🏆 Top 5 Lower Middle Market Investment Bank — Axial - Q1, Q2, Q3 2025🚀 Investment Banking, Rebuilt for the Real World🔧 A tech-enabled investment bank for the essential services economyIn 2024, we launched The Advisory with a simple belief:Main Street business owners deserve Wall Street-level outcome…
🏆 Top 5 Lower Middle Market Investment Bank — Axial - Q1, Q2, Q3 2025
🚀 Investment Banking, Rebuilt for the Real World
🔧 A tech-enabled investment bank for the essential services economy
In 2024, we launched The Advisory with a simple belief:
Main Street business owners deserve Wall Street-level outcomes.
We’re not software for bankers. Not a listing site. Not another deal marketplace.
We’re a true, full-service investment bank purpose-built for the essential services economy—HVAC, plumbing, landscaping, accounting, and the businesses that keep America running.
⚠️ The problem?
Traditional banks are built for billion-dollar deals. Below the middle market, they break. Bloated teams, outdated tools, and cookie-cutter processes fail real-world operators. And DIY marketplaces? They leave you flying solo during the most important—and complex—transaction of your life.
💡 What makes us different?
We combine deep industry expertise with proprietary technology that maps every relevant buyer in minutes. Less red tape. More results. Our process is discreet, competitive, and built to maximize value and close rate—not just check boxes.
👤 Our Managing Partner, Oliver Bogner, has walked in your shoes.
He’s a 2x Forbes 30 Under 30 founder and 2x Inc. 5000 CEO who’s built and sold five companies. After working with traditional investment banks to exit his own businesses, he saw how broken the system was—especially for founders in the $5M–$50M revenue range. So he built the solution.
📌 The result?
A FINRA-registered investment bank focused exclusively on helping essential service founders get the exits they deserve—with white-glove treatment and Wall Street-level execution.
Main Street deserves better. We’re here to deliver it.
🔗 theadvisoryib.com
📩 info@theadvisoryib.com
Team (1)
Recent Transactions (5)
The Advisory
Plumbing and Heating Equipment and Supplies (Hydronics) Distributors (Wholesalers), Plumbing, Heating, and Air-Conditioning Contractors
Advised
Anonymous
in their acquisition by
Anonymous
December 2025
The Advisory
Exterminating and Pest Control Services, Pest (e.g., ant, rat, roach, rodent) control poison manufacturing, Pest control services, agricultural, Pest control services, forestry
Advised
Anonymous
in their acquisition by
Anonymous
December 2025
The Advisory
Landscape Architectural Services, Landscape materials and supply store, Landscaping Services
Advised
Anonymous
in their acquisition by
Anonymous
December 2025
The Advisory
Exterminating and Pest Control Services, Landscape Architectural Services, Landscaping Services, Lawn care supplies (e.g., chemicals, fertilizers, pesticides) distributors (wholesalers), Lawn maintenance machinery and equipment distributors (wholesalers), Pest (e.g., ant, rat, roach, rodent) control poison manufacturing, Pest control services, forestry
Advised
Anonymous
in their acquisition by
Anonymous
June 2025
The Advisory
Air-Conditioning and Warm Air Heating Equipment and Commercial and Industrial Refrigeration Equipment Manufacturing, Electric heat proportioning controls, modulating controls, manufacturing, Heated air distribution, Heating and cooling system controls, residential and commercial, manufacturing, Heating engineering consulting services, Heating Equipment (except Warm Air Furnaces) Manufacturing, Heating regulators manufacturing, Heating steam (suppliers of heat) providers, Limit controls (e.g., air-conditioning, appliance, heating) manufacturing, Line or limit control for electric heat manufacturing, Plumbing and Heating Equipment and Supplies (Hydronics) Distributors (Wholesalers), Plumbing, Heating, and Air-Conditioning Contractors, Power Boiler and Heat Exchanger Manufacturing, Refrigeration Equipment and Supplies Distributors (Wholesalers), Sequencing controls for electric heating equipment manufacturing, Steam heat distribution, Steam heating systems (i.e., suppliers of heat), Thermostats (e.g., air-condit
Advised
Anonymous
in securing debt financing from
Anonymous
April 2025
Sectors The Advisory serves:
Consumer Goods
Business Services
Distribution
Health Care
Consumer Services
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