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Financial Services M&A Advisory Firms - Axial

Members (494 results)

Sunbelt Business Brokers - San Jose

M&A Advisory Firm
  • 46 Total Closed Deals
Sunbelt is the world’s largest network of business broker offices. The Sunbelt network has hundreds of offices worldwide.We, at Sunbelt Business Brokers Greater Bay Area in San Jose, pride ourselves for having a successful closing ratio of 73% vs. the national average of 23%. However, even more important to our clients is knowing that we always maintain complete honesty and confidentiality throughout your business brokerage process. All of our brokers keep an extremely high level of professionalism, ethics, and integrity. They manage a limited amount of listings to ensure to always have the…
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Advisor
Nov 2023
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Jul 2023
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Jul 2023
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May 2023
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App Business Brokers

M&A Advisory Firm
  • 36 Total Closed Deals
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.
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Advisor
Mar 2024
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Mar 2015
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Jan 2015
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Jan 2015
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Sterling Point Advisors

M&A Advisory Firm
  • 34 Total Closed Deals
Sterling Point Advisors is a boutique mergers and acquisitions advisory firm serving family-owned and privately-held businesses. We help business owners navigate the strategic challenges of growing or exiting their businesses. 
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Feb 2024
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Aug 2023
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Aug 2023
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May 2023
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Lenox Hill Capital Advisors

M&A Advisory Firm
  • 26 Total Closed Deals
Lenox Hill Capital Advisors is a mergers & acquisitions advisory firm founded on the principles of integrity, commitment and individualized attention. Our clients are leading middle-market companies in a variety of industry sectors. The firm provides specialized investment banking services to private clients, including mergers & acquisitions transactions, private equity transactions, debt financing or restructuring, mezzanine financing, leveraged buyouts, strategic partnering, joint ventures, ownership transition planning, business plan consulting and other related advisory services in…
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Advisor
Mar 2023
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Feb 2018
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Jan 2018
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Aug 2017
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Strategic M&A Advisors, LLC

M&A Advisory Firm
  • 26 Total Closed Deals
Strategic M&A Advisors, LLC ("SMAA") specializes in exit strategies and confidential business divestitures. The members of SMAA have been assisting middle-market business owners during the final stages of the business life-cycle for over two decades in our capacities as lawyers, accountants, corporate risk managers, and businesss advisors.
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Advisor
Apr 2024
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Jul 2023
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Aug 2022
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Oct 2021
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Windstream Partners, LLC

M&A Advisory Firm
  • 25 Total Closed Deals
Over $700 Million in Completed Transactions with Growth Stage and Lower Middle Market Companies.Our Specialization:M&A advisory servicesCapital FormationBusiness OptimizationStrategic PlanningRestructurings & TurnaroundsIndustry Focus: MediaTelecomInternet ServicesEnterprise SoftwareSaaSeCommerceFinTechBlockChainCyber SecurityBusiness ServicesFinancial ServicesGeographic Focus: Companies domiciled in the United States.I also work with Website Closers on many projects.
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Investor
Feb 2024
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Aug 2023
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Liberty Ridge Advisors

M&A Advisory Firm
  • 22 Total Closed Deals
Liberty Ridge is the most difficult and treacherous trek on the Pacific Northwest’s iconic Mt. Rainier. As founders, with deep roots in the Pacific Northwest, we consider Liberty Ridge the perfect metaphor to represent the challenging yet rewarding endeavors that a merger or acquisition can be for business owners.The final summit, for any private business owner, is to achieve hard earned liquidity and successfully exit the business on one’s own terms. Even the most experienced climbers understand that it’s a team effort and would never dare to summit Liberty Ridge without the aid of an…
Most Recent Transactions
Advisor
Mar 2024
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Aug 2023
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Aug 2023
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Aug 2023
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Align Business Advisory Services

M&A Advisory Firm
  • 20 Total Closed Deals
Align Business Advisory Services ("Align") is a nationwide Mergers & Acquisitions Advisory firm focused on the lower-middle-market. Their team of industry professionals align buyers and sellers in successful transactions, providing advice and guidance before, during, and after the transaction.The firm is based in Orlando, Florida, with locations throughout the country such as Philadelphia, Chicago, San Francisco, Denver, and Dallas. Align's mission is to provide lower-middle-market businesses with enterprise expertise and innovative and personalized service. We provide concierge service to…
Most Recent Transactions
Advisor
Aug 2023
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Aug 2023
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The Kuby Company

M&A Advisory Firm
  • 18 Total Closed Deals
The Kuby Company was established in 1997 as a business brokerage and M&A firm that serves primarily Alabama, Mississippi and Tennessee, as well the southeastern states. The company has represented clients from the east to the west coasts and some internationally. Carl Kuby is the President of TKC.
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Advisor
Mar 2024
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Aug 2023
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Aug 2023
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Aug 2023
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Plymouth Financial Group

M&A Advisory Firm
  • 18 Total Closed Deals
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.
Most Recent Transactions
Advisor
Apr 2024
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Sep 2023
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Sep 2023
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Jul 2023
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Aberdeen Advisors, Inc.

M&A Advisory Firm
  • 17 Total Closed Deals
Aberdeen Advisors is a mid-market and lower mid-market merger and acquisition firm. Aberdeen focuses on selling companies in the Southeast United States generating less than $ 5 million to more than $ 100 million in annual revenues. Additionally, Aberdeen represents sellers of successful businesses in the Southeast.
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Advisor
Mar 2024
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Aug 2023
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Aug 2023
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Aug 2023
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International Resource Group, Inc

M&A Advisory Firm
  • 17 Total Closed Deals
International Resource Group, Inc doing business as Sunbelt International is Ohio's premier business transfer specialist and acquisition company. Headquartered in Columbus, Ohio, the company services the low to mid-level market segment. Working intimately with privately and closely held companies, we boast a success rate that is above and beyond the traditional service provider. Utilizing enhanced technologies, the buyer lead generation is a combination of both innovative and strategic marketing. For our buyers we implement a methodology that ensures that you have all the information…
Most Recent Transactions
Advisor
Jun 2022
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Florida Business Exchange

M&A Advisory Firm
  • 16 Total Closed Deals
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…
Most Recent Transactions
Advisor
Apr 2024
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Jul 2023
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Jul 2023
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Jul 2023
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Sunbelt Business Brokers - Columbia

M&A Advisory Firm
  • 16 Total Closed Deals
As a part of the largest business brokerage network in the world, Sunbelt of Columbia can guide you through the business sales process. Search our available businesses for sale in Sunbelt of Columbia and surrounding areas by industry category or sale price.We specialize in serving the buyers and sellers of small business in the Sunbelt of Columbia area. Our comprehensive services and resources provide professional guidance for business valuations, buyer financing and exit strategy and planning.
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Advisor
May 2024
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Apr 2024
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Mar 2024
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Mar 2024
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Ascend Strategic Partners, LLC

M&A Advisory Firm
  • 15 Total Closed Deals
Ascend Strategic Partners is a mergers & acquisitions (M&A) advisory firm geared specifically for owners of middle-market businesses with earnings of $1 to $25 million and deal values of $5 to $200 million. Our team has completed over 100 transactions and over 500 M&A engagements. We have 15 M&A professionals and over 50 professionals (ex-CEO's and top consultants) throughout the US with deep expertise in most industry sectors .
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Advisor
Aug 2023
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Aug 2023
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Jul 2023
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Advisor
Jul 2023
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Sunbelt Business Brokers - Dallas Metro

M&A Advisory Firm
  • 15 Total Closed Deals
Sunbelt Dallas Metro is a business brokerage that sells businesses between $500K and $50M across all industries. The company sells non-franchised, independent companies along with new and existing franchise opportunities. Also, the company offers business consulting services which include virtual CFO Advisory Services, Strategic Planning, Pricing & Profitability, Business Intelligence and Exit Planning.
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Advisor
Sep 2023
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Blitzer, Clancy & Company

M&A Advisory Firm
  • 14 Total Closed Deals
Blitzer, Clancy & Company works with entrepreneurial sellers, buyers, and growth-focused companies around the globe. Backed by more than four decades of experience and billions in enterprise value creation, we provide clients with a strategic, hands-on collaborator that can seamlessly integrate with corporate strategy and investment teams to develop — and deliver — real results.Led by Co-Founders and Partners Michael Blitzer and James E. Clancy, our team operates with fluidity and agility across client organizations, serving as a dedicated liaison that will meet clients anywhere, anytime…
Most Recent Transactions
Advisor
Oct 2023
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Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jun 2022
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Corporate Investment

M&A Advisory Firm
  • 14 Total Closed Deals
Corporate Investment is a financial advisory company specializing in business sales, mergers and acquisitions. Our objective since 1984 has been to obtain the maximum value and best terms possible for our client – the business owner. Turn to CI for professional middle-market M&A advisory services. Located in Austin, Texas, we serve markets throughout the southwest. Corporate Investment has represented the seller in transactions valued from $1,000,000 to $50,000,000 in industries including manufacturing, distribution, B2B services, internet, healthcare, medical equipment, printing,…
Most Recent Transactions
Advisor
Mar 2023
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Advisor
Feb 2023
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Advisor
Jan 2023
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Advisor
Nov 2022
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Mystic Capital Advisors Group

M&A Advisory Firm
  • 14 Total Closed Deals
For over twenty years, Mystic Capital has been chosen repeatedly by numerous client CEOs and Board of Directors of some of the largest, most prominent insurance companies in the world to guide their organizations through transformational situations. From merger and acquisition (M&A) strategy to financing, everything we do is done through the lens of increasing the value of our client. As a group with over 100 years of combined industry knowledge, global reach, and extensive networks of professionals worldwide, we are uniquely positioned to help leaders navigate today’s complex and…
Most Recent Transactions
Advisor
Dec 2023
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Advisor
Oct 2023
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Advisor
Oct 2023
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Advisor
Oct 2023
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Horizon M&A Advisors

M&A Advisory Firm
  • 13 Total Closed Deals
We offer comprehensive and innovative solutions to business owners seeking to sell or to grow by acquisition. We specialize in guiding our clients through the complexities of mergers and acquisitions, providing them with tailored advice, and identifying strategic opportunities to maximize their value. With years of experience, a deep understanding of the market, and a commitment to excellence, we are the partner you can trust to achieve your business goals. Our team of experts is dedicated to delivering personalized service, professionalism, and results-driven outcomes that exceed our…
Most Recent Transactions
Advisor
Mar 2024
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Advisor
Nov 2023
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Advisor
Feb 2022
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Advisor
Nov 2021
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