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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.

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Axial Insights

Houston M&A Advisory Firms

39

Active Firms

11

TTM Deal Flow

$4M-$35M

Core Revenue Range

$800K-$4M

Core EBITDA Range

Top Sectors by Activity

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

Key Attributes

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

Showing 21-39 of 39 M&A Advisory Firms

Sorted by recent activity

Stoneworth Financial, LLC

2 Total Closed Deals
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Working with owners, Stoneworth Financial ensures that clients realize the full worth of what they have made of their companies. We help focus our clients on developing and fulfilling the lasting value of their assets rather than on short-term financial expedients. Our team contributes experience working with middle-market company owners and managers to develop and close structured financial transactions. We use this experience to provide a level of attention and service well beyond that which our clients would receive from large investment banks. Each transaction is a collaborative effort.…

Recent Transactions

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  • Jul 2010 Advised Weather Insight, LP on an investment from Thiwtlig Ventures Fund II,LP
  • Dec 2009 Advised AR Group, Inc. in its sale to Rockwell Collins, Inc.

Partners Mergers & Acquisitions LLC

1 Total Closed Deal
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Scott Sossen's distinguished career includes the financial sector for over 30 years. During this period, Mr. Sossen negotiated and closed projects in excess of $630,000,000.00 His experience includes business ownership, asset management, finance and brokerage. The structure of these transactions includes sales, construction lending, tax-exempt bond financing's, permanent mortgages and participating mortgages. The scope of his expertise includes properties/collateral such as office buildings, shopping centers, apartment buildings, hotels, motels, mini-warehouses, nursing homes and land…

Recent Transactions

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  • Sep 2015 Advised Wildcat Development in its sale to Undisclosed

BHarmony, LLC

1 Total Closed Deal
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BHarmony, LLC is an association for professionals and firms focused and engaged in Mergers and Acquisitions in the Middle Market, Business Brokering, Exit Planning, Buyer Services, Valuations and relative Intermediary Business Services. Our membership is nationwide providing buy-side/sell-side advisory services.

Recent Transactions

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  • Jun 2014 Advised Not Sold Pulled From Market on an investment from No Buyer

RMS and Company

1 Total Closed Deal
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We offer years of experience and comprehensive resources to provide high-quality business brokerage, valuation and merger and acquisition services. We get you the best results with complete integrity and confidentiality, as well as exceptional service and value. Whether you're selling your business, buying a business, need a valuation, exit strategy or business plan to get there, our team of experienced professionals know what to do to get you to the closing table.

Recent Transactions

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  • Dec 2022 Advised Confidential Company on an investment from Confidential Company

Soumas Advisors

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Provides strategic, marketing, development and financial advisory services to businesses in the energy, telecommunications and manufacturing industries. Work with companies to source, negotiate and close acquisitions and secure expansion capital.

Recent Transactions

This member has no reported closed transactions.

US Growth Partners

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Interim CFO Services, Capital Sourcing, M&A Advisory.US Growth Partners is a trusted financial transaction partner, advising clients and sourcing capital through the entire investment cycle.

Recent Transactions

This member has no reported closed transactions.

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Epic Business Brokers

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Epic Business Brokers, LLC, is an active Member of the Texas Association of Business Brokers, and International Business Brokerage Association which has over 1600 Brokers nationwide. Epic is pleased to announce that Allsource Business Brokers has joined Epic and the two companies have merged their experience and talent into a new, highly professional entity on the Texas scene. Epic is committed to providing win-win situations for all parties in their selling and purchasing of businesses, providing services in Business Sales, Mergers & Acquisitions, and Business Consulting with high-end…

Recent Transactions

This member has no reported closed transactions.

AmericanStar Partners

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Middle Market AdvisoryMergers & Acquisitions, Debt Financing and Business Consulting.Our team of professionals has over 45 years of experience collectively in Investment Management, Commercial and Investment banking and C-level positions in a variety of industries. Past experiences have allowed us to close over $3 billion in transactions with varying structures and complexities.

Recent Transactions

This member has no reported closed transactions.

Industrial III

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Industrial III, Inc., Founded April 1, 1991, is a Senior Team Of Conservative Finance and Business Professionals. Regionally Focused on the North American Industrial / Energy Oil Patch States of Texas, Oklahoma, Louisiana, and Alberta, Canada. Concentrating on Companies $5 to $150 + Million in Transaction Conveyance Value Maintaining Historical Relationships Exceeding One Thousand Operating Companies in These Industries: Oilfield E&P OEM Flow Control & Processing OEM Valves & Actuators Pumps & Compressors Instrumentation & Controls Components & Robotics Polymers & Elastomers Plastics Patented…

Recent Transactions

This member has no reported closed transactions.

Solutions Consultants Business Brokers - M&A Finders

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Solutions Consultants has been providing professional business services since 1994 nationally for M&A Buyer/Seller advisory services. Our focus is providing brokering/Matching and/or Intermediary Consulting services to coordinate the entire selling & buying process of the mid-market for M&A and small to medium sized main street businesses. We are also affiliated with BHarmony, LLC, a nationwide organization providing middle market advisory services.

Recent Transactions

This member has no reported closed transactions.

Westward Nexus

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Westward Nexus provides M&A advisory services for the energy industry, specializing in sell-side mergers and acquisitions in the midstream, downstream and renewable fuel sectors. Westward Nexus delivers top-tier results at a more accessible cost by combining new productivity tools with relationships and skills developed over more than 15 years in financial services.

Recent Transactions

This member has no reported closed transactions.

Marion Financial Corp.

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Marion Financial Corp. (Marion) is a Houston based merger and acquisition advisory firm serving clients throughout the United States and Europe. Founded in 1988 by Thomas M. Edens, the firm specializes in providing business owners with expert assistance in the valuation, sale, merger or recapitalization of their businesses. Any advisory or consulting services performed by Marion are on a confidential basis.Marion Financial Corp.'s strengths and industry experience includes financial services (receivables management & outsourcing, debt collection, credit reporting, factoring and medical…

Recent Transactions

This member has no reported closed transactions.

Rich Hall Group

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Rich HallFounder & Managing Partner, Rich Hall GroupHouston, Texas | CEPA | M&A Advisor | Business Value & Exit Planning ExpertAbout MeI’m the founder of Rich Hall Group, a Texas-based advisory firm helping owners of privately held companies between $5M and $50M in revenue get ready for and successfully exit their business.As a Certified Exit Planning Advisor (CEPA) and M&A professional, I combine value growth strategy, transaction execution, and transition planning to bridge the gap between an owner’s current business value and their personal financial goals. My…

Recent Transactions

This member has no reported closed transactions.

The Mada Group

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Our team has over 30 years experience in the commodity and energy business. We have managed various physical and financial commodity transactions; managed risk portfolios; lead sales and origination groups; built and managed trading teams, created desks and global businesses. We have priced short, medium and long-term transactions out to 30 years. We understand managing P&L and VaR against a company’s daily, quarterly, annual and long-term goals. Our extensive network of colleagues, brokers, clients and service providers gives us various perspectives on complicated and volatile markets and…

Recent Transactions

This member has no reported closed transactions.

Cadland Holdings, LLC

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Corporate registration for CADLAND HOLDINGS LLC by Godson M Nnaka of 2620 Fountain View Dr Ste 410, Houston, TX filed on Fri, Apr 5th, 2013 with Texas Secretary of State

Recent Transactions

This member has no reported closed transactions.

BFL Associates

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Founded in 1970, BFL Associates is a highly specialized consulting firm, offering comprehensive executive search and strategic business services. Our longtime consulting role has not only allowed us to develop trusted networks for recruiting talent, but also helps us uncover business opportunities for clients. BFL Associates works to locate and secure the resources clients need to succeed. Clients initially engage our services to locate talent for executive positions. But with capabilities that extend far beyond recruiting, we are frequently able to provide the value-added services of…

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 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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