opening up new possibilities, and making life sweeter.
Most Recent Transactions
Advisor
Jun 2024
secured investment from
Advisor
Jun 2023
was acquired by
Advisor
Jun 2023
secured debt financing from

Dealnext Ltd

M&A Advisory Firm
  • 3 Total Closed Deals
Thanks to over 30 years of its Founders' experience in the M&A space, in a previous M&A Advisory company "Telema" they decided to start a new challenge. "Dealnext" is an European-based corporate finance boutique, established in early February 2021. Dealnext is a company actively engaged in the M&A European mid-cap market.
Most Recent Transactions
Advisor
Jul 2020
was acquired by
Advisor
Jun 2017
secured investment from
Advisor
Jun 2013
was acquired by

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