Top Florida M&A Advisory Firms

Benchmark International - US

5 Closed Deals via Axial 474 Total Closed Deals

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Benchmark International is a global M&A firm that provides business owners with creative, value-maximizing solutions for growing and exiting their businesses. Benchmark International has handled over $11 billion in transaction value across various industries from offices across the world. With decades of M&A experience, Benchmark International’s transaction teams have assisted business owners with achieving their objectives and ensuring the continued growth of their businesses. The firm has also been named the Investment Banking Firm of the Year by The M&A Advisor and the Global…

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• Jul 2025 Advised Affordable Garage Door, LLC in its sale to ASAP Garage Door Repair
• Jun 2025 Advised MTG Services, LLC in its sale to High Net-Worth Individual
• Jun 2025 Advised GSM Wings, LLC in its sale to GPC Investments
• Jun 2025 Advised Capital City Printing in its sale to Infinite legacy Partners

TREP Advisors

3 Closed Deals via Axial 31 Total Closed Deals

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TREP Advisors is an sell-side advisory firm focused on succession solutions for business owners worldwide.We know that owners want to understand the future options for their business. We believe the owner succession plan is the single most important business decision an owner will make to achieve the freedom they deserve, which is why we helped owners liquidate more than $140 million in equity from their businesses in 2024.TREP gets 95% of its business via referrals. We are a team of 20 professionals, many of whom have owned their businesses and walked in the owner's shoes. We are…

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
• Aug 2025 Advised Confidential Company in its sale to Confidential Company
• Jun 2025 Advised Confidential Company in its sale to Confidential Company

Mertz Taggart

1 Closed Deal via Axial 32 Total Closed Deals

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The Mertz Taggart DifferenceThe team at Mertz Taggart has successfully completed over 140 healthcare services transactions since 2006. We also have experience owning/operating a health care company, which we believe gives Mertz Taggart a different perspective when representing our clients.From the first contact we have with you as a prospective client, you’ll find our approach differs from that of other M&A firms. We believe that your representation in the sale of a business should be client-centric, and that every step should move you closer to your goal. By taking time to understand…

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• Feb 2025 Advised Jaywalker Lodge in its sale to Confidential Company
• Oct 2024 Advised Evergreen Counseling in its sale to Confidential Company
• Jul 2024 Advised Denver Mental Health Collective on an investment from Riverside Impact Capital
• May 2024 Advised Salveo Counseling Center in its sale to Confidential Company

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…

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• Aug 2024 Advised Confidential Company in its sale to Confidential Company

Exit Experts

1 Closed Deal via Axial 10 Total Closed Deals

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We specialize in helping our clients buy and sell small businesses. With our extensive experience building, operating, and selling businesses, we understand the unique challenges that business owners face during the exit process.Our proven 6-step process is designed to help business owners achieve a successful sale by:           •          Developing effective exit strategies tailored to your…

Recent Transactions

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• Sep 2025 Advised Confidential Company on an investment from Multiple Investors
• Sep 2025 Advised Fleet Eforce on an investment from Multiple Investors
• Jul 2025 Advised Revanix Biomedical in its sale to Confidential Company
• May 2025 Advised All Stated MED in its sale to Confidential Company

Boxwood Partners

78 Total Closed Deals

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Boxwood Partners, LLC, is a boutique investment bank based in Jupiter, Florida with offices in Richmond, Virginia. Our professionals combine a unique blend of senior-level transaction advisory and business operating experience with proven process execution skills to give our clients a distinct advantage in the market. Moreover, our extensive relationships within the global capital and buyer communities (including U.S. and international private equity groups, corporations, hedge funds, and lenders) along with other important transaction-related service providers such as consultants, attorneys,…

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• Oct 2024 Advised Sam The Concrete Man on an investment from Eagle Merchant
• Aug 2024 Advised Drew Sell Inc. in its sale to Impact Home Services
• Jul 2024 Advised Pay4Leads Inc in its sale to LiftOut Capital
• May 2024 Advised PD Tri-State Holdco in its sale to Monogram Capital

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SF&P Advisors

37 Total Closed Deals

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We have served as a trusted partner to businesses in the HVAC, Plumbing and Mechanical contractors, providing a range of services including valuation, accounting, research and financial analysis. Our goal is to serve not simply as a business brokerage, but as a success strategy firm, driving superior outcomes for our clients. We achieve this in particular by leveraging the strong relationships we have forged over in our niche industry focus.We’re equally comfortable representing sellers and buyers – our only objective is to help you accomplish your goals efficiently and professionally.…

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• Feb 2024 Advised AMA Repiping in its sale to SageWater, a portco of Boyne Capital
• Mar 2022 Advised Frontier Service Partners in its sale to A.B. May
• Jul 2021 Advised Any Hour Services on an investment from Knox Lane
• May 2021 Advised Energy Savers in its sale to NearU Services

Cross Keys Capital

29 Total Closed Deals

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Cross Keys Capital has offices in Fort Lauderdale, Florida, and Chicago, Illinois. With a team of more than 20 professionals, we provide our clients with a full suite of investment banking advisory services including sell-side and buy-side M&A, recapitalizations, restructurings, and capital raising. At the onset, we perform comprehensive diligence and analyses on our clients to identify key deal factors, including the quality of the management team, the stability and track record of the business, the strength and testing of the company’s financial profile, and its competitive positioning.

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• Nov 2020 Advised World Wide Farms, Inc. in its sale to Osprey Capital, LLC
• Feb 2020 Advised Arrow Solutions in its sale to AlayaCare
• Feb 2020 Advised G&P Land in its sale to Summit Resources LLC
• Jul 2015 Advised Kramer Direct in its sale to Dialog Direct

Aberdeen Advisors, Inc.

27 Total Closed Deals

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Aberdeen Advisors is a lower mid-market merger and acquisition firm. Aberdeen focuses on selling companies in the Southeast United States generating around $ 5 million to $ 100 million in annual revenues. At Aberdeen Advisors, our advisors have personally owner or operated a business that have gone through the sales process. That means we have first-hand knowledge of the process and understand the complexities of navigating the sale.

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• May 2026 Advised Quick Pak, Inc. in its sale to Veritiv Operating Company
• Apr 2026 Advised Sun Country Cleaners in its sale to Volk Holdings LLC
• Feb 2026 Advised Service Painting Corporation in its sale to The Valcourt Group
• Sep 2025 Advised Power Designers Sibex in its sale to Ampure Charging Systems

Align Business Advisory Services

23 Total Closed Deals

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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.Align's mission is to provide lower-middle-market businesses with enterprise expertise and innovative and personalized service. We provide concierge service to ensure that the right buyers and sellers are aligned for success and enterprise value creation. To date, our firm has facilitated over $3B in…

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• May 2025 Advised Confidential Company in its sale to Confidential Company
• May 2025 Advised Confidential Company in its sale to Confidential Company
• May 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2023 Advised Affinity Waste Solutions in its sale to Trivest Partners

The Kuby Company

18 Total Closed Deals

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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.

Recent Transactions

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• Mar 2024 Advised Confidential Company in its sale to Confidential Company
• Aug 2023 Advised Supply Line, LLC in its sale to Corporate Buyer
• Aug 2023 Advised Johnson Service Company in its sale to Corporate Buyer
• Aug 2023 Advised Acceptance Janitorial Service in its sale to Private Investor

1858 Capital Partners

13 Total Closed Deals

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Recent Transactions

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• Aug 2024 Advised SEARCH Inc. in its sale to Contract Land Staff
• Sep 2023 Advised Confidential Company on an investment from Confidential Company
• Sep 2023 Advised Confidential Company on an investment from Confidential Company
• Jul 2023 Advised Digitaledge in its sale to Agital

Bluejay Advisors

13 Total Closed Deals

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Bluejay Advisors is the premier investment bank and advisory firm exclusively focused on the transportation and logistics industry. With decades of hands-on operational and M&A experience, we provide unparalleled expertise to our clients in navigating complex transactions in order to achieve optimal results.Bluejay Advisors is more than a generalist advisory firm—we are your strategic partner in navigating the complex world of transportation and logistics. Whether you are seeking to buy, sell, or optimize your company, we have the expertise and track record to exceed your goals. 

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• Aug 2023 Advised C Harrell Trucking Inc. in its sale to Zeisloft Trucking
• Aug 2023 Advised Jewels Transportation in its sale to TTSI
• Jun 2023 Advised Jaguar Transportation Inc. in its sale to Lilium Group
• May 2023 Advised Taylor Express Inc. in its sale to R & R Express

Harbor View Investment Banking

10 Total Closed Deals

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Harbor View is unique due to the diverse experience of our Partners and the resulting services we are able to offer. We are former operators, investment bankers, venture capitalists, equity analysts and consultants with leading firms including Goldman Sachs, Thomas Weisel Partners, Montgomery Securities, Camelot Capital and A.T. Kearney.We deploy our extensive networks, knowledge and experience to benefit our clients. Our team delivers a range of skill sets from first-hand industry experience through in-depth transaction execution capabilities. We have assisted companies from start-up through…

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• Oct 2023 Advised Whywaste in its sale to Invafresh
• Aug 2023 Advised TTi Logistics in its sale to LongueVue Capital
• Jun 2023 Advised Complete Recycling Solutions in its sale to TerraCycle US Inc.
• May 2023 Advised Parady Financial Group, Inc. in its sale to Risk Strategies

Windsor Capital

9 Total Closed Deals

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SELLSIDE M&A PROCESSCreating value for founders and their businessesCORPORATE ADVISORY BUY SIDE AND DIVESTITURESOpportunities growing businessesGROWTH CAPITAL RESTRUCTURING CAPITALDeveloping the competitive strategy

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• Oct 2025 Advised Florida All Risk Insurance on an investment from United Midwest
• Jul 2025 Advised Building Products of America in its sale to Accent Building Material
• Apr 2020 Advised GT Grandstands (Project Bleachers) on an investment from T Bank
• Aug 2019 Advised RxLive in its sale to PAR, Inc.

Vision Point Capital

5 Total Closed Deals

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Vision Point Capital is Florida’s premier advisory firm dedicated to simplifying complex business valuations, M&A transactions, and ESOP transactions for business owners and their advisors. With over 80 years of combined experience, we’ve successfully served thousands of clients across the full M&A lifecycle.The Vision Point Capital team represents business owners from a variety of backgrounds, sectors, and geographies. With headquarters in Florida and regional offices in the Midwest, our advisors are well-positioned to provide a bespoke, hands-on approach to guiding clients and…

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• Jan 2026 Advised Small Miracles in its sale to Gingerbread Schools
• Feb 2023 Advised Granite-Plus in its sale to Mooney Stoneworks
• Dec 2022 Advised Airship in its sale to Unosquare
• Oct 2022 Advised TitleTap in its sale to ProfitSolv

Acquivest Financial

3 Total Closed Deals

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ACQUIVEST Financial Group is a boutique mergers & acquisitions advisory firm, catering to businesses with annual revenues from $1M to $150M.Specialties: mergers & acquisitions, valuation services, sell-side and buy-side engagements

Recent Transactions

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• Aug 2019 Advised Confidential Company on an investment from Confidential Company
• Aug 2019 Advised Confidential Company on an investment from Confidential Company
• Oct 2018 Advised Confidential Company on an investment from Confidential Company

First Boca Associates, Inc.

3 Total Closed Deals

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First Boca Associates, Inc. (FBA) is a mid-market merger and acquisition niche specialist. FBA maintains relationships with a global network of well-funded buyers and investors primarily focused on the acquisition, merger, or recapitalization of all or part of mid-market, US-based companies (revenue over $10 million or EBITDA over $2 million).FBA has spent the past 20 years establishing relationships with a broad spectrum of qualified investors, including private equity and institutional funds, strategic investors, and family offices. We are in active daily communication with buyers regarding…

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• May 2015 Advised Manufacturer of Heavy Industry Replacement Parts in its sale to Private Equity Firm
• Sep 2014 Advised Large Multi=Service Provider to Oil and Gas Industry in its sale to Private Equity Firm
• Sep 2014 Advised Manufacturing Company Specializing in Tank Batteries in its sale to Private Equity Industry Consolidatior

ClearCap Strategic Advisors, LLC

3 Total Closed Deals

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Mergers & AcquisitionsRecapitalizationsGrowth CapitalExit Strategy PlanningStrategic AdvisoryValuations

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• Nov 2022 Advised Confidential Company on an investment from Confidential Company
• Nov 2022 Advised Confidential Company on an investment from Confidential Company
• May 2022 Advised Confidential Company on an investment from Confidential Company

Miller Advisory Corp.

3 Total Closed Deals

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Recent Transactions

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• Jul 2022 Advised Confidential Company on an investment from Confidential Company
• Feb 2019 Advised Confidential Company on an investment from Confidential Company
• Feb 2019 Advised Confidential Company on an investment from Confidential Company