Charlotte M&A Advisory Firms

Members (26 results)

Guideboat Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

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.

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…
Most Recent Transactions
Advisor
Mar 2016
was acquired by
Advisor
Nov 2015
was acquired by
Advisor
Oct 2013
closed recapitalization financing with
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…
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…
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…
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…
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.…
Most Recent Transactions
Advisor
Dec 2012
raised capital 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…
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…
Most Recent Transactions
Advisor
May 2012
was acquired by

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