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Top M&A Advisory Firms in Charlotte - Axial

Members (26 results)

The CBA Group

M&A Advisory Firm

    This member has no reported closed transactions.

We provide a broad array of services to the Business Owner and the Business Buyer. Our Company is set up differently than most Business Brokerage firms in that we provide a wide base of talent and expertise to address and advise the Business Community. Here is a list of the service we at Carolina Business Associates can provide to our Clients: Our Associates work together andlend their particular specialty to each other and to our clients. Every one of our Team has owned and operated their own Business, so we understand the issues that affect our Clients. We have people that have experience…

Wyatt Matas

M&A Advisory Firm

    This member has no reported closed transactions.

As a healthcare investment bank for over 10 years, Wyatt Matas has provided market intelligence and strategic advice on mergers and acquisitions to healthcare service providers, private equity groups and healthcare vendors.

Localite Solutions

M&A Advisory Firm

    This member has no reported closed transactions.

An Independent client-focused advisory and consulting firm Localite is here to help develop, build, and share your brand the way you want. Combined the principals hold over 35 years of financial services expertise, ranging from Big 5 Management Consulting to Commercial Lending. Localite’s foundation encompasses being a strategic advisor and partner for small to middle market businesses for over 17 years. As a valued influencer we have served and continue serving in regional and corporate committees and boards. Our reputation and standing enables us to successfully bridge new partnerships…

CrestMount Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

CrestMount Advisors provides financial advisory services for mergers & acquisitions, strategic advisory work as well as private equity and debt financing for clients in the equipment and commercial finance, technology, healthcare, manufacturing and services industries. Our goal is to maximize value, increase liquidity and profitability as well as to assist our clients to grow.Each engagement is executed with the highest level of expertise and integrity. We look beyond the goal of executing a successful engagement to building a long term relationship. Our senior management team has built,…

Shipwatch Business Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

The team at Shipwatch has successfully supported transactions across multiple industries. We understand that each transaction is unique, and we have experience with various deal structures including corporate carve-outs, ESOPs, management buy-out's, generational transfers, majority & minority leveraged buy-outs, mergers & acquisitions.​We primarily focus on the lower middle market, working with companies that have revenues in the $5M to $100M range and EBITDA in the $1M to $10M range, but do consider deals outside these ranges if they make sense for the client as well as…

Faircroft Ventures

M&A Advisory Firm

    This member has no reported closed transactions.

Faircroft Ventures provides sell-side and buy-side M&A transaction services. With diversified experience that includes prior middle market and bulge bracket investment banking, top-3 consulting and real-world P/L operating responsibility, the firm is uniquely qualified to assist in solving a broad range of problems and challenges for closely held businesses as well as investor-owned companies.The firm prides itself in its ability to provide genuine and honest feedback around what to do next as it is not tied to only one particular basket of services.Faircroft Ventures is a veteran-owned…

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