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Top M&A Advisory Firms in United States - Axial

Members (1460 results)

Amerivest Group

M&A Advisory Firm
  • 3 Total Closed Deals
Amerivest Group is a Merger & Acquisition firm offering exceptional transactional and financial expertise to lower middle market companies seeking a divestiture, merger, acquisition, recapitalization, or growth capital through a variety of time tested mechanisms. With a team of accomplished deal makers, Amerivest offers a unique blend of sophisticated solutions and extraordinary client service to an underserved segment of the market. The firm is comprised of seasoned professionals who have diverse backgrounds in Mergers & Acquisitions, strategic planning, corporate development and…
Most Recent Transactions
Advisor
Mar 2023
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Mar 2023
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Nov 2022
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VR Business Brokers - San Antonio, TX

M&A Advisory Firm
  • 3 Total Closed Deals
VR located in San Antonio provides business brokerage and merger & acquisitions services to business owners and entrepreneurs located primarily in the South Texas area.We are part of VR's International network of business intermediaries, our services include business valuations, packaging and positioning of companies, strategic and proactive marketing qualifications of buyers, franchise sales and targeted acquisition assignments.
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Advisor
Aug 2020
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Aug 2020
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Aug 2020
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Horizon M&A Advisors

M&A Advisory Firm
  • 3 Total Closed Deals
We offer comprehensive and innovative solutions to business owners seeking to sell or to grow by acquisition. We specialize in guiding our clients through the complexities of mergers and acquisitions, providing them with tailored advice, and identifying strategic opportunities to maximize their value. With years of experience, a deep understanding of the market, and a commitment to excellence, we are the partner you can trust to achieve your business goals. Our team of experts is dedicated to delivering personalized service, professionalism, and results-driven outcomes that exceed our…
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Sep 2024
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Mar 2024
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Nov 2023
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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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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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Aug 2019
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Advisor
Oct 2018
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Baltimore Washington Financial Advisors

M&A Advisory Firm
  • 3 Total Closed Deals
Our team of business experts at BWFA provides comprehensive Mergers & Acquisitions Services for small to middle-market companies and their owners. Our services include business valuations, exit planning advisory, sell side services, buy side services, and assistance with corporate financing. At BWFA, we bring value to every transaction by working extensively with the business owner to determine the best solution for his or her particular situation. Our experience spans multiple industries, including Healthcare, Information Technology, Government Contracting, Manufacturing, Construction,…
Most Recent Transactions
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Sep 2022
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Sep 2022
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Advisor
Oct 2020
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ClearCap Strategic Advisors, LLC

M&A Advisory Firm
  • 3 Total Closed Deals
Mergers & AcquisitionsRecapitalizationsGrowth CapitalExit Strategy PlanningStrategic AdvisoryValuations
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Advisor
Nov 2022
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Nov 2022
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May 2022
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BearDown Brokerage

M&A Advisory Firm
  • 3 Total Closed Deals
As a team of seasoned professionals with diverse expertise, we are Business Brokers that can and do more. We are passionate about helping our sell side clients increase the value of their privately held businesses and helping our buy side clients strategically acquire new businesses.We have developed an internal ecosystem that provides for one stop shopping, including M&A advisory services, legal services, tax & accounting services, and marketing. We aim to the simplify the entire deal process and shorten the time it takes to close deals through streamlined processes.Our team has…
Most Recent Transactions
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Oct 2024
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Advisor
Apr 2024
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Advisor
Mar 2023
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Lakeside Acquisitions

M&A Advisory Firm
  • 3 Total Closed Deals
Lakeside Acquisitions is a premier Mergers & Acquisitions Advisory firm with the sole focus of representing owners of privately held businesses who are looking to maximize value on their sale proceeds. When combined with our proprietary process, buyer network, and deal prowess, we routinely deliver results above our clients’ expectations. We are purposefully not a “Jack of All Trades” nor are we industry agnostic. We only take on select client engagements in specific industries where we can add significant value. Clients find that our success fee pays for itself as our deal experience…
Most Recent Transactions
Advisor
May 2024
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May 2024
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May 2023
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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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Premara Group

M&A Advisory Firm
  • 3 Total Closed Deals
Our mission is to help business owners maximize their outcome during a liquidity event.  As operators with a combined 25+ years of experience running all sizes of businesses, we are uniquely positioned to help business owners with sales and financial operations early in the process all the way through to the closing of a transaction. We utilize technology and specialized services to implement the best solutions for our clients.Our primary focus is on lower middle market transactions in the high tech and eCommerce space. Our team of advisors has experience running the types of companies we…
Most Recent Transactions
Advisor
Mar 2024
was acquired by
Advisor
Nov 2023
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Advisor
Sep 2022
was acquired by

Charles Towne Holdings

M&A Advisory Firm
  • 3 Total Closed Deals
Charles Towne Holdings offers thoughtful and creative M & A advisory services to middle market businesses, institutional investors and family offices seeking to pursue a liquidity event. Because each transaction is unique and requires the ability to comprehend complex situations that could affect the outcome of the process, we make sure that every deal is led by senior investment banking professionals, each of whom brings deep sector expertise and the global network of relationships. For corporate acquirers or platform investments of private equity groups, Charles Towne provides buy-side…
Most Recent Transactions
Advisor
May 2022
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Advisor
Feb 2022
was acquired by
Advisor
Dec 2020
was acquired by

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
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Advisor
Aug 2023
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Advisor
Apr 2022
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Madfarm LLC

M&A Advisory Firm
  • 3 Total Closed Deals
Madfarm brings vision and confidence to business owners at every stage of an ownership transition. We partner with market leaders to run hands-on and consultative business sale processes that increase value, decrease risk, and honor the values of our clients. We are dedicated to lower middle market companies with annual revenues of 5 to 50 million and the nuances that define founder, family, and entrepreneur owned enterprises.
Most Recent Transactions
Advisor
Oct 2024
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Advisor
Jul 2023
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Aug 2022
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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
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Advisor
Jun 2023
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Advisor
Jun 2023
secured debt financing from

Aria Business Advisors

M&A Advisory Firm
  • 3 Total Closed Deals
Aria’s primary objective is to provide exceptional M&A advisory solutions tailored to small and middle market businesses. Whether you’re looking to expand or divest, we would like to serve as your comprehensive strategy for all M&A requirements. The Aria team has decades of experience and positive outcomes in the field of mergers and acquisitions. Our team of seasoned professionals stands ready to assist you in selling, acquiring, or evaluating the worth of your business.
Most Recent Transactions
Advisor
Jul 2024
was acquired by
Advisor
May 2024
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Advisor
Jan 2024
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The Raivax Group

M&A Advisory Firm
  • 3 Total Closed Deals
The Raivax Group is an award-winning boutique M&A Advisory firm composed of highly experienced professionals providing privately held businesses ith sell-side M&A services in the lower middle market sector. We are recipients of the highest designations in our industry, we maintain record-breaking close rates and are expert dealmakers with a laser focus on the clients we represent.
Most Recent Transactions
Advisor
Aug 2021
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Advisor
Nov 2019
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Advisor
Oct 2018
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Equity Transfers

M&A Advisory Firm
  • 3 Total Closed Deals
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Advisor
Jan 2023
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Advisor
Jun 2022
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Advisor
Dec 2018
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Peapack-Gladstone Corporate Advisory

M&A Advisory Firm
  • 3 Total Closed Deals
Investment Banking Group offers mergers and acquisition (M&A), capital raising, strategic and financial advisory services through our Corporate Advisory team and provides bank financing (bilateral, club, or syndicated) through our Structured Finance team. We provide thoughtful services to middle market corporate clients and financial sponsors.Peapack-Gladstone Bank (NASDAQ: PGC) is a 98-year old boutique commercial bank with total assets of $4.8 Bn and AUM of $6.6 Bn as of 6/30/2019. Other business segments include Peapack Private (Wealth), Commercial Banking, Commercial Real Estate, Peapack…
Most Recent Transactions
Advisor
Apr 2022
was acquired by
Advisor
Mar 2022
was acquired by
Advisor
Feb 2021
was acquired by

Argonite Partners

M&A Advisory Firm
  • 3 Total Closed Deals
Argonite Partners was founded in 2019 on the premise of providing institutional-level M&A advisory services to businesses of all sizes, with a particular focus of working directly with business owners on transactions that are often under the radar of larger advisors. Leveraging our founders' experience and relationships stemming from their work at larger banks (including Harris Williams, Western Reserve Partners, and Citizens Capital Markets), Argonite Partners fills a “gap in the market” by providing small- and mid-sized business clients with connections to capital sources…
Most Recent Transactions
Advisor
Oct 2021
was acquired by
Advisor
May 2021
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Advisor
Jan 2021
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