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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.

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


California 15%
Florida 10%
Texas 6%
New York 5%
Pennsylvania 4%

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

Showing 21-40 of 356 M&A Advisory Firms

Sorted by recent activity

MergersCorp M&A International

1 Closed Deal via Axial 29 Total Closed Deals
MergersCorp™ is a distinguished advisory firm specializing in Investment Banking, cross-border Mergers and Acquisitions (M&A) and comprehensive corporate finance solutions for clients globally.We deliver a comprehensive suite of investment banking services to lower-middle and middle-market businesses, spanning the entire transaction lifecycle from deal origination and financial modeling to expert deal execution.Our team comprises 110+ professionals across 23 countries, including seasoned M&A advisors, investment banking professionals, white collar lawyers,…

Recent Transactions

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  • Apr 2024 Advised Luxembourg Fund SCA SICAV in its sale to Confidential Company
  • Apr 2024 Advised Confidential Company in its sale to Confidential Company
  • Feb 2024 Advised King’s Lynn Town Football Club on an investment from Turn Sports Investments Singapore
  • Sep 2023 Advised Italian Soccer Team on an investment from American Investor

Western Commerce Group, LLC

1 Closed Deal via Axial 25 Total Closed Deals
Western is a boutique M&A and capital solutions advisory firm dedicated to helping business leaders perpetuate the legacy of their companies. Over the last twenty-five years, we have completed over $8 billion in transactions across North America in industries ranging from construction and manufacturing to distribution, retail, tech, staffing, and more. In each of these transactions, we have worked closely with the business owner and key stakeholders to position the company for long-term success while maintaining its unique characteristics. Preserving the company’s identity, leadership,…

Recent Transactions

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  • Jun 2025 Advised Confidential Company in its sale to Confidential Company
  • Sep 2024 Advised Confidential Company in its sale to Confidential Company
  • Apr 2024 Advised Confidential Company in its sale to Confidential Company
  • Mar 2024 Advised Confidential Company in its sale to Confidential Company

BTSI

1 Closed Deal via Axial 9 Total Closed Deals
BTSI's customized approach to mergers and acquisitions maximizes the value our clients gain from a transaction. By choice, we handle transactions for only a limited number of companies each year. That gives you the benefit of our personalized attention and rigorous professional service through every step of the M&A process. We understand that the best outcomes result from long-term planning and hard work – the same investment you made when you built your company. That's the basis of our unparalleled success in ensuring our clients achieve their goals.

Recent Transactions

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  • Nov 2021 Advised AM Equipment in its sale to Ilion Capital Partners
  • Apr 2021 Advised Epic Freight Solutions in its sale to Omni Logistics
  • Apr 2018 Advised PNE on an investment from Hamilton Robinson Capital Partners
  • Mar 2015 Advised Silver Spur Corporation in its sale to Meridian General

Shaughnessy Group

1 Closed Deal via Axial 3 Total Closed Deals
We founded the Shaughnessy Group in 2017 with the purpose to help business owners successfully transition out of their most valued asset, their privately held, lower middle-market company. These sophisticated transactions or “liquidity events” require immense planning, carefully execution and professional selling that only an experienced M&A advisor can provide.We exist to create successful outcomes for our business owner clients, but a big part of our job involves educating the various stakeholders, advisors, intermediaries, and entrepreneurs themselves on what the M&A process…

Recent Transactions

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  • Nov 2024 Advised Minisis Inc. in its sale to Soutron Global
  • Jul 2024 Advised Southwest Doors & Hardware Ltd. in its sale to Cascadia Equity Partners
  • Dec 2020 Advised Interpump in its sale to Summit Ridge Capital

ThielGroup, LLC

1 Closed Deal via Axial 3 Total Closed Deals
Located in the Albany, NY Capital Region, ThielGroup, LLC is a business sales, valuations and consulting firm - helping business owners achieve successful exits and counseling business buyers to find and analyze business opportunities. OUR SERVICESBusiness BrokerageMerger & AcquisitionsRetained Buy ServicesCertified Business ValuationsOpinion of Market ValuesDeal ConsultingOUR CLIENTSBuyersSellersCPAsAttorneysMEMBERSHIPSMerger & Acquisition Source (Board of Directors)National Association of Certified Valuators and AnalystsInternational Business Brokers AssociationWe work with…

Recent Transactions

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  • Apr 2026 Advised XYZ Company in its sale to Confidential Company
  • Nov 2024 Advised Confidential Company in its sale to Confidential Company
  • May 2022 Advised Karner Psychological in its sale to CM Counsel Management

IMG Business Advisors

1 Closed Deal via Axial 3 Total Closed Deals
Michael Givner founded IMG Business Advisors in 2013 after spending 16 years working for large investment banks, most of that time with Jefferies Group. IMG specializes in business sales and exit strategies for small business owners. The lower end of the M&A middle market, companies with annual revenues from $5 to $50 million, is their focus with clients across a wide array of industries. Whether advising on the sale of a family-owned business or assisting a growth-minded company with acquisition and expansion, Michael and his teams’ services are tailored to the individual needs of each…

Recent Transactions

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  • Jun 2024 Advised Confidential Company in its sale to Confidential Company
  • Jun 2022 Advised Confidential Company on an investment from Confidential Company
  • Jun 2022 Advised Confidential Company on an investment from Confidential Company

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Rainwater Business Advisors LLC

1 Closed Deal via Axial 2 Total Closed Deals
A lower-mid market mergers and acquisitions firm. Rainwater is heavily focused on representing sell-side business owners looking to sell their company and be effective in managing those funds with a solid succession strategy.

Recent Transactions

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  • Sep 2024 Advised Confidential Company in its sale to Confidential Company
  • Apr 2023 Advised Confidential Company on an investment from Confidential Company

Smith Holland Advisors

1 Closed Deal via Axial 1 Total Closed Deal
Smith Holland is a different type of middle market M&A advisory firm. Based out of Chicago, we believe results should come before fees and maximizing shareholder value for clients is at the core of everything we do. Every Smith Holland advisor knows how stressful and unpredictable the M&A process can because we have all personally started, operated and sold businesses of our own, which gives us an added layer of transactional insight that can’t be learned in the classroom. The risks are always higher on the sell-side of the deal and that’s why every Smith Holland M&A transaction is led by…

Recent Transactions

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  • Aug 2020 Advised Confidential Company in its sale to Confidential Buyer

HDL Capital

51 Total Closed Deals
Based in Toronto, Canada, HDL Capital Inc. (“HDL”) is a boutique M&A and Transaction Services advisory firm, specializing in arranging transformational transactions for small & mid-market companies in the $5M to $150M+ value range. HDL Managements’ 25-year track record includes over 200 successful transactions, totalling over $2 billion.HDL is dedicated to driving and unlocking shareholder value by arranging Sell-Side M&A transactions with Strategic and Financial buyers in Canada, the U.S. and beyond. HDL also works with select clients to enhance organic growth by planning…

Recent Transactions

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  • May 2026 Advised Glatz Concerts in its sale to Loft Entertainment
  • Feb 2026 Advised Vantix Systems Inc. in its sale to Aplin
  • Feb 2025 Advised The Woods Cannabis in its sale to Fika Company
  • Jun 2024 Advised Canadian Music Week in its sale to Loft Entertainment

Confederation M&A

50 Total Closed Deals
Confederation M&A is a trusted full-service M&A firm made up of highly experienced Advisors situated in Eastern Canada with offices in Charlottetown, Fredericton, Moncton, Halifax, and Ottawa. Our service offerings include sell-side advisory services, buy-side advisory services, management buy outs and buy ins, and part or whole divestitures.Being a proud member of the Cornerstone International Alliance, Confederation M&A is globally connected firm. The trusted team has facilitated successful transactions both nationally and internationally.Confederation M&A specializes in the…

Recent Transactions

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  • Jul 2026 Advised Gibson Dental Clinic in its sale to Confidential Company
  • Jul 2025 Advised City Glass in its sale to Confidential Company
  • Jul 2025 Advised Quality Sound Alarm Ltd. in its sale to Galineer Capital Partners
  • Jun 2025 Advised CPA - EPR Robichaud & Associates in its sale to Confidential Company
BKD Capital Advisors, LLC, a wholly owned subsidiary of BKD, LLP, provides services to help companies and stockholders create value and meet their corporate finance objectives. Our staff includes corporate finance specialists, investment bankers and financial analysts with experience in financial services, health care and manufacturing & distribution industries. The firm is also a member of FINRA and SIPC. Our professionals have a broad perspective on the issues you face and have the ability to share insights into numerous services, including the following:Mergers & AcquisitionsCompany Sales…

Recent Transactions

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  • Oct 2015 Advised Specialty Food Distributor in its sale to A Private Investor Group
  • Jul 2015 Advised William Beckett Plastics in its sale to MOCAP
  • Jun 2015 Advised Bootz Industries in its sale to The Sterling Group
  • Mar 2015 Advised Metals Technology Corporation in its sale to Bradford Equities Management
The team at Benchmark International has advised on some 500 company sales with an aggregate value in excess of £5 billion. With offices throughout the UK and the world we are in touch with all the major acquirers and consolidators who are constantly seeking both on and off market opportunities across all sectors. Our typical transactions fall broadly within the £1m to £50m 'mid-market value range'. Benchmark International's unique and dynamic international offering offers our clients unparalleled global coverage allowing them access through our exclusive databases and business intelligence…

Recent Transactions

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  • Mar 2022 Advised Confidential Company on an investment from Confidential Company
  • Jan 2022 Advised Confidential Company on an investment from Confidential Company
  • Jun 2021 Advised Confidential Company on an investment from Confidential Company
  • Feb 2021 Advised Confidential Company on an investment from Confidential Company
Aberdeen Advisors is a lower mid-market merger and acquisition firm. Aberdeen focuses on selling companies in the Southeast United States generating around $ 5 million to $ 100 million in annual revenues. At Aberdeen Advisors, our advisors have personally owner or operated a business that have gone through the sales process. That means we have first-hand knowledge of the process and understand the complexities of navigating the sale.

Recent Transactions

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  • May 2026 Advised Quick Pak, Inc. in its sale to Veritiv Operating Company
  • Apr 2026 Advised Sun Country Cleaners in its sale to Volk Holdings LLC
  • Feb 2026 Advised Service Painting Corporation in its sale to The Valcourt Group
  • Sep 2025 Advised Power Designers Sibex in its sale to Ampure Charging Systems
Over $700 Million in Completed Transactions with Growth Stage and Lower Middle Market Companies.Our Specialization:M&A Advisory ServicesDebt Capital MarketsPrivate EquityBusiness OptimizationStrategic PlanningRestructurings & TurnaroundsIndustry Focus: MediaTelecomInternet ServicesEnterprise SoftwareSaaSeCommerceFinTechBlockchainLite ManufacturingBusiness ServicesFinancial ServicesGeographic Focus: Companies domiciled in the United States.Transaction Size: $5,000,000 - $200,000,000+Financing Expertise: Over the past 25 years, we have developed a highly diversified network of financing…

Recent Transactions

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  • Feb 2024 Assisted Windstream Partners, LLC in securing debt financing from Confidential Company
  • Aug 2023 Advised Confidential Company on an investment from Confidential Company
  • Aug 2023 Advised Confidential Company on an investment from Confidential Company
  • Jan 2023 Advised Confidential Company on an investment from Confidential Company
Liberty Ridge is the most difficult and treacherous trek on the Pacific Northwest’s iconic Mt. Rainier. As founders, with deep roots in the Pacific Northwest, we consider Liberty Ridge the perfect metaphor to represent the challenging yet rewarding endeavors that a merger or acquisition can be for business owners.The final summit, for any private business owner, is to achieve hard earned liquidity and successfully exit the business on one’s own terms. Even the most experienced climbers understand that it’s a team effort and would never dare to summit Liberty Ridge without the aid of an…

Recent Transactions

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  • Jul 2024 Advised Universal Refrigeration in its sale to CoolSys
  • Mar 2024 Advised Confidential Company in its sale to Confidential Company
  • Aug 2023 Advised Willamette Graystone in its sale to Quikrete
  • Aug 2023 Advised Norfil in its sale to Muir Beach Capital LLC
Corporate Finance Associates Worldwide (CFAW) is an independent international investment banking firm serving middle-market businesses. For over 70 years CFAW has been advocating on behalf of business owners who are restructuring a company, either through divestiture, merger, acquisition, or recapitalization. Combining the knowledge and leverage of a larger bank with the customer-focused detail of a boutique firm, from inception to completion, our senior principals provide hands-on expertise to clients buying, selling, or recapitalizing a business. The San Antonio/Austin branch was opened in…

Recent Transactions

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  • Mar 2025 Advised Quality Fence & Welding in its sale to Texas Research & Technology Foundation
  • Jul 2024 Advised James Forwarding Company in its sale to Spectrum Relocation Group
  • Jun 2024 Advised Albert Container Concepts, L.L.C. in its sale to Spectrum Relocation Group
  • Oct 2023 Advised Andrews Van Lines, Inc. in its sale to Spectrum Relocation Group
International Resource Group, Inc doing business as Sunbelt International is Ohio's premier business transfer specialist and acquisition company. Headquartered in Columbus, Ohio, the company services the low to mid-level market segment. Working intimately with privately and closely held companies, we boast a success rate that is above and beyond the traditional service provider. Utilizing enhanced technologies, the buyer lead generation is a combination of both innovative and strategic marketing. For our buyers we implement a methodology that ensures that you have all the information…

Recent Transactions

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  • Jun 2022 Advised Confidential Company on an investment from Confidential Company
  • Jun 2022 Advised Confidential Company on an investment from Confidential Company
  • Jun 2022 Advised Confidential Company on an investment from Confidential Company
  • Jun 2022 Advised Confidential Company on an investment from Confidential Company

Salt Creek Partners

16 Total Closed Deals
Salt Creek Partners (SCP) is a full-service M&A advisory firm guiding business leaders in the emerging and middle markets. Our mission is centered on investing in long-term relationships with our clients through independent, trusted, and innovative advice, and to achieve superior results in line with the overall strategic objectives of the company. SCP’s team of complementary partners have proven track records with managing complex financial transactions, providing investment banking services, performing market research and analysis, guiding companies from concept through hyper growth,…

Recent Transactions

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  • Jan 2026 Advised Confidential Company in its sale to Confidential Company
  • Dec 2025 Advised Confidential Company in its sale to Confidential Company
  • Aug 2025 Advised Confidential Company in its sale to Confidential Company
  • Aug 2025 Advised Confidential Company in its sale to Confidential Company

Janas Associates

15 Total Closed Deals
Trusted FINRA Registered M&A Advisors with more than 30 years of experience helping Middle Market business owners navigate and negotiate the constantly changing M&A markets across all industries.Janas has a closure history of over 80% of our mandates. Our Client Engagements range from a few months to several years depending upon the objective and the Client's need.

Recent Transactions

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  • Dec 2025 Advised McCormix. Oil in its sale to JB Dewar
  • Jun 2025 Advised Southern Classic Foods in its sale to Trillium Foods
  • Aug 2023 Advised SHER in its sale to William Prym Holding Gmbh
  • Aug 2023 Advised TORO in its sale to RainMaster

Skyline Advisors

14 Total Closed Deals
Skyline Advisors teams with high growth and lower middle market companies to position for and complete strategic transactions. This includes mergers and acquisitions (sell-side and buy-side), corporate finance (venture capital, private equity, debt, mezzanine capital, etc.), and the strategic use of real estate.Skyline Advisors is a division of Ideation Ventures, Inc. Services involving securities are offered through M&A Securities Group, Inc. (“MAS”). Services involving real estate brokerage are offered through Berkshire Hathaway Homservices Ambassador Real Estate…

Recent Transactions

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  • Apr 2025 Advised Decision Logic on an investment from Clovis Point Capital
  • Jul 2023 Advised Banyan Medical System in its sale to Bank of Bennington
  • Jul 2023 Advised Healthcare Services Firm on an investment from Anonymous Company
  • Jul 2023 Advised Technology Company on an investment from Anonymous Company

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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