Top Health Care Technology M&A Advisory Firms

Vertess Healthcare Advisors, LLC

1 Closed Deal via Axial 77 Total Closed Deals

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VERTESS is a healthcare-focused Mergers + Acquisitions (M+A) advisory firm that helps owners increase their company’s financial value and negotiate the best price when they decide to sell their own company or grow through acquisition. Our expertise spans diverse healthcare and human service verticals, ranging from behavioral health and intellectual/developmental disabilities to DME, pharmacies, home care/hospice, urgent care, dental practices, life sciences, and other specialized services and products. Each VERTESS Managing Director has had executive experience in either launching or…

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• Dec 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2025 Advised Confidential Company in its sale to Confidential Company
• Apr 2025 Advised Confidential Company in its sale to Confidential Company
• Apr 2025 Advised Confidential Company in its sale to Confidential Company

Meritage Partners, Inc.

1 Closed Deal via Axial 43 Total Closed Deals

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Meritage Partners ("Meritage") is a multifaceted advisory firm specializing in mergers and acquisitions, capital advisory, and strategic exit planning, with a focus on the low to mid markets. Our exceptional team boasts a wide range of expertise from entrepreneurs, investment banking, corporate finance, private equity, law, and accounting, collectively amassing over 130 years of experience. With deep-rooted backgrounds in private equity, encompassing roles as investors and trusted advisors, we have actively contributed to transactions exceeding $2 billion in enterprise value.This wealth of…

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
• Jan 2026 Advised Confidential Company in its sale to Confidential Company
• Aug 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

CRI M&A Advisors

1 Closed Deal via Axial 31 Total Closed Deals

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CRI M&A Advisors, LLC is a mergers and acquisitions focused investment banking firm providing solutions to companies that are:lower-middle market, andtypically generating between $10 million and $250 million in annual salesWe have experience across a broad range of industries including manufacturing, agriculture, healthcare, business services, and energy services, but our clients often hail from other niches, as well. Our entire business model is built around providing real solutions to business owners and executives. That means we do things a little differently than many other investment…

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• Dec 2025 Advised Preferred Fence & Deck in its sale to Hartbrook Development
• Dec 2025 Advised M&J Steel in its sale to Republic Strategic Investments
• Jul 2024 Advised Quality Air in its sale to HVAC Ventures
• Jun 2024 Advised Mechanical Concepts in its sale to Tuckerman Capital

Business Acquisition and Merger Associates

1 Closed Deal via Axial 29 Total Closed Deals

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Business Acquisition and Merger Associates is a results-oriented, middle market intermediary firm located in Charlotte, NC. Founded on the principle of adding value and professional skill to business transfers, BAMA helps clients acquire or sell companies.Our "buyer" clients are both financial and strategic buyers, management teams, private equity groups and mezz lenders who are looking to invest in good companies. "Seller" clients include business owners who desire recapitalizations for founder-family business transfer, growth capital, corporate divestitures and those seeking business…

Recent Transactions

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• Jan 2026 Advised Confidential Company in its sale to Confidential Company
• Oct 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2025 Advised Confidential Company in its sale to Confidential Company
• May 2025 Advised Confidential Company in its sale to Confidential Company

Strategic M&A Advisors, LLC

1 Closed Deal via Axial 28 Total Closed Deals

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Strategic M&A Advisors, LLC ("SMAA") specializes in exit strategies and confidential business divestitures. The members of SMAA have been assisting middle-market business owners during the final stages of the business life-cycle for over two decades in our capacities as lawyers, accountants, corporate risk managers, and businesss advisors.

Recent Transactions

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• Dec 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2024 Advised Confidential Company in its sale to Confidential Buyer
• Apr 2024 Advised Hotel & Restaurant Supply in its sale to Singer Equipment Company, INC.
• Jul 2023 Advised Heritage Vending, LLC in its sale to Compass Group, USA, Inc.

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Caber Hill Advisors

1 Closed Deal via Axial 21 Total Closed Deals

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Caber Hill Advisors is committed to working with business owners so they can successfully fulfill their personal and professional legacies. We serve small and middle market companies, in very specific verticals, who want to either sell their business or make an acquisition. Our firm's innovative approach combines the best elements of the local business brokerage community and the large, very expensive investment banks. The result is that our clients receive individualized attention and expert guidance specific to their industries. Our professionals have all worked in the markets we now serve,…

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• Nov 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2025 Advised CLC in its sale to Confidential Company
• Jan 2025 Advised Gavel in its sale to One10
• Sep 2024 Advised ASD on an investment from N3 Capital

Gleason Advisors

1 Closed Deal via Axial 20 Total Closed Deals

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When closely held, private companies have a need for financial advice – in seeking a liquidity event or when capital needs to be raised, for example – Gleason Advisors acts as a trusted partner to business owners and management. We provide valuable financial and strategic advice throughout the business life cycle.Our service offering at Gleason Advisors allows us to work with businesses facing a wide range of issues and financial challenges. These situations often call on us to leverage our symbiotic relationship with the services of Gleason Experts, where we have deep expertise in…

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• Jan 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2024 Advised Confidential Company in its sale to Confidential Company
• Jun 2024 Advised Confidential Company in its sale to Confidential Company
• Apr 2024 Advised Confidential Company in its sale to Confidential Company

A. Buchholtz & Company, LLC

1 Closed Deal via Axial 20 Total Closed Deals

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A. Buchholtz & Company team members have closed hundreds of transactions.  They have worked in virtually all industries and have served as trusted advisors to many companies when buying or selling their businesses. ​If you are looking for straight-forward, transparent process management and advice on your M&A transaction, A. Buchholtz & Company can help you. Serving small business owners, entrepreneurs, private equity firms and strategic sellers of businesses For transaction sizes of $10 million to $1 billion of value. Particular specialization in media and tech.

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• May 2026 Advised Wood Bros. Industries in its sale to Franklin Electric
• May 2026 Advised RO Superstore & Vistar Water Technologies in its sale to Franklin Electric
• Aug 2024 Advised Integra-Cast Inc. in its sale to Edgewater Funds
• Aug 2024 Advised Confidential Company in its sale to Confidential Company

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. 

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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

Exit Strategies Group, Inc.

1 Closed Deal via Axial 16 Total Closed Deals

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Exit Strategies Group provides quality sell-side M&A advisory and business valuation services for $5-100 million revenue closely-held companies, in several industries.If you are looking for a professional M&A Advisor, Investment Banker or Deal Maker to help sell your company and optimize your results, we invite you to contact us for a confidential discussion. We also provide independent business valuation services for M&A, MBO, ESOP, Buy-Sell, tax and other purposes.

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• Dec 2025 Advised TES + Airflotek in its sale to Cleanova
• May 2025 Advised Confidential Company in its sale to Confidential Company
• Dec 2024 Advised Westar Marine in its sale to Individual Investors
• Aug 2024 Advised Afinieol IT Consulting in its sale to Intelligent Technical Solutions

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…

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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

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…

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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

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. 

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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.

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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

Ad Astra Equity Advisors

1 Closed Deal via Axial 9 Total Closed Deals

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Who is Ad Astra Equity?AAE is a boutique merger and acquisition advisory firm located in the Kansas City area. We offer M&A advisory services as sell-side advisors. We guide business owners through strategic planning, marketing, and closing of a deal to transition their company. Ad Astra has successfully closed a combined $500 million of transaction value.Our team works with owners across the nation, of varying sizes, across several industries, with each owner having unique goals. We are well equipped to understand a business owner’s wants and needs . . . converting those goals into our…

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• Oct 2025 Advised Confidential Company in its sale to Confidential Company
• May 2025 Advised Integrity Roofing in its sale to Confidential Company
• Mar 2025 Advised MG Mechanical Contracting in its sale to Confidential Company
• Oct 2023 Advised Confidential Company in its sale to Confidential Company

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…

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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