Connect With The Experts

Top M&A Advisory Firms in Connecticut - Axial

Axial’s lower middle market M&A directory includes information on 29 Top M&A Advisory Firms in Connecticut. The Axial Directory can help you identify Top M&A Advisory Firms in Connecticut and other participants active in the lower middle market M&A economy today. Interested in connecting with other Top M&A Advisory Firms in Connecticut like these? Click here to join Axial. Connect with the right deal partner at the right time, leveraging the power of the Axial network.

Members (29 results)

Woodbridge International

M&A Advisory Firm
  • 2 Closed Deals via Axial
  • 192 Total Closed Deals
Woodbridge International has been closing lower-middle-market M&A deals for 30 years. We closed 32 deals in 2022 in various industries, including manufacturing, distribution, e-commerce, logistics, consulting and healthcare; generating $619 million in liquidity for our clients.   We do ground-breaking, confidential global client marketing. We create powerful marketing videos showcasing our client’s companies. We have an innovative 150-day timeline-driven auction that establishes a closing date upfront, and all clients attend a 2-day virtual, Management Meeting Training…
Most Recent Transactions
Advisor
Apr 2025
was acquired by
Advisor
Jan 2025
was acquired by
Advisor
Jan 2025
was acquired by
Advisor
Dec 2024
was acquired by

Touchstone Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 8 Total Closed Deals
Touchstone Advisors is a Mergers and Acquisitions Firm (who offers securities through Four Points Capital Partners) firm dedicated to bringing investment bank services to the lower middle market. We service companies in multiple industries, providing expertise and advice in the transfer of ownership of privately held companies. Our goal is to maximize the value of our client's life's work. 
Most Recent Transactions
Advisor
Oct 2024
was acquired by
Advisor
Aug 2024
was acquired by
Advisor
May 2017
was acquired by
Advisor
Jan 2015
was acquired by

Osage Advisors

M&A Advisory Firm
  • 17 Total Closed Deals
Founded in 2001, Osage Advisors is a boutique Investment Banking firm dedicated to helping business owners receive the maximum value from the sale of their companies. We use traditional investment banking techniques, typically not available to owners of closely-held businesses to create a competitive environment that delivers multiple options and the best prices for our clients.Our teams of Advisors are former business owners who understand that selling a business is personal and, therefore, we are committed to our clients - not just the deal. We tailor our process to meet the needs of each…
Most Recent Transactions
Advisor
Nov 2024
was acquired by
Advisor
Dec 2022
was acquired by
Advisor
Dec 2022
was acquired by
Advisor
Apr 2022
was acquired by

Praetorian Group

M&A Advisory Firm
  • 2 Total Closed Deals
A Praetorian Financial Services specializes in securing financing for new and existing franchisees to: Develop new unitsAcquire additional unitsRemodel existing unitsRefinance existing debt Financing assistance provided to you: • Pre-screen the deal – determine your qualifications, analyze financial statements and determine or estimate cash flow.• Establish a range of financing• Obtain lender term sheet (expression of lender interest)• Coordinate the gathering of all financial data, legal documents and assist in completing the loan application• Assist in the creation of a business…
Most Recent Transactions
Investor
Jun 2023
secured investment from
Advisor
Jun 2023
secured investment from

Beacon Exit Planning

M&A Advisory Firm

    This member has no reported closed transactions.

Beacon Exit Planning provides the services and tools needed to effectively navigate the succession and exiting planning process. Our company provides several customized programs that prepare your business for sale/transfer, maximize your business value, chart a course to meet your personal and financial goals, and protect your wealth. Beacon guides you through every step to arrive safely at your destination.As your professional exit planner, Beacon can simplify this complex process providing you with the accurate information necessary to make competent decisions. Our customized exit plan…

Pope and Associates, LLC

M&A Advisory Firm

    This member has no reported closed transactions.

Pope and Associates, LLC is a mid-market mergers and acquisition firm specializing in businesses from $1 million to $50 million in assets.Pope and Associates serves Entrepreneurs by facilitating the 4 stages of Business Ownership: Evaluating; Entering; Enhancing; and Exiting. We have an extensive database of Private Equity Groups , Private Investment Groups, Family Offices looking to acquire an array of industries.

Mooreland Partners

M&A Advisory Firm
  • 153 Total Closed Deals
Mooreland Partners is a global investment banking firm specializing in Mergers & Acquisitions Advisory services within the Information Technology industry. Mooreland serves clients in all meaningful sectors of technology, including communications, enterprise software, tech-enabled business services, industrial electronics and digital media.Founded in 2003, Mooreland provides a global approach to serving its clients across multiple technology sectors. With offices in London, New York and Silicon Vallet, Mooreland bankers provide an integrated process to deliver its advisory services…
Most Recent Transactions
Advisor
Feb 2014
was acquired by
Advisor
Feb 2014
was acquired by
Advisor
Feb 2014
was acquired by
Advisor
Jan 2014
was acquired by

Spectra Advisors

M&A Advisory Firm
  • 36 Total Closed Deals
Spectra Advisors is a boutique advisory firm dedicated to providing expertise to lower- and middle-market postsecondary education companies. We facilitate and lead school owners and investors with sales, divestitures, and other related financial transactions. We bring together sellers, buyers, capital, and creativity to help our clients achieve their personal and strategic goals.Spectra is known and respected by leading private equity firms, publicly traded companies, and entrepreneurs for our discretion and creativity in driving successful transactions from inception to completion.
Most Recent Transactions
Advisor
Jan 2014
secured investment from
Advisor
Jan 2014
secured investment from
Advisor
Dec 2013
was acquired by
Advisor
Dec 2013
was acquired by

MDI Investments

M&A Advisory Firm
  • 14 Total Closed Deals
Community banks play an important role in communities across the country, and the experts at MDI Investments are passionate about helping these institutions thrive. We achieve this by identifying risk and opportunity. MDI Investments focuses specifically on mergers and acquisitions, business valuations, financial restructuring and capital initiatives.MDI Investments professionals have a long history of raising substantial capital for public and private institutions through multiple business cycles. Team members have a solid track record of completing deals in challenging markets and economic…
Most Recent Transactions
Advisor
Aug 2022
secured debt financing from
Advisor
Jul 2010
was acquired by
Advisor
Dec 2009
was acquired by
Advisor
Feb 2008
secured investment from

Alderman & Company Consulting, LLC

M&A Advisory Firm
  • 12 Total Closed Deals
For more than 23 years, Alderman & Company has exclusively focused on sell-side M&A in the middle market of aerospace and defense industry.We have completed more than 60 M&A engagements worth more than $1 Billion in transaction value.  We provide expert sell-side services to help our clients sell their companies for aspirational prices to the right buyers. We have led a range of types of sales processes included preemptive, competitive, distressed, and court mandated. We provide valuations and fairness opinions to help owners make well-informed decisions about if and…
Most Recent Transactions
Advisor
Feb 2025
was acquired by
Advisor
Apr 2024
secured investment from
Advisor
Dec 2021
was acquired by
Advisor
Mar 2021
was acquired by

Saybrook Capital Advisors, LLC

M&A Advisory Firm
  • 12 Total Closed Deals
Saybrook Capital Advisors is a Merger & Acquisition advisory firm focused on middle market businesses throughout the United States. The companies we represent typically have revenue of $20 million to $125 million. Our important mission is to help owners successfully monetize the wealth they have created through their businesses. We have deep experience spanning over thirty years in representing owners with the sale of their business, merger, recapitalization, and exit planning advisory needs.
Most Recent Transactions
Advisor
Oct 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by

Heide & Company

M&A Advisory Firm
  • 10 Total Closed Deals
We generally serve low to middle market companies, specializing in family owned businesses, ranging in sales from $20 to $100 million, domestic and international, operating in these industries: Business & Financial Services Hard Good & Consumer Retail Healthcare Services Hospitality & Food Service Industrial Manufacturing Software, SAAS & IT Services Transportation, Logistics & Distribution Our strengths in these sectors come from our direct involvement in starting, owning and operating several businesses and from our collective experience of more than 100 years and…
Most Recent Transactions
Advisor
Aug 2023
secured debt financing from
Advisor
Aug 2023
secured investment from
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
secured debt financing from

VR Business Advisors - New Haven

M&A Advisory Firm
  • 2 Total Closed Deals
Nutmeg Advisory Partners, LLC, DBA VR Business Sales New Haven represents owners of businesses valued between $500,000 and $25 million or with annual revenues from $1 million to $30 million. Operating within a wide range of industry segments, the office provides exceptional merger and acquisition advisory services to companies in Connecticut, Southern New England and Metro NY. Independently owned and operated, the office consistently ranks within the Top 10 of over 50 offices worldwide with the VR franchise network.
Most Recent Transactions
Advisor
Dec 2021
secured investment from
Advisor
Oct 2019
secured investment from

GJN Advisors

M&A Advisory Firm
  • 1 Total Closed Deal
GJN Advisors, Inc. is a boutique mergers & acquisitions firm located in Greenwich, Connecticut. The firm assists owners in all areas of stock or asset sales, mergers or divestitures.
Most Recent Transactions
Advisor
Dec 2022
secured investment from

Greenwich Equity Group

M&A Advisory Firm
  • 1 Total Closed Deal
Greenwich Equity Group utilizes a clearly defined investment approach to engineer a wide variety of structured products. In each of our strategies we focus on maintaining a stable balance between risk and reward over the full course of an investment. By applying our proprietary research and modelling capabilities we combine quality with innovation to adapt to changing market conditions.Our team has over 25 years experience in equity and fixed income markets serving clients with diverse needs. Greenwich is currently in the process of structuring and placing debt in excess of $5 Billion.
Most Recent Transactions
Advisor
Jun 2023
secured debt financing from

Sunbelt Business Brokers - Hartford, CT

M&A Advisory Firm

    This member has no reported closed transactions.

Sunbelt Business Advisors of Hartford provides Business Intermediary services to Sellers and Buyers of small and medium sized businesses.We do not specialize in any particular industry but our bakground is very strong with manufacturing companies.

Fun Source LLC

M&A Advisory Firm

    This member has no reported closed transactions.

Welcome to Fun Source L.L.C., a company whose mission in life is to help make our customers lives more fun with safety. Professionals, associates, line workers, construction workers, police, families, kids and sports enthusiasts love our products. We hope you will try them and send us your favorite story. Our products are designed using the latest in technology. Listening to our customers has helped us innovate and lead the market. Countless letters, stories and comments from our sport and safety enthusiasts have been instrumental in the development process for each item. Thank you for your…

OSTARA

M&A Advisory Firm

    This member has no reported closed transactions.

We provide strategic advisory services for leveraged buy-outs, corporate divestitures, spin-offs, build-ups, initial public offerings, recapitalizations, and mergers & acquisitions of middle market companies that are at an inflection point for growth.

Redstone Capital Corporation

M&A Advisory Firm

    This member has no reported closed transactions.

Redstone Capital Corporation (“Redstone”) is a private investment firm investing exclusively within the global aerospace, defense, and precision manufacturing industries. Redstone is dedicated to providing both capital and seasoned strategic guidance to its portfolio companies in areas to include finance, corporate governance, product sales development and strategy, among others.

Learn More About Joining Axial as a Member

Request Information

Axial

Complete the Form for Full Directory Access

Source M&A deals, connect with buyers & investors, or hire an M&A advisor via Axial's lower middle market M&A platform.

Your information is safe and will never be shared or sold.

Interested in finding out how investors are using Axial to source deals? Request Information

Interested in connecting with strategic buyers, family offices and PE firms? Request Information

Connect with strategic buyers, family offices and PE firms Request Information

Join the Axial network to streamline your deal origination and buyer discovery process Request Information

Send a message to company