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Top Diversified Financials M&A Advisory Firms

Explore 356 Diversified Financials M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

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Axial Insights

Diversified Financials M&A Advisory Firms

356

Active Firms

769

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 4%

Key Attributes

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

Showing 301-320 of 356 M&A Advisory Firms

Sorted by recent activity

M & A Advisors of Florida

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Our Mission: Helping Business Owners & Private Investors Acquire & Exit Successful Middle-Market Businesses Pursuing transactions valued from $1,000,000 - $25,000,000. A research based approach for buying & selling businesses, whether you are a Business Owner or Private Equity Group the goal is the same; identify a corresponding management team that shares a common interest in acquiring or exiting a business. We accomplish this by investing time, resources and industry research to identify Decision-Makers ready, willing and able to complete a merger or acquisition that achieves your business…

Recent Transactions

This member has no reported closed transactions.

GJB Associates

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GJB Associates is your source for business buying and selling through out North and South Carolina areas. The process of selling or buying a business requires professional attention that most business owners are not prepared to handle. As a business broker, we will save business owners and buyers money by avoiding costly mistakes.

Recent Transactions

This member has no reported closed transactions.

Pete Thompson

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Certified BSN business broker. We are certified and supported by Broker Service Network which is North America's leading business broker support service. Privacy and confidentiality is priority #1 at AJ Thompson.Mining and Aggregate Companies are our specialty. We specialize in helping Mining and Aggregate companies sell their businesses confidentially. We know hundreds of buyers that are seeking for Mining and Aggregate companies.

Recent Transactions

This member has no reported closed transactions.

Dillon Ltd.

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The Dillon companies are made up of advisors who focus on the client first then the transaction. The Dillon Group was founded in 1990 with the primary purpose of creating a firm to deliver a foundation to build on, showing clients their current position and the numerous options they have before entering the market.Through years of business ownership and transaction management, the professionals of the Dillon Group have developed extraordinary advisory and intermediary skills. These skills are not only applied to transactions but also to business development and increasing value.

Recent Transactions

This member has no reported closed transactions.

Patrick Munce

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This main street business division is for my private real estate brokerage state dept labor and economic growth lic # 6502102768 listings that are too small or that don't fit in with my primary Middle market listings at Gottesman Company in NYC .I specialize in Business/ Financial services and manufacturing sectors in Mid range -Middle Market sell side listings.

Recent Transactions

This member has no reported closed transactions.

Spectrum Acquisitions, Inc.

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Spectrum Acquisitions, Inc. is a merger and acquisition intermediary and advisory firm providing a range of specialized professional services to middle-market companies. Spectrum offers a high level of service and resources typically only found in much larger investment banking firms, underscored by a commitment to personal attention. We call it: "Fortune 500 Service for Middle-Market Companies" At Spectrum, we believe that middle-market companies with revenues from $2 million to $200 million need and deserve the same level of service that larger firms enjoy. Since 1989 the Spectrum team has…

Recent Transactions

This member has no reported closed transactions.

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Strategic Advisors, Inc.

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Strategic Advisors is a middle market investment banking firm that provides merger and acquisition (M&A), corporate finance and strategic advisory services to business owners. Through years of practical experience, Strategic Advisors has found that there are many pathways to creating, building and realizing shareholder wealth and we have the expertise, resources and relationships to ensure that business owners maximize their wealth. In the process, our seasoned professionals will employ sophisticated transaction processes, innovative techniques, and deal experience in a range of industry…

Recent Transactions

This member has no reported closed transactions.

Playbook Partners

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PLAYBOOK.PARTNERS is a best-in-class, special-situations private investment firm focused on operator-led acquisitions of lower middle-market companies. We invests in special-situation opportunities within the lower middle market, with a purpose to directly operate every business we acquire. Our unique approach has lead our leadership team to create an additional $1B in revenue through operational expertise.

Recent Transactions

This member has no reported closed transactions.

Global Capital Funding Group, LLC

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Global Capital Funding Group, LLC is one of the industry’s pre-eminent capital advisory firms focusing on conventional financing and difficult to finance transactions including the negotiation and capitalization of business acquisitions and expansions, loan purchases, quick close situations and discounted payoffs of debt.Global Capital Funding Group, LLC understands your concerns and embraces the opportunity to present a solution to you and your clients. We specialize in helping businesses find the funding for expansion, acquisitions, or refinance of old debt.

Recent Transactions

This member has no reported closed transactions.

AMT Capital

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AMT Capital provides private equity and investment banking services with a focus on M&A and Institutional capital. The firm has completed over $3 billion in transactions and has operating expiriance in a broad range of industries

Recent Transactions

This member has no reported closed transactions.

Array Financial Services Inc.

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Array Financial Services offers investment banking and financial advisory services to small and middle market companies. The firm provides corporate finance advisory services including capital raising, fairness opinions, enterprise valuation, capital needs assessments, and mergers and acquisition strategies. The company was founded in 2002 and is based in Norwell, Massachusetts.

Recent Transactions

This member has no reported closed transactions.

Carpediem

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Carpediem Capital, Inc. works to provide the highest level of professional advisory assistance to companies whose capital or operational requirements have been ignored by traditional sources. The level of service we provide is typically available only to large multinational corporations through major investment banking and consulting firms. Carpediem Capital’s management team consists of energetic veterans of the nation’s premier investment banking and consulting institutions. Carpediem has the knowledge and resources to provide companies with the capital and advice necessary to…

Recent Transactions

This member has no reported closed transactions.

Columbia Business Advisors

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Columbia Business Advisors is a boutique consulting firm serving middle market companies throughout the Western United States. We are experts in lender relations, support for mergers and acquisitions, brokerage services and advisory services. Our team has a combined experience of over 30 plus years.

Recent Transactions

This member has no reported closed transactions.

Randahl McKenzie Associates

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Randahl McKenzie Associates (RMA) is a Business Intermediary firm that represents either Purchasers or Sellers of privately held companies. Randahl McKenzie Associates is located in North County San Diego and has represented clients from San Diego to the Central Valley of California. RMA has, on special occasions, represented out of state clients wishing to be acquired by synergistic companies to expand their business model in additional market areas.

Recent Transactions

This member has no reported closed transactions.

Oakcapita Advisory LLP

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Oakcapita Advisory LLP boutique private market advisory firm catering to the middle market segment, rendering seamless advisory services to clients seeking in-depth strategic, investing, and financial expertise.Oakcapita Advisory strives to provide a broad spectrum of strategic advisory solutions in due diligence, early stage investment advisory, capital raise advisory, M&A advisory, and business valuations. Be it sell-side, buy-side, business valuation or ad-hoc Consultancy engagements, the Firm ensures exceptional services through its specialized advisory solutions from day one to…

Recent Transactions

This member has no reported closed transactions.

st centillion gestion llc

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Financial and strategic advisory. M&A Financial advisory. Investment advisory.Corporate finance advisory. Personal wealth advisory. Macro economic advisory.

Recent Transactions

This member has no reported closed transactions.

Paloma Equity Partners

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Paloma Equity Partners specializes in providing customized transaction management solutions to independent sponsors, investment banks, corporate management and private equity. Paloma Equity Partners was founded to support the growing needs of middle-market private equity funds, independent sponsors, and investment banks. We provide our clients with a complete suite of customized transaction management solutions. Essentially, we step in as a “surrogate” deal team comprised of former investment banking and private equity professionals. We assist our clients in navigating all aspects of the…

Recent Transactions

This member has no reported closed transactions.

Sympatia Financie

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Sympatia Financie is one of the leading private investment firms licensed by Central Bank of Slovakia. Founded in 2002, the company applies its deep experience and specialized expertise across a range of investment solutions on behalf of corporate and institutional investors and private clients in Central Europe. Operating from offices and affiliates in Bratislava and Prague, the firm operates across three lines of business:Investment Advisory: Sympatia successfully connects business entities and entrepreneurs seeking capital with institutional and non-institutional investors. We provide to…

Recent Transactions

This member has no reported closed transactions.

Bennington Capital

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CAPITAL PLANNINGBusinesses need capital. We provide solutions to your funding needs from a plethora of sources.WORKING CAPITAL SOLUTIONS Whether you need short term money quickly, or permanent solutions to carry you for the long haul, we can find you the money you need.BUSINESS REAL ESTATE FINANCINGWe have loan solutions for every business real estate situation. From single family rentals, owner occupied retail, mixed use or institutional quality investment properties, we have the answers.INDUSTRY BEST EXPERIENCEOur experience spans all industries, from manufacturing to service industries and…

Recent Transactions

This member has no reported closed transactions.

DDR and Associates

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Headquartered in Salt Lake City, Utah, DDR and Associates, LLC is a private investment firm focused on acquiring majority interests in established and profitable privately held enterprises in the small to middle market. DDR and Associates deploys a direct equity fund model, which invests in lower middle market companies in the Intermountain West region. Investments include growth capital investments, partial buy-outs and acquisitions. DDR incorporates its management team into the business. This approach to investing is through a strategy we call "Engineered Corporate Structure." We strive to…

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 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.

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 Financials M&A Advisory Firms?

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.

How important is Diversified Financials experience when evaluating M&A Advisory Firms?

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.

Do all M&A Advisory Firms in this directory focus exclusively on 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.

How do I compare M&A Advisory Firms with experience in Diversified Financials?

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.

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

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