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Top Arizona M&A Advisory Firms

Explore 32 Arizona M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

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Axial Insights

Arizona M&A Advisory Firms

32

Active Firms

14

TTM Deal Flow

$3M-$9M

Core Revenue Range

$500K-$3M

Core EBITDA Range

Top Sectors by Activity

Industrials 36%
Consumer Goods 21%
Healthcare 14%
Arts & Entertainment 7%
Business Services 7%

Key Attributes

Best For: Owner-Led Companies | Typical Fee: Retainer & Success fee | Coverage: Sector Expertise With Hands-On Execution

Showing 1-20 of 32 M&A Advisory Firms

Sorted by recent activity

Ardent Advisory Group

2 Closed Deals via Axial 22 Total Closed Deals
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Ardent Advisory Group is a privately-held, independent investment bank that provides strategic advice and execution on mergers and acquisitions.Our team’s diverse background as advisors, industry executives, and investors provides a unique and broad understanding of the industry’s financial, regulatory, and competitive landscape. We have deep sector-specific relationships and experience, making Ardent Advisory Group a trusted advisor of choice.Ardent Advisory Group believes in one hundred percent alignment with client success.Over the last few years, Ardent Advisory Group has grown into…

Recent Transactions

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  • Jul 2025 Advised Confidential Company in its sale to Confidential Company
  • Jul 2024 Advised Confidential Company in its sale to Confidential Company
  • Aug 2023 Advised Talus Development Corp in its sale to Future Infrastructure Holdings
  • Aug 2023 Advised ProWest on an investment from Oxbow Equity Partners and Peterson Partners

IBG / Fox & Fin

2 Closed Deals via Axial 15 Total Closed Deals
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Fox & Fin Financial Group dba IBG/Fox & Fin is a nationally respected, award winning leader in business sales and acquisitions of privately held middle-market companies. We assist business owners in valuing and selling their companies at the appropriate time, for maximum value.We exist to bring "best of the best" merger and acquisitions skills and knowledge to company owners when they are ready to sell a business, or make an acquisition. Our firm is of distinctive character and shared values, defined by commitments to deliver business owners excellence in M&A services. IBG serves business…

Recent Transactions

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  • Sep 2025 Advised Confidential Company in its sale to Confidential Company
  • Aug 2025 Advised Confidential Company in its sale to Confidential Company
  • Mar 2025 Advised Confidential Company in its sale to Confidential Company
  • May 2024 Advised Confidential Company in its sale to Confidential Company

2717 Group

1 Closed Deal via Axial 2 Total Closed Deals
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2717 Group is focused on maximizing value for our clients. 2717 Group has extensive Financial, Strategic, and Operational experience in the A/E/C (Architectural, Engineering, Construction) industry, having held executive leadership positions as well as performing advisory services. 2717 Group has over worked on over 80 successful acquisitions in the industry. As a result, buyers and sellers don't waste valuable time explaining their business model.2717 Group Key Service Areas:1) Mergers & Acquisitions Transaction Advisory - Buy side & Sell side2) Strategic Advisory

Recent Transactions

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  • Oct 2020 Advised Confidential Company in its sale to Confidential Buyer
  • Dec 2018 Advised Unlimited Concrete Solutions in its sale to Unlimited Contracting Solutions (A Pritzker Organization Portfolio Company)

Windstream Partners, LLC

25 Total Closed Deals
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Over $700 Million in Completed Transactions with Growth Stage and Lower Middle Market Companies.Our Specialization:M&A Advisory ServicesDebt Capital MarketsPrivate EquityBusiness OptimizationStrategic PlanningRestructurings & TurnaroundsIndustry Focus: MediaTelecomInternet ServicesEnterprise SoftwareSaaSeCommerceFinTechBlockchainLite ManufacturingBusiness ServicesFinancial ServicesGeographic Focus: Companies domiciled in the United States.Transaction Size: $5,000,000 - $200,000,000+Financing Expertise: Over the past 25 years, we have developed a highly diversified network of financing…

Recent Transactions

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  • Feb 2024 Assisted Windstream Partners, LLC in securing debt financing from Confidential Company
  • Aug 2023 Advised Confidential Company on an investment from Confidential Company
  • Aug 2023 Advised Confidential Company on an investment from Confidential Company
  • Jan 2023 Advised Confidential Company on an investment from Confidential Company

The Wheatley Group

7 Total Closed Deals
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The Wheatley Group is a merger and acquisition advisory firm providing cutting edge,"value-added" services to clients interested in selling or acquiring companies. We manage and handle complex and sophisticated transactions in all kinds of industries and are recognized as a leading regional advisory firm. The majority of our selling clients are headquartered in Arizona, the Southwest and other Western states. Our Buyers have been national and international in nature, including: Public Companies (NYSE and NASDAQ), Large Privately Held Companies, Private Equity Groups, Affluent Individuals and…

Recent Transactions

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  • Oct 2024 Advised Confidential Company in its sale to Confidential Company
  • Oct 2024 Advised Confidential Company in its sale to Confidential Company
  • Mar 2024 Advised Confidential Company in its sale to Confidential Company
  • Jun 2023 Advised Confidential Company on an investment from Confidential Company

Corporate Development Associates

3 Total Closed Deals
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Corporate Development Associates is a private intermediary firm serving the North American graphic arts industry. It was founded in Indianapolis in June 1987. The primary focus of the firm is to provide personalized Merger & Acquisition (M&A) advisory services by seasoned printing industry M&A professionals who are involved throughout the assignment.Our services include: • Business valuations• Assisting clients in effectively selling or buying businesses• Assisting clients in developing an acquisition strategy• Targeting and identifying potential strategic acquisitions•…

Recent Transactions

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  • Oct 2025 Advised Advanced Barcode & Label in its sale to General Data Corporation
  • Oct 2025 Advised Apex Color in its sale to Wise BF & Lewis Color
  • Jun 2025 Advised Graphic Resources, Inc. in its sale to SPRY

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Global Point Capital Partners, LLC (GPCP)

1 Total Closed Deal
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Global Point Capital Partners, LLC (“GPCP”) is a small and middle market Mergers and Acquisitions (“M&A”) Advisory Firm servicing privately held companies in the southwestern section of the United States. GPCP provides both Buy and Sell Side advisory/broker services to privately held companies seeking a major liquidity event, market expansion or growth capital provided that a minimum of twenty-five percent (“25%”) of the target company’s equity is exchanged in the transaction. GPCP provides M&A Advisory Services to its clients as a “Financial Intermediary” and on a “Best…

Recent Transactions

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  • Jan 2018 Advised Confidential Company on an investment from Confidential Company

CKS Securities

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When companies face inflection points, they are in need of expert advice to navigate through the process, identify the various alternatives and the related pros and cons of each and then affect the solution that best meets the business owner's desired objectives. Focused exclusively on privately held, middle—market companies, CKS Advisors, LLC not only provides institutional investment banking services but also specific consulting services relating to financial restructuring and for growth challenges and succession planning. The specific services CKS Advisors provides are: Buy side and sell…

Recent Transactions

This member has no reported closed transactions.

Aspire Clean Tech Communications

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San Diego-based professional services firm focused on alt energy and clean tech sectors. Services include: capital markets advisory, transactional services, SEC corporate housekeeping, business development, market research, deal and non-deal road shows and strategic advisory.

Recent Transactions

This member has no reported closed transactions.

DMI Group

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Marshall Warwaruk is the managing Partner at Collective Exec, and over the last ten years has specialized in helping small, privately held software and IT services companies maximize shareholder value through strategic investments, merger, acquisitions, and strategic alliances. He has represented both buyers and sellers, guiding them through the planning and execution process of deal making. Marshall has also been a speaker at numerous industry conferences, and has written and published countless articles providing valuable insights into M&A market trends, negotiations and strategic deal…

Recent Transactions

This member has no reported closed transactions.

Bristlecone Trail Partners, LLC

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Bristlecone Trail Partners ("BTP") is an independent boutique investment banking and sellside M&A advisory firm serving service-based businesses. We provide accessible, high-quality, and high-touch strategic advice to entrepreneurs and family-owned businesses as they explore and execute on a sale transaction involving their business. We are low volume by design, and each year selectively take on only a few new clients. BTP covers clients in a variety of industries with a particular focus within Home and Commercial Services (ie., HVAC, Plumbing, Electrical, Pest, Roofing, Garage Door,…

Recent Transactions

This member has no reported closed transactions.

Momentum Capital Advisors

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Everything Momentum Transaction Group does is really about the clients we serve. Our approach, our process and the services we deliver are all driven by your vision and goals.No two businesses are alike and we take pride in crafting customized Investment Banking solutions for our clients and the unique situations they face. Our diverse client base ranges from small entrepreneurial start-ups to well established middle-market enterprises. We apply our broad New York and Chicago experience and network to lead companies like yours in Mergers & Acquisitions, Capital Advisory, and Business…

Recent Transactions

This member has no reported closed transactions.

Rush Street Capital

17 Total Closed Deals
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Rush Street Capital finds solutions for your middle market business.  Rush Street Capital is a team of dedicated professionals with deep experience in the commercial middle market.  We provide capital and advisory services to private equity firms, business owners and lenders.  We strive for excellence in all that we do.  We are committed to serving your company and your needs.

Recent Transactions

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  • Jun 2017 Advised Dancing Deer Baking Co. on an investment from Asset Based Lender
  • May 2017 Assisted Central Virginia Aviation, Inc. in securing debt financing from Essex Bank
  • Feb 2017 Assisted Consumer Goods Company in securing debt financing from ExWorks Capital
  • Feb 2017 Advised TrialWorks on an investment from Ridge Road Partners

The Paragon Group

14 Total Closed Deals
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Mergers & Acquisitions. Multiple industries with a focus on aerospace and other manufacturing, nutraceutical/natural products, business to business and consumer service companies, medical services & equipment, food manufacturing, construction related companies..

Recent Transactions

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  • May 2024 Advised Confidential Company in its sale to Confidential Company
  • Aug 2019 Advised KC Air Conditiioning, Inc. in its sale to Private Individuals
  • Jun 2019 Advised Healthy Habits Mail Order Company in its sale to Optimal Health & Wellness, Inc.
  • May 2018 Advised State Tile in its sale to State Tile Flooring, LLC.

Upton Financial Group

3 Total Closed Deals
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Upton Financial Group is an advisory firm specializing in business value strategies and solutions. Our mission is to advise business owners on how to create and capture value in their businesses to meet their personal, professional and financial objectives. We help create value by formally establishing the value today, and then preparing and executing a plan to optimize the future value based on the owner’s desired exit strategy. We capture value one of three ways: 1. Sale (merger with or acquisition by a third party);2. Succession (internal transfer of the business);3. Dissolution (an…

Recent Transactions

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  • Nov 2022 Advised Confidential Company on an investment from Confidential Company
  • Nov 2022 Advised Confidential Company on an investment from Confidential Company
  • Oct 2021 Advised Confidential Company on an investment from Confidential Company

Silverthorne Advisors LLC

1 Total Closed Deal
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Silverthorne Advisors LLC provides general management advisory services, focusing especially on strategic direction, and merger and acquisition advice and negotiating deals for small 'hi-tec' businesses in the range of $5-50 million in revenues in the USA and Europe.

Recent Transactions

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  • Aug 2019 Advised Not available on an investment from IDEX

The Lawn & Garden Performance Group LLC

1 Total Closed Deal
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The Lawn & Garden Performance Group, LLC specializes in bringing lawn and garden companies together through Mergers and Acquisitions, Strategic Alliances, and Business Partnerships. With more than 30 years experience in the lawn and garden industry, The Lawn & Garden Performance Group, LLC is who you need to help you through the selling or purchasing process. Whether you are looking to buy or sell a company, a brand or product, or if you are looking to acquire marketing rights, distribution rights or a strategic alliance, the Lawn & Garden Performance Group, LLC can assist in making the…

Recent Transactions

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  • Dec 2012 Advised Stone Age Creations in its sale to Tierra-Derco

Hallmark Business Consultants

1 Total Closed Deal
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From retail stores and service businesses to manufacturing and distribution companies, we are experienced, expert business intermediaries.We believe that it is essential that you be represented by professionals. While we work together on your behalf, we also include your attorney and tax advisor on our team.If you have a business to sell or are interested in acquiring a business in Southern Arizona, please give us a call. We know the marketplace!With more than 78 years of collective experience in business ownership and brokerage, our principlals have the educational and business backgrounds…

Recent Transactions

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  • Jun 2022 Advised Confidential Company on an investment from Confidential Company

Casper Business Sales

1 Total Closed Deal
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Merle D Makings PLLC is a licensed business broker for the state of Arizona. Merle has 30+ years experience and specializes in listing, packaging and selling Arizona businesses with revenues between $1MM and $25MM. Merle has successfully represented companies from various industries including IT staffing, general temp and perm staffing, trucking, security, internet, automotive aftermarket, metal fabrication, manufacturing, technology, security and HVAC. Merle is a full service business broker with a national network of M&A professionals as well as relationships with private equity groups,…

Recent Transactions

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  • Apr 2014 Advised TKM Inc in its sale to AZBECK LLC

Frequently Asked Questions

How are M&A Advisory Firms in this directory ordered?

Firms in the Arizona M&A Advisory Firms directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

What information is included in each M&A Advisory Firm profile?

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

What company sizes are most common for Arizona M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for Arizona M&A Advisory Firms is $3M-$9M, with a core EBITDA range of $500K-$3M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

How important is location when evaluating M&A Advisory Firms?

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in Arizona may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Do all M&A Advisory Firms in this directory operate exclusively in Arizona?

Not necessarily. A firm’s location does not always define its geographic reach. Many M&A Advisory Firms based in Arizona are active across multiple regions, while firms based elsewhere may also participate in the Arizona market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

How do I compare M&A Advisory Firms in Arizona?

When comparing M&A Advisory Firms in Arizona, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 32 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Arizona M&A Advisory Firms?

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Arizona M&A Advisory Firms directory, you can request information here.

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