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Financial Services M&A Advisory Firms - Axial

Members (431 results)

Compass Point Capital

M&A Advisory Firm

    This member has no reported closed transactions.

Compass Point specializes in the sale of companies that are too large for a main street business broker, yet are too small for an M&A firm or investment bank. We create a marketing plan specific to your business, and we execute that plan in an obsessive search for buyers. We can guide you to a successful exit of your company.

Royko Enterprises LLC

M&A Advisory Firm

    This member has no reported closed transactions.

Based in Madison, Wisconsin, Royko Enterprises specializes in merger and acquisition advisory services to companies seeking to exit or purchase other businesses, and business planning services to companies seeking to raise debt or equity financing. For over six years, Royko Enterprises has focused on profitable and distressed businesses with $1 million to $250 million in annual revenue, as well as startups in select instances. Royko Enterprises now partners with The Peakstone Group for M&A Advisory.

Synergetic Finance

M&A Advisory Firm

    This member has no reported closed transactions.

Synergetic Finance is an integrated financial services firm specializing in Financial Management, Business Valuation and Consulting, and Mergers and Acquisitions including commercial real estate investments.Serving as a trusted partner, we provide objective guidance and proven expert solutions based on a thorough understanding of your specific situation and goals. As our client, you will benefit from a collaborative relationship that addresses and anticipates your needs. We will follow a disciplined process that provides a structured approach while allowing for customization to your…

Strategic Acquisition Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

SAA is a low-volume, high-value M&A advisory. All our client engagements are confidentially managed by one of the firm's partners. We specialize in company sales, mergers and acquisitions, strategic enterprise evaluation, and corporate finance. We are an independent firm, wholly-owned and managed by our partners. We are not conflicted by the objectives of a corporate parent. SAA is solely focused on achieving our client's objectives with integrity, persistence, and creativity.

Malvern Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

Malvern Advisors, LLC is a boutique commercial real estate consulting firm offering advisory services to clients in the commercial and corporate real estate sectors. We specialize in providing integrated and comprehensive business strategies that are tailored to identifying and implementing solutions to those trying to navigate the dislocation in the real estate markets.Located in Malvern, PA, our primary mission is to support small to mid-sized financial institutions and private investors with real estate assets located in the Northeast and Mid-Atlantic States.Our philosophy is simple. How…

CenterPoint Business Advisors, Inc.

M&A Advisory Firm

    This member has no reported closed transactions.

CenterPoint Business Advisors was founded early in 2004 by Michael F. Coyle, CBI CExP. Michael, recognized the real need in the New England states for a new breed of business brokerage that employed a consultative process to ensure success in business transfer.Today, this vision has evolved into a full service organization assisting the owners of small to mid-sized businesses realize their goal of transferring their business for full value.The CenterPoint approach is unique. As evidenced by our industry leading sell-through rate (82% of our engagements are successfully transferred) our…

Bruce D Schulman & Associates

M&A Advisory Firm

    This member has no reported closed transactions.

After a Wall Street career of 30 years assisting privately held, medium-sized companies raise capital and buy and sell companies, Bruce Schulman founded Bruce D. Schulman & Associates in 2000. The firm's goal is to provide clients with hands-on, personal attention by skilled professionals whose sole responsibility is to assist owners in selling their companies. BDSA works with companies located throughout the United States who are manufacturers, distributors, and service businesses. Our firm exclusively represents sellers of private companies in a sale or merger transaction. We never…

Fountain Partners

M&A Advisory Firm

    This member has no reported closed transactions.

Fountain is a multifaceted Private Multi-Family Office committed to being a versatile and forward-looking business development holdings company. Our mission encompasses fostering partnerships within our dynamic ecosystem. Functioning as a versatile private family office, we specialize in innovative strategies focusing on private pre-liquidity investment opportunities, including the strategic integration of private secondaries. These unique opportunities, often harboring latent potential, operate beyond the confines of the traditional open markets, such as the public markets.

Franklin Hamilton LLC

M&A Advisory Firm

    This member has no reported closed transactions.

Franklin Hamilton is a Mergers & Acquisition Advisory firm serving middle market companies in the Insurance, Manufacturing, Oil & Gas and Energy sectors. Our primary service offerings are finding the counter party for our clients' strategic needs, providing full Merger, Acquisition and Divestiture services, and helping companies raise capital.The marketplace is constantly changing with companies entering, exiting and becoming active again. Franklin Hamilton maintains current information on the companies who want to buy or sell within its focused industries. Up to date information on the…

Helios Strategic Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

Helios Strategic Advisors is a boutique financial advisory firm specializing in trade finance, asset-backed lending, whole loan trading, structured credit and securitized products. From strategy formation to structuring to deal execution, we provide innovated and unique market-based solutions to meet the strategic objectives of our clients.

Solutions Consultants Business Brokers - M&A Finders

M&A Advisory Firm

    This member has no reported closed transactions.

Solutions Consultants has been providing professional business services since 1994 nationally for M&A Buyer/Seller advisory services. Our focus is providing brokering/Matching and/or Intermediary Consulting services to coordinate the entire selling & buying process of the mid-market for M&A and small to medium sized main street businesses. We are also affiliated with BHarmony, LLC, a nationwide organization providing middle market advisory services.

Cavendish Corporate Finance Limited

M&A Advisory Firm

    This member has no reported closed transactions.

Cavendish Corporate Finance is the UK's leading independent firm advising exclusively on sell side M&A.Founded in 1988, we have advised on some 400 company sales with an aggregate value in excess of £3 billion.Our clients include private companies, financial institutions and fully listed public companies with typical transactions falling broadly within the £10 million to £200 million 'mid-market' value range.Cavendish is unique in that it has only ever acted for vendors of businesses and as a result has built up an unrivalled specialist expertise in managing the company sale process. We…

Hines Associates Limited

M&A Advisory Firm

    This member has no reported closed transactions.

We specialise in offering corporate finance advice to financial institutions:Corporate finance advice comprises buying and selling companies and raising debt, mezzanine and equity in private markets. It extends to advising on business plans, capital structure, sources of funds, the pros and cons of raising money in public equity markets and on joint ventures and other trading relationshipsFinancial institutions range from banks, building societies and other credit institutions to general and life insurers and reinsurers, all forms of asset managers, private banks and other wealth managers…

Corbett Keeling Limited

M&A Advisory Firm

    This member has no reported closed transactions.

Our approach:Our clients are generally undertaking transactions that are crucial to their future success: the outcome of the transaction will have a material impact on them. In these circumstances, we believe our clients need the best possible advice. Our approach to transactions is designed to meet this need.Therefore:we have developed strong relationships with equity and debt providers, and with trade buyers in certain sectors, making us well placed to access funds and find acquirers for businesses;our advisory team comprises experienced professionals, with an average of more than 20 years…

Oak Hill Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

Oak Hill Advisors is a leading independent capital markets advisory firm specializing in assisting both public and private companies with funding, acquisition, divestment and liquidity strategies. Our principals are veterans of the industry. Our clients are based primarily in Canada but we source funding as well as buyers and sellers of corporate assets throughout North America. Our extensive distribution network includes high net worth individuals, family offices, retail brokerage groups and small cap institutions.

Balto Transactions

M&A Advisory Firm

    This member has no reported closed transactions.

Balto Transactions is a small M&A boutique specialized in the sell-side of company between 1M to 20M in value.Balto Transactions guides business leaders through their company's sale (or acquisition) process. By combining vision and strategy, we organize every step and documents associated with such a process and suggest an action plan. With our knowledge of market structures and our ability to stimulate your business operations, the sale will be achieved to its fair value and full potential.We offer a personalized and unique approach in the market and deploy the greatest efforts for the sale…

Architect Partners

M&A Advisory Firm

    This member has no reported closed transactions.

Architect Partners (“AP”) is a mergers and acquisition advisory firm focused on helping to create premium-value outcomes for innovative internet, mobile and digital media companies. Architect Partners also frequently publishes observations and perspective on sector strategy and M&A for clients, called AP Insight. AP Insight includes M&A Alert (concise assessment of sector M&A transactions), M&A Snapshot (quarterly analysis of M&A trends and activity) and Ecosystem Thoughts (sector perspective).

LEAD Finance

M&A Advisory Firm

    This member has no reported closed transactions.

Lead Finance A.E. provides mergers and acquisitions, corporate recovery, and corporate and project financing advisory services. Its services include research and identification of targets, deal structure designing, closure of transaction, value drivers and strategic issues determination, and documentation coordination. Additionally, the firm offers turnaround planning and implementation, financial restructuring, cash management, growth financing, raising equity, debt financing and refinancing, and project finance advisory services. Lead Finance was founded in 2005 and is based in Athens,…

GA Keen Realty Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

Keen-Summit Capital Partners, LLC provides real estate strategies designed to maximize values and minimize ongoing liabilities. With a particular expertise in workouts and restructurings, Keen-Summit Capital Partners, LLC represents property owners, retail and commercial tenants, investors, developers, and creditors across various industry sectors. Clients benefit from our reputation for excellence and integrity, extraordinary industry experience, in-depth market knowledge, a time-tested business approach, deep industry relationships, workout and bankruptcy expertise, and exceptional…

G2CA

M&A Advisory Firm

    This member has no reported closed transactions.

G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank. G2 delivers unique investment banking solutions and uncompromising advice by pairing highly experienced C-level executives with specialist investment bankers in both growth and stressed situations.

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