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Top M&A Advisory Firms in Charlotte - Axial

There are 26 Top M&A Advisory Firms in Charlotte featured on Axial's lower middle market Directory. Top M&A Advisory Firms in Charlotte listed in this Directory include data about the firm's M&A activities in the lower middle market. Click here to learn about joining Axial as a member to connect with more Top M&A Advisory Firms in Charlotte like these. Whether you’re looking to sell a business, raise capital, or find your next investment opportunity, Axial can help connect you with the right deal partner at the right time.

Members (26 results)

Titus Alliance, LLC

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 10 Total Closed Deals
Titus Alliance is your trusted partner for world-class M&A advisory, valuation and business analytics. We are industry leaders delivering holistic solutions that empower clients to make smart, strategic, and meaningful decisions about their business that help them achieve their goals. We believe our approach has the momentum to shift the way the world does business creating value for our clients and our communities.
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Dec 2020
was acquired by

GW Partners

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
GW Partners is a unique firm that combines the best elements of operational consulting, financial management, strategic planning and M&A Advisory services to partner with consumer brands to transform them into far more valuable and coveted strategic acquisition targets.
Most Recent Transactions
Advisor
Apr 2020
was acquired by

TUSK Partners

M&A Advisory Firm
  • 72 Total Closed Deals
TUSK Partners (“TUSK”) provides M&A Advisory services in the dental industry. TUSK has completed over $1 Billion of transactions across all specialties. With an in-depth understanding of the marketplace and access to 100’s of buyers nationwide, we help our clients confidently pursue M&A transactions that maximize their long-term value. With our significant collective experience of over 40+ years of dental practice transactions, we offer our clients solutions that help them achieve their strategic and financial objectives. We combine historical experience with a…
Most Recent Transactions
Advisor
Dec 2023
was acquired by
Advisor
Sep 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by

Stump & Company

M&A Advisory Firm
  • 24 Total Closed Deals
We are a sell-side M&A advisory focused on the global furniture, furnishings, and home decor industry. We focus on businesses operating within the Residential, Office/Contract, Hospitality, and E-Commerce (B2B and DTC) sectors. Our clients are retailers (in store or online), distributors, and manufacturers across a broad range of furniture and home goods products. Our legacy dates back over fifty years ago - since that time we have consumated over four hundred transactions across North America.
Most Recent Transactions
Advisor
Nov 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
May 2023
was acquired by
Advisor
Jan 2023
was acquired by

Business Acquisition and Merger Associates

M&A Advisory Firm
  • 12 Total Closed Deals
Business Acquisition and Merger Associates is a results-oriented, middle market intermediary firm located in Charlotte, NC. Founded on the principle of adding value and professional skill to business transfers, BAMA helps clients acquire or sell companies.Our "buyer" clients are both financial and strategic buyers, management teams, private equity groups and mezz lenders who are looking to invest in good companies. "Seller" clients include business owners who desire recapitalizations for founder-family business transfer, growth capital, corporate divestitures and those seeking business…
Most Recent Transactions
Advisor
Mar 2022
was acquired by
Advisor
Dec 2016
was acquired by
Advisor
Aug 2016
was acquired by
Advisor
Jan 2016
was acquired by

Gulfstream Mergers & Acquisitions

M&A Advisory Firm
  • 10 Total Closed Deals
With Corporate Offices located on the East Coast near Charlotte, North Carolina, And with well over 125 Companies sold throughout the United States, Gulfstream Mergers & Acquisitions has an established reputation for excellence, ethical practices, and impressive results.Whether you are searching for the right firm to sell your company or you are a principal or investor group looking for the right company to acquire, you will not find a stronger ally than Gulfstream Mergers & Acquisitions.We are recognized experts in the acquisition, merger, and selling of companies. Our typical transaction…
Most Recent Transactions
Advisor
Mar 2024
was acquired by
Advisor
Jul 2023
secured investment from
Advisor
Jun 2023
secured investment from
Advisor
Dec 2022
secured investment from

Guideboat Advisors

M&A Advisory Firm
  • 10 Total Closed Deals
Guideboat Advisors is a restaurant industry investment bank specializing in mergers and acquisitions other advisory services.On each transaction a senior level banker guides our clients to successful outcomes.
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by

Sunbelt Business Brokers - Charlotte

M&A Advisory Firm
  • 8 Total Closed Deals
Sunbelt Of Charlotte is part of the Sunbelt Network, the world’s largest business brokerage operation. As part of a successful franchise company with over 30 years of experience in the business brokerage industry, Sunbelt Of Charlotte has the expertise to guide you through the business buying and selling process. At Sunbelt Business Brokers Charlotte we empower people to realize their business dreams.
Most Recent Transactions
Advisor
Feb 2023
secured investment from
Advisor
Dec 2021
secured investment from
Advisor
Dec 2021
secured investment from
Advisor
Dec 2021
secured investment from

Polaris Healthcare Partners

M&A Advisory Firm
  • 5 Total Closed Deals
We help entrepreneurial dentists build and exit successful group practices. Polaris Healthcare Partners is a boutique consulting and M&A Advisory firm that focuses exclusively in the group dental practice space. We work with Founders to launch, scale and ultimately exit their businesses. Our guidance is based on decades of experience and the services we provide are unique solutions to the challenges our clients face. In addition to educational courses, we develop robust financial models to create clarity around potential growth strategy. Our Earned Equity models for Associates are…
Most Recent Transactions
Advisor
Dec 2023
was acquired by
Advisor
Jun 2022
secured investment from
Advisor
Mar 2022
secured investment from
Advisor
Dec 2021
was acquired by

The CBA Group

M&A Advisory Firm

    This member has no reported closed transactions.

We provide a broad array of services to the Business Owner and the Business Buyer. Our Company is set up differently than most Business Brokerage firms in that we provide a wide base of talent and expertise to address and advise the Business Community. Here is a list of the service we at Carolina Business Associates can provide to our Clients: Our Associates work together andlend their particular specialty to each other and to our clients. Every one of our Team has owned and operated their own Business, so we understand the issues that affect our Clients. We have people that have experience…

M&A Financial Group

M&A Advisory Firm

    This member has no reported closed transactions.

M&A Financing Services L.L.C is composed of a group of highly experienced financial professionals. We will work tirelessly to help qualify you for various commercial and industrial loans in the marketplace. We have established relationships and an extensive network of lenders. As a Financial Firm who deals with business loans professionally, we will answer your questions, explain different terms and concepts, and generally serve as a knowledge base for the details you need to know to sort through and find a business loan that works for you. We will get you the…

Lyndhurst Partners

M&A Advisory Firm
  • 14 Total Closed Deals
Lyndhurst Partners is a Mergers & Acquisitions (M&A) advisory firm dedicated exclusively to Information Technology professional services organizations (ITPSO). We serve established and emerging IT service companies as advisor and consultant, working together with management in their pursuit of strategic corporate expansion or sale. To our clients, we provide extensive industry knowledge, an established network of existing global relationships, insightful, proprietary research and international transactional experience. Areas of expertise include: buy and sell-side M&A advisory, business…
Most Recent Transactions
Advisor
Mar 2016
was acquired by
Advisor
Nov 2015
was acquired by
Advisor
Oct 2013
secured investment from
Advisor
Dec 2012
was acquired by

Legacy Mergers & Acquisitions

M&A Advisory Firm
  • 6 Total Closed Deals
Legacy is a Transaction Advisory company. At Legacy, it's not just about the sale or the purchase of a business. We are very passionate about helping people reach their goals. As we state in our company slogan it's "Your Business, Your Life, Your Legacy". We treat every client and every transaction with this in mind. Our process guides our clients from listing to closing in an orderly fashion and allows our sellers to remain focused on running their business, while we confidentially coordinate the transaction process. Our Advisors not only have decades of business valuation and…
Most Recent Transactions
Advisor
Jul 2017
was acquired by
Advisor
Jun 2017
was acquired by
Advisor
Feb 2017
was acquired by
Advisor
Dec 2016
was acquired by

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

Bourne Partners

M&A Advisory Firm
  • 3 Total Closed Deals
Bourne Partners is a healthcare-focused merchant and investment banking firm that provides advisory services to domestic and international healthcare companies interested in exploring corporate development initiatives around the globe.Our management team is composed of healthcare executives and experienced investment bankers. We have broad experience and expertise in the specifics of international healthcare business development, and we bring this knowledge to bear for our clients.Our Merchant Banking Group also invests opportunistically in select private equity funds and in companies and…
Most Recent Transactions
Advisor
Aug 2017
was acquired by
Advisor
Mar 2017
was acquired by
Advisor
Oct 2015
was acquired by

Fidus Partners

M&A Advisory Firm
  • 3 Total Closed Deals
With a wealth of experience, Fidus Partners provides merger and acquisition advisory and related services to private equity firms, corporations, and private business owners. Fidus was founded with the intent of building a preeminent advisory firm focused on middle market companies. We have built our business on the premise that success in the middle market is not based on transaction volume, but rather on superior execution, a commitment to exceptional quality, and deep industry expertise. We strive to utilize our unique level of experience and our deep understanding of the needs of…
Most Recent Transactions
Advisor
Dec 2017
was acquired by
Advisor
Dec 2017
was acquired by
Advisor
Aug 2017
was acquired by

Summit Acquisitions Group

M&A Advisory Firm
  • 2 Total Closed Deals
The Summit Acquisitions Group is a Mergers & Acquisitions firm specializing in the sale, appraisal, and financing of privately held companies valued from $750,000 to $50,000,000. With offices in Atlanta, GA and Charlotte, NC, we have been representing clients in the southeast for over 18 years. Our professional services and unique expertise are not generally available to companies valued at less than $25 million.The principals at SAG take a unique approach to the sale of their client companies. Each Summit intermediary is a former business owner. And, they also have a comprehensive knowledge…
Most Recent Transactions
Advisor
Dec 2012
secured investment from
Advisor
Jul 2012
was acquired by

GreerWalker Corporate Finance

M&A Advisory Firm
  • 2 Total Closed Deals
GreerWalker Corporate Finance LLC, the investment banking affiliate of GreerWalker CPAs & Advisors (a 130+ person full-service accounting and business advisory firm), offers professional merger and acquisition advisory and exit planning services to middle market companies and their owners. Our integrated solutions include:Seller Representation - third party sales, management buyouts, family ownership transfersCapital Raises - debt and equity financing, recapitalization, growth capitalBuyer Representation - target company pre-qualification, valuation, transaction structure and…
Most Recent Transactions
Advisor
Oct 2022
was acquired by
Advisor
Dec 2021
was acquired by

Bishop & Company

M&A Advisory Firm
  • 1 Total Closed Deal
At Bishop & Company, we help business owners buy and sell businesses quickly, quietly and effectively. We specialize in finding buyers for middle market companies and advising both buyers and sellers on all aspects of mergers and acquisitions.Most middle market companies never assemble a complete M&A team. They find it costly and confusing to work with so many different advisors: an appraiser to value the company, a tax consultant to structure the transaction, a CPA to provide financial advice, an intermediary to find a buyer or seller and an attorney to negotiate the contract. So in…
Most Recent Transactions
Advisor
May 2012
was acquired by

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