Top Financial Technology M&A Advisory Firms with Recent Private M&A Activity

477

Active Firms

904

TTM Deal Flow

$3M-$13M

Core Revenue Range

$500K-$2M

Core EBITDA Range

Top States by Activity

Florida 11%

California 11%

Texas 9%

New York 5%

New Jersey 4%

Key Attributes

Best For: Owner-Led Companies | Typical Fee: Retainer & Success fee | Coverage: Sector Expertise With Hands-On Execution

RoseBiz

1 Closed Deal via Axial

19 Total Closed Deals

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RoseBiz, Inc. provides M&A Advisory services to Technology Channel Partners; Value Added Resellers (VAR), Managed Service Providers (MSP), Cloud Service Providers (CSP),Independent Software Developers (ISV) and Infrastructure Providers (IaaS) and Hosters of Private Clouds. Linda Rose, the founder has spent 27 years in the Microsoft Partner Channel and has unparalleled experience in creating, growing and selling software and services firms.

Recent Transactions

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Sep 2025 Advised NetAscendant Solutions in its sale to ZBS Partners
Jul 2025 Advised Lane Technology Solutions in its sale to Propulsion
Jan 2024 Advised DominionTech in its sale to VC3
Nov 2023 Advised OneClick Solutions Group in its sale to Intelligent Technical Solutions

Premara Group

1 Closed Deal via Axial

17 Total Closed Deals

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Premara Group is a boutique M&A advisory firm specializing in the sale of lower middle market SaaS, Consumer, and B2B services businesses. We focus on sell-side engagements for companies with $3M–$25M in EBITDA, or SaaS businesses with $5M+ in ARR.What sets us apart is our background. Before advising on exits, our team held critical roles at Oracle, Qualtrics, Domo, and Lucid scaling SaaS go-to-market functions, managing $200M+ Amazon product lines, and leading teams within Fortune 500 divisions. We don't translate your business for buyers. We speak their language because we've lived in…

Recent Transactions

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Mar 2026 Advised Confidential Company in its sale to Confidential Company
Feb 2026 Advised Confidential Company in its sale to Confidential Company
Oct 2025 Advised Confidential Company in its sale to Confidential Company
Sep 2025 Advised Ayrshare in its sale to SaaS Group

Brandywine Mergers & Acquisitions, LLC

1 Closed Deal via Axial

13 Total Closed Deals

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Brandywine M&A provides sell-side representation to privately held companies. BMA serves clients of various sizes and industries. Current clients are from industries such as manufacturing, professional services, specialty contracting/service providers, etc. BMA's average client is one preparing for retirement with a mature company. Typically, average earnings are in the $1-5M range.

Recent Transactions

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Feb 2024 Advised Confidential Company in its sale to Confidential Company
Oct 2023 Advised Confidential Company on an investment from Confidential Company
Aug 2023 Advised Atlantic Stud Welding Inc. in its sale to Private Investor
Aug 2023 Advised Food Safety Solutions in its sale to Private Investor

Tennessee Valley Group, Inc

1 Closed Deal via Axial

12 Total Closed Deals

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We are Nashville, Tennessee’s only lawyer-led, retainer based business broker and transition mediation firm. We serve businesses with annual revenue of $2 to $20 million. Our clients are business owners who want to sell their business, and corporate owners who want to sell a non-core business unit. As a Nashville business broker, we make sure to perform a business valuation and and help you through the entire transaction sequence.Our Nashville business broker firm quarterbacks the process from business valuation to selection of the right buyer from the pool of buyers we will generate. If…

Recent Transactions

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Jun 2025 Advised Confidential Company in its sale to Confidential Company
Jun 2025 Advised Confidential Company in its sale to Confidential Company
Apr 2025 Advised Network Communications Systems in its sale to Southworth Capital
Nov 2024 Advised Confidential Company in its sale to Confidential Company

True North M&A

1 Closed Deal via Axial

12 Total Closed Deals

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From selling to buying and everything in between, True North M&A offers a wide array of Advisory services to enhance your goals, your value, and your life. Whether Buying or Selling, we can likely help:- Business Sales- Valuations- Value Building / Coaching- Succession Planning & Exit Strategies- Acquisition Financing

Recent Transactions

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Jan 2026 Advised Confidential Company in its sale to Confidential Company
Jan 2026 Advised Confidential Company in its sale to Confidential Company
Sep 2025 Advised Confidential Company in its sale to Confidential Company
Jul 2025 Advised Confidential Company in its sale to Confidential Company

Bravaldo Capital Advisors

1 Closed Deal via Axial

10 Total Closed Deals

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Bravaldo Capital Advisors is a boutique Atlanta based Mergers & Acquisitions and Corporate Finance Advisory Firm, providing independent economic and financial advice and execution services for lower middle market companies with revenues typically between $10 million and $300 million that are primarily located in the Southeastern United States.We offer a full range of transaction and advisory services, guiding our clients through sell-side transactions and exit strategy planning, growth through acquisition, debt restructuring and corporate recapitalization.Our team has extensive expertise in a…

Recent Transactions

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Mar 2024 Advised Controlled Access, Inc. in its sale to Guardian Access Solutions / CenterOak Partnters
Jul 2023 Advised QCFS Management Group, Inc. in its sale to Accelerated Communications & Construction
Jul 2023 Advised Precision Blasting, LLC in its sale to Main Drilling & Blasting, Inc.
Mar 2023 Advised TPI Engineered Systems in its sale to Enviva

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Touchstone Advisors

1 Closed Deal via Axial

10 Total Closed Deals

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Touchstone Advisors is a boutique merger and acquisition advisory firm serving the lower middle market (who offers securities through Ceiba Financial, LLC, a member of FINRA/SiPC). We bring decades of experience and our proven four-step process to every transaction. For over 20 years, Touchstone Advisors has provided a combination of hands-on leadership, experienced advisor attention and smooth transactional execution. Our goal is to maximize the value of our client's life's work.

Recent Transactions

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Oct 2024 Advised Altek Electronics, Inc. in its sale to Cyient DLM
Aug 2024 Advised Confidential Company in its sale to Confidential Company
Jul 2022 Advised Crane Woodworking in its sale to Northeast Builders Supply and Home Centers
Jul 2018 Advised Confidential Company in its sale to Confidential Company

Masswell Capital

1 Closed Deal via Axial

9 Total Closed Deals Actively Sourcing Deals

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Masswell Capital works with clients in the Industrial and home services trades industries to gauge value, identify prospective buyers and coordinate the exit. Advising clients on maximize the future value of their business while mitigating risks by tracking and measuring performance, KPI's and binding and mending company weak spots to solidify performance. As well as assisting in planning, preparing, and executing on exits or acquisitions.

Recent Transactions

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Dec 2025 Advised Confidential Company in its sale to Confidential Company
Oct 2025 Advised Confidential Company in its sale to Confidential Company
Sep 2025 Advised Confidential Company in its sale to Confidential Company
Feb 2025 Advised Confidential Company in its sale to Confidential Company

O'Hare Management

1 Closed Deal via Axial

9 Total Closed Deals

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O'Hare Management is a full-service M&A firm focused on providing sell-side and buy-side advisory services to privately held companies with $5 million-$100 million in annual revenue. Our success is based on presenting the right opportunities through our high-touch approach. We believe in acting as a seamless extension of your business with a deep understanding of your goals and intentions.

Recent Transactions

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Aug 2023 Advised Synergy Resources in its sale to Potomac Equity Partners
Apr 2023 Advised Watermark Solutions in its sale to Potomac Equity Partners
Feb 2023 Advised Sophisticated Systems in its sale to IP Pathways
Dec 2022 Advised PathMaker Group in its sale to Simieo

SECTOR Advisors, LLC

1 Closed Deal via Axial

9 Total Closed Deals

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SECTOR Advisors helps companies plan, execute, and close merger, acquisition, and growth capital transactions. Our investment banking services are tailored to each client. We only serve the middle-market and exclusively focus on Technology, Healthcare, Consumer, and Business Services verticals. Our core focus and industry coverage typically leads to deeper and more meaningful relationships with companies, buyers, and investors. We think outside the box and generate creative advisory services while delivering best in class investment banking advice. We believe in empowering our clients by…

Recent Transactions

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Aug 2023 Advised CT Networks in its sale to ITSavvy
May 2023 Advised IML Security in its sale to Breakthrough Growth Partners
Dec 2021 Advised Fishbowl in its sale to Diversis Capital
Dec 2021 Advised Evernym in its sale to Avast Software

Potomac Business Capital

1 Closed Deal via Axial

8 Total Closed Deals

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Potomac Business Capital, Inc. helps founders and CEO's maximize value and specializes in "Second Bite" transactions. Focused in the lower middle market ($1M - $5M ebitda) our clients often desire current liquidity with greater likelihood of a significant equity upside opportunity.Clients rely on our knowledge of the digital marketing space for pre-deal strategic planning, target identification, creative transaction design and negotiation to produced successful outcomes.SecondBitePodcast.com tells the story of dozens of successful founders and their transaction experience.

Recent Transactions

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Mar 2026 Acquired Confidential Company
Apr 2025 Advised Confidential Company in its sale to Confidential Buyer
Dec 2022 Advised Confidential Company on an investment from Confidential Company
Dec 2022 Advised Confidential Company on an investment from Confidential Company

Trailhead Partners

1 Closed Deal via Axial

7 Total Closed Deals

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From founder-led service businesses to professional partnerships, our experience enables us to provide a tailored approach across a wide range of transaction sizes. Every deal is unique, which means our processes adjust to make sure we find the right buyer for every business.

Recent Transactions

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Sep 2025 Advised Special Delivery Service in its sale to Counsel Press, a portfolio company of Align Capital Partners
Sep 2025 Advised Confidential Company in its sale to Confidential Company
Apr 2025 Advised DLJ Commercial Roofing in its sale to Chamberlin Roofing & Waterproofing, a portfolio company of Main Street Capital
Sep 2024 Advised Fitness Software for Personal Trainers in its sale to Strategic Buyer

Kasper & Associates

1 Closed Deal via Axial

6 Total Closed Deals

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Kasper & Associates (K&A) was founded in 1984 to fill a void in the merger and acquisition field which was particularly acute in the Fort Worth/Dallas metropolitan area, as well as in North and Central Texas. Our function is to sell medium-sized, privately-owned manufacturing, distribution and service businesses, and to assist potential buyers in finding and acquiring such businesses.Selling prices of such companies range from $700,000 to $35,000,000, with sales revenues from $1,000,000 to $70,000,000. Companies of this size are typically overlooked or simply under-served by Wall Street and…

Recent Transactions

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Nov 2024 Advised Confidential Company in its sale to Confidential Buyer
May 2024 Advised Confidential Company in its sale to Confidential Company
Jan 2020 Advised Woodie Woods Plumbing, LLC in its sale to Waters Plumbing, Inc.
Nov 2016 Advised Richards Supply Company in its sale to Manske Material Handling

SGCM Advisors

1 Closed Deal via Axial

4 Total Closed Deals

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SGCM Advisors provides both buy-side and sell-side transactional M&A middle-market advisory services. We have a collective 25 plus years experience and success in advising clients on all aspects of M&A, capital-markets and private-equity transactions. Many of our professionals acquired their deal expertise after spending years honing their craft while holding top positions at the SEC, corporate law firms, Wall Street investment banks and in-house with global companies. We offer superb problem-solving skills with the knowledge and expertise to obtain client objectives.…

Recent Transactions

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Oct 2024 Advised Confidential Company in its sale to Confidential Company
Sep 2024 Advised NovoTrax on an investment from Novo LLC
Aug 2023 Advised Panama Red Rum, Compania Licorera Panamericana, SA in its sale to Private Investment Fund
Apr 2019 Assisted Sada Capital LLC in securing debt financing from Accredited Investors

Tennessee Business Brokers

1 Closed Deal via Axial

2 Total Closed Deals

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Privately owned boutique business brokerage firm also serving lower Middle Market companies in the sale of their privately owned companies. Corporate offices in Nashville TN but also serving all adjacent states. All industries. Exit planning services available. Commercial Real Estate services (with business sale). Area expertise in professional services, healthcare, medical, manufacturing, and commercial services.

Recent Transactions

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Jan 2024 Advised Confidential Company in its sale to Confidential Company
Oct 2020 Advised Confidential Company in its sale to Confidential Buyer

Pasadena Private

1 Closed Deal via Axial

2 Total Closed Deals

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Pasadena Private is a boutique multi-family office handling the distinct financial needs of affluent families. Our suite of in-house services provides clients with access to experts and financial solutions that address most time sensitive needs. Pasadena Private is comprised of five primary lines of business that include portfolio management, commercial lending, retirement solutions, mergers & acquisitions, and property management. Additionally, our clients have access to direct investments sourced and managed by Pasadena Private in the categories of private loans, real…

Recent Transactions

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Aug 2024 Advised Confidential Company in its sale to Confidential Company
Nov 2023 Advised Confidential Company in its sale to Confidential Buyer

GW Partners

1 Closed Deal via Axial

2 Total Closed Deals

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GW Partners is a unique firm that combines the best elements of operational consulting, financial management, strategic planning and M&A Advisory services to partner with consumer brands to transform them into far more valuable and coveted strategic acquisition targets.

Recent Transactions

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Aug 2024 Advised Confidential Company on an investment from Confidential Company
Apr 2020 Advised Logistimatics in its sale to Saltwater Capital LLC

Focus Capital Advisors, Inc.

1 Closed Deal via Axial

1 Total Closed Deal

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Focus Capital Advisors, Inc (FCA) is comprised of a talented team of dealmakers that are proud to have closed over 200 transactions during their respective careers. Our highly skilled professionals provide clients with powerful strategies for optimizing the value of each transaction. This is accomplished through creative tax strategies, solid industry experience and contacts and the ability to solve problems to get the deal done. Many of our clients have built very good companies with solid products or services, good technologies and hard working people but turning all of that into cash or…

Recent Transactions

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Feb 2020 Advised Confidential Company in its sale to Confidential Buyer

RVR Consulting Group

1 Closed Deal via Axial

1 Total Closed Deal

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At RVR, we've earned our reputation as trusted advisors for small to mid-market companies and their owners by using our personal experience in building and sale of businesses we have grown ourselves. At RVR our expertise covers all aspects of the activities needed to successfully build a business – planning, sales, operations, finance and accounting, regulation, and overall administration, among others. We partner with our entrepreneurs and stay by their side at each step of the process until the journey is completed.Since the beginning, RVR Consulting Group has walked in the same shoes…

Recent Transactions

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Aug 2024 Advised Confidential Company in its sale to Confidential Company

Nolan and Associates

1 Closed Deal via Axial

30 Total Closed Deals

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Founded in 1976, Nolan & Associates is a leading boutique investment banking firm with Midwestern roots, global reach, and a focus on the middle market. Nolan provides sell side, buy side and capital raise M&A advisory services to business owners, private equity groups and corporations. Nolan is on the 2022 & 2021 Inc. 5000 lists of America’s Fastest-Growing Private Companies, ranking No. 820 in 2022.

Recent Transactions

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Jan 2023 Advised Scrubs on Wheels in its sale to Birch Swing Capital
Oct 2022 Advised Mint Physician Staffing in its sale to Cross Country Healthcare
Oct 2022 Advised Mint Physician Staffing in its sale to Cross Country Healthcare
Sep 2022 Advised Stellar Manufacturing Company in its sale to Leslie's

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Firms in the Financial Technology M&A Advisory Firms 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.

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.

Based on activity on Axial’s M&A platform, the core revenue range for Financial Technology M&A Advisory Firms is $3M-$13M, with a core EBITDA range of $500K-$2M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

Relevant Technology 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 477 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Technology.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Financial Technology M&A Advisory Firms directory reflects relevant experience or activity in Technology, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

When comparing M&A Advisory Firms with experience in Technology, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 477 firms included in the directory and can help identify firms that align with your needs.

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 Technology M&A Advisory Firms directory, you can request information here.

Top Financial Technology M&A Advisory Firms

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