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Insurance M&A Advisory Firms - Axial

Members (241 results)

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
was acquired by
Advisor
Jul 2023
secured investment from
Advisor
May 2022
was acquired by
Advisor
Mar 2022
was acquired by

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
was acquired by
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
secured investment from
Advisor
Jun 2023
secured investment from
Advisor
Dec 2021
secured investment from

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
secured investment from
Advisor
Mar 2021
secured investment from
Advisor
Mar 2021
secured investment from

Acquivest Financial

M&A Advisory Firm
  • 3 Total Closed Deals
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
Most Recent Transactions
Advisor
Aug 2019
secured investment from
Advisor
Aug 2019
secured investment from
Advisor
Oct 2018
secured investment from

ClearCap Strategic Advisors, LLC

M&A Advisory Firm
  • 3 Total Closed Deals
Mergers & AcquisitionsRecapitalizationsGrowth CapitalExit Strategy PlanningStrategic AdvisoryValuations
Most Recent Transactions
Advisor
Nov 2022
secured investment from
Advisor
Nov 2022
secured investment from
Advisor
May 2022
secured investment from

True North M&A

M&A Advisory Firm
  • 3 Total Closed Deals
From selling to buying and everything in between, True North M&A offers a wide array of Advisory services to enhance your goals, your value, and your life. Whether Buying or Selling, we can likely help:- Business Sales- Valuations- Value Building / Coaching- Succession Planning & Exit Strategies- Acquisition Financing
Most Recent Transactions
Advisor
Jan 2022
secured investment from
Advisor
Mar 2021
secured investment from
Advisor
Oct 2019
secured investment from

Dealnext Ltd

M&A Advisory Firm
  • 3 Total Closed Deals
Thanks to over 30 years of its Founders' experience in the M&A space, in a previous M&A Advisory company "Telema" they decided to start a new challenge. "Dealnext" is an European-based corporate finance boutique, established in early February 2021. Dealnext is a company actively engaged in the M&A European mid-cap market.
Most Recent Transactions
Advisor
Jul 2020
was acquired by
Advisor
Jun 2017
secured investment from
Advisor
Jun 2013
was acquired by

Griffin Moor International

M&A Advisory Firm
  • 2 Total Closed Deals
Griffin Moor International, LLP is a boutique corporate advisory firm providing clients the leverage needed to meet their respective business objectives. Leverage our experience and expertise in the areas of corporate acquisition & divestiture or strategic capitalization. We focus on serving the privately held companies in the lower middle-middle market internationally, and although we are industry agnostic, our focal industries include the following; ---o) Financial Serviceso) Non-Network Medicalo) Food & Beverage---Griffin Moor International, LLP represents the future of corporate finance…
Most Recent Transactions
Advisor
May 2021
secured investment from
Advisor
Dec 2019
secured debt financing from

Sunbelt Business Brokers - Little Rock, Arkansas

M&A Advisory Firm
  • 2 Total Closed Deals
As a part of the largest business brokerage network in the world, Sunbelt of Arkansas can guide you through the business sales process.We specialize in serving the buyers and sellers of small business in the Sunbelt of Little Rock area. Our comprehensive services and resources provide professional guidance for business valuations, buyer financing and exit strategy and planning. Contact us today to discover why Sunbelt of Little Rock is the place to go to buy or sell a business.
Most Recent Transactions
Advisor
May 2022
secured investment from
Advisor
Apr 2022
secured investment from

ACA Partners

M&A Advisory Firm
  • 2 Total Closed Deals
Providing clients M&A advisory services though out the US and Canada. Specializing in sell side representation of privately held businesses with revenues of $2.5 Million and $50 Million.
Most Recent Transactions
Advisor
Sep 2023
secured investment from
Advisor
Oct 2020
secured investment from

Blue Sky Business Resources

M&A Advisory Firm
  • 2 Total Closed Deals
Blue Sky Business Resources is a mergers and acquisition firm based in Salt Lake City, UT focused on closely held private businesses and large corporations looking to grow or transition through acquisition. As a boutique firm we offer tailored services meeting the goals of our clients by delivering expert advice, senior level attention and transaction experience.
Most Recent Transactions
Advisor
Dec 2022
was acquired by
Advisor
Dec 2021
was acquired by

Kaufman Rossin

M&A Advisory Firm
  • 2 Total Closed Deals
We provide professional services to businesses and their leaders, offering experienced guidance and strategic planning at every stage of business growth—from start-up to succession. We personally serve entrepreneurial, public, non-profit and individual clients.We have over 400 employees providing traditional accounting, audit and tax services, and business, risk and forensic advisory services. But more than that, we’re focused on bringing our clients joy—minimizing stress, opening up new possibilities, and making life sweeter.
Most Recent Transactions
Advisor
Jun 2023
was acquired by
Advisor
Jun 2023
secured debt financing from

IMG Business Advisors

M&A Advisory Firm
  • 2 Total Closed Deals
Michael Givner founded IMG Business Advisors in 2013 after spending 16 years working for large investment banks, most of that time with Jefferies Group. IMG specializes in business sales and exit strategies for small business owners. The lower end of the M&A middle market, companies with annual revenues from $5 to $50 million, is their focus with clients across a wide array of industries. Whether advising on the sale of a family-owned business or assisting a growth-minded company with acquisition and expansion, Michael and his teams’ services are tailored to the individual needs of each…
Most Recent Transactions
Advisor
Jun 2022
secured investment from
Advisor
Jun 2022
secured investment from

Eisner Advisory Group LLC

M&A Advisory Firm
  • 2 Total Closed Deals
EisnerAmper’s Transaction Advisory Services Practice assist investors and lenders navigate complex transactions, whether buying, selling or restructuring a business. Our professionals have decades of experience advising clients in every aspect of the transaction, and we effectively deliver insights and actionable information of the deal drivers, strategic objectives and key value considerations to assist with your financial, tax and IT due diligence needs.
Most Recent Transactions
Advisor
Jul 2021
secured investment from
Advisor
Nov 2020
secured investment from

Transworld of Western Kentucky

M&A Advisory Firm
  • 2 Total Closed Deals
Transworld Business Advisors is the world leader in the marketing and sales of businesses, franchises and commercial real estate. Whether you represent an acquisition-minded corporation, or are personally interested in owning your own company, Transworld offers the professional services that successfully bring buyers and sellers together. From business brokerage to mergers and acquisitions; we are the business sale specialists.
Most Recent Transactions
Advisor
Sep 2023
secured investment from
Advisor
Sep 2021
secured investment from

Front Runner Consulting, LLC

M&A Advisory Firm
  • 1 Total Closed Deal
Front Runner Consulting, LLC is an M&A intermediary for MBO executives and companies seeking capital. About Front Runner Consulting, LLC Front Runner Consulting® started as an executive search business. Client-customers include turnaround and restructuring firms, finance companies providing advisory service, private equity groups, law firms, and investment bankers. Prior to starting Front Runner Consulting, Dave Marx was the number one recruiter within his office for one of the world's largest executive search firms. Business Recruiter Because Front Runner Consulting works with business…
Most Recent Transactions
Advisor
Jun 2014
was acquired by

Sunbelt Business Brokers - Miami Valley

M&A Advisory Firm
  • 1 Total Closed Deal
Looking to sell or buy a business? The Brokers and Intermediaries at Sunbelt Business Advisors of Miami Valley offer a variety of professional services and conduct them with the highest level of professionalism, integrity and confidentiality. Our clients benefit from the diversity of our expertise and our ability to eliminate the day to day distractions that can arise when selling or buying a business. Our transactions have been in a number of industries including manufacturing, distribution, services, retail, and IT/Software within the Greater Dayton and Cincinnati marketplaces.Sunbelt…
Most Recent Transactions
Advisor
Jul 2014
was acquired by

Business Acquisitions, Ltd.

M&A Advisory Firm
  • 1 Total Closed Deal
The Business Acquisitions by Aprio team has been helping business buyers and sellers achieve their objectives since 1986. Our knowledgeable, licensed professionals have extensive experience in business sales, mergers and acquisitions as well as industry experience in finance, business ownership, marketing, sales and corporate management. We understand the complexities involved in the change in business ownership. We specialize in the sale of privately held companies in Colorado and the Rocky Mountain region. These companies include manufacturing, wholesale distribution, service and retail.…
Most Recent Transactions
Advisor
Dec 2012
was acquired by

Potomac Business Group, Inc.

M&A Advisory Firm
  • 1 Total Closed Deal
POTOMAC BUSINESS GROUP (PBG) is a global consulting firm with a specialty in investment banking. We provide a multi-faceted range of business services — acting as advisor and broker across various industries. Our foundation is based on a strong partnership with our clients to achieve their vision.Knowledge, Dedication, Experience, Integrity, Professionalism. Five key strengths that we have built over nearly a half-century. Together, these components provide you a road map to success.
Most Recent Transactions
Advisor
Nov 2022
secured investment from

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