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

Transworld Business Advisors - Central Texas

1 Closed Deal via Axial

4 Total Closed Deals

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Transworld Business Advisors of Austin is passionate about helping small and mid-sized companies navigate the complex waters through the sale, acquisition or growth of an organization. Our services include buyer representation, seller representation, preparation for sale, franchise sales, and franchise development.Your business is our business. The leading business and commercial real estate brokerage.To learn more about Transworld or to schedule a consultation with one of our brokers, visit our website at www.tworlddfwcentral.com or call (512) 831-3653.

Recent Transactions

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Feb 2026 Advised Confidential Company in its sale to Confidential Company
Oct 2025 Advised Confidential Company in its sale to Confidential Company
Sep 2025 Advised Confidential Company in its sale to Confidential Company
Apr 2025 Advised Confidential Company in its sale to Confidential Company

Utah Business Consultants

1 Closed Deal via Axial

3 Total Closed Deals

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Utah Business Consultants is Utah's leader in business sale transactions. We are advisors throughout the valuation, marketing deal structuring and closing of every deal. Keeping the transaction confidential, and maximizing the value of every deal is paramount.

Recent Transactions

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Jul 2024 Advised Confidential Company in its sale to Confidential Company
Feb 2021 Advised Confidential Company in its sale to Confidential Buyer
Nov 2015 Advised 1-800 Flooded in its sale to Private Investment Firm

Sunbelt Business Brokers - Bakersfield

1 Closed Deal via Axial

2 Total Closed Deals

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Sunbelt of Bakersfield 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 Bakersfield has the expertise to guide you through the business buying and selling process.At Sunbelt Business Advisors Bakersfield we empower people to realize their business dreams. Some are owners with dreams for retirement who want to get the most return on the sale of their business. Some are investors who would love to own a business in Bakersfield and need help…

Recent Transactions

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Aug 2025 Advised Confidential Company in its sale to Confidential Company
Aug 2022 Advised Confidential Company in its sale to Confidential Buyer

Transworld Business Advisors - Nashville

1 Closed Deal via Axial

1 Total Closed Deal

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Transworld Business Advisors of Nashville is one of the larger Transworld offices servicing all of Middle TN including Nashville and the surrounding greater Nashville region including Franklin, Brentwood, Murfreesboro, Lebanon, Hendersonville, Antioch, Mt.Juliet, and every city in between. We are headquartered in downtown Nashville (the Renaissance Building) at 611 Commerce St. Nashville TN 37203 in suite 2602. The Transworld network is now the largest brokerage network with hundreds of locations domestically, as well as offices in 16 other countries. We exist to assist and advise our…

Recent Transactions

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Jan 2022 Advised Confidential Company in its sale to Confidential Buyer

Sunbelt Business Brokers - Orange County (Anaheim-Garden Grove-Seal Beach)

1 Closed Deal via Axial

1 Total Closed Deal

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Sunbelt Business Brokers of Orange Coast services the entire southern California area.Sunbelt Network is an international network of seasoned professionals providing expert acquisition and divestiture services for business buyers and sellers. We are the largest business intermediary in the United States, representing sellers in over 4000 transactions in 2007.At Sunbelt we take pride in our ability to structure win-win transactions. Quality, client focus, and a commitment to operational excellence are the core principles of Sunbelt.

Recent Transactions

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Aug 2019 Advised Confidential Company in its sale to Confidential Buyer

First Choice Business Brokers - Coral Springs, FL

1 Closed Deal via Axial

1 Total Closed Deal

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The First Choice Business Brokers office in Coral Springs is a full service business brokerage offering Business Sales, Business Valuation and Buyer Representation.Established in 1994, First Choice Business Brokers quickly grew to become one of the largest Business Sales Organizations in the US listing over $4 billion in businesses for sale, giving Buyers and Sellers an extensive network of Business Brokers across the US to assist in buying or selling a business.

Recent Transactions

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Oct 2020 Advised SurfaceLogix in its sale to Elvisridge Capital

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Gentry Company

1 Closed Deal via Axial

1 Total Closed Deal

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Gentry Company is an experienced business brokerage firm providing assistance to both sellers and buyers. Gentry Company started as a consulting organization in 1999, providing industrial firms with strategic planning, project development, divesture and acquisition assistance. Since 2002, Gentry Company has also operated as a business broker and is affiliated with Brokers Network Group. Unlike most business brokers, Gentry Company is focused on a particular business segment: industrial manufacturing, distribution and service firms. Typically, we work with businesses with sales between $1…

Recent Transactions

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Sep 2021 Advised Scruggs Company in its sale to Rox Capital

United Brokers Group LLC

1 Closed Deal via Axial

12 Total Closed Deals

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Manufacturing, Healthcare, Child Day Care, Marine, and Medical. We are Merger and Acquisition Specialists. Nationwide. Affiliated with Boston Valuation Services www.BostonValuations.comRobert Flynn business holdings:United Brokers Group LLC www.unitedbrokersgrp.comBoston Valuation Services www.BostonValuations.comFounding Member, Corbett Hub www.CorbettHub.comAlso licensed real estate broker in Massachusetts and Rhode Island.

Recent Transactions

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Oct 2023 Advised Confidential Company in its sale to Confidential Buyer
Jul 2023 Advised Manufacturer of Processed Food Equipment in its sale to Anonymous Company
Jul 2023 Advised Financial Consulting Business in its sale to Anonymous Company
Jul 2023 Advised Manufacturer and Branded Retailer of Artificial Flowers in its sale to Anonymous Company

Sunstate Business Brokers

1 Closed Deal via Axial

1 Total Closed Deal

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Sunstate Business Brokers are Florida-based specialists in mid-market business sales & acquisitions and small business brokerage. Selling a business is a sophisticated and often complicated process that requires the skills of an experienced intermediary. Integrity, competence and tenacity, the ability to effectively work with both Buyers and Sellers as well as attorneys, accountants and lenders are essential traits to look for when choosing a broker to represent your interests. If you are considering selling your business or if your succession planning consists of a potential change of…

Recent Transactions

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Oct 2016 Advised Undisclosed in its sale to Nexus Partners LLC

Mayfair Business Advisors

1 Closed Deal via Axial

1 Total Closed Deal

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Mayfair Business Advisors is a lower middle market mergers and acquisitions firm serving business owners throughout the United States. We are located in the second largest banking center in the nation; Charlotte, NC. We provide services to anyone considering buying or selling a business. We are happy to answer any questions about these activities including pricing and valuation issues, exit strategies, business financing or any other subjects related to the purchase or sale of a business. Please call or email for a confidential conversation.

Recent Transactions

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May 2022 Advised Cemco Systems Inc in its sale to First Service Corp / Century Fire Protection

Masterworks Capital

53 Total Closed Deals

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Masterworks Capital brings together a wealth of knowledge and a commitment to excellence, ensuring our clients receive the best service and support.Our team has a proven track record of serving the lower middle market, specializing in businesses with valuations between $10M and $250M. We understand the unique challenges and opportunities that these businesses face, and we are adept at identifying and unlocking hidden value to drive growth and maximize returns.

Recent Transactions

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Feb 2026 Advised Prado Corp, Inc. in its sale to Strategic Buyer
Jan 2026 Advised Confidential Company in its sale to Confidential Company
Nov 2025 Advised Confidential Company in its sale to Confidential Company
Sep 2025 Advised Confidential Company in its sale to Confidential Company

App Business Brokers

46 Total Closed Deals

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ABB (AppBusinessBrokers.com) does a lot of things for our clients but the one thing we do best is bring QUALIFIED buyers and sellers together! We’ve closed more mobile app deals than any other brokers and have quickly become the premier go-to team for sellers and buyers. Things move fast in this space and we’re no different. We’ve closed deals in as little as 2 weeks and our focus is one thing, helping you buy or sell a mobile APP business.

Recent Transactions

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Mar 2026 Advised Confidential Company in its sale to Confidential Company
Oct 2025 Advised Confidential Company in its sale to Confidential Company
Aug 2025 Advised Confidential Company in its sale to Confidential Company
Jul 2025 Advised Confidential Company in its sale to Confidential Company

Sunbelt Business Brokers - Durham

26 Total Closed Deals

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Whether you are ready to sell your business or are looking to buy a business, Sunbelt Laval is the place for you. Sunbelt Laval is one of 30+ offices across Canada and part of an international network of some 250 independently owned and operated Sunbelt offices around the globe. Sunbelt has the proven methodology and expertise to help you reach your goals. Their comprehensive services and resources provide professional guidance for business valuations, buyer financing and exit strategy and planning. Sunbelt Laval specializes in serving the buyers and sellers of small businesses in the Laval…

Recent Transactions

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Jan 2026 Advised Confidential Company in its sale to Confidential Company
Jan 2026 Advised Confidential Company in its sale to Confidential Company
Jan 2026 Advised Confidential Company in its sale to Confidential Company
Sep 2023 Advised Confidential Company on an investment from Confidential Company

Florida Business Exchange

23 Total Closed Deals

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The FBX Team has over 100 years of experience in Business Sales and Consulting, which has resulted in transactions worth millions of dollars. Our Professionalism and Confidentiality are your best assets when it comes to the business of business transfers. Our firm specializes in finding solutions and providing guidance by identifying, qualifying and fulfilling the requirements of Sellers, Buyers and Lenders. Our attention to detail benefits both the Seller and Buyer during the sensitive pre-closing process. The result is minimum delays in closing which saves time and money. We provide full…

Recent Transactions

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Jul 2025 Advised Confidential Company in its sale to Confidential Company
May 2025 Advised Confidential Company in its sale to Confidential Company
May 2025 Advised Confidential Company in its sale to Confidential Company
Nov 2024 Advised Garland Transport in its sale to Confidential Company

Benchmark Business Group, LLC

23 Total Closed Deals

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From our business brokerage offices in Des Moines, Benchmark Business Group has the credentials to market, advertise, and sell your business. Comprised of business professionals with over 200 years of combined business experience, our Agents are second to none with extensive business backgrounds including business ownership, merger & acquisitions, banking & finance, construction, machinery and equipment appraisal, real estate, law, and business management. Our Sole Focus Is Selling Businesses. Benchmark Business Group is focused on end-game thinking. Our expertise allows Sellers to focus on…

Recent Transactions

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Apr 2025 Advised Confidential Company in its sale to Confidential Company
Mar 2025 Advised Confidential Company in its sale to Confidential Company
Dec 2024 Advised Confidential Company in its sale to Confidential Company
May 2023 Advised Confidential Company in its sale to Confidential Company

Baton Market

22 Total Closed Deals

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Baton is a modern marketplace for buying and selling businesses, combining AI-powered buyer matching with experienced M&A advisors to deliver faster, more transparent outcomes. We work with owner-operated businesses across a broad range of sectors, including business services, technology, construction, manufacturing, healthcare, home services, and distribution.For sellers, our team provides data-driven valuations, professionally prepared marketing materials, and hands-on advisory support from listing through closing. For buyers, Baton offers standardized data rooms with verified…

Recent Transactions

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Jul 2026 Advised - in its sale to Confidential Company
Jan 2026 Advised Confidential Company in its sale to Confidential Company
Nov 2025 Advised Confidential Company in its sale to Confidential Company
Nov 2025 Advised Confidential Company in its sale to Confidential Company

Transworld Business Advisors of Atlanta

20 Total Closed Deals

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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

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Sep 2025 Advised Confidential Company in its sale to Confidential Company
Sep 2025 Advised Confidential Company in its sale to Confidential Company
Sep 2025 Advised Confidential Company in its sale to Confidential Company
Aug 2025 Advised Confidential Company in its sale to Confidential Company

Plymouth Financial Group

19 Total Closed Deals

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It is the endeavor of Plymouth Financial Group to use our experience and resources to represent our clients with the highest level of integrity and confidentiality. Our goal is to act as an intermediary between willing sellers and buyers, using aggressive and innovative techniques to maximize after-tax dollars for our clients while keeping the client informed during the process.Plymouth Financial Group is focused on what are known as lower middle market business with a special emphasis on businesses operating in the commercial/B2B arena.

Recent Transactions

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Jul 2026 Advised XXX in its sale to Confidential Company
Apr 2024 Advised Medical Product Distributor (DME) $850,000 Gross in its sale to Confidential Company
Sep 2023 Advised Confidential Company on an investment from Confidential Company
Sep 2023 Advised Confidential Company on an investment from Confidential Company

Transworld Business Advisors - Anchorage

19 Total Closed Deals

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TRANSWORLD BUSINESS ADVISORS BRINGS BUYERS AND SELLERS TOGETHERWe are the world leader in the marketing and sales of businesses, mergers and acquisitions, and franchises.

Recent Transactions

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

Transworld Business Advisors - Omaha South

19 Total Closed Deals

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Since 1979, Transworld has helped people sell, buy or develop franchises and independent businesses with in-person, confidential local service. We now have more than 600 agents listing roughly 6,000 businesses for sale from over 250 independently owned and operated franchise offices on almost every continent; and almost twice the number of offices as the next biggest business brokerage in the US. We also convert businesses into franchises and sell your real estate as brokers licensed in both Nebraska and Iowa. Because there is not a multiple listing service for businesses like there is for…

Recent Transactions

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Jul 2025 Advised Confidential Company in its sale to Confidential Company
Jun 2025 Advised Confidential Company in its sale to Confidential Company
Apr 2025 Advised Confidential Company in its sale to Confidential Company
Apr 2025 Advised Bellevue Pampered Pet Spa, LLC in its sale to Nebraska Pet Company, LLC

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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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