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Top Diversified Capital Markets M&A Advisory Firms

Explore 230 Diversified Capital Markets M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

Axial Insights

Diversified Capital Markets M&A Advisory Firms

230

Active Firms

564

TTM Deal Flow

$3M-$11M

Core Revenue Range

$500K-$2M

Core EBITDA Range


California 13%
Florida 10%
Texas 9%
New York 5%
Pennsylvania 4%

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

Showing 81-100 of 230 M&A Advisory Firms

Sorted by recent activity

KPMG provides Audit, Tax and Advisory services. We work closely with our clients, helping them to mitigate risks and grasp opportunities. At the core of KPMG’s vibrant culture is a set of values that bring out the best in our people.We have offices in 33 locations across the country. The firm’s more than 700 partners and 5,600 employees provide crucial services to many of the public and private business, non profit and public sector organizations in Canada.

Recent Transactions

This member has no reported closed transactions.

TWILIGHT GLOBAL CONSULTING AND VENTURES ~ http://www.twilightglobalventures.inINTERNATIONAL RECOGNITION by leading media houses and publications"2020 Award Winner for The Best in M&A Business Services" by CorporateLiveWire, United Kingdom (in Innovation & Excellence category)"M&A Consultancy of the Year 2019 - South Asia" by Acquisition International, United KingdomRef: https://www.acq-intl.com/the-2019-ma-awards-press-release/ https://www.acq-intl.com/winners/twilight-global-consulting-and-ventures/"Best Corporate Finance Consultancy 2019 - India" by Corporate…

Recent Transactions

This member has no reported closed transactions.

Sinclair Brokerage, Inc is a Sarasota based business brokerage company. We specialize in the sale of all types of businesses and professions, with agents that specialize in specific industries. We represent transactions from $50,000 to $10,000,000 in annual sales. Sarasota Business For Sale in the state of Florida. We also sell businesses nationwide and world wide through our network with over 1,200 offices. All work is done on a confidential basis. Services include Business Sales, Expert business Valuation Packages, Obtaining Financing, Consulting, and Mergers & Acquisitions. David Sinclair…

Recent Transactions

This member has no reported closed transactions.

Rivers Edge Alliance Group was started in May, 2004 as a value added transaction advisory firm providing expertise in the sale, acquisition, valuation, dissolution or consolidation of closely held business entities. We are proud to provide small to medium-sized business owners the "edge" in buying, selling, and valuing their businesses. Small, medium and family owned businesses are the backbone of the U.S. economy and we are committed to helping these businesses continue to prosper by successfully transferring ownership from one generation to the next.

Recent Transactions

This member has no reported closed transactions.

Rivoir & Associates is an executive search firm that has developed a model of working with proven operating executives seeking to buyout their existing company, acquire a company in a specific industry sector, grow through acquisition, raise investment capital, or pursue a “buy and build” strategy of acquiring a platform company with subsequent follow-on acquisitions, all in partnership with private investors.

Recent Transactions

This member has no reported closed transactions.

Given the complexity of today’s business environment, business owners are not always aware of the options available to them. At Performix Capital Group, our mission is to provide you with the resources to get the job done. Our knowledgeable team of investment banking professionals will clearly present you with all possible options that reflect your specific goals. Each option has been thoroughly evaluated, each step carefully taken, so both your financial and non-financial goals will be realized. Performix Capital Group insists on providing the personal attention of experienced investment…

Recent Transactions

This member has no reported closed transactions.

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Grace Joseph Strategies is a merchant bank in New York that acts as both an advisor and principal in a variety of middle-market and growth-equity transactions.

Recent Transactions

This member has no reported closed transactions.

44 Oak Capital is a private vertically-integrated real estate investment company and alternative asset manager that funds, invests, develops and operates real estate investment properties across the United States. Through our private equity (44 Oak Investments LP) and debt (44 Oak Credit Fund LP) funds, 44 Oak Capital is focused on investing in and lending to value-add real estate investment properties.

Recent Transactions

This member has no reported closed transactions.

Fuel Break Capital Partners is a special situations investment and advisory firm focused upon obtaining debt and equity capital for Special Situations. Fuel Break Capital partners with best in breed distressed asset investors, opportunity funds and special situation capital sources who bring speed, creativity and liquidity to complex situations. Fuel Break devises and implements innovative financing solutions for complex situations across the spectrum from severely distressed companies to unique companies whose circumstances render them outside the underwriting capabilities of banks and…

Recent Transactions

This member has no reported closed transactions.

At Whitmore & Associates, we take the stress out of transferring business ownership. We're a professional business brokerage/merger and acquisition intermediary firm specializing in the sale of privately held businesses with transaction sizes ranging from $500,000 to $30 million. Whether you're buying or selling, we have the experience and practical expertise to guide you through the process every step of the way. We don't just broker the sale ñ we take the time to educate you on everything from valuation to marketing to negotiating and closing, all with a genuine concern for you and your…

Recent Transactions

This member has no reported closed transactions.

Evergreen Advisors Capital is a boutique investment banking and corporate finance firm focused on assisting middle market companies. Evergreen Advisors Capital serves the needs of emerging growth and middle-market companies by offering a suite of investment banking and corporate advisory services throughout the various stages of the business lifecycle. We provide innovative and strategic solutions in the areas of mergers and acquisitions, corporate finance, and corporate advisory.

Recent Transactions

This member has no reported closed transactions.

The Cruikshank Advisory Group Ltd. is an independent provider of advisory services to buyers and sellers of middle market companies. Our services include: Divestitures Acquisitions Financing Midmarket Expertise and Focus We focus on companies ranging in size from $1 million to $50 million and have significant knowledge of the financing, private equity and private sale market in Canada and the United States. CAG believes mid-sized private companies in Canada pose unique challenges and require specialized skills in valuation, marketing and problem solving if they are to be taken to a successful…

Recent Transactions

This member has no reported closed transactions.

Most advisory firms focus on one slice — tax, or M&A, or wealth management. We integrate all of them into a single coordinated strategy, because every business decision creates tax consequences, and every tax decision affects your exit.We work with owners who think in systems, plan in timelines, and expect their advisors to operate at the same level of precision they bring to their own businesses.ClarityKnow exactly where you stand, what your business is worth, and what moves to make next.StructureEntity optimization, deal frameworks, and tax layers that work together — not in…

Recent Transactions

This member has no reported closed transactions.

DellaRok is led by Founder and Managing Partner John Dellafiora. John is a CPA, CFA charterholder, and entrepreneur with experience across investment banking, private credit, insurance advisory, and middle-market transactions. He has advised and participated in a range of acquisitions, financings, and strategic initiatives for privately held companies and investor groups. In addition to his advisory work, John is an active investor and operator across multiple platforms focused on private credit, insurance, and lower-middle-market acquisitions. This operator-investor perspective allows…

Recent Transactions

This member has no reported closed transactions.

Shadowfax Capital is a boutique merger and acquisition advisory firm providing a multi-disciplined approach to the widely underserved lower middle-market. Our clients are entrepreneurs, small business owners and investor groups who are interested in the purchase or sale of privately-held companies throughout all industry sectors. Our advisory team consists of entrepreneurial-minded merger and acquisition professionals with extensive experience and long-standing relationships with strategic acquirers, private equity firms, high net-worth individuals, and public companies. Our advisors…

Recent Transactions

This member has no reported closed transactions.

Archveo Advisors is a boutique M&A advisory firm focused on lower middle market, owner-operated businesses nationally, with deep roots in the New York metro area. The firm works across a range of industries, with significant experience in service-based and real estate-adjacent companies.Archveo's process is built around rigorous valuation, thorough seller preparation, and disciplined, targeted buyer outreach, designed to drive competitive processes and deliver clean, closeable transactions.The firm is led by Eric Mendelsohn, a four-time Presidents Club award winner with seven years of…

Recent Transactions

This member has no reported closed transactions.

The Canada Tech Accelerator (CTA) is an exclusive, federally funded program that works with high growth Canadian technology companies as they expand internationally. We have helped our portfolio of 600 companies raise over $500M in capital and generate $200M in revenue. Notable alumni include: Wealthsimple, Voices.com, Frank & Oak, iMirror, and League.

Recent Transactions

This member has no reported closed transactions.

Mergers & Acquisitions Advisory (M&A); Investment Banking; Capital Raising; Direct/Principal/Sponsored Capital Investments in Companies & Businesses; Bank & Other Debt Financing; Strategic & Financial Consulting; Valuation Services; Business Planning; See below for IAP's expertise & competitive advantages...IAP has expertise & superior competitive advantages in the following services: Helping to sell businesses & companies for maximum value; Helping companies, investment groups/funds, & other institutions buy, acquire or invest in perfect & ideal…

Recent Transactions

This member has no reported closed transactions.

Pi Capital is a global advisory firm with offices in the US and Asia.​​Our mission is to be the investment bankers clients turn to for transactions that facilitate their visions.The Pi Capital team has robust experience in providing advisory services related to raising capital in the private markets. The team has longstanding relationships with a wide variety of institutional investors that invest across the capital structure. They include leading global credit funds, banks, sovereign wealth funds, private equity firms, pensions, insurance companies and family offices. Pi Capital can…

Recent Transactions

This member has no reported closed transactions.


Frequently Asked Questions

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

Firms in the Diversified Capital Markets 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 Diversified Capital Markets M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for Diversified Capital Markets M&A Advisory Firms is $3M-$11M, with a core EBITDA range of $500K-$2M. 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 Financial Services experience when evaluating M&A Advisory Firms?

Relevant Financial Services experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 230 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Do all M&A Advisory Firms in this directory focus exclusively on Financial Services?

Not necessarily. Many firms are active across multiple industries, so inclusion in the Diversified Capital Markets M&A Advisory Firms directory reflects relevant experience or activity in Financial Services, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

How do I compare M&A Advisory Firms with experience in Financial Services?

When comparing M&A Advisory Firms with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 230 firms included in the directory and can help identify firms that align with your needs.

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


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