Top M&A Advisory Firms in Florida - Axial

Benchmark International is a global M&A firm that provides business owners with creative, value-maximizing solutions for growing and exiting their businesses. Benchmark International has handled over $11 billion in transaction value across various industries from offices across the world. With decades of M&A experience, Benchmark International’s transaction teams have assisted business owners with achieving their objectives and ensuring the continued growth of their businesses. The firm has also been named the Investment Banking Firm of the Year by The M&A Advisor and the Global…

The Mertz Taggart DifferenceThe principals of Mertz Taggart have successfully completed over 100 healthcare business transactions since 2006. We also have experience owning/operating a health care company, which we believe gives Mertz Taggart a different perspective when representing our clients.From the first contact we have with you as a prospective client, you’ll find our approach differs from that of other M&A firms. We believe that your representation in the sale of a business should be client-centric, and that every step should move you closer to your goal. By taking time to…

Boxwood Partners, LLC, is a boutique investment bank based in Jupiter, Florida with offices in Richmond, Virginia. Our professionals combine a unique blend of senior-level transaction advisory and business operating experience with proven process execution skills to give our clients a distinct advantage in the market. Moreover, our extensive relationships within the global capital and buyer communities (including U.S. and international private equity groups, corporations, hedge funds, and lenders) along with other important transaction-related service providers such as consultants, attorneys,…

We have served as a trusted partner to businesses in the HVAC, Plumbing and Mechanical contractors, providing a range of services including valuation, accounting, research and financial analysis. Our goal is to serve not simply as a business brokerage, but as a success strategy firm, driving superior outcomes for our clients. We achieve this in particular by leveraging the strong relationships we have forged over in our niche industry focus.We’re equally comfortable representing sellers and buyers – our only objective is to help you accomplish your goals efficiently and professionally.…

Cross Keys Capital has offices in Fort Lauderdale, Florida, and Chicago, Illinois. With a team of more than 20 professionals, we provide our clients with a full suite of investment banking advisory services including sell-side and buy-side M&A, recapitalizations, restructurings, and capital raising. At the onset, we perform comprehensive diligence and analyses on our clients to identify key deal factors, including the quality of the management team, the stability and track record of the business, the strength and testing of the company’s financial profile, and its competitive positioning.

GAI has been specializing in the sale, merger, and acquisition of both Main Street and Mid Market businesses for 30 years. As a licensed business brokerage firm, we have assisted hundreds of business owners in successfully exiting the companies they have built; and have helped buyers to achieve their objectives of owning their own businesses.We are accessible and will offer you extensive education, information, and support in your decision to sell, grow, purchase, or plan for any other change in business direction, including retirement.

TREP Advisors is an sell-side advisory firm focused on succession solutions for business owners worldwide.At TREP Advisors, we know you want to be an owner who understands future options for your business. In order to do that, you need a succession plan that fulfills your desires and addresses all your issues. We believe every owner is unique and that your succession plan is the single most important business decision you will make to achieve the freedom you deserve. We understand the struggles and opportunities you face every day because we have walked in your shoes, which is…

Aberdeen Advisors is a mid-market and lower mid-market merger and acquisition firm. Aberdeen focuses on selling companies in the Southeast United States generating less than $ 5 million to more than $ 100 million in annual revenues. Additionally, Aberdeen represents sellers of successful businesses in the Southeast.

CDI Global has advised on mergers and acquisitions for middle-market crossborder transactions for over 40 years. We are known for our experienced international personnel and our in-depth business development expertise. CDI has successfully partnered and collaborated with clients globally, in vertical sectors that span virtually every major industry that moves commerce, including technology, finance, retail, construction, industrial manufacturing, chemicals, oil & gas, healthcare & pharmaceuticals, food & agriculture and aerospace.We understand the prime importance of making informed choices…

After over 30 years of building and selling my own companies, I founded Exit Experts to help other business owners effectively fund, efficiently grow, and eventually sell their businesses. I facilitate investments from institutions, family offices, crowdfunding campaigns, and angel investors, with over $52M in capital raised in the last 18 months. I manage the M&A process for my clients from broad search to deal close, and have completed transactions with large private and public companies including J&J, Stryker, and Mpac Group plc. I work primarily with technology companies in the…

Vision Point Capital is Florida’s premier advisory firm dedicated to simplifying complex business valuations, M&A transactions, and ESOP transactions for business owners and their advisors. With over 80 years of combined experience, we’ve successfully served thousands of clients across the full M&A lifecycle.The Vision Point Capital team represents business owners from a variety of backgrounds, sectors, and geographies. With headquarters in Florida and regional offices in the Midwest, our advisors are well-positioned to provide a bespoke, hands-on approach to guiding clients and…

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…

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

Mergers & AcquisitionsRecapitalizationsGrowth CapitalExit Strategy PlanningStrategic AdvisoryValuations

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.

Travel, Tourism, Hospitality Technology Independent Sponsor - Partner with C-level non-equity holders of travel companies to transact founder and management buy-outs. I leverage my 30+ travel industry knowledge of the market to execute off market acquisitions acting as an independent sponsor. M&A Broker, Sell Side – Representing the sale of Travel Technology Companies.

Astor Walker & Co. is a full service M&A Advisory firm with global reach, in-depth market insight and broad execution capabilities. We are the trusted advisor to top decision-makers and help our clients achieve superior outcomes by providing thoughtful, caring advice while acting with honor and integrity. ServicesWe guide clients through the complex financial and strategic challenges that they face during each stage of their business life cycle. As a leading advisory-focused independent Advisory Firm, we are able to serve as a trusted advocate to our clients across a number of…

Middle Market advisory firm specializing in mergers and acquisitions, private placements of debt/equity, advisory assignments and business valuations. Our team has collectively closed over 100 transactions with more than $1 billion in value.

A company engaged in consolidating fragmented industries since 1992. RSCS was instrumental in facilitating the roll-up of several companies into such entities as U.S. Delivery, Inc., Consolidated Delivery & Logistics, Inc. and Corestaff, Inc. Mr. Shapss was also the founder of Coach USA, Inc. A 1970 graduate of Brooklyn Law School, Mr. Shapss is a member of the New York bar.