Top Diversified Financials M&A Advisory Firms with Recent Private M&A Activity

356

Active Firms

771

TTM Deal Flow

$3M-$13M

Core Revenue Range

$500K-$2M

Core EBITDA Range

Top States by Activity

California 15%

Florida 10%

Texas 6%

New York 5%

Pennsylvania 5%

Key Attributes

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

IMC Integral Management Consultancy

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IMC Integral Management Consultancy International is a Swiss based, global consultancy organization supporting companies in growing their business and profit. IMC partners and consultants are experts in the key success elements of every organization, as "People", Processes", "Performance", "Product" and "Profitability". Mayor aim of our organization, is to support our client increasing profitability and assuring a sustainable growth. Locally and worldwide. IMC offers comprehensive integral consultancy services in the following Business Lines: Mergers & Acquisitions, Corporate Management…

Recent Transactions

This member has no reported closed transactions.

Bounty Financial

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Bounty Financial LLC, is a small investment advisor and privately held company in Boise, Idaho that provides Banking, Investment Services and Retirement Planning to its customers. It opened in 2008 and now has an estimated $130,000 in yearly revenue.

Recent Transactions

This member has no reported closed transactions.

Transworld Business Advisors - Babylon, N.Y.

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Transworld Business Advisors is the world leader in the marketing and sales of businesses, franchises and commercial real estate. Whether you represent an acquisition-minded corporation, or are personally interested in owning your own company, Transworld offers the professional services that successfully bring buyers and sellers together. From business brokerage to mergers and acquisitions; we are the business sale specialists.

Recent Transactions

This member has no reported closed transactions.

The Allen Partnership LLP

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Private equity, venture capital, m&a, and marketing advisory firm.Sector and geography agnostic, thanks to our team of 100+ partners and investment directors. We believe we fill the gap where investors and opportunities can meet each other in a totally confidential environment.Thus, while taking advantage from our large pool of shared expertise.

Recent Transactions

This member has no reported closed transactions.

Anvil Partners

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Anvil Partners is a buy-side M&A advisory firm that helps private equity firms, family offices, and strategic acquirers identify and evaluate acquisition opportunities. The firm specializes in proprietary deal origination, market research, target identification, and owner outreach across commercial services, industrial services, and professional services.In addition to transaction support, Anvil Partners provides CFO advisory and SEO services to founder- and family-owned businesses. These services help owners improve financial reporting, prepare for strategic transactions, and accelerate…

Recent Transactions

This member has no reported closed transactions.

MDR & Associates Mergers & Acquisitions

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MDR & Associates is a boutique M & A Advisory firm with offices in Dallas, Fort Worth, Frisco, Austin, Houston, Oklahoma City and Tulsa. We specialize in selling companies with revenues between $1,000,000 and $100,000,000 in the manufacturing, distribution, service and construction industries. We offer a complimentary discovery meeting and free opinion of value to our clients. Our firm was founded on 3 core principals: High integrity, Transparency and Confidentiality in all business transactions. Our principals have completed over 200 transactions since inception and we are growing…

Recent Transactions

This member has no reported closed transactions.

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Pantheon Italia

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Pantheon Group is an Italian-Indo-Chinese Corporate Advisory and Investment Banking Company that focuses on facilitating business interests between companies based in non O.E.C.D. countries and Italy.Pantheon knows that the realization of investments in countries with a clear difference in culture, history and habits is a very complex process which has to be carried out with the right competences, methods and structure. Without these tools, the operations are realized in a confused and accidental way, drastically reducing the chances of a long-lasting success. Consequently, Pantheon has…

Recent Transactions

This member has no reported closed transactions.

Hoare Worth & Co.

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Hoare Worth is a well established independent M&A (Mergers & Acquisition) Team. We act primarily for the owners of close controlled or family companies with an annual turnover of £1M to £50M in disposing of their business or in seeking acquisitions to grow their business.Established in 1985 by June Finnigan, Hoare Worth brought together its directors' skills in Banking, Corporate Finance, Sales and Marketing. Our clients are mainly UK based and operate within many different sectors. We also have an office in central Italy to cater for our activities in mainland Europe.

Recent Transactions

This member has no reported closed transactions.

Bridgehill Partners

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Bridgehill Partners aims to create value through helping established small to medium sized UK companies grow and expand to the next stage of their development through the investment of dedicated resources and capabilities.Its founders, Barry Horgan and Jakob Moeller-Jensen, believe that truly exceptional SME companies have been built throughout the UK through hard work, dedicated management and entrepreneurial endeavour. For many of these companies moving to the next stage of their development can provide an arduous challenge. Bridgehill Partners has the resources and expertise to deliver…

Recent Transactions

This member has no reported closed transactions.

Emerint Group

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Emerint Group specializes in financial solutions for emerging markets. We invest in change created by new opportunities in fast-growing and developing economies.

Recent Transactions

This member has no reported closed transactions.

HW Corporate Finance

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HW Corporate Finance is an independent corporate finance advisory business with strong links to Haines Watts.We are a team of 40 Specialists, led by 12 Partners in the following key centres; Glasgow, Edinburgh, West Midlands, Darlington, Leeds, Northamptonshire, Manchester, Cardiff, Swindon and Exeter, London, Reading and Guildford.Our specialist advisory services cover the following areas:Lead AdvisoryRaising finance, business sales, business acquisitions, management buy-outs and buy-ins, mergers and integrations, listings and flotationsTransaction ServicesDue Diligence, investigations and…

Recent Transactions

This member has no reported closed transactions.

Turicap Limited

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Founded by Farhad Timuri, a former investment banker at Credit Suisse, Turicap is a London-based investment & advisory boutique with deep domain expertise in financial technology and a successful track-record in completing investments, mergers and acquisitions across the globe. With over 9 years of investment & advisory experience, and an extensive network of senior executives of established corporations; family offices; private equity, venture capital and economic development funds, Turicap works with its partners across the globe to create long-term stakeholder value. In addition to…

Recent Transactions

This member has no reported closed transactions.

Descartes Capital Advisors LLC

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Descartes Capital Advisors specialize in providing global solutions for REITs, strategic partnerships, growth capital investment, and mergers and acquisitions. The firm participates exclusively in friendly, cooperative transactions with the aim of creating and enhancing value for all parties involved.Central to our business philosophy is the belief that hard work and thoughtful, long-term solution-focused planning produce opportunites, and consequently, attractive returns on capital. We thrive on transactions that demand in-depth due diligence, concise, thoughtful analysis, and the…

Recent Transactions

This member has no reported closed transactions.

Ballard Evans

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IntroductionBallard Evans is a leading independent firm of Chartered Accountants specialising in Corporate Finance. Ballard Evans was formed to offer a partner-led style of corporate finance advice to entrepreneurs and small and medium sized private companies across the UK.We specialise in advising on:Business disposalsAcquisition search and supportManagement Buy OutsRaising debt or equity fundingStrategic and financial supportWe are fully focused on providing corporate finance advice. There is no agenda to sell other services and as a result there are no conflicts of interest. We take a…

Recent Transactions

This member has no reported closed transactions.

FinCo Capital S.A.

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FinCo Capital S.A. is a Polish investment banking company specialising in M&A;, private placement advisory, privatisation transactions, public market transactions, as well as investor relations advisory. We are a member of the International Corporate Finance Group (ICFG), associating investment banking professionals worldwide. Our clients include both Polish and international entities. We are actively involved on all stages of raising financing / selling or buying businesses, from preparing the project and defining the optimal financing structure, valuation, preparing the necessary…

Recent Transactions

This member has no reported closed transactions.

Advisea

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Advisea is a business and legal consulting firm based in Sofia that offers a wide range of market entry and business development services to foreign companies and organizations, willing to benefit from the untapped opportunities of the Bulgarian market, as well as of other South-East Europe markets.Our clients are small, medium sized and large companies in a variety of industries willing to expand their businesses abroad. With our vast experience in business strategy and development, market research, project finance and legal advice we are positioned to help them gain and sustain a…

Recent Transactions

This member has no reported closed transactions.

Nexus Group

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As an investment advisory firm, Nexus Group provide advisory services to clients in relations to investor relations, fund raising, M&A transactions, strategy and corporate governance, deals sourcing. We have great network with entrepreneurs and the investment community. We have successfully closed a number of deals whereby foreign investors acquire Vietnamese companies. We are currently working on deals in various sectors: financial services (banking and securities), consumer goods and services, infrastructures, energy, mining, technology, real-estate, retails, manufacturing (cement and…

Recent Transactions

This member has no reported closed transactions.

Robert Fielder - People First LLC

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Responsible for multi-million dollar Merger and Acquisition business. Worked directly with C level executives, private equity groups and privately owned businesses. Managed businesses for sale from a sell side initiative and buyers from a buy side initiative.

Recent Transactions

This member has no reported closed transactions.

Square Corporate Finance

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Here at Square CF we understand that, for most business owners, selling their Company is a new and daunting experience with some of the common reasons for sale being as follows: * Retirement, with no clear succession plans in place * Ill Health * Other Business interests * To cash in on success * To allow a new owner to safeguard the future of the Company or take it 'to the next level' If you are in any of these positions or are looking to exit for another reason, Square CF can help by taking control of the entire sales process, leaving you to concentrate on your current business activities.…

Recent Transactions

This member has no reported closed transactions.

Engle Business Capital Services

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Provider of financial services as intermediary in the purchase or sell of business operations for lower middle market companies with business values of $1 to $50 million, business valuations primarily for tax purposes and in litigation support, insurance and litigation services for matters requiring financial analysis and cash flow estimates including loss of business income and loss of value.

Recent Transactions

This member has no reported closed transactions.

Firms in the Diversified Financials 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.

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.

Based on activity on Axial’s M&A platform, the core revenue range for Diversified Financials M&A Advisory Firms is $3M-$13M, 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.

Relevant Diversified Financials 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 356 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Diversified Financials.

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

When comparing M&A Advisory Firms with experience in Diversified Financials, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 356 firms included in the directory and can help identify firms that align with your needs.

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 Financials M&A Advisory Firms directory, you can request information here.

Top Diversified Financials M&A Advisory Firms

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