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Insurance Brokers M&A Advisory Firms - Axial

Members (235 results)

George & Company

M&A Advisory Firm
  • 10 Total Closed Deals
George & Company has been providing certified business appraisal, business brokerage and merger & acquisition services since 1981. Board certified intermediaries and appraisers stand ready to serve your every need in the business acquisition or divestiture market.
Most Recent Transactions
Advisor
Jan 2017
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Jan 2015
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Feb 2014
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Advisor
Sep 2013
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MT Consulting

M&A Advisory Firm
  • 10 Total Closed Deals
MT Consulting is a M&A advisor headquartered in suburban Philadelphia (Bryn Mawr, PA).The firm was established in1992 and has completed more than $500 Million in transactions over the last 20 years.Our expertise is on both the sell-side and buyside. Exceptionally knowledgeable of multi-site healthcare service businesses, including physical therapy and dermatology practices as well as urgent care and orthotic & prosthetic businesses.MT Consulting has successfully represented clients in over 40 states and remains open to working with business owners throughout the U.S.
Most Recent Transactions
Advisor
Apr 2014
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Aug 2013
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May 2013
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May 2013
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Provest Inc

M&A Advisory Firm
  • 10 Total Closed Deals
Provest was founded in 1989 by Robert Hochwalt as an acquisition/holding company for its principals. From 1989 to 2000, Provest completed 10 acquisitions and repositioned these into 5 companies to increase earnings and sustainability. During this period, the principals, working with advisor Aaron Delidow, developed an effective process that could be applied to virtually any business. In the summer of 2005 Hochwalt and Delidow began conversations about re-tooling Provest into a full service business brokerage to apply their skill and knowledge in the open market. In September of that year…
Most Recent Transactions
Advisor
Jul 2023
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Jul 2023
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Jul 2023
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Jul 2023
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Focus Strategies Investment Banking

M&A Advisory Firm
  • 10 Total Closed Deals
Based in Austin Texas, Focus Strategies has earned a reputation as a premier middle-market investment bank focused on serving the unique needs of privately held businesses seeking capital or ownership transition. Built on an impeccable reputation for high integrity, we help companies and their owners flourish by applying broad experience, industry expertise, hands-on guidance and local knowledge to maximize shareholder value. Focus Strategies specializes in merger and acquisition advisory, raising capital and providing strategic advisory services for founder-owned middle market companies. We…
Most Recent Transactions
Advisor
Aug 2023
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Aug 2023
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May 2023
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Advisor
Jan 2022
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Business Sales Group

M&A Advisory Firm
  • 9 Total Closed Deals
Business Sales Group is a M&A Advisory/Marketing Firm which brings to market Companies with annual sales up to $50 million. Their specialty is marketing high growth Companies with ample runway which maximizes returns for Sellers and Purchasers alike. Motto: -Integrity Beyond Compromise. -Service Beyond Exception. -Commitment Beyond Compare. Business Sales Group adds value to a transaction by injecting a unique blend of sales, acquisitions, and due diligence expertise that is unsurpassed in the industry. Both Principals of BSG have started, owned, and managed successful businesses themselves.…
Most Recent Transactions
Advisor
Jun 2015
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May 2015
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Jan 2015
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Advisor
Dec 2014
was acquired by

Gilbert & Pardue Transaction Advisors

M&A Advisory Firm
  • 8 Total Closed Deals
Gilbert & Pardue Business Advisors (GaP) 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 & Acquisitions (M&A) and through business value-growth services such as Fractional CFO, Advisory Board, Executive Coaching, and Consulting.​Matt Gilbert and Bret Pardue established GaP to provide owners of businesses generally enjoying annual revenue of $5-$80 million with the quality of M&A representation and value-enhancement services previously only available to upper middle and…
Most Recent Transactions
Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jun 2021
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Advisor
Feb 2021
was acquired by

Falco Sult

M&A Advisory Firm
  • 7 Total Closed Deals
While we are good with the details, the only way to help you accomplish your goals is to be strategic and look toward the desired outcome. We do this by applying the concepts of life cycles to your goals.Every business is unique but all companies will go through some form of the business life cycle. Your needs may vary from phase to phase, but it's inevitable that the over-riding considerations of each phase will come to light during your company's evolution. Our job is to help you grow through these phases with a concept we call Financial Success by Design. While we provide quality public…
Most Recent Transactions
Advisor
Apr 2021
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Advisor
May 2019
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May 2019
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May 2019
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Ascendant Advisory Group

M&A Advisory Firm
  • 7 Total Closed Deals
Our mission is to ensure that our clients get as much value as possible at every step of their journey. We believe that by putting together a team of world-class advisors, along with strategic partners who are best of breed professionals, and taking a longer term approach to exit strategy we are able to truly help business owners exit on their terms. Our success hinges on only working with those who put the client first...and to use a team approach to drive the best results possible. Our clients don't just get an advisor, they get a team. And by working with business owners years in advance…
Most Recent Transactions
Advisor
Sep 2017
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Advisor
Jun 2017
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Advisor
Apr 2017
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Advisor
Apr 2017
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Maine Business Brokers

M&A Advisory Firm
  • 6 Total Closed Deals
Maine Business Brokers is the region's leading business brokerage and appraisal firm. Headquartered in Portland, Maine, our company serves small to medium size businesses ($500,000 to $10,000,000 in annual revenues) within the Maine and New Hampshire markets. Whether you want to buy or sell a business we can help. Let us put our systems, teamwork and track record to work for you. We have five major systems that define the way businesses are sold that include valuation, confidentiality, working with buyers and negotiating to close. Our team of brokers that achieves business sales through…
Most Recent Transactions
Advisor
Apr 2022
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Nov 2021
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Nov 2021
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Nov 2021
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LINK Business - Pennsylvania East

M&A Advisory Firm
  • 5 Total Closed Deals
If you are considering the sale of your business, require assistance in planning and executing your exit strategy, or are looking to buy a business or grow by acquisition, we would enjoy the opportunity to learn more.LINK Enterprise is a division of LINK, one of the largest and most respected Merger & Acquisition and Business Brokerage firms in the world with offices in the United States, New Zealand, Australia and the Philippines. Our M&A professionals and business brokers specialize in business sales transactions and have collectively sold over $2 billion in businesses.The LINK Enterprise…
Most Recent Transactions
Advisor
Jan 2021
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Advisor
Jan 2021
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Advisor
Jun 2020
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Advisor
Dec 2019
was acquired by

O'Keeffe & O'Malley Inc.

M&A Advisory Firm
  • 4 Total Closed Deals
O'Keeffe & O'Malley is Kansas City's preeminent M&A firm founded in 1984. We assist owners in selling their business in a very confidential and systematic process. Clients are typically sellers in the manufacturing, distribution, information technology or service sectors in the $2 million to $50 million range residing in Kansas or Missouri yet our sales process entails targeting U.S. and International prospects. More information can be seen on our website at www.ok-om.com
Most Recent Transactions
Advisor
Dec 2022
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Apr 2021
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Advisor
Jun 2020
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Advisor
May 2019
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Kingsley Group Business Brokers

M&A Advisory Firm
  • 4 Total Closed Deals
Kingsley Group has brought Buyers and Sellers together since 1982. We provide merger and acquisition intermediary services to middle market business owners as well as business brokerage services to smaller enterprises. Our services include: business valuation analysis, sell/hold timing review, customized selling strategies, strategic planning, targeted industry research, and transaction structuring. At Kingsley Group, our main objective is to achieve the results our clients desire. We work hard to meet financial expectations while carefully balancing complex tax issues, and legal liabilities…
Most Recent Transactions
Advisor
Jun 2021
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Aug 2020
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Apr 2020
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Advisor
Apr 2020
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STS Capital Partners

M&A Advisory Firm
  • 4 Total Closed Deals
STS Capital Partners is a global sell-side M&A firm like no other. They are expert guides for entrepreneurial business owners on the journey to achieving an Extraordinary Exit™. By helping clients sell their businesses strategically to the people that buy strategically, STS is able to achieve maximum financial valuation, create legacy potential, and realize true potential value. STS’ services include divestitures, mergers, acquisitions, strategic consulting, and financial advisory for mid-market private businesses. Their extensive global relationships, world-class team, and proven deal…
Most Recent Transactions
Advisor
May 2023
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Jan 2023
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Jul 2022
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Jul 2022
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Ocean Bridge Capital

M&A Advisory Firm
  • 4 Total Closed Deals
Ocean Bridge Capital focuses on midmarket mergers, acquisitions, disposals, and capital raising, designing and executing transactions largely between $5 to over $100 million in enterprise value.As an independent boutique advisory firm, OBC provides completely objective and pragmatic advice on strategic options for our clients.
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Jul 2023
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Jul 2023
acquired
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Jul 2023
acquired
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Jul 2023
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Bench Capital Advisory Inc.

M&A Advisory Firm
  • 4 Total Closed Deals
We are an M&A and corporate finance advisory firm dedicated to helping small and mid-sized firms maximize their valuation at exit and help ambitious entrepreneurs secure capital to grow their businesses.M&A Advisory ServicesOur Team is dedicated to helping small and mid-sized business owners with their exit strategies by doing the following:-Carry out a tailored, confidential and global marketing process to create a competitive auction to maximize the value of our client's company-Conduct careful planning, rigorous process and thorough execution over a period of approximately 7 to 12…
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Advisor
Dec 2022
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Dec 2022
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Jan 2021
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Jan 2021
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Salt Creek Partners

M&A Advisory Firm
  • 4 Total Closed Deals
Salt Creek Partners (SCP) is a full-service M&A advisory firm guiding business leaders in the emerging and middle markets. Our mission is centered on investing in long-term relationships with our clients through independent, trusted, and innovative advice, and to achieve superior results in line with the overall strategic objectives of the company. SCP’s team of complementary partners have proven track records with managing complex financial transactions, providing investment banking services, performing market research and analysis, guiding companies from concept through hyper growth,…
Most Recent Transactions
Advisor
Jan 2024
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Advisor
Jul 2023
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Advisor
May 2022
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Advisor
Mar 2022
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FCL Capital Partners

M&A Advisory Firm
  • 4 Total Closed Deals
We serve private companies seeking to sell their business, acquire another company, or secure additional capital for growth, buyout, restructuring and recapitalization. Our goal is to match clients with the most efficient capital providers through the breadth of our product and market knowledge creating tailored solutions for individual needs. FCL's founder, Rafael De Paoli, has over 20 years of Investment Banking and Restructuring experience at bulge bracket investment banks and hedge funds advising public and private companies in various industries including consumer & retail,…
Most Recent Transactions
Advisor
Oct 2023
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Advisor
Oct 2022
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Advisor
May 2022
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Advisor
Mar 2021
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First Boca Associates, Inc.

M&A Advisory Firm
  • 3 Total Closed Deals
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…
Most Recent Transactions
Advisor
May 2015
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Advisor
Sep 2014
was acquired by
Advisor
Sep 2014
was acquired by

Phoenix Affiliates

M&A Advisory Firm
  • 3 Total Closed Deals
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 &…
Most Recent Transactions
Advisor
Jun 2023
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Advisor
Jun 2023
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Advisor
Dec 2021
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Pacific M&A and Business Brokers Ltd.

M&A Advisory Firm
  • 3 Total Closed Deals
The Certified Business Intermediaries and M&A Advisors of Pacific M&A and Business Brokers Ltd. based in Vancouver, Kelowna, and Victoria represent businesses of all sizes and types. Our brokers are experts in buying or selling businesses, business valuations, mergers and acquisitions, divestitures, recapitalizations, and exit strategies. During each business agreement, our goal is to professionally and ethically manage the business sale process to ensure each party’s needs are met.To close successful business deals, we follow strict guiding principles which focus on maintaining ethics and…
Most Recent Transactions
Advisor
Apr 2022
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Mar 2021
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Mar 2021
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