Top Financial Services Business Brokers with Recent Private M&A Activity

318

Active Firms

1,638

TTM Deal Flow

Top States by Activity

California 15%

Texas 8%

Florida 7%

North Carolina 6%

New York 6%

Key Attributes

Best For: Owner-Operated Businesses | Typical Fee: Primarily Success Fee | Coverage: Local & Regional Markets

Charlotte Business Brokers Mergers and Acquisitions, Inc

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Charlotte Business Brokers, Mergers and Acquisitions, Inc. is a full service brokerage firm focusing on Manufacturing, Distribution, Service and Technology businesses. Our firm has over a decade of experience in the business transfer process including Middle Market Merger and Acquisition transactions. We are EXTREMELY knowledgeable about the Charlotte Market. All of our brokers have worked and lived in the Charlotte Area for most of their lives. All of our brokers are not only experienced business brokers, but also Commercial Real Estate Agents. In addition, our staff have experience owning,…

Recent Transactions

This member has no reported closed transactions.

Sunbelt Business Brokers - Saint John, New Brunswick

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SUNBELT Saint John is part of the SUNBELT Atlantic Team of business brokerage specialists. Call us today for a FREE and CONFIDENTIAL CONSULTATION about selling your business and maximizing its value and about buying a business in Atlantic Canada. We will value your business to establish its Most Probable Selling Price and guide you with experience and expertise, through each step of the selling/ buying transaction.

Recent Transactions

This member has no reported closed transactions.

Medical Practice Brokers LLC

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Unlike most business brokers, medical practice sales are our specialty. We do not sell a medical practice today, then a restaurant or a print shop or a house tomorrow. We use a proven systematic approach to practice sales and valuation. We strive for Win-Win practice sales.

Recent Transactions

This member has no reported closed transactions.

Aletheia Management LLC

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Aletheia Management offers an extensive network of specialty lenders, factors, private lenders and public capital sources to help increase creative loan options – dramatically improving successful close rates for specialized funding and unique financing ventures.

Recent Transactions

This member has no reported closed transactions.

Accel Business Advisors

46 Total Closed Deals

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Accel Business Advisors, formerly Sunbelt Business Advisors San Jose, is a leading business brokerage firm with over two decades of experience in facilitating successful business sales. Our dedicated team of professionals specializes in connecting buyers and sellers, ensuring smooth transitions of ownership. Contact us today to learn more about how we can assist you in achieving your business goals.At Accel Business Advisors in San Jose, CA, we pride ourselves on being a premier business brokerage firm dedicated to facilitating successful business transactions. Whether you’re looking to buy…

Recent Transactions

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Nov 2023 Advised Confidential Company in its sale to Confidential Company
Jul 2023 Advised Confidential Company on an investment from Confidential Company
Jul 2023 Advised Confidential Company on an investment from Confidential Company
May 2023 Advised Confidential Company on an investment from Confidential Company

Sbdees

25 Total Closed Deals

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sbdees is an experienced sales-centric boutique consulting firm operating as intermediaries and marketers within the Business Brokerage, M&A and Franchise Industries.We represent small to mid-market business and franchise owners who need an experienced sales team to handle the marketing and sale of their business.We are boutique but when it comes to experience, reputation, connections and market presence we are huge. With over 25 years of experience in the fields of business development, Marketing and Sales, with the last decade spent operating as intermediaries/brokers in the M&A,…

Recent Transactions

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Nov 2018 Advised Outdoor Lighting Perspectives Franchise in its sale to Confidential Business Connection
Sep 2017 Advised Fantastic Sams Memphis East in its sale to Confidential Business Connection
Mar 2017 Advised Auto Recycling of Montgomery in its sale to Confidential Business Connection
Feb 2017 Advised Paladin Wireless on an investment from Confidential Business Connection

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iMatch Franchise

9 Total Closed Deals

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Mr. Adam Edwards is an NFL Alumni and Co-Founder of iMatch Franchise & Global Investments, an independent Franchise and M&A Brokerage Firm, managing over 400 brands and listings. He‘s helped thousands over his distinguished career as a certified franchise executive and intermediary, with millions sold in transactions. His entire career has been built around taking great care of his clients and cultivating long–term relationships. He believes empowerment and education are paramount. “As a former pro athlete, I was use to a play book and a team-oriented atmosphere. I’ve found that…

Recent Transactions

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Dec 2023 Advised Confidential Company in its sale to Confidential Company
May 2019 Advised Medi-Weightloss in its sale to KKIA Capital Holdings
Oct 2017 Advised Jump N' Shout on an investment from Crazy Legs Enterprises
Jul 2017 Advised Osteria on an investment from Hospitality Lab Holdings

BusinessQuest

8 Total Closed Deals

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BusinessQuest is a full service firm providing business brokerage, M&A advisory, business valuation and exit planning services to privately-held business owners of small and lower middle market companies in the California market.

Recent Transactions

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Apr 2023 Advised Confidential Company on an investment from Confidential Company
Apr 2023 Advised Confidential Company on an investment from Confidential Company
Apr 2023 Advised Confidential Company on an investment from Confidential Company
Apr 2023 Advised Confidential Company on an investment from Confidential Company

Codiligent

7 Total Closed Deals

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Codiligent business brokers provides sell-side and buy-side business brokerage services for small and lower mid-market companies, defined as having $2-25 million in annual revenue. When it provides sell-side business broker services it conducts national searches to attract financial and strategic buyers. When it provides representation to business buyers, Codiligent can conduct local, regional, and national searches for businesses that are actively marketed by other business brokers, M&A advisors, and investment bankers, as well as search for businesses that are not being represented by a…

Recent Transactions

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Mar 2023 Advised Confidential Company on an investment from Confidential Company
Oct 2022 Advised Confidential Company on an investment from Confidential Company
Oct 2022 Advised Confidential Company on an investment from Confidential Company
Jun 2021 Advised Confidential Company on an investment from Confidential Company

CEO Business Brokerage & Services

7 Total Closed Deals

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CEO Business Brokerage & Services is a Business Transaction Firm that has been in business since 2006 specializing in Business Sales, Transfers, Acquisitions, and Long Term Exit Programs for companies with revenues from $250K-$7.5M. Whether you are ready to put your business on the market today, have a prospective buyer, family member or employee you want to transfer over time, or have an interest to preparing the inevitable transfer and want to create more value in your business, we are here to help YOU!

Recent Transactions

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Jan 2016 Advised Manufacturer in its sale to Invdividual
Sep 2015 Advised Confidential Construction Company in its sale to Confidential Company in the Construction Industry
Jun 2015 Advised Studio in its sale to Individual
Aug 2014 Advised Restaurant in its sale to Individual

Kingsley Group Business Brokers

5 Total Closed Deals

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Kingsley Group has brought Buyers and Sellers together since 1982. We provide merger and acquisition intermediary services to middle market business owners as well as business brokerage services to smaller enterprises. Our services include: business valuation analysis, sell/hold timing review, customized selling strategies, strategic planning, targeted industry research, and transaction structuring. At Kingsley Group, our main objective is to achieve the results our clients desire. We work hard to meet financial expectations while carefully balancing complex tax issues, and legal liabilities…

Recent Transactions

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Apr 2024 Advised Advanced Surfaces in its sale to Priority Invest, Inc.
Jun 2021 Advised Confidential Company on an investment from Confidential Company
Aug 2020 Advised Confidential Company on an investment from Confidential Company
Apr 2020 Advised Confidential Company on an investment from Confidential Company

Cole & Company, Inc

4 Total Closed Deals

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Cole & Company, Inc., works with privately held companies wishing to obtain maximum value for their business operations through acquisition. Our focus is in Southwest Colorado, Northwest New Mexico, Houston Texas and Phoenix AZ offering investors and corporations the opportunity to acquire profitable businesses in growing, desirable, communities. Confidentiality is maintained throughout all processes.

Recent Transactions

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Jul 2023 Advised Confidential Company on an investment from Confidential Company
Dec 2019 Advised Confidential Company on an investment from Confidential Company
May 2018 Advised Confidential Company on an investment from Confidential Company
Feb 2018 Advised Confidential Company on an investment from Confidential Company

IBB-Investment Business Brokerage

4 Total Closed Deals

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Recent Transactions

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Apr 2023 Advised Falcon Transportation in its sale to 18th Company
Dec 2022 Advised Hempstaff in its sale to Alabama Staffing Company
Jun 2022 Advised Tekberry Workforce Solutions in its sale to SOAL Technologies
Feb 2022 Advised Blue Key Locksmith in its sale to Repairify Keys

Parkwest Business Partners

4 Total Closed Deals

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Parkwest Business Partners, Inc. is a firm specializing in mergers, acquisitions, and divestitures within multilevel markets. Our advisors have extensive backgrounds working with clients from large metropolis areas across the nation to Main Street, USA.We can either provide full service, with guiding new buyers and sellers through every process along the way, or we can remain behind the scenes, letting a seasoned client navigate through their internal systematic processes. Parkwest will provide the flexibility a client desires based upon their needs.

Recent Transactions

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Jul 2023 Assisted Financial Services Firm in securing debt financing from Niche Midwest Manufacturer
Jul 2023 Advised Sporting Goods Manufacturer in its sale to Tire and Auto Center
Jul 2023 Advised Web Based Wholesale Printer on an investment from Multi-Location Family Entertainment Retailer
May 2021 Advised Confidential Company on an investment from Confidential Company

Sunbelt Business Brokers - San Francisco #1

4 Total Closed Deals

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Sunbelt Of San Francisco is part of the Sunbelt Network, the world’s largest business brokerage operation. As part of a successful franchise company with over 30 years of experience in the business brokerage industry, Sunbelt Of San Francisco has the expertise to guide you through the business buying and selling process.Whether you are buying, selling or just need a business evaluation or franchise consultation, our Sunbelt team in San Francisco is here to help. Business Brokers at Sunbelt have been protecting the interests of their clients for decades. We are here to help you make…

Recent Transactions

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Feb 2012 Advised Confidential on an investment from Confidential
Jan 2012 Advised Confidential in its sale to confidential
Jan 2012 Advised Confidential in its sale to Confidential
Jul 2011 Advised Confidential in its sale to Confidential

OConnor Business Brokers & Consultants

4 Total Closed Deals

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OConnor Business Brokers is a professional mergers & acquisitions advisory firm and business brokerage based in Winnipeg, Canada. OConnor Business Brokers has assisted business owners and buyers in the business valuation, consulting and business sale process for the past 15 plus years. OConnor Business Brokers has received the Consumer Choice Award for the last 9 years in a row as Manitoba's Top Business Brokerage. The company maintains its corporate offices in Winnipeg, and has trusted professionals with a deep knowledge base in multiple field offices in the United…

Recent Transactions

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Dec 2020 Advised D.L.M. Cartage and Logistics Corp. on an investment from Port X Transport
Jan 2019 Advised Midwest Fencing Supply on an investment from Family Office
Jan 2018 Advised Tektite Manufacturing on an investment from Family Office
Jul 2016 Advised Coyote Ventures on an investment from Private Investor

DeFoor Business Services

3 Total Closed Deals

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DeFoor Business Services, Inc. is a licensed CPA firm and a licensed business brokerage firm. DeFoor Business Services is located on the Northwest side of metro Atlanta with firm members in Acworth and Powder Springs and an office in Kennesaw, Georgia.Greg DeFoor is a Certified Public Accountant and Certified Fraud Examiner. His 30+ years of experience include audits and reviews, tax, corporate financial management, mergers & acquisitions, decision support and investigative accounting. He provides traditional CPA services such as accounting and auditing and provides business services to help…

Recent Transactions

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Aug 2022 Advised Confidential Company on an investment from Confidential Company
Aug 2022 Advised Confidential Company on an investment from Confidential Company
Nov 2019 Advised Confidential Company on an investment from Confidential Company

Bridgeview Brokers

2 Total Closed Deals

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Bridgeview Brokers has provided expert services and exemplary client care to owners of privately held businesses in Washington State since 2001. Our Phoenix-area office was opened in 2017. We assess owner readiness to achieve optimum value for the sale of their business and facilitate strategic acquisitions. Our engagement may begin two or more years in advance or start immediately.Our core focus is to sell your business at the best possible market price and terms. We bring together significant skills in business valuation, marketing, buyer qualification, negotiations and the facilitation of…

Recent Transactions

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Mar 2022 Advised Confidential Company on an investment from Confidential Company
Mar 2022 Advised Confidential Company on an investment from Confidential Company

Capstone Commercial

2 Total Closed Deals

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Capstone Commercial MA Advisors was established in 2002 to provide professional services for the Lower Middle Market Companies. Our professional services include M&A Business Brokerage, Commercial Real Estate Brokerage, Certified Business Valuations and Commercial Real Estate Appraisals.

Recent Transactions

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Nov 2022 Advised T&C Sales in its sale to ABC Supply
Oct 2021 Advised Met-Con in its sale to McKinsey Ventures

Elkin & Lee Realty & Business Advisors

2 Total Closed Deals

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Elkin & Lee Realty & Business Advisors is a boutique agency concentrating on businesses ranging from $200,000 to $10 million. The company has extensive business relationships with small business owners, entrepreneurs, investors, developers, business and real estate brokers throughout the Tri State area.

Recent Transactions

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

Firms in the Financial Services Business Brokers 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.

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 318 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Financial Services Business Brokers 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.

When comparing Business Brokers with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 318 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 Financial Services Business Brokers directory, you can request information here.

Top Financial Services Business Brokers

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