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Top Investment Banking & Brokerage M&A Advisory Firms

Explore 296 Investment Banking & Brokerage M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

Axial Insights

Investment Banking & Brokerage M&A Advisory Firms

296

Active Firms

753

TTM Deal Flow

$3M-$13M

Core Revenue Range

$500K-$2M

Core EBITDA Range


California 15%
Florida 10%
Texas 7%
New York 6%
New Jersey 4%

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

Showing 261-280 of 296 M&A Advisory Firms

Sorted by recent activity

Hardstone is a boutique corporate finance advisory firm providing investment banking and M&A consulting services to middle-market companies.

Recent Transactions

This member has no reported closed transactions.

Strategic Advisors is a middle market investment banking firm that provides merger and acquisition (M&A), corporate finance and strategic advisory services to business owners. Through years of practical experience, Strategic Advisors has found that there are many pathways to creating, building and realizing shareholder wealth and we have the expertise, resources and relationships to ensure that business owners maximize their wealth. In the process, our seasoned professionals will employ sophisticated transaction processes, innovative techniques, and deal experience in a range of industry…

Recent Transactions

This member has no reported closed transactions.

PLAYBOOK.PARTNERS is a best-in-class, special-situations private investment firm focused on operator-led acquisitions of lower middle-market companies. We invests in special-situation opportunities within the lower middle market, with a purpose to directly operate every business we acquire. Our unique approach has lead our leadership team to create an additional $1B in revenue through operational expertise.

Recent Transactions

This member has no reported closed transactions.

AMT Capital provides private equity and investment banking services with a focus on M&A and Institutional capital. The firm has completed over $3 billion in transactions and has operating expiriance in a broad range of industries

Recent Transactions

This member has no reported closed transactions.

Array Financial Services offers investment banking and financial advisory services to small and middle market companies. The firm provides corporate finance advisory services including capital raising, fairness opinions, enterprise valuation, capital needs assessments, and mergers and acquisition strategies. The company was founded in 2002 and is based in Norwell, Massachusetts.

Recent Transactions

This member has no reported closed transactions.

Carpediem Capital, Inc. works to provide the highest level of professional advisory assistance to companies whose capital or operational requirements have been ignored by traditional sources. The level of service we provide is typically available only to large multinational corporations through major investment banking and consulting firms. Carpediem Capital’s management team consists of energetic veterans of the nation’s premier investment banking and consulting institutions. Carpediem has the knowledge and resources to provide companies with the capital and advice necessary to…

Recent Transactions

This member has no reported closed transactions.

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Columbia Business Advisors is a boutique consulting firm serving middle market companies throughout the Western United States. We are experts in lender relations, support for mergers and acquisitions, brokerage services and advisory services. Our team has a combined experience of over 30 plus years.

Recent Transactions

This member has no reported closed transactions.

Oakcapita Advisory LLP boutique private market advisory firm catering to the middle market segment, rendering seamless advisory services to clients seeking in-depth strategic, investing, and financial expertise.Oakcapita Advisory strives to provide a broad spectrum of strategic advisory solutions in due diligence, early stage investment advisory, capital raise advisory, M&A advisory, and business valuations. Be it sell-side, buy-side, business valuation or ad-hoc Consultancy engagements, the Firm ensures exceptional services through its specialized advisory solutions from day one to…

Recent Transactions

This member has no reported closed transactions.

Sympatia Financie is one of the leading private investment firms licensed by Central Bank of Slovakia. Founded in 2002, the company applies its deep experience and specialized expertise across a range of investment solutions on behalf of corporate and institutional investors and private clients in Central Europe. Operating from offices and affiliates in Bratislava and Prague, the firm operates across three lines of business:Investment Advisory: Sympatia successfully connects business entities and entrepreneurs seeking capital with institutional and non-institutional investors. We provide to…

Recent Transactions

This member has no reported closed transactions.

CAPITAL PLANNINGBusinesses need capital. We provide solutions to your funding needs from a plethora of sources.WORKING CAPITAL SOLUTIONS Whether you need short term money quickly, or permanent solutions to carry you for the long haul, we can find you the money you need.BUSINESS REAL ESTATE FINANCINGWe have loan solutions for every business real estate situation. From single family rentals, owner occupied retail, mixed use or institutional quality investment properties, we have the answers.INDUSTRY BEST EXPERIENCEOur experience spans all industries, from manufacturing to service industries and…

Recent Transactions

This member has no reported closed transactions.

Headquartered in Salt Lake City, Utah, DDR and Associates, LLC is a private investment firm focused on acquiring majority interests in established and profitable privately held enterprises in the small to middle market. DDR and Associates deploys a direct equity fund model, which invests in lower middle market companies in the Intermountain West region. Investments include growth capital investments, partial buy-outs and acquisitions. DDR incorporates its management team into the business. This approach to investing is through a strategy we call "Engineered Corporate Structure." We strive to…

Recent Transactions

This member has no reported closed transactions.

Welch International is a North American Professional Services firm founded in 2003. The firm consists of three operating divisions, Capital, M&A Transaction Services & Management Consulting.The Welch team is comprised of seasoned M&A professionals who are also successful entrepreneurs and have served as trusted advisors to large multinational corporations, growth-oriented companies, governments and leading financial institutions.The Welch team has extensive experience across several key industries including:- Consumer & Commercial- Industrial Products & Services- Real Estate- Financial…

Recent Transactions

This member has no reported closed transactions.

Mogin Associates is an Investment Banking and Venture company located in California. Mogin Associates represent both sellers and buyers of privately owned companies with revenues of up to $100 million. Services include pre sale planning, business valuation, buyer search for sellers, and targeted acquisition search for strategic acquirers.

Recent Transactions

This member has no reported closed transactions.

Orion Capital Partners is a global M&A advisory firm based in Istanbul focused on a full-spectrum of transaction advisory services across a wide array of industries. Orion Capital Partners formulates solutions based on needs, leveraging an experienced team with industry specific know-how.Orion Capital Partners specializes in middle market transactions.Orion Capital Partners acts as advisor and collaborator and is actively involved in every aspect of acquisitions, disposals, private equity transactions and finance raising. We leverage our expertise to provide independent, objective and…

Recent Transactions

This member has no reported closed transactions.

Advus (advus.com) is a technology integrator that provides advisory and software engineering services. We specialize in secure cloud-based solutions, many that include predictive analytics. Our customers are multi-billion dollar retail, banking and utility company clients. The company’s advisory team (AAG – Advus Advisory Group) is headquartered in NYC. The engineering team (ATG - Advus Technology Group) is largely based in Brazil where the company has offices in the cities of São Paulo and São Carlos. Advus is incorporated as a Delaware C Corporation and ATG is a whole-owned foreign…

Recent Transactions

This member has no reported closed transactions.

Nova Capital International LLC (“Nova Capital” or the “Company”) is an investment banking and corporate financial advisory boutique firm specializing in the equity and debt financing of private and publicly held micro capitalization companies, which are companies with a market capitalization of $500 million or less. The Company focuses on providing its corporate clients with access to substantial equity and debt capital from institutional investors in the United States, Canada, and Europe (London, Geneva, Zurich, and Brussels) and, to a lesser degree, accredited individual investors.

Recent Transactions

This member has no reported closed transactions.

CrestMount Advisors provides financial advisory services for mergers & acquisitions, strategic advisory work as well as private equity and debt financing for clients in the equipment and commercial finance, technology, healthcare, manufacturing and services industries. Our goal is to maximize value, increase liquidity and profitability as well as to assist our clients to grow.Each engagement is executed with the highest level of expertise and integrity. We look beyond the goal of executing a successful engagement to building a long term relationship. Our senior management team has built,…

Recent Transactions

This member has no reported closed transactions.

HEKIM Capital Partners LLC is a distinguished independent Investment Banking firm with headquarters in Zurich, Switzerland. Specializing in offering unbiased and bespoke advice, HCP serves entrepreneurs, professional investors, and international companies with utmost dedication and expertise.Specialized in M&A transactions, fundraising processes, valuation services, and investor relations, HCP navigates complex special situations with a tailored approach to meet the unique needs of each client.With strategic locations in across continents, HCP's activities are globally driven, harnessing…

Recent Transactions

This member has no reported closed transactions.

Hermitage Canada Finance Inc. is a corporation which specializes in financial advisory services including mergers, acquisitions and divestitures.

Recent Transactions

This member has no reported closed transactions.

We advise clients on the divestiture of their business. As part of our sell side role, we develop comprehensive financial forecasts, complete thorough due diligence, identify strategic and financial buyers, execute a well-structured auction process, manage negotiations and direct legal and tax advisers. We excel in selling businesses that have a high degree of complexity and/or are being restructured.We undertake buy side roles with select clients.We are differentiated by our hands-on approach and practical experience as directors of several companies.

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 Investment Banking & Brokerage 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 Investment Banking & Brokerage M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for Investment Banking & Brokerage M&A Advisory Firms is $3M-$13M, with a core EBITDA range of $500K-$2M. 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 Financial Services experience when evaluating M&A Advisory Firms?

Relevant Financial Services experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 296 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Do all M&A Advisory Firms in this directory focus exclusively on Financial Services?

Not necessarily. Many firms are active across multiple industries, so inclusion in the Investment Banking & Brokerage M&A Advisory Firms directory reflects relevant experience or activity in Financial Services, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

How do I compare M&A Advisory Firms with experience in Financial Services?

When comparing M&A Advisory Firms with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 296 firms included in the directory and can help identify firms that align with your needs.

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


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