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Top Florida M&A Advisory Firms

Explore 136 Florida M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

Axial Insights

Florida M&A Advisory Firms

136

Active Firms

286

TTM Deal Flow

$4M-$18M

Core Revenue Range

$800K-$3M

Core EBITDA Range


Industrials 41%
Technology 12%
Business Services 12%
Healthcare 9%
Consumer Goods 9%

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

Showing 121-136 of 136 M&A Advisory Firms

Sorted by recent activity

Wise Tree Capital Solutions is a Full Service Mergers & Acquisitions Boutique specializing in optimizing the value of your enterprise. Roger Rezende found WTCS in 2001, building the reputation as a premiere advisory firm, delivering effective value creation strategies through a hands-on approach philosophy. Our passion at WTCS is to enhance the value of our clients enterprise. We provide the following services:• Business Valuation• Due Diligence• Corporate Restructuring• Mergers, and Acquisitions• Market ExpansionIn addition to our mergers and acquisitions activities, WTCS provides…

Recent Transactions

This member has no reported closed transactions.

As President of First Financial Solutions LLC, a Naples, Florida based business development and capital introduction services group, we prepare our clients for capital raise opportunities. We accomplish this through introduction to some of our long standing relationships with many leading investment funds, financial institutions, and other private financing sources. We provide independent expertise to those organizations or individuals seeking capital market assistance for private placements of debt and equity, including PIPEs, credit package negotiations, growth capital, acquisitions,…

Recent Transactions

This member has no reported closed transactions.

M&A Transactions 1. We undertake sell-side mandates for privately-held businesses where our detailed knowledge of the global Mobility Industry can generate better shareholder value versus traditional, generalist Investment Banks.​2. We undertake retained-search, buy-side mandates for both Industrial and Private Equity buyers, bringing unique opportunities via our global Mobility Industry knowledge and contacts.​3. We support both Industrial and Private Equity buyers with our strategic, market, product and technology due-diligence capabilities.

Recent Transactions

This member has no reported closed transactions.

Locally owned and operated since 1959, Berkshire Hathaway Commercial Real Estate FL formerly known as Prudential Commercial Real Estate FL offers clients a full complement of merger and acquisition broker as well as commercial real estate services. One of the company's leaders in the M&A group is Boyce Abernathy who specializes in businesses with revenues from $2,000,000 to $50,000,000. His industry focus includes manufacturing, distribution, B2B, energy and retail. He is a Certified Merger & Acquisition Advisor who is equally comfortable with technical companies as with real estate based…

Recent Transactions

This member has no reported closed transactions.

We provide Consulting, Advisory and Sponsor/Capital services on the Buy-Side,Sell-Side, Organic Scaling and special scenarios from turn-arounds to roll-ups and special deal structures.

Recent Transactions

This member has no reported closed transactions.

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VP at BRIGHT MORNING STAR INVESTMENTS INC from 2000 to 2010BRIGHT MORNING STAR INVESTMENTS INC, Hard KnocksFort Myers, Floride, États-Unis

Recent Transactions

This member has no reported closed transactions.

PMI Advisors, LLC provides post merger integration consulting services via fixed-price packages or through a flexible support arrangement. We implement our $50k fixed-price Project:100 Days™ integration methodology immediately before closing and during the critical first 100 days post-close. Additionally, we provide integration workstream leadership staff augmentation services in the areas of IT, HR and Supply Chain/Operations integration for those companies needing assistance during this period.We work with PE firms and their portfolio companies as well as a variety of private and public…

Recent Transactions

This member has no reported closed transactions.

Part of Audientis Family Business Advisors. We work with a small number of high net worth families by creating a comprehensive estate and tax plan to preserve wealth for future generations. In addition we assist them with the sale or expansion of their existing business within the parameters of their personalor family financial goals.

Recent Transactions

This member has no reported closed transactions.

Caro’s financial public relations programsCaro’s financial public relations programs are designed to fill the gap experienced by most publicly traded companies. Caro serves as your company’s corporate advisor. We assist you in getting your story out in an exciting, concise and compliant manner. Our team will take the time to fully understand every facet of your company’s operations and translate that knowledge to the brokerage community, individual investors and select media. Once the original plan has been implemented the most important service we provide is continuous follow up.In…

Recent Transactions

This member has no reported closed transactions.

Established in 1987, Guzman & Company continues to build on its record of service as a top-ranked boutique investment bank and brokerage firm for our corporate and institutional clients. The firm embraces a spirit of entrepreneurship, innovation, and integrity.Guzman & Company’s corporate finance division specializes in equity and fixed income offerings, share repurchases, and liability management with expertise in targeted industry sectors. Over the years, the firm has earned a reputation for superior execution.

Recent Transactions

This member has no reported closed transactions.

A 35+ year career in the office technology industry, The first 10 years working with manufacturers to develop and support an indirect dealer channel. The next 20 years as an independent dealer starting with no revenue and no clients to over $18 million in Revenue and 4000 clients. Growth Strategy was two fold, first was client by client and the second was through acquisitions, purchased 9 companies in 5 years. Sold the business to a larger dealer, and took on the role of Director of Acquisitions.Now after the contract expired formed an independent Merger & Acquisition Advisory Firm

Recent Transactions

This member has no reported closed transactions.

Cross Keys Capital is an investment banking firm dedicated to providing services to middle market companies, entrepreneurs and investors. With offices in Ft. Lauderdale and Chicago, we bring the highest level of professionalism and expertise to each deal. Our Principals are industry veterans who have worked at leading investment banks, such as Goldman Sachs, Morgan Stanley and Lehman Brothers. Utilizing extensive investment banking experience helps us understand our client's business and create customized solutions that exceed their goals and objectives. The Senior Bankers at Cross Keys…

Recent Transactions

This member has no reported closed transactions.

Virtuous Management, which was founded in 2010, Provides advisory services for boutique investment firms, small and medium businesses, and high net worth investors.

Recent Transactions

This member has no reported closed transactions.

M&A Tax Solutions is a boutique M&A tax advisory firm providing experienced Big Four transactional tax expertise with a flexible, responsive approach to client service and competitive pricing that is distinct from traditional CPA firms. We serve private equity funds & portfolio companies, public & private businesses, family offices, lenders, transactional intermediaries and other professional services firms.

Recent Transactions

This member has no reported closed transactions.


Frequently Asked Questions

How are M&A Advisory Firms in this directory ordered?

Firms in the Florida 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.

What information is included in each M&A Advisory Firm profile?

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.

What company sizes are most common for Florida M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for Florida M&A Advisory Firms is $4M-$18M, with a core EBITDA range of $800K-$3M. 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.

How important is location when evaluating M&A Advisory Firms?

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in Florida may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Do all M&A Advisory Firms in this directory operate exclusively in Florida?

Not necessarily. A firm’s location does not always define its geographic reach. Many M&A Advisory Firms based in Florida are active across multiple regions, while firms based elsewhere may also participate in the Florida market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

How do I compare M&A Advisory Firms in Florida?

When comparing M&A Advisory Firms in Florida, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 136 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Florida M&A Advisory Firms?

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


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