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Financial Services M&A Advisory Firms - Axial

Members (495 results)

Skyline Advisors

M&A Advisory Firm
  • 13 Total Closed Deals
Skyline Advisors teams with high growth and lower middle market companies to position for and complete strategic transactions. This includes mergers and acquisitions (sell-side and buy-side), corporate finance (venture capital, private equity, debt, mezzanine capital, etc.), and the strategic use of real estate.Skyline Advisors is a division of Ideation Ventures, Inc. Services involving securities are offered through M&A Securities Group, Inc. (“MAS”). Services involving real estate brokerage are offered through Berkshire Hathaway Homservices Ambassador Real Estate…
Most Recent Transactions
Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jul 2023
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Sun Mergers & Acquisitions

M&A Advisory Firm
  • 12 Total Closed Deals
Sun Mergers & Acquisitions is a full-service professional business intermediary firm specializing in all aspects of the confidential sale, merger, acquisition and valuation of privately held mid-market companies with a primary focus in handling the sale of entrepreneurial and family held companies. Sun M&A brings extensive, broad based expertise, yielding the greatest probability of a successful sale with a maximum net after-tax yield.
Most Recent Transactions
Advisor
Apr 2024
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Jan 2024
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Nov 2023
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Aug 2023
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Aegis Acquisitions

M&A Advisory Firm
  • 12 Total Closed Deals
 Aegis Acquisitions offers confidential Mergers & Acquisitions and ESOP transactional advisory services for small to medium-sized businesses. For the last twenty-five years, the principals of Aegis have provided these advisory services to over six hundred privately-held businesses with annual revenues from $5 million to in excess of $400 million.
Most Recent Transactions
Investor
Jul 2023
acquired
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Jul 2023
acquired
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Jul 2023
acquired
Advisor
Feb 2022
was acquired by

VR Business Brokers - Boca Raton/Palm Beaches, FL

M&A Advisory Firm
  • 11 Total Closed Deals
VR has been the industry leader for over twenty years and has the distinction of having sold more businesses in North America than anyone else. It has set the highest quality standards in the industry, provides the most extensive training program for its Intermediaries, maintains the largest national database of sold businesses to assist in business valuations, and has been rated the number one Business Brokerage in the world for 16 of the last 20 years. VR BUSINESS BROKERS was founded in 1979 to fill the void for quality service that existed between the Real Estate Industry and Investment…
Most Recent Transactions
Advisor
Jul 2023
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Jul 2023
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Jul 2023
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Jul 2023
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Lloyds Business Brokers

M&A Advisory Firm
  • 11 Total Closed Deals
Lloyds Corporate Brokers have been selling businesses successfully for more than 35 years. We are recognised leaders in Corporate Sales, Mergers, Acquisitions and General Business Brokerage with Local, National and International exposure and associations. Since 1984 we have compiled an impressive record of sales. Read more about our profile, our highly experienced team or see businesses for sale. We specialise in international commercial business broker services to mid market enterprises, servicing niche markets in the fields of manufacturing, import/export, wholesale distribution, mining,…
Most Recent Transactions
Advisor
Jul 2023
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Jul 2023
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Jul 2023
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Jul 2023
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Whitehorn Merchant Capital

M&A Advisory Firm
  • 11 Total Closed Deals
Whitehorn Merchant Capital Inc. is an independent Calgary, Alberta based business advisory firm. Our focus is to assist private business owners and management teams effectively plan business succession in order to reach financial, strategic and personal goals.We believe this fundamental planning is critical to long-term business success. In order to maximize the value of any enterprise, business succession activities must be undertaken throughout its entire life cycle.At Whitehorn, business succession activities include:Developing and implementing strategies to enhance business valueExecuting…
Most Recent Transactions
Advisor
Jul 2023
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Jul 2023
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Jul 2023
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Advisor
Jul 2023
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Smythe LLP

M&A Advisory Firm
  • 11 Total Closed Deals
Smythe Advisory is a BC-based practice recognized for exceptional work in the areas of business valuations, transaction advisory, property & casualty insurance consulting, litigation support, financing and capital structuring.Our Advisory Group is made up of a team of Chartered Business Valuators (CBVs), Financial and Business Advisors and Analysts that will bring you the service and value you need. We are flexible, cost-effective, committed to our clients and offer a full range of business advisory services to clients of all sizes and across various industries.Our continuing success is…
Most Recent Transactions
Advisor
Aug 2023
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Advisor
Apr 2023
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Advisor
Mar 2023
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Advisor
Jan 2023
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George & Company

M&A Advisory Firm
  • 10 Total Closed Deals
George & Company has been providing certified business appraisal, business brokerage and merger & acquisition services since 1981. Board certified intermediaries and appraisers stand ready to serve your every need in the business acquisition or divestiture market.
Most Recent Transactions
Advisor
Jan 2017
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Advisor
Jan 2015
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Advisor
Feb 2014
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Advisor
Sep 2013
was acquired by

MT Consulting

M&A Advisory Firm
  • 10 Total Closed Deals
MT Consulting is a M&A advisor headquartered in suburban Philadelphia (Bryn Mawr, PA).The firm was established in1992 and has completed more than $500 Million in transactions over the last 20 years.Our expertise is on both the sell-side and buyside. Exceptionally knowledgeable of multi-site healthcare service businesses, including physical therapy and dermatology practices as well as urgent care and orthotic & prosthetic businesses.MT Consulting has successfully represented clients in over 40 states and remains open to working with business owners throughout the U.S.
Most Recent Transactions
Advisor
Apr 2014
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Advisor
Aug 2013
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Advisor
May 2013
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Advisor
May 2013
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Provest Inc

M&A Advisory Firm
  • 10 Total Closed Deals
Provest was founded in 1989 by Robert Hochwalt as an acquisition/holding company for its principals. From 1989 to 2000, Provest completed 10 acquisitions and repositioned these into 5 companies to increase earnings and sustainability. During this period, the principals, working with advisor Aaron Delidow, developed an effective process that could be applied to virtually any business. In the summer of 2005 Hochwalt and Delidow began conversations about re-tooling Provest into a full service business brokerage to apply their skill and knowledge in the open market. In September of that year…
Most Recent Transactions
Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jul 2023
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Gulfstream Mergers & Acquisitions

M&A Advisory Firm
  • 10 Total Closed Deals
With Corporate Offices located on the East Coast near Charlotte, North Carolina, And with well over 125 Companies sold throughout the United States, Gulfstream Mergers & Acquisitions has an established reputation for excellence, ethical practices, and impressive results.Whether you are searching for the right firm to sell your company or you are a principal or investor group looking for the right company to acquire, you will not find a stronger ally than Gulfstream Mergers & Acquisitions.We are recognized experts in the acquisition, merger, and selling of companies. Our typical transaction…
Most Recent Transactions
Advisor
Mar 2024
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Advisor
Jul 2023
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Advisor
Jun 2023
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Advisor
Dec 2022
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Focus Strategies Investment Banking

M&A Advisory Firm
  • 10 Total Closed Deals
Based in Austin Texas, Focus Strategies has earned a reputation as a premier middle-market investment bank focused on serving the unique needs of privately held businesses seeking capital or ownership transition. Built on an impeccable reputation for high integrity, we help companies and their owners flourish by applying broad experience, industry expertise, hands-on guidance and local knowledge to maximize shareholder value. Focus Strategies specializes in merger and acquisition advisory, raising capital and providing strategic advisory services for founder-owned middle market companies. We…
Most Recent Transactions
Advisor
Aug 2023
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Advisor
Aug 2023
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Advisor
May 2023
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Advisor
Jan 2022
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Janas Associates

M&A Advisory Firm
  • 10 Total Closed Deals
Trusted M&A advisors with more than 20 years experience helping Middle Market business owners navigate and negotiate the constantly changing M&A markets across all industries.
Most Recent Transactions
Advisor
Aug 2023
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Advisor
Aug 2023
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Advisor
Aug 2023
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Advisor
Aug 2023
was acquired by

Apex Capital Advisors

M&A Advisory Firm
  • 10 Total Closed Deals
Apex Capital Advisors is a lower mid market M & A advisory firm based in the greater Toronto, Canada region. Our industry focus includes business services, manufacturing and industrials, technology, media, marketing, energy, utility and the broader infrastrucure sector. We do predominantly buy side and sell side M & A work as well as strategic advisory work for younger companies seeking to better position themselves for an exit.
Most Recent Transactions
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Aug 2023
invested in
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Aug 2023
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Aug 2023
invested in
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Aug 2023
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Business Sales Group

M&A Advisory Firm
  • 9 Total Closed Deals
Business Sales Group is a M&A Advisory/Marketing Firm which brings to market Companies with annual sales up to $50 million. Their specialty is marketing high growth Companies with ample runway which maximizes returns for Sellers and Purchasers alike. Motto: -Integrity Beyond Compromise. -Service Beyond Exception. -Commitment Beyond Compare. Business Sales Group adds value to a transaction by injecting a unique blend of sales, acquisitions, and due diligence expertise that is unsurpassed in the industry. Both Principals of BSG have started, owned, and managed successful businesses themselves.…
Most Recent Transactions
Advisor
Jun 2015
was acquired by
Advisor
May 2015
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Advisor
Jan 2015
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Advisor
Dec 2014
was acquired by

Sunbelt Business Brokers - Nebraska

M&A Advisory Firm
  • 8 Total Closed Deals
Sunbelt Nebraska 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 Nebraska has the expertise to guide you through the business buying and selling process.Whether you are buying, selling or just need a business evaluation or franchise consultation, our Sunbelt team in Nebraska is here to help. Business Brokers at Sunbelt have been protecting the interests of their clients for decades. We are here to help you make profitable choices in…
Most Recent Transactions
Advisor
Oct 2022
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Advisor
Oct 2022
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Advisor
Oct 2022
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Oct 2022
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Premier Sales

M&A Advisory Firm
  • 8 Total Closed Deals
Premier Sales has been advising Arizona business owners in the planning and execution of the sale of their businesses for over 25 years. Our team of professionals provides experience, confidentiality, and knowledge needed to successfully complete business sales transactions. In a crowded industry with success ratios of 20% to 25% as the norm, Premier Sales stands out by successfully completing 75% or more of our engagements. Premier Sales maintains a client-centric focus while offering a team based approach in bringing buyers and sellers together. We remain committed, first and foremost, to…
Most Recent Transactions
Advisor
Aug 2023
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Advisor
Apr 2023
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Aug 2022
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Jan 2022
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Gilbert & Pardue Transaction Advisors

M&A Advisory Firm
  • 8 Total Closed Deals
Gilbert & Pardue Business Advisors (GaP) is a boutique Houston-based business advisory firm serving lower middle market and middle market business owners from coast to coast through representation for Mergers & Acquisitions (M&A) and through business value-growth services such as Fractional CFO, Advisory Board, Executive Coaching, and Consulting.​Matt Gilbert and Bret Pardue established GaP to provide owners of businesses generally enjoying annual revenue of $5-$80 million with the quality of M&A representation and value-enhancement services previously only available to…
Most Recent Transactions
Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jun 2021
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Advisor
Feb 2021
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Falco Sult

M&A Advisory Firm
  • 7 Total Closed Deals
While we are good with the details, the only way to help you accomplish your goals is to be strategic and look toward the desired outcome. We do this by applying the concepts of life cycles to your goals.Every business is unique but all companies will go through some form of the business life cycle. Your needs may vary from phase to phase, but it's inevitable that the over-riding considerations of each phase will come to light during your company's evolution. Our job is to help you grow through these phases with a concept we call Financial Success by Design. While we provide quality public…
Most Recent Transactions
Advisor
Apr 2021
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Advisor
May 2019
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May 2019
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Advisor
May 2019
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Codiligent

M&A Advisory Firm
  • 7 Total Closed Deals
Codiligent business brokers provides sell-side and buy-side business brokerage services for small and lower mid-market companies, defined as having $2-25 million in annual revenue. When it provides sell-side business broker services it conducts national searches to attract financial and strategic buyers. When it provides representation to business buyers, Codiligent can conduct local, regional, and national searches for businesses that are actively marketed by other business brokers, M&A advisors, and investment bankers, as well as search for businesses that are not being represented by a…
Most Recent Transactions
Advisor
Mar 2023
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Advisor
Oct 2022
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Oct 2022
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Advisor
Jun 2021
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