Top Forest Products M&A Advisory Firms

The Wheatley Group

7 Total Closed Deals

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The Wheatley Group is a merger and acquisition advisory firm providing cutting edge,"value-added" services to clients interested in selling or acquiring companies. We manage and handle complex and sophisticated transactions in all kinds of industries and are recognized as a leading regional advisory firm. The majority of our selling clients are headquartered in Arizona, the Southwest and other Western states. Our Buyers have been national and international in nature, including: Public Companies (NYSE and NASDAQ), Large Privately Held Companies, Private Equity Groups, Affluent Individuals and…

Recent Transactions

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• Oct 2024 Advised Confidential Company in its sale to Confidential Company
• Oct 2024 Advised Confidential Company in its sale to Confidential Company
• Mar 2024 Advised Confidential Company in its sale to Confidential Company
• Jun 2023 Advised Confidential Company on an investment from Confidential Company

Empire Strategic Advisors

6 Total Closed Deals

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We are a Raleigh, NC and Nashville, TN based firm that provides mergers & acquisition and strategic advisory services to middle-market companies across numerous industry sectors. We have a unique perspective rooted in our principals' successful history of advising entrepreneur and family-owned businesses, financial sponsors and major corporations.We believe that every company has an entrepreneurial passion that drives it and a story that defines it. We deliver unconventional results through our unique ability to tell each client's story and drive relentless execution because of the…

Recent Transactions

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• May 2019 Advised Remar, Inc in its sale to Fidelitone
• Jan 2019 Advised Village Real Estate Services in its sale to Evergreen Real Estate
• May 2018 Advised IT Works in its sale to Cayuse
• Jun 2017 Advised Carolina Stone Products in its sale to Private Investor Group

Lutz

6 Total Closed Deals

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Since our founding in 1980, Lutz has steadily grown to become the largest locally owned firm of its kind in Nebraska because of integrity, work ethic and collaboration. Your goals are our goals. We believe that understanding where you’re coming from is a vital part of getting to the bottom line and taking you where you need to go. We provide accounting services such as tax, accounting, assurance, business consulting and valuation. Additionally, we provide investments and planning, recruiting and technology services. Our talented 130-plus person team communicates openly, collaborates…

Recent Transactions

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• Aug 2023 Advised SIW, Inc. in its sale to Gottsch Holdings
• Oct 2018 Advised C&W Transportation in its sale to Platform Capital
• Nov 2015 Advised Midwest Door & Hardware in its sale to Onyx MDH
• Oct 2013 Advised Infinity Data Solutions in its sale to World Data Products

AIM Group Canada Ltd.

6 Total Closed Deals

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AIM Group Canada Ltd. is a leading Canadian mergers and acquisitions advisory firm specializing in the sale or purchase of privately owned companies. Established in 1990 and based in Toronto, AIM arranges mergers, acquisitions and divestitures across the country. Our clients include a wide range of business service and manufacturing companies. AIM is also a founding member of Pandea Global M&A, an international alliance of mid-market M&A firms in 21 countries.

Recent Transactions

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• Jan 2016 Advised ASK Products Inc. in its sale to Sicame S.A.
• May 2015 Advised Modern Forwarding in its sale to Dicom Transportation Group
• Dec 2014 Advised Black Electric in its sale to OZZ Electric
• Jun 2014 Advised morEnergy Services in its sale to National Home Services

NorthEast Business Advisors LLC

6 Total Closed Deals

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NorthEast Business Advisors is a Mergers and Acquisitions advisory firm that maximizes the value and accelerates the sale of small and middle market businesses. We specialize in advising, evaluating and selling businesses, and have advised hundreds of business owners across many industries on the successful sale of their businesses.

Recent Transactions

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• Feb 2024 Assisted Confidential Company in securing debt financing from Confidential Company
• Apr 2023 Advised Confidential Company on an investment from Confidential Company
• Nov 2020 Advised Confidential Company on an investment from Confidential Company
• Nov 2020 Advised Confidential Company on an investment from Confidential Company

Sloan Capital

6 Total Closed Deals

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With more than 30 years of investment banking and private equity experience, Texas-based Sloan Capital has been involved in a multitude of complex sell-side, buy-side and capital-raise transactions in diverse industries.

Recent Transactions

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• Jul 2024 Advised QX Global Group in its sale to Long Ridge Private Equity
• Feb 2024 Advised AC Horn in its sale to Probat
• Jul 2014 Advised Otis Eastern Pipeline Services in its sale to Argonaut Private Equity
• May 2014 Advised Lone Star Tank Rental & KHM in its sale to General Finance

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RK Holman & Company LLC

6 Total Closed Deals

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RK Holman & Company provides advice to middle market companies on mergers, acquisitions, divestitures, restructurings and valuations. In addition we offer assistance in sourcing senior debt, mezzanine and equity capital. We have completed more than 300 transaction across a wide range of industries.

Recent Transactions

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• Dec 2025 Advised Confidential Company on an investment from Confidential Company
• Jul 2023 Assisted Confidential Company in securing debt financing from Confidential Company
• Jul 2023 Assisted Confidential Company in securing debt financing from Confidential Company
• Jul 2023 Advised Confidential Company on an investment from Confidential Company

Compass Advisors

5 Total Closed Deals

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Compass Advisors is a Merger & Acquisition firm specializing in business sales, mergers, acquisitions, and valuations for privately held companies. Since 1991, our firm has successfully advised in over 125 transactions, establishing Compass Advisors as the premier firm in the northern Rocky Mountains.Compass Advisors was founded to supply mid-market companies with quality valuation and investment banking style services. We are based in beautiful Bozeman, Montana, and we have affiliates and buyers throughout the world. Our practice typically involves manufacturing, distribution, service,…

Recent Transactions

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• May 2023 Advised Confidential Company on an investment from Confidential Company
• Mar 2021 Advised Confidential Company on an investment from Confidential Company
• Feb 2020 Advised Confidential Company on an investment from Confidential Company
• Feb 2020 Advised Confidential Company on an investment from Confidential Company

Groce, Rose & Moore, LLC

5 Total Closed Deals

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If you are looking to buy, sell, expand, consolidate, or simply need to understand your options and their effects, we can help. No matter your current business model, structure or financial condition, there are actions that you should and could be taking now. As an aspect of strategic management or investments, our team at Groce, Rose & Moore will assist you in selling - acquiring - growing - downsizing - understanding your company's value, changing the nature of your business, competitive position and more. We not only have the knowledge and experience to get things done, but understand…

Recent Transactions

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• Dec 2023 Advised Confidential Company on an investment from Confidential Company
• Dec 2023 Advised Confidential Company on an investment from Confidential Company
• Dec 2023 Advised Confidential Company on an investment from Confidential Company
• Dec 2023 Advised Confidential Company on an investment from Confidential Company

Cunningham & Associates, LLC

4 Total Closed Deals

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Cunningham & Associates is a strategic tax, accounting, and transaction advisory firm focused on maximizing enterprise value and optimizing outcomes for business owners and sophisticated stakeholders. Since 1992, our 30+ person team—supported by more than 25 professional designations—has advised over 5,000 clients nationwide, helping preserve and redeploy more than $6 billion in capital through proactive tax and financial strategies.While our work begins with tax, it is ultimately centered on value creation and realization. We partner with growth-oriented businesses and their…

Recent Transactions

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• Oct 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2025 Advised Confidential Company in its sale to Confidential Company
• Feb 2025 Advised Confidential Company in its sale to Confidential Company
• Dec 2024 Advised Confidential Company in its sale to Confidential Company

Madfarm Advisors

4 Total Closed Deals

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Madfarm brings vision and confidence to business owners at every stage of an ownership transition. We partner with market leaders to run hands-on and consultative business sale processes that increase value, decrease risk, and honor the values of our clients. We are dedicated to lower middle market companies with annual revenues of 5 to 50 million and the nuances that define founder, family, and entrepreneur owned enterprises.

Recent Transactions

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• Nov 2025 Advised Confidential Company in its sale to Confidential Company
• Oct 2024 Advised Innovae LLC in its sale to IMEG Corporation
• Jul 2023 Advised Primus Windpower on an investment from Ryse Energy
• Aug 2022 Advised Western Mechanical and Industrial in its sale to Snake River Industrial Partners

Baker Tilly Canada Corporate Finance Inc.

4 Total Closed Deals

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What sets us apartAs your financing intermediaries — having initiated, consulted on, negotiated, structured and presided over billions of dollars’ worth of corporate buy- and sell-side transactions, acquisitions and divestitures, takeovers and management buyouts — our goal, always, is to help you take your business dealings further, faster, whatever stage you’re at in the transaction life cycle.Serving boards, management teams, buyers and lenders, entrepreneurs, owner-managers and shareholders of both established and emerging mid-market public and private companies across most every…

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• Mar 2024 Advised DataCore Mail Management in its sale to 3CO Legacy Solutions
• Dec 2018 Advised Gordon Latham Limited on an investment from Ainsworth
• Jun 2016 Advised Active Air on an investment from Private Investor
• Apr 2016 Advised CCMET on an investment from Equicapita

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

i5 Advisory

3 Total Closed Deals

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Recent Transactions

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• Oct 2025 Advised Confidential Company in its sale to Confidential Company
• May 2025 Advised StyTek, LLC in its sale to Atlas Roofing Products
• Jan 2025 Advised Confidential Company on an investment from Confidential Company

Aspen Grove Investments

3 Total Closed Deals

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Growthland, formerly known as Aspen Grove Investments, provides services to sellers, buyers and owners of private businesses. We have led many strategic initiatives related to the establishment, growth and development of multiple businesses throughout the US. We have s a strong track record in acquisitions and divestitures, negotiating, financial management, strategic planning and legal and regulatory relations. Having worked with individual business owners as well as corporate acquisitions and divestitures we understand the special considerations of corporations, individuals and families…

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• Dec 2021 Advised Midwest Meter in its sale to FEI, Inc
• Dec 2020 Advised Dejong Greenhouses in its sale to Dan & Jerry's Greenhouse
• Dec 2017 Advised Connectronics in its sale to Emerson

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

Recent Transactions

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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

Phoenix Affiliates

3 Total Closed Deals

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Phoenix Affiliates offers clients comprehensive buying, selling, acquisition, valuation services and strategic services. Phoenix Affiliates continues to be a pioneer in developing additional business services with its Merger and Acquisition division. Our website attracts buyers from all over the world, allowing sellers to market their businesses on a global scale. It also has developed relationships with various niche SBA lenders for financing.Phoenix Affiliates belongs to the International Business Brokers Association (IBBA), the Midwest Business Brokers and Intermediaries (MBBI), Mergers &…

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• Jun 2023 Advised Confidential Company on an investment from Confidential Company
• Jun 2023 Advised Confidential Company on an investment from Confidential Company
• Dec 2021 Advised Confidential Company on an investment from Confidential Company

Equity Transfers

3 Total Closed Deals

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Recent Transactions

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• Jan 2023 Advised Confidential Company on an investment from Confidential Company
• Jun 2022 Advised Confidential Company on an investment from Confidential Company
• Dec 2018 Advised Confidential Company on an investment from Confidential Company

Impact Acquisition

3 Total Closed Deals

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Impact Acquisition is a professional, and experienced mergers and acquisitions team. With over 25 years of experience, and more than 600 closed transactions, we can bring that expertise to you. Bringing together entrepreneurs looking to buy established profitable businesses; and owners seeking to sell to qualified companies and/or individuals at a fair market value. We work one-on-one with clients to provide a level of service unsurpassed in our industry.Our partners have worked in the M&A industry for more than two decades, gaining specialized experience and knowledge, as well as,…

Recent Transactions

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• Jun 2024 Advised Confidential Company in its sale to Confidential Company
• Jan 2024 Advised Confidential Company in its sale to Confidential Company
• Apr 2021 Advised Confidential Company in its sale to Confidential Buyer”