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Top Financial Services Business Brokers

Explore 319 Financial Services Business Brokers that leverage Axial’s platform to connect with investors on behalf of their clients.

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Axial Insights

Financial Services Business Brokers

319

Active Firms

1,635

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

Showing 141-160 of 319 Business Brokers

Sorted by recent activity

Acquisition Finders

1 Total Closed Deal
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Welcome to Acquisition Finders, LLC, a business intermediary firm that specializes in connecting entrepreneurs and private equity investors with business opportunities.We understand the difficulties of searching for good business acquisitions.We have helped clients all over the United States find, finance and close on opportunities from $1,000,000 to $20,000,000 in value.Our advisors are experts in finding potential transactions and creating opportunities for our clients.

Recent Transactions

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  • Dec 2021 Advised Confidential Company on an investment from Confidential Company

Business Acquisitions, Ltd.

1 Total Closed Deal
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The Business Acquisitions by Aprio team has been helping business buyers and sellers achieve their objectives since 1986. Our knowledgeable, licensed professionals have extensive experience in business sales, mergers and acquisitions as well as industry experience in finance, business ownership, marketing, sales and corporate management. We understand the complexities involved in the change in business ownership. We specialize in the sale of privately held companies in Colorado and the Rocky Mountain region. These companies include manufacturing, wholesale distribution, service and retail.…

Recent Transactions

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  • Dec 2012 Advised Confidential in its sale to Confidential

Tait & Associates

1 Total Closed Deal
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Tait Associates is located in Houston, TX. Their staff is involved in various aspects of business brokerage: merger & acquisitions; business valuation; deal structuring; and other professional services provided to affiliates, business owners and prospective buyers. Because of Tait & Associates affiliation with the Texas Association of Business Brokers (TABB), clients are no longer geographically restricted to the local or regional services offered by most "neighborhood" brokers. When utilizing one of the largest brokerage networks in the world, business…

Recent Transactions

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  • Feb 2020 Advised Confidential Company on an investment from Confidential Company

Transworld Newport Beach

1 Total Closed Deal
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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 or new franchise, Transworld offers the professional services that successfully bring buyers and sellers together. From business brokerage, franchise consulting, to mergers and acquisitions; we are the business sale specialists.

Recent Transactions

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  • Oct 2024 Advised Confidential Company in its sale to Confidential Company

Denver Business Brokers

1 Total Closed Deal
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Denver Business Brokers sets the highest quality standards in the industry, providing professional service with integrity. Strength, professionalism and commitment are the cornerstones of Denver Business Brokers. As advocates we provide as advocates a comprehensive consultative approach to each and every business transaction to buyers and sellers of main street, upper main street, and middle market businesses.

Recent Transactions

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  • Sep 2014 Advised Denver Business Brokerage in its sale to Confidential

Next Bridge Advisors

1 Total Closed Deal
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Ashish Bhatt founded M&A advisory firm Next Bridge Advisors in 2008 after working in the Corporate Development Group at E-Trade Financial.Our goal is for every business to be owned by the people able to maximize its value. That has led us to do things differently:Our pool of buyers is as large as possible because we pay other advisory firms to refer buyers to us.  We help our clients explore alternate business sale structures that optimally align interests between buyer and seller. This grows our buyer pool and increases sale price.We apply the economics of mechanism design…

Recent Transactions

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  • Mar 2024 Advised Confidential Company in its sale to Confidential Company

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Griggs Business Brokers

1 Total Closed Deal
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Clarence Griggs has been helping Texas owners sell their businesses since 1996!Clarence’s first-hand business transaction experience and depth of knowledge about the profession enable him to serve his clients and help them attain their goals in the business transfer process. Taking the time to listen to the goals of his clients and focus on a successful outcome is what Clarence does best. There are many people involved in the business transaction i.e. buyers, attorneys, accountants, financial advisors and others. The need to keep all these people and their functions on schedule is…

Recent Transactions

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  • Jun 2021 Advised Warren Law Firm in its sale to Kalyan Law Firm

MSRplans

1 Total Closed Deal
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MSRplans enhances the professionalism of your business plan and financing structure to increase investor demand, maximize valuation and secure capital expeditiously. Depending on the amount and type of work required, we provide our services on an hourly basis or for a fixed project fee. Before we give you a quote for business plan review services, you’ll get a complimentary critique of your plan. Our consultants have decades of Wall Street experience predicting investors’ critical questions to answer them before they are asked.

Recent Transactions

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  • Jun 2025 Advised Confidential Company on an investment from Confidential Company

BizNavigators

1 Total Closed Deal
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BizNavigators empowers business owners to successfully navigate one of the most critical journeys of their entrepreneurial life — the sale or transition of their business. Founded by Marla DiCarlo, a seasoned entrepreneur and M&A advisor, BizNavigators combines deep financial expertise, real-world experience, and compassionate guidance to help owners achieve maximum value and peace of mind when it matters most.We believe that every business has a legacy worth preserving. Our mission is to change the statistics — because nearly 80% of small businesses never sell. Through strategic…

Recent Transactions

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  • Oct 2025 Advised Confidential Company in its sale to Confidential Company

Burley Consulting

1 Total Closed Deal
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Burley Consulting provides consulting services in the areas of business valuation, strategic growth planning, mergers and acquisitions, market positioning, training, and general business planning. We are a firm of uncompromising integrity, ethics, and moral principles.​​ We are a unique, specialized practice offering the services of large consulting, training, and mergers and acquisitions firms to small and mid-size businesses.​

Recent Transactions

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

POP! Realty Advisors

1 Total Closed Deal
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Company Name:POP! Realty AdvisorsLocation:Cleveland, Ohio (Serving all of Ohio and select Midwest markets)Overview:POP! Realty Advisors is a boutique business brokerage and real estate brokerage/advisory firm specializing in the sale of small-to-mid-sized businesses and associated commercial real estate assets. We provide comprehensive brokerage, consulting, and valuation services tailored to owners preparing for an exit, as well as acquisition advisory services for strategic buyers and investors.Our firm proudly serves professional service industries (accounting, legal, healthcare), light…

Recent Transactions

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  • Apr 2025 Advised Confidential Company in its sale to Confidential Company

CPBG

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Mr Soi. started CrossPoint Business Group in 2008 and successfully established it as a reputable business brokerage firm. He has brokered business deals mainly up to twenty million dollars including cross-border deals.We work with businesses up to $25MM in revenue in any industry including Manufacturing, Wholesale, and Service industries such as Energy Services, Payment Processing, IT Staffing, Software, Technology, Engineering, Construction, Furniture, Writing Instruments, Wholesale Paper and Plastic, etc.CPBG has worked with buyers/sellers across the country and internationally including…

Recent Transactions

This member has no reported closed transactions.

Seawinds Investment Realty

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Mr. Don Dillon, the Broker, is a proud member of the Business Brokers of Florida (BBF). This exclusive organization carefully selects their members for quality service and knowledge within the real estate profession. The BBF regulates its members to an exacting standard, rules, and code of ethics. (BBFMLS.COM).Don Dillon is also a member of the International Business Brokers Association IBBA, The International Business Brokers Association offers continuing education courses and professional designations keeping Business Brokers around the world current and involved, to the benefit of their…

Recent Transactions

This member has no reported closed transactions.

Crown Business Brokers

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Crown Business Brokers, LLC, has the expertise to locate qualified buyers, negotiate the transaction, prepare letters of intent, manage the due diligence process, and locate sources of funding. Crown Business Brokers, LLC is different from the majority of firms in that we bring a professionalism to the transaction that few can match. Brad Palmer is Managing Member of Crown Business Brokers, LLC, and an experienced New York / New Jersey business broker as well as a Certified Public Accountant.

Recent Transactions

This member has no reported closed transactions.

Transworld Business Advisors - Ontario

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Confidentially guiding Ontario business owners through sales and M&A transactions valued $0.5M–$25M.Transworld Business Advisors of Ontario is one of the largest business brokerage and lower middle market M&A advisory firms in Ontario, headquartered in Toronto. We specialize in confidential sell-side transactions for privately held companies valued between $500K–$25M, with a core focus on $1M–$10M.Our team of 14+ professionals brings expertise in valuations, exit planning, divestitures, acquisitions, and strategic succession planning. We have developed particular strength in…

Recent Transactions

This member has no reported closed transactions.

P & G Sales And Acquisitions, LLC

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P & G Sales And Acquisitions was formed by principals of a law firm and a commercial insurance consulting & brokerage agency mainly to assist their respective clients to plan, transition and exit their long established businesses. Industries served vary as our exiting clients' businesses vary across several industries.

Recent Transactions

This member has no reported closed transactions.

Business Resource Center

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Business Resource Center was founded in 1981 by William J. Tabar, who was one of the original members of the IBBA. The company continued to expand upon its position as the dominant business broker in the Intermountain West. In 2005, Bill Tabar retired. The brokerage was purchased by one of the top performing agents, Darlynn Anderson. Business Resource Center has successfully sold thousands of businesses for over 35 years.We pride ourselves on Professionalism and Integrity. Our goal is to accomplish your goal as a client. Selling Businesses since 1981 is why a good portion of our business are…

Recent Transactions

This member has no reported closed transactions.

Moxie Brokerage Group

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Moxie Brokerage Group is a full-service M&A and commercial brokerage firm representing buyers and sellers across the small to mid-market. We provide disciplined deal execution, strategic advisory, and direct access to an extensive network of qualified operators, investors, and acquisition targets. Our team combines decades of transactional experience with a modern, data-driven approach to valuation, negotiation, and market positioning. Whether the objective is acquisition, exit, portfolio expansion, or commercial real estate strategy, Moxie Brokerage Group is focused on advancing…

Recent Transactions

This member has no reported closed transactions.

The Saleh Group

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After serving 4 years in the United States Marine Corps (1982-1986), Nidal Saleh started in the Convenience Store business in 1986 and after 17 years of owning and operating multiple gas stations and convenience stores.Nidal established The Saleh Group in central Ohio. Owning and operating multiple gas stations and c-stores has allowed Nidal to accumulate a wealth of knowledge and experience which came from building, rehabbing, buying and selling these types of businesses. Since then, Nidal Saleh has built a great network of both individuals and corporations in the convenience store and…

Recent Transactions

This member has no reported closed transactions.

GS Russell Brokers

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G. S. Russell Business Brokers and Advisors, cover the entire Metro DC area. The majority of our work is done in Northern VA, however have listed and sold businesses in Maryland, and DC. I have been a Business Broker for over 11 years, and have been an independent broker for over 4 years.

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are Business Brokers in this directory ordered?

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.

What information is included in each Business Broker 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.

How important is Financial Services experience when evaluating Business Brokers?

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

Do all Business Brokers in this directory focus exclusively on 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.

How do I compare Business Brokers with experience in Financial Services?

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 319 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Financial Services Business Brokers?

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.

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