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Top M&A Advisory Firms in United States - Axial

Members (1319 results)

IEI Advisors

M&A Advisory Firm
  • 5 Total Closed Deals
Founded with a deep respect for the contracting industry, IEI exists to serve mechanical, HVACR, and controls contractors throughout their succession and exit efforts. We rely on industry experience and a disciplined focus to deliver exceptional service.
Most Recent Transactions
Advisor
Oct 2023
secured investment from
Advisor
Sep 2023
secured investment from
Advisor
Feb 2023
secured investment from
Advisor
Dec 2022
secured investment from

Westwood-Benson

M&A Advisory Firm
  • 4 Total Closed Deals
Westwood-Benson is a leading provider of professional services for confidential business sales, mergers & acquisitions, company valuations, exit planning and advisory services for business owners and companies desiring to sell, value or raise capital for their business. Westwood-Benson is known as an innovative leader in mergers and acquisitions and the sale of businesses throughout California and the Western United States. Westwood-Benson advisors can be reached at (916) 788-1939. www.WestwoodBenson.com
Most Recent Transactions
Advisor
Oct 2013
secured investment from
Advisor
Apr 2013
was acquired by
Advisor
May 2012
was acquired by
Advisor
Oct 2011
was acquired by

The Benchmark Group

M&A Advisory Firm
  • 4 Total Closed Deals
The Benchmark Group, Inc. was created explicitly to cater to the unique needs of privately owned and family businesses. Rather then piecemeal planning, we believe in comprehensively addressing the transitional issues that will impact a family or privately held business. Benchmark's capabilities, experience, and services are designed to address the following areas:ï Business Transfer and Succession Planning; ï Estate Conservation and Family Legacy Planning; and ï Investment Banking.Most of our work centers on value - based planning and strategies to help a…
Most Recent Transactions
Advisor
Aug 2012
secured investment from
Advisor
Jun 2011
secured investment from
Advisor
Jan 2011
was acquired by
Advisor
Oct 2004
was acquired by

Allan Taylor & Company

M&A Advisory Firm
  • 4 Total Closed Deals
Established in 2006, Allan Taylor is a boutique M&A firm located in the south central U.S. Our founders are nationally recognized experts who have had their work published in the New York Times, Inc. Magazine, the Huffington Post and CNN Money. Our Services: Sell-side Representation ($2M - $25M annual gross), Business Valuation and Pre-Sale Planning Value Enhancement
Most Recent Transactions
Advisor
Jun 2023
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Advisor
Jun 2023
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Advisor
Jun 2023
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Advisor
Jun 2023
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O'Keeffe & O'Malley Inc.

M&A Advisory Firm
  • 4 Total Closed Deals
O'Keeffe & O'Malley is Kansas City's preeminent M&A firm founded in 1984. We assist owners in selling their business in a very confidential and systematic process. Clients are typically sellers in the manufacturing, distribution, information technology or service sectors in the $2 million to $50 million range residing in Kansas or Missouri yet our sales process entails targeting U.S. and International prospects. More information can be seen on our website at www.ok-om.com
Most Recent Transactions
Advisor
Dec 2022
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Advisor
Apr 2021
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Advisor
Jun 2020
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Advisor
May 2019
secured investment from

New England Business Exchange

M&A Advisory Firm
  • 4 Total Closed Deals
Mr. Whorf is a founder of New England Business Exchange. John has completed more than 100 transactions and related engagements globally for both private and publicly traded companies aggregating over $1 billion in transaction value.
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Dec 2022
secured investment from
Advisor
Oct 2014
was acquired by
Advisor
Dec 2002
was acquired by

Peak Business Advisors

M&A Advisory Firm
  • 4 Total Closed Deals
Peak Business Advisors based in Vail, Colorado works with clients to source and opportunistically invests in lower middle-market companies that represent favorable returns for it's select group of private investors. As advisors to lower middle market companies, we also represent clients seeking to raise debt, equity, and maximize value in the sale of their company.
Most Recent Transactions
Advisor
Oct 2013
was acquired by
Investor
Oct 2013
acquired
Investor
Mar 2012
acquired
Investor
Aug 2010
acquired

CIM Partners

M&A Advisory Firm
  • 4 Total Closed Deals
Catalytic Industrial Management (CIM) is a leading, global M&A advisory boutique focused exclusively on clients and transactions in the small- and middle-market of the chemical and materials industry. CIM has senior, industry-experienced deal professionals in the US, Germany and the UK to provide the firm's clients with global access and transactional support. Our professionals have extensive backgrounds in corporate positions in the chemical industry and financial positions in the investment banking and corporate advisory industry. Our team has executed numerous financial and strategic…
Most Recent Transactions
Advisor
Sep 2013
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Advisor
Sep 2013
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Advisor
Oct 2012
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Advisor
Feb 2012
secured investment from

Kayo Advisory LLC

M&A Advisory Firm
  • 4 Total Closed Deals
Kayo Advisory LLC ("Kayo") provides mergers and acquisitions (M&A) advisory, capital introduction and consulting services to micro-cap companies. Headquartered in Charlottesville, Virginia, Kayo serves clients across the United States in a variety of industries. Kayo offers a customized approach to assist small businesses and entrepreneurs achieve their long-term strategic and financial objectives.
Most Recent Transactions
Advisor
Jan 2016
was acquired by
Advisor
Dec 2014
was acquired by
Advisor
Jun 2013
was acquired by
Advisor
Aug 2012
was acquired by

Avant Advisory Group

M&A Advisory Firm
  • 4 Total Closed Deals
Avant Advisory Group is a preeminent management consulting firm supporting primarily entrepreneurial and middle-market companies, as well as their management, capital providers, intermediaries, and other professionals. We are committed to providing the highest quality strategic, operational, and financial advisory solutions to leverage the utmost trust of our clients.We accomplish this by applying our business acumen, independent and objective insights, and wealth of experience and knowledge to our clients’ needs. Our firm’s managing directors are credentialed certified public…
Most Recent Transactions
Advisor
Mar 2023
was acquired by
Advisor
Oct 2022
was acquired by
Advisor
Jul 2022
was acquired by
Advisor
Aug 2020
was acquired by

Inglewood Associates, LLC

M&A Advisory Firm
  • 4 Total Closed Deals
Since 1983, Inglewood Associates has been delivering valuable business acumen to assist clients with a wide range of business challenges. Our principals bring to bear their wide ranging experiences as interim and full-time CEO's, CFO's and Chairmen of the Board to assist our clients with effective solutions for their particular needs and circumstances.Periods of rapid change, litigation or troubled circumstances are uncertain enough as it is - strengthen your position by utilizing seasoned business professionals. Simply stated, we provide the practical experience, business acumen and creative…
Most Recent Transactions
Advisor
Apr 2024
was acquired by
Advisor
Jan 2021
secured investment from
Advisor
Oct 2020
secured investment from
Advisor
Feb 2018
secured investment from

NCP, Inc.

M&A Advisory Firm
  • 4 Total Closed Deals
Mergers & Acquisitions – Since its founding, NCP continues to be recognized as a regional market leader offering advisory services on a multitude of sell-side and buy-side M&A assignments for lower middle market and middle market organizations. Assignments typically range between $10 million to $200 million on an enterprise value basis and include both asset and stock-based transactions. Capital Sourcing & Structuring – NCP has secured a prominent roster of institutional financing partners, from private equity firms to conventional commercial banking entities, in order to…
Most Recent Transactions
Advisor
Feb 2024
was acquired by
Advisor
Feb 2023
was acquired by
Advisor
Dec 2021
was acquired by
Advisor
Dec 2021
was acquired by

Empire Business Associates, Inc. D/B/A Capital Business Solutions

M&A Advisory Firm
  • 3 Total Closed Deals
Capital Business Solutions is a full service Business Brokerage and M&A Advisory firm connecting sellers of businesses with qualified, capable buyers and acquisition specialists around the world. We specialize in selling profitable companies in all sectors including the manufacturing, distribution and service industries. CBS is also focused on providing world class continuous education and ongoing support and services to our global network of professional Business Intermediaries. Our vision is to make your aspirations a reality, whether you are looking for a new start as a seller, buyer or…
Most Recent Transactions
Advisor
Jun 2013
was acquired by
Advisor
May 2012
was acquired by
Advisor
May 2012
was acquired by

J&R Yocum LLC

M&A Advisory Firm
  • 3 Total Closed Deals
J&R Yocum LLC does Mergers & Acquisition work. Jerry Yocum, the principal of the firm, is a highly technical Sales Executive with proven business and account development expertise. Track record of results demonstrated across multiple industry segments – spanning Manufacturing, Pharmaceutical, Telecommunications and non profit markets – built upon negotiations and project management proficiencies.
Most Recent Transactions
Advisor
Dec 2014
was acquired by
Advisor
Dec 2014
was acquired by
Advisor
Mar 2014
was acquired by

The Turris Group, Inc.

M&A Advisory Firm
  • 3 Total Closed Deals
Turris Group, Inc is a boutique Business Consulting firm focused on assisting Micro Cap companies with developing growth strategies through acquisitions, succession plans, strategic plans; or preparing the business for sale, recap or merger.Turris Group, Inc works exclusively with owners of mid market companies, assisting them with updating and implementing their strategic business plans. We keep companies growing by focusing primarily on organic growth and when necessary sourcing strategic acquisition candidates and working the acquisition process through to close. TGI is also engaged by…
Most Recent Transactions
Advisor
Jan 2021
secured investment from
Advisor
Jan 2021
secured investment from
Advisor
Jan 2021
secured debt financing from

Roupp Acquisitions Inc

M&A Advisory Firm
  • 3 Total Closed Deals
Partners.We can throw fancy words at you and a history of mega-deals, but for us, it all comes down to this simple word. You need partners that can understand you, your business and your goals. Partners that can personally commit to giving you what you need, and that take personal stake in your success. At Roupp Acquisitions, we know that buying or selling a company is not for the faint of heart, which is why you need someone who can help shoulder the load. Think of us as an extension of your team who specialize in bringing people together and achieving results. Our role is to be your trusted…
Most Recent Transactions
Advisor
Aug 2014
was acquired by
Advisor
Apr 2014
was acquired by
Advisor
Feb 2014
was acquired by

Turnbridge Consulting Group, LLC and subsidiary, Turnbridge Financial Group, MA

M&A Advisory Firm
  • 3 Total Closed Deals
Our firm has over 65 years of combined experience to help a company from its start up to helping its executives plan their exit strategy. Whether you are a startup company or introducing a new product into an industry, we can help you with the marketing plan and implementation. With our Turnbridge Financial Group division, we provide the full complement of risk management and financial planning services to employee groups and company executives. With our mergers and acquisition division, Turnbridge Finaincial Group, MA, we have experienced finders, business brokers and attorney partners who…
Most Recent Transactions
Advisor
Dec 2013
was acquired by
Advisor
Oct 2013
was acquired by
Advisor
Jul 2012
was acquired by

Turning Point Advisors

M&A Advisory Firm
  • 3 Total Closed Deals
We are more than M&A Advisors Our powerful combination of M&A experience and business ownership with operational, legal, accounting and consulting experience gives us a unique perspective and gives you a distinct advantage. Business Sales Turning Point Advisors has carved a niche specializing in the sale of privately held businesses. As your strategic partner, we will actively represent you helping you sell your business at the best price on your terms. Acquisitions Our expertise will help you efficiently and successfully close strategic acquisitions. Your management team can depend on…
Most Recent Transactions
Advisor
Oct 2022
secured investment from
Advisor
Aug 2021
secured investment from
Advisor
Mar 2021
secured investment from

Miller Advisory Corp.

M&A Advisory Firm
  • 3 Total Closed Deals
Most Recent Transactions
Advisor
Jul 2022
secured investment from
Advisor
Feb 2019
secured investment from
Advisor
Feb 2019
secured investment from

Aspen Grove Investments

M&A Advisory Firm
  • 3 Total Closed Deals
Growthland, formerly known as Aspen Grove Investments, provides services to sellers, buyers and owners of private businesses. We have led many strategic initiatives related to the establishment, growth and development of multiple businesses throughout the US. We have s a strong track record in acquisitions and divestitures, negotiating, financial management, strategic planning and legal and regulatory relations. Having worked with individual business owners as well as corporate acquisitions and divestitures we understand the special considerations of corporations, individuals and families…
Most Recent Transactions
Advisor
Dec 2021
was acquired by
Advisor
Dec 2020
was acquired by
Advisor
Dec 2017
was acquired by

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