Top Boston M&A Advisory Firms with Recent Private M&A Activity

Active Firms

TTM Deal Flow

$3M-$12M

Core Revenue Range

$500K-$3M

Core EBITDA Range

Top Sectors by Activity

Industrials 33%

Technology 19%

Food & Hospitality 15%

Healthcare 11%

Business Services 7%

Key Attributes

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

Exit Boston

2 Closed Deals via Axial

23 Total Closed Deals

View Full Profile

Our primary focus is representing the owner(s) of closely held businesses with EBITDA of $2.5-$18Million.Experience shows 76% of successful Lower Middle Market firms are not prepared to go to market. They were built to create a great Lifestyle, not built to sell. Our engagement focuses first on staging the business for a successful sale, then bring them to market utilizing our proven proprietary tools helping to identify weaknesses buyers will perceive, and thus where value will leak. We properly prepare our clients as we position and introduce them to the right buyer segment suitable to…

Recent Transactions

View All

Sep 2025 Advised Maher Water Services in its sale to Grey Wind Capital
Sep 2025 Acquired Internal Transfer
Sep 2025 Acquired Internal Transfer
Sep 2025 Acquired Internal Transfer

Consensus Advisors LLC

1 Closed Deal via Axial

13 Total Closed Deals

View Full Profile

Consensus has broad experience advising retail and consumer products companies undergoing significant transformations to their business models. Our professionals have decades of relevant industry experience representing and advising companies, entrepreneurs, investors, creditors and lenders in financial and brand equity transactions.

Recent Transactions

View All

Aug 2023 Advised Moda Operandi in its sale to Investor Group
Aug 2023 Advised Concept Agritek on an investment from Lineage Capital
Aug 2023 Advised Annie Selke in its sale to Francisco Partners
Jun 2023 Advised LTD Commodities in its sale to ASC Brands, LLC

Peloton Advisory

1 Closed Deal via Axial

11 Total Closed Deals

View Full Profile

We provide strategic guidance and merger & acquisition (M&A) advisory services to entrepreneurs who are ready to take their successful enterprise to the next stage.Strategic Advisory ServicesWe help our clients break through the glass ceiling by evaluatingthe Company’s competitive advantagethe industry landscapetheir position in the industrypotential ways to maximize the industry opportunity given the Company’s competitive advantage.We help plan and build the tool kit that will be most valuable in measuring and predicting the Company’s performance and metrics. We help create growth…

Recent Transactions

View All

Jan 2025 Advised Confidential Company in its sale to Confidential Buyer
Apr 2021 Advised Concord Trust Company in its sale to IQ-EQ
Jan 2021 Advised Selectwood in its sale to Eldredge Lumber & Hardware
Dec 2020 Advised Exacom, Inc. on an investment from Seaport Capital

Masswell Capital

1 Closed Deal via Axial

9 Total Closed Deals Actively Sourcing Deals

View Full Profile

Masswell Capital works with clients in the Industrial and home services trades industries to gauge value, identify prospective buyers and coordinate the exit. Advising clients on maximize the future value of their business while mitigating risks by tracking and measuring performance, KPI's and binding and mending company weak spots to solidify performance. As well as assisting in planning, preparing, and executing on exits or acquisitions.

Recent Transactions

View All

Dec 2025 Advised Confidential Company in its sale to Confidential Company
Oct 2025 Advised Confidential Company in its sale to Confidential Company
Sep 2025 Advised Confidential Company in its sale to Confidential Company
Feb 2025 Advised Confidential Company in its sale to Confidential Company

MedWorld Advisors

1 Closed Deal via Axial

5 Total Closed Deals

View Full Profile

We are a healthcare mergers and acquisitions firm that specializes in helping small to medium size Medical Device, MedTech, BioTech, BioMed, Life Sciences and HealthCare companies to reach their goals. Our M&A consulting experts create value growth for our Mid Market customers and help them take their businesses to the next stage. With over 50 years of relationships in these markets and a true global footprint as a healthcare mergers and acquisitions firm, we can help you be successful in making your goals happen.

Recent Transactions

View All

Jul 2024 Advised Arc Laser in its sale to Afinum
Feb 2024 Advised Confidential Company in its sale to Confidential Company
Sep 2020 Advised Confidential Company in its sale to Silver Peak Partners
Mar 2020 Advised Airon Corporation in its sale to GE Healthcare

Carpenter Hawke & Co.

1 Closed Deal via Axial

16 Total Closed Deals

View Full Profile

Carpenter Hawke & Co was established in 1991 to provide sell-side advisory services to privately held businesses with enterprise values between $1 million to $50 million. OUR Business Is Selling YOUR Business, CONFIDENTIALLY!Personal integrity and professionalism govern our performance with the utmost consideration given to our clients' best interest. Our reputation and specialized approach to transactions have earned us the respect of the many clients we have served over the years. Our experience and knowledge of the appropriate steps enable us to provide strategy and plan formulation to…

Recent Transactions

View All

Nov 2021 Advised Permit Puller in its sale to Porch Group
Mar 2020 Advised LJM Packaging Company on an investment from UNIFIED 2 Global Packaging Group
Jan 2020 Advised Chapman Moser Funeral Service, Little Falls , NY on an investment from Houghtaling & Smith /Gray-Houghtaling & Smith Funeral Homes New York
Jan 2020 Advised Shaker Workshops, Massachusetts on an investment from Tappan Chairs

Stop Browsing. Start Transacting.

Join 20,000+ members who source deals, connect with counterparties, and close transactions on Axial.

Get Started Today

Trudeau & Trudeau Associates, Inc.

1 Closed Deal via Axial

15 Total Closed Deals

View Full Profile

The FirmTrudeau & Trudeau Associates, Inc. (T&T) is a M&A advisory firm that provides merger and acquisition and strategic consulting services to client companies and private equity groups. Since their founding in 1982 by the Trudeau brothers, the firm’s philosophy has been to bring an organized and systematic approach to merger and acquisition transactions for their clients. The Trudeau brothers are still active partners providing their clients and colleagues with the experience of having successfully completed hundreds of transactions. Since inception, out-of-the-box thinking…

Recent Transactions

View All

Jan 2023 Advised Elmer Buchta Trucking, LLC in its sale to Transport Acquisitions, Inc.
Dec 2021 Advised Lanier Color Company in its sale to Teknor Apex Company
Nov 2010 Advised Sarlink in its sale to Teknor Apex
Aug 2007 Advised Madison Media Institute in its sale to American Higher Education Development

Progress Partners, Inc.

55 Total Closed Deals

View Full Profile

Progress Partners is a Boston and New York City-based boutique advisory firm providing M&A advisory and corporate finance strategy to leading technology companies. Since 2002, Progress Partners has aimed to work with exceptional entrepreneurial teams on solutions for growth. Each process is customized to the needs of each client and what their objectives are: thinking through and evaluating all elements of operations, business model, sales strategy, client diversification, partnership formation, talent acquisition, and marketing. The firm operates at the intersection of process and market…

Recent Transactions

View All

Apr 2019 Advised Kinema Systems in its sale to Boston Dynamics
Apr 2019 Advised iQ Media in its sale to 4C Insights
Apr 2019 Advised Vyze in its sale to Mastercard
Nov 2018 Advised Massive Interactive in its sale to Deltatre

PSMJ Resources, Inc.

32 Total Closed Deals

View Full Profile

PSMJ Resources, Inc. is the world’s leading authority, publisher, and consultant on the effective management of architecture, engineering, and construction firms. With offices in the United States as well as the United Kingdom and Australia, PSMJ offers over 150 titles in book, audio, and video format. In addition, the company publishes several monthly periodicals and delivers dozens of seminars, roundtables, conferences, webinars, and in-house training sessions every year for A/E/C professionals around the world. PSMJ’s sought-after consulting expertise covers a range of critical…

Recent Transactions

View All

Dec 2015 Advised Holm, Blough and Company in its sale to Morrison-Maierle
Dec 2015 Advised T.V. John & Son Inc. in its sale to Symbiont Science
Nov 2015 Advised Wilson Architectural Group in its sale to Dewberry
Sep 2015 Advised DPC Engineering in its sale to LaBella Associates

733Park

21 Total Closed Deals

View Full Profile

733Park is a boutique M&A advisory firm for payments, fintech, SaaS, and AI companies with $5 million to $350 million in enterprise value. Founded and led by Lane Gordon, the firm brings 25+ years of payments M&A expertise and has facilitated more than $10 billion in transaction volume across 209+ deals.The practice covers sell-side advisory for founders selling payment processors, ISOs, merchant portfolios, fintech platforms, vertical SaaS, and AI companies; buy-side advisory for strategic acquirers and private equity firms sourcing acquisitions in payments and software; and…

Recent Transactions

View All

Jul 2026 Advised ReliantPay in its sale to Alipse Payments
Dec 2025 Advised GeniusVets in its sale to ProSites
May 2025 Advised Infinity Data in its sale to Alipse Systems
Nov 2024 Advised etreem in its sale to BillGO

First Street Acquisitions

6 Total Closed Deals

View Full Profile

First Street Acquisitions is a New England Based Mergers and Acquisition Advisory group dedicated to Emerging and Middle Market Companies. First Street Acquisitions provides sell-side advisory services to emerging and middle market companies valued between $2 Million and $20 Million. First Street’s approach and methods enable clients to achieve their strategic and financial goals, often including a complete equity event, divestiture of business assets, or strategic growth by attaining a key investor or partner.First Street is committed to working with entrepreneurs. The founding partners…

Recent Transactions

View All

Oct 2023 Advised Confidential Company on an investment from Confidential Company
Oct 2023 Advised Confidential Company on an investment from Confidential Company
Mar 2023 Advised Confidential Company on an investment from Confidential Company
May 2022 Advised Confidential Company on an investment from Confidential Company

Covington Associates LLC

3 Total Closed Deals

View Full Profile

Covington Associates is a specialty investment banking firm. Covington Associates was founded more than twenty years ago on the belief that middle market clients deserve the same level of professional attention and experience traditionally given only to much larger companies. Our mission is to help our clients realize the best possible outcome for their company by providing honest, objective, and straightforward advice. We will not sacrifice our integrity for the sake of completing a transaction.Our firm offers advisory services in the areas of mergers and acquisitions, capital raising,…

Recent Transactions

View All

Jul 2011 Acquired Chase Corporation
Apr 2011 Advised ImpactRx in its sale to Symphony Technology Group
Jan 2011 Advised Rock of Ages Corporation in its sale to Swenson Granite Works

Pension & Wealth Management Advisors, Inc.

3 Total Closed Deals

View Full Profile

Pension & Wealth Mergers & Acquisitions offers an alternative approach to selling and acquiring a business. We run a very rigorous and prescriptive approach to make sure we understand our client’s value position and how it aligns with prospective buyers. This approach assures that we’re getting the maximum value for the deal. Our Primary focus is sell-side engagement, capital raise, and add-on acquisitions. We provide these services in support of private equity, family offices, and private business owners.

Recent Transactions

View All

Oct 2024 Advised Pinnaql on an investment from 3 Boomerang Capital
Oct 2023 Assisted Confidential Company in securing debt financing from Confidential Company
Sep 2022 Advised Confidential Company on an investment from Confidential Company

Bowen Advisors, Inc.

2 Total Closed Deals

View Full Profile

Founded in 2002 and headquartered in Boston, Bowen Advisors is a leading investment banking advisory firm dedicated to serving the corporate finance needs of emerging and established technology companies. We provide sellside and buyside M&A, private placement and strategic advisory services to leading technology companies across a range of sectors and geographies.Bowen Advisors provides each client with a unique, strategy-driven approach designed to maximize successful outcomes. Our proven execution skills, complemented by deep domain knowledge and industry contacts, directly benefit each…

Recent Transactions

View All

Nov 2021 Assisted Confidential Company in securing debt financing from Confidential Company
Nov 2020 Assisted Confidential Company in securing debt financing from Confidential Company

Briggs Capital, LLC

2 Total Closed Deals

View Full Profile

A Mergers & Acquisition advisory firm providing value creation and specializing in low- to mid-market companies in manufacturing & distribution, consumer products, technology, and business service sectors. Whether you want to sell your business, buy a business, or seek growth capital, BRIGGS provides insightful analysis and proven investment banking expertise are critical to unlocking the full value of your asset. BRIGGSis an investment bank servicing low- to mid-market companies. At BRIGGS we take a distinctly strategic approach to mergers & acquisitions, with decades of transaction…

Recent Transactions

View All

Jun 2024 Advised Confidential Company in its sale to Confidential Company
Aug 2011 Advised Cadec Global in its sale to Blackbern Partners

Morrissey Goodale

1 Total Closed Deal

View Full Profile

Morrissey Goodale is a specialized management consulting and research firm exclusively serving the architecture, engineering, and environmental consulting industries. We have helped hundreds of clients transform and grow their design and environmental companies into high-level performers through strategic planning, mergers and acquisitions, marketing consulting, and executive search. Our principals and lead consultants have worked with design and environmental firms of nearly every type and size—from local, single-discipline firms to multi-discipline, multi-office international giants. Our…

Recent Transactions

View All

Feb 2019 Advised Confidential Company on an investment from Confidential Company

ThirdSide Capital llc

1 Total Closed Deal

View Full Profile

ThirdSide Capital assists owners of privately held businesses in the preparation and transfer of their businesses. Our clients engage us to create a powerful vision for the transition of their business; a transition that considers all the value they have built.

Recent Transactions

View All

Mar 2025 Advised Confidential Company in its sale to Confidential Company

Mentor Partners

1 Total Closed Deal

View Full Profile

We work with private equity groups and companies to introduce them to investment opportunities from our deal originations and consulting services. In deal origination, we seek out investments that satisfy our own criteria; and, we also look for opportunities to run a formal sale process for a client.Helping us in the M&A arena is the fact that Mentor is the lead investor in StatTrader, a deal incubation system that contains a comparative platform featuring a network of connected deal stats. Investors, banks and operating companies use the system to monitor closed deal valuations v. their own…

Recent Transactions

View All

Dec 2019 Advised Confidential Company on an investment from Confidential Company

Race Rock Capital

View Full Profile

Race Rock Capital is a specialty merger and business acquisitions advisory firm providing unmatched expertise to middle market companies seeking guidance in confidential merger and acquisition transactions, matching qualified buyers to sellers of privately held companies, business valuations, financing, asset divestitures, joint ventures and equity investments. Our executive partners have participated in well over $20 billion of cumulative transactions over a broad range of industries giving our clients the experience necessary to get deals done in today’s challenging economy.

Recent Transactions

This member has no reported closed transactions.

Value Creation AI

View Full Profile

Recent Transactions

This member has no reported closed transactions.

Firms in the Boston 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.

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.

Based on activity on Axial’s M&A platform, the core revenue range for Boston M&A Advisory Firms is $3M-$12M, 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.

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in Boston 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.

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

When comparing M&A Advisory Firms in Boston, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 40 firms included in the directory and can help identify firms that align with your needs.

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 Boston M&A Advisory Firms directory, you can request information here.

Top Boston M&A Advisory Firms

Axial Insights

Stop Browsing. Start Transacting.

Frequently Asked Questions

Let us curate Relevant Introductions.

Companies sold using Axial Advisor Finder:

Get Introduced to the Right Advisors

You’re All Set

We've Received Your Request