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Top Houston M&A Advisory Firms

Explore 39 Houston M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

Axial Insights

Houston M&A Advisory Firms

39

Active Firms

11

TTM Deal Flow

$4M-$35M

Core Revenue Range

$800K-$4M

Core EBITDA Range


Industrials 64%
Energy & Renewables 18%
Business Services 9%
Technology 9%

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

Showing 1-20 of 39 M&A Advisory Firms

Sorted by recent activity

Corporate Finance Associates - Houston

3 Closed Deals via Axial 14 Total Closed Deals
Corporate Finance Associates is an independent international investment banking firm serving lower middle-market businesses. For over 65 years Corporate Finance Associates has been advocating on behalf of business owners who are restructuring a company, either through divestiture, merger, acquisition or recapitalization. Combining the knowledge and leverage of a larger bank with the customer focused detail of a boutique firm, from inception to completion, our senior principals provide hands-on expertise to clients buying, selling or recapitalizing a business.

Recent Transactions

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  • Apr 2024 Advised Confidential Company in its sale to Confidential Company
  • Jul 2023 Advised Guardian Packaging in its sale to Conner Industries
  • Jul 2023 Advised it's a rep in its sale to tyto
  • Jul 2023 Advised PPI in its sale to Van Gorp
McDonald Dalton Capital Partners is a highly experienced capital markets firm with a focus on completing successful transactions for our clients. The partners have over 70 years of experience in: Venture capital investmentsPublic capital market transactions and complianceMergers and acquisitionsCorporate growth financing We have a commitment to excellence and a proven record in: Raising capital for both early-stage and well-established companiesMaintaining confidentiality for our clients throughout the capitalization processMaximizing valuations in many diverse transactions and capital…

Recent Transactions

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  • Jun 2025 Advised Toro Oilfield Services LLC in its sale to Ascendis Energy Control Systems LLC
  • Aug 2023 Advised Worldport Communications Inc. in its sale to Energis Ltd.
  • Feb 2023 Advised Premier Integrator of Custom Touchscreen Technologies in its sale to NYSE-listed Manufacturer
  • Aug 2022 Advised System Integration Company in its sale to NYSE-listed IT Consulting Services Company

KEW Advisory LLC

12 Total Closed Deals
Krummel, Ellis & Weekley Advisory LLC (“KEW”) is a Houston-based buy-sell advisory firm specializing in Oilfield Services, Exploration & Production and Alternative Energy.The principals have extensive executive-level and ownership experience with both public and private companies and have served on the boards of domestic and international companies.KEW specializes in underserved smaller to middle-market companies. The firm provides a wide range of advisory services including asset acquisition, sale assessment and structuring, financial restructuring and recapitalization, corporate…

Recent Transactions

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  • Aug 2025 Advised Summit Laydown Services, Inc in its sale to TRK Entreprises, Inc.
  • Mar 2025 Assisted Summit Laydown Services, Inc in securing debt financing from Frost Bank
  • Sep 2024 Assisted Elmwood Operating LLC in securing debt financing from Confidential Company
  • Aug 2024 Assisted Signal Power Group Operating LLC in securing debt financing from Texas Capital Bank

Exit Advisors

3 Total Closed Deals
Exit Advisors, LLC (“Exit Advisors”) is a Houston, TX based firm that specializes in Mergers & Acquisition (M&A) Advisory and Exit Strategy for privately held companies with transactions typically ranging from $5-$50 million. Our goal is to prepare clients for an exit that will maximize the value, terms, and objectives for owners. We offer business valuation, financial & operational analysis, market readiness, industry trends, market timing and exit strategy guidance based on decades of experience. Exit Advisors will develop a tailored strategy to guide companies through the succession…

Recent Transactions

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  • Nov 2022 Advised Confidential Company on an investment from Confidential Company
  • Jul 2021 Advised Confidential Company on an investment from Confidential Company
  • Jul 2021 Advised Confidential Company on an investment from Confidential Company
Turris Group, Inc is a boutique Business Consulting firm focused on assisting Micro Cap companies with developing growth strategies through acquisitions, succession plans, strategic plans; or preparing the business for sale, recap or merger.Turris Group, Inc works exclusively with owners of mid market companies, assisting them with updating and implementing their strategic business plans. We keep companies growing by focusing primarily on organic growth and when necessary sourcing strategic acquisition candidates and working the acquisition process through to close. TGI is also engaged by…

Recent Transactions

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  • Jan 2021 Advised Confidential Company on an investment from Confidential Company
  • Jan 2021 Advised Confidential Company on an investment from Confidential Company
  • Jan 2021 Assisted Confidential Company in securing debt financing from Confidential Company
Sunbelt Business Brokers is the largest organization of business brokers in the world with over 300 offices in the United States and 18 countries.Our objective is to help those people who want to buy a business, achieve that goal in an efficient and informed manner. When you look through our Texasbusinesses for sale listings you will see a wide variety of offerings.If you are new in your search to buy a business, you may want to take a look at our Process for Business Buyers page where you may find useful information that should help clarify the often confusing aspects of our industry.Sunbelt…

Recent Transactions

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  • Apr 2015 Advised Channel Bearing & Supply Co. in its sale to Unlaub

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Join 20,000+ members who source deals, connect with counterparties, and close transactions on Axial.
Our clients have traditionally spent their adult lives building a business that is not only their legacy, but in many cases their future financial security. With that goes pride of ownership, cost management, and the emotional aspects of selling a business.BVCA is sensitive to those dynamics based on our experience with similar situations in a variety of industries.After years of extremely hard work and significant sacrifices, it’s about the rewards that are realized at the closing table — the fruits of a lifetime of your time and efforts — that makes a difference. We will remain at…

Recent Transactions

This member has no reported closed transactions.

Founded in 2009, BizBroker24 has accelerated to become the largest E-Business Merger & Acquisition Company in the world listing over $100 Million in businesses for sale with partners in the United States of America, Europe, Asia, Australia and Middle East.At BizBroker24 we specialize in the listing and sales of websites and internet businesses, we focus on internet businesses with transaction valuations between US$150,000+ and US$20 million.If you are considering a sale of your business and would like a Free no obligation valuation of your business, phone us on + 1 (786)…

Recent Transactions

This member has no reported closed transactions.

Del Lingco International specializes in the sale and valuation of mid-sized privately held companies and small businesses.We have successfully completed thousands of business transfers for business buyers and sellers since our inception in 1958.We know and understand your thoughts, fears and desires. We, too, are entrepreneurs and will do everything in our power to insure your success.Unquestionably, the most important aspect in everything we do is confidentiality. You can rest assured that every step along the way to your financial independence will be treated confidentially, professionally…

Recent Transactions

This member has no reported closed transactions.

CalTex Capital Partners has expertise across a broad range of industries. We partner with companies and investors utilizing our broad network of internal and external resources, to both create and enhance value.

Recent Transactions

This member has no reported closed transactions.

The decision to purchase or sell a business is a daunting task. Because this is not something that most businesses do on a regular basis it is important that you have someone with experience to advise you during the process. Woodhill’s services to support our clients’ M&A activities include: Formal business valuationPreparation of marketing materialsEstablishment of Data RoomCoordination and participation in of due diligenceIdentification of potential acquisition target companiesAssisting in the negotiations of the sale purchase agreementDevelopment of financial model for the combined…

Recent Transactions

This member has no reported closed transactions.

Crafted Capital was created with the mindset that doing what is right for the client is the top priority, above all else. The firm’s leadership strives to regain the “trusted advisor” position once commonly held by investment bankers.Just as no two companies are the same, no two engagements are the same for our Partners. The Partners bring bulge bracket investment banking experience, track record and service, as well as deep industry and sector knowledge to craft the ideal solution for middle-market businesses. Crafted Capital primarily serves clients in the logistics, technology, and…

Recent Transactions

This member has no reported closed transactions.

Welcome to Avanssara, where we redefine the consulting experience with professionalism, integrity, and personalized service. As a premier business consultancy, we specialize in delivering top-tier business, management, and strategy solutions tailored to meet the diverse needs of our clients. We specialize in fostering startup ventures, driving technological advancements, enhancing operational excellence and profitability, and guiding successful business exits, acquisitions, or mergers.

Recent Transactions

This member has no reported closed transactions.

Sabre Financial Group fills these gaps by providing high-end, highly-reputable fractional and transactional CFO services to support the small business community.Transactional CFO Services:• Capital sourcing (debt/equity)• Economic/investment modeling• M&A consulting – identification, vetting, and related due diligence of target companies• Business sale and exit strategy consulting – identification of buyers and related sale/exit supportFractional CFO Services:• Financial planning and analysis (FP&A)• Cash forecasting/management• Profitability analysis• Budgeting•…

Recent Transactions

This member has no reported closed transactions.

GaP Transaction Advisors is a boutique Houston-based business advisory firm serving lower middle-market and middle-market business owners from coast to coast through representation for Mergers and acquisitions (M&A), business valuation, and value-growth services such as Advisory Boards, Executive Coaching, and Consulting.​Bret Pardue established GaP to provide owners of businesses generally enjoying annual revenue of $5-$100 million with the quality of M&A representation and value-enhancement services previously only available to upper-middle and large businesses. GaP brings highly…

Recent Transactions

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  • May 2024 Advised Roth Hydraulics NA in its sale to SFP Hydraulics
  • May 2024 Advised Southwest Glass in its sale to Arrow Mirror and Glass
  • Apr 2024 Advised Lake Livingston Overhead Doors in its sale to Confidential Company
  • Mar 2024 Advised EcoWater Industries “dba EcoWerks” in its sale to The Amlon Group

Saxon Weber

22 Total Closed Deals
Saxon Weber, delivers signature mid-market M&A advisory and intermediary services. We support business transactions within sell-side, buy-side, and capital services in deal values from $1 to $100 million. Our clients are the owners and management teams of businesses across markets; Energy, Industrial, Technology, Infrastructure and Aerospace. We assist our clients in achieving transaction goals while building the highest value for all parties within the deal. We have hands on management and owner experience combined with M&A services - a powerful guidance set providing insight into deal…

Recent Transactions

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  • Feb 2015 Advised Consulting Services in its sale to Private Strategic Buyer
  • Jan 2015 Advised O&G Acid Company in its sale to Undisclosed
  • Feb 2014 Advised Fiorentini on an investment from Dresser Inc.
  • Feb 2012 Advised Pignone Gas Measurement in its sale to Dresser Inc.

Flashpoint Advisors

7 Total Closed Deals
Flashpoint Advisors are former big four accountants and consultants focused on serving small private businesses. Our passion is working with business owners to improve their access to reliable and timely financial information, M&A strategies, and growth capital. We're not satisfied with pre-packaged solutions for real world problems. All of our engagements are customized to fit the dynamic operations and needs of our clients.

Recent Transactions

View All
  • Aug 2022 Assisted Confidential Company in securing debt financing from Confidential Company
  • Aug 2022 Assisted Confidential Company in securing debt financing from Confidential Company
  • Aug 2022 Advised Confidential Company on an investment from Confidential Company
  • Oct 2021 Advised Confidential Company on an investment from Confidential Company
Energy & Industrial Advisory Partners is a boutique investment banking and consulting firm, focused on both renewable and conventional energy, and adjacent industrial end markets. With deep functional and industry expertise, our team has collectively advised on several hundred transaction and strategy engagements for some of the world’s leading energy and industrial services and equipment manufacturing companies, institutional investors and trade associations. Transaction sizes ranges from less than ten million to several hundred million dollars.Investment Banking Services and Securities…

Recent Transactions

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  • Sep 2023 Advised LIFTE H2 in its sale to Powertech Labs Inc.
  • Mar 2022 Advised Independence Hydrogen on an investment from Suburban Propane
  • Aug 2021 Advised Optilan in its sale to DarkPulse, Inc.
The primary focus of GulfCap is mergers and acquisitions, corporate finance and strategic advisory services. The majority of our investment banking clients are middle market companies whose business concept or products are established and are candidates for industry consolidation or complementary acquisition by larger companies. GulfCap is distinguished by the high level of financial and operational experience of our founding Principals, all of whom have started and run their own businesses. With our combined financial and operational experience, we bring a practical and focused approach to…

Recent Transactions

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  • Jan 2012 Advised Control Devices, Inc. in its sale to Hatfield & Company
  • Jan 2005 Advised J.W. Harris Co., Inc. in its sale to Lincoln Electric Holdings, Inc.

Frequently Asked Questions

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

Firms in the Houston 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 Houston M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for Houston M&A Advisory Firms is $4M-$35M, with a core EBITDA range of $800K-$4M. 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 Houston 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 Houston?

Not necessarily. A firm’s location does not always define its geographic reach. Many M&A Advisory Firms based in Houston are active across multiple regions, while firms based elsewhere may also participate in the Houston 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 Houston?

When comparing M&A Advisory Firms in Houston, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 39 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Houston 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 Houston M&A Advisory Firms directory, you can request information here.


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