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Top Charlotte M&A Advisory Firms

Explore 24 Charlotte M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

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Axial Insights

Charlotte M&A Advisory Firms

24

Active Firms

20

TTM Deal Flow

$5M-$21M

Core Revenue Range

$600K-$3M

Core EBITDA Range

Top Sectors by Activity

Healthcare 55%
Industrials 20%
Consumer Goods 15%
Real Estate 5%
Technology 5%

Key Attributes

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

Showing 21-24 of 24 M&A Advisory Firms

Sorted by recent activity

Shipwatch Business Advisors

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The team at Shipwatch has successfully supported transactions across multiple industries. We understand that each transaction is unique, and we have experience with various deal structures including corporate carve-outs, ESOPs, management buy-out's, generational transfers, majority & minority leveraged buy-outs, mergers & acquisitions.​We primarily focus on the lower middle market, working with companies that have revenues in the $5M to $100M range and EBITDA in the $1M to $10M range, but do consider deals outside these ranges if they make sense for the client as well as…

Recent Transactions

This member has no reported closed transactions.

Localite Solutions

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An Independent client-focused advisory and consulting firm Localite is here to help develop, build, and share your brand the way you want. Combined the principals hold over 35 years of financial services expertise, ranging from Big 5 Management Consulting to Commercial Lending. Localite’s foundation encompasses being a strategic advisor and partner for small to middle market businesses for over 17 years. As a valued influencer we have served and continue serving in regional and corporate committees and boards. Our reputation and standing enables us to successfully bridge new partnerships…

Recent Transactions

This member has no reported closed transactions.

The CBA Group

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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…

Recent Transactions

This member has no reported closed transactions.

CrestMount Advisors

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CrestMount Advisors provides financial advisory services for mergers & acquisitions, strategic advisory work as well as private equity and debt financing for clients in the equipment and commercial finance, technology, healthcare, manufacturing and services industries. Our goal is to maximize value, increase liquidity and profitability as well as to assist our clients to grow.Each engagement is executed with the highest level of expertise and integrity. We look beyond the goal of executing a successful engagement to building a long term relationship. Our senior management team has built,…

Recent Transactions

This member has no reported closed transactions.

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Frequently Asked Questions

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

Firms in the Charlotte 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 Charlotte M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for Charlotte M&A Advisory Firms is $5M-$21M, with a core EBITDA range of $600K-$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 Charlotte 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 Charlotte?

Not necessarily. A firm’s location does not always define its geographic reach. Many M&A Advisory Firms based in Charlotte are active across multiple regions, while firms based elsewhere may also participate in the Charlotte 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 Charlotte?

When comparing M&A Advisory Firms in Charlotte, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 24 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Charlotte 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 Charlotte M&A Advisory Firms directory, you can request information here.

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