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Financial Services M&A Advisory Firms - Axial

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Members (417 results)

ValueScope, Inc.

M&A Advisory Firm

    This member has no reported closed transactions.

ValueScope is a leader in Measuring, Defending, and Creating value. Our deep expertise in the application of financial and econometric analysis to value measurement and shareholder value creation sets us apart. ValueScope services include financial valuations and business appraisal, expert witness testimony and litigation support including economic damages calculations, strategic analysis and planning, econometric analysis, transaction advisory, and estate planning.

Valeo Corporate Finance Ltd.

M&A Advisory Firm

    This member has no reported closed transactions.

I am a boutique sell-side M&A advisor to small cap (venture or early stage) technology and industrial companies, with a focus on recurring revenue businesses. While not all of my clients would be considered pure technology companies, they will all have some kind of technology differentiator. My clients tend to be earlier stage, focussed on driving top line growth and achieving 35% or better year over year growth, rather than maximizing EBITDA. They are often not profitable, by design, focussed instead on building enterprise value. They are often venture or angel backed, although some…

Grant Point Group

M&A Advisory Firm

    This member has no reported closed transactions.

Grant Point Group is a boutique advisory firm providing investment banking and consulting services to small and middle market companies across a myriad of industries. We specialize not only in merger and acquisition advisory, but also in providing growth strategies for companies to create additional value and creating strategic partnerships to help business owners manage their day-to-day operations, so that they can ultimately maximize the value of the companies that they have built. We focus on both planning for a wide-range of capital and growth-strategies as well as process…

Reed Vista

M&A Advisory Firm

    This member has no reported closed transactions.

Henry Chen has 20 years of experience in investment banking, private equity and venture capital. Henry started his career on Wall Street at Salomon Smith Barney (now Citigroup’s Global Corporate & Investment Banking Group) in the financial institutions group and later in the debt originations group. Henry also worked at Banco Bilbao Vizcaya focusing on structured finance transactions for Latin American energy and infrastructure companies. During his career, Henry advised many Fortune 500 companies companies in a number industry sectors. He completed over $10 billion of debt and equity…

MAPP Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

Fintech advisory firm with a core focus on payments and integrated software vendors. Founded in 2015, our reputation is built on delivering accretive results to clients across the fintech ecosystem. Our domain expertise is a direct result of founding, operating, and advising fintech companies for over 30 years.Our M&A practice focuses on exclusive sell side mandates and has completed $500M in deal activity for 2021. Our consulting practice focuses on developing compliance policies and procedures, go to market strategies, and portfolio optimizations for payment networks, sponsor banks,…

TARGA, LLC

M&A Advisory Firm

    This member has no reported closed transactions.

Sourcing, funding, and consulting for alternative investments.

KenMar Capital Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

KenMar Capital Advisors, LLC is a firm located in Pittsburgh, PA. Our focus is to uniquely serve middle-market companies throughout the Mid-Atlantic region. KenMar advises individuals and organizations by offering access to a non-dilutive alternative forms of capital. With an emphasis on mergers & acquisitions, growth capital, buyouts, and real estate transactions, KenMar Capital Advisors can offer creative capital solutions for entrepreneurial companies.

Transworld Business Advisors of Palo Alto

M&A Advisory Firm

    This member has no reported closed transactions.

Transworld Business Advisors provides advisory services in business brokerage,mergers and acquisitions for small businesses and the lower middle market,, specializing in companies located in the Silicon Valley/San Francisco bay area. Anderson Dias is from Brazil and speaks Portuguese,Spanish, French, English.

Chartered Associates Corp.

M&A Advisory Firm

    This member has no reported closed transactions.

Bespoke Corporate Finance & Strategy advisory for mid-market / low mid-market companies and institutional investors.We assist companies, ventures, and entrepreneurs in topics related to corporate finance, corporate development, sustainability, ESG investing, capital markets, strategy, and partnerships.We are mostly focused on providing bespoke advice in Mergers & Acquisitions (M&A), Restructurings, Capital Structuring, Corporate Finance, ESG, and Strategic Planning mainly to mid-market companies, institutional investors, as well as to sponsors.We are Canada-based, with…

Oaklins Austria

M&A Advisory Firm

    This member has no reported closed transactions.

As one of the leading M&A advisory firms in Austria and part of the TJP Group, we have successfully closed more than 70 national and international transactions since 2010. By merging into Oaklins, the world's most experienced M&A mid-market advisory firm, our clients now have access to worldwide advisory expertise. Our network consists of over 700 M&A professionals in 40 countries, who internationally cooperate in dedicated industry teams.As trusted experts with many years of experience, Oaklins Austria supports its clients in M&A transactions and management buy-outs as well as various…

Hannover Ltd.

M&A Advisory Firm

    This member has no reported closed transactions.

M&A advisory; business finance consulting; specializing in lower-middle market, and manufacturing/tech; work nationwide and also with US-EU trade and expansions, including FDI and cross-border M&A

Swiss Upstream Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

Swiss Upstream Advisors offers advisory services to small to mid-cap Exploration & Production companies operating worldwide, as well as Financial Institutions whose core focus is financing upstream activities or managing portfolio of E&P companies.Our group of strategic advisors and technical experts from the oil and gas sector (combining financial and technical competences) provides investors with an edge when valuing assets or companies (by improving technical understanding of subsurface challenges). ​We also help E&P companies to improve their communication to financial markets,…

Mitchell, Hartley & Bechtel Advisers

M&A Advisory Firm

    This member has no reported closed transactions.

MHB Advisers, LLC, is an independent investment banking advisory firm focused on the global investment management industry. The principals of MHB have, on a combined basis, over 75 years of diverse financial services experience. This has included executive roles with a number of asset management companies, as well as being long-time investment bankers in the sector. The principals have served as trusted advisors to a wide range of firms globally in traditional and alternative investment disciplines, having client bases that include retail, high net worth and institutional investors.

NeXtward Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

NeXtward Advisors is a Nashville, TN based exit strategy partner. We guide business owners to exit with a defined process and common goal of successfully selling their business. Our team has vast experience in all stages of starting, running and exiting a business and surround ourselves with experts and advisors to help maximize the selling experience for our clients. Onward, Upward, NeXtward. What's your Next?

Robert M. Haas Associates, Inc.

M&A Advisory Firm

    This member has no reported closed transactions.

Since 1969, Robert M. Haas Associates, Inc. (“RMHA”) has been active as an advisor in merger and acquisition transactions and business valuations in the middle market, initiating, negotiating, and concluding transactions ranging in size from the $1 million to in excess of $100 million.

Seahawk Innovation

M&A Advisory Firm

    This member has no reported closed transactions.

The Seahawk Innovation story began in 2013 when our co-founders, Tom Looney and Tobin Geatz, approached the University of North Carolina at Wilmington (UNCW) in an effort to forge a public-private partnership that would enrich the University and local community. The resulting partnership has been a tremendous opportunity to provide value to Seahawk Innovation’s limited partners, clients, and portfolio companies while building Wilmington’s local innovation economy.Through basing our offices in UNCW’s Center for Innovation and Entrepreneurship (CIE) in 2013, our founders have…

Evergreen Business Advisors, Inc.

M&A Advisory Firm

    This member has no reported closed transactions.

We believe that buying or selling a business is much more than a transaction—it’s a pivotal life event that impacts your future, your employees, and the legacy you leave behind. Inspired by the enduring strength of the evergreen tree, our mission is to honor your vision and maximize your results.We specialize in seamless, strategic transitions that protect what you’ve built while creating opportunities for new growth. Whether you’re preparing to sell, transition ownership internally, or position your company for the next chapter, we guide you through every…
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Jun 2025
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