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Members (206 results)

Lutz

M&A Advisory Firm
  • 6 Total Closed Deals
Since our founding in 1980, Lutz has steadily grown to become the largest locally owned firm of its kind in Nebraska because of integrity, work ethic and collaboration. Your goals are our goals. We believe that understanding where you’re coming from is a vital part of getting to the bottom line and taking you where you need to go. We provide accounting services such as tax, accounting, assurance, business consulting and valuation. Additionally, we provide investments and planning, recruiting and technology services. Our talented 130-plus person team communicates openly, collaborates…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Oct 2018
was acquired by
Advisor
Nov 2015
was acquired by
Advisor
Oct 2013
was acquired by

AIM Group Canada Ltd.

M&A Advisory Firm
  • 6 Total Closed Deals
AIM Group Canada Ltd. is a leading Canadian mergers and acquisitions advisory firm specializing in the sale or purchase of privately owned companies. Established in 1990 and based in Toronto, AIM arranges mergers, acquisitions and divestitures across the country. Our clients include a wide range of business service and manufacturing companies. AIM is also a founding member of Pandea Global M&A, an international alliance of mid-market M&A firms in 21 countries.
Most Recent Transactions
Advisor
Jan 2016
was acquired by
Advisor
May 2015
was acquired by
Advisor
Dec 2014
was acquired by
Advisor
Jun 2014
was acquired by

Dealnext Ltd

M&A Advisory Firm
  • 6 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
Sep 2025
was acquired by
Advisor
Nov 2024
secured investment from
Advisor
Jul 2020
was acquired by
Advisor
Jun 2017
secured investment from

Sloan Capital

M&A Advisory Firm
  • 6 Total Closed Deals
With more than 30 years of investment banking and private equity experience, Texas-based Sloan Capital has been involved in a multitude of complex sell-side, buy-side and capital-raise transactions in diverse industries.
Most Recent Transactions
Advisor
Jul 2024
was acquired by
Advisor
Feb 2024
was acquired by
Advisor
Jul 2014
was acquired by
Advisor
May 2014
was acquired by

Seller Source

M&A Advisory Firm
  • 5 Total Closed Deals
Russ is a seasoned M&A Advisor and entrepreneur with over a decade of experience founding, acquiring, and advising companies. He helps small business owners achieve life-changing exits by simplifying the process, securing strong offers, and guiding them through every step.
Most Recent Transactions
Advisor
Jan 2026
was acquired by
Advisor
Dec 2025
was acquired by
Advisor
Aug 2025
was acquired by
Advisor
Jul 2025
secured investment from

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
secured investment from
Advisor
Apr 2021
secured investment from
Advisor
Jun 2020
secured investment from
Advisor
May 2019
secured investment from

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
secured investment from
Advisor
Jan 2023
secured investment from
Advisor
Jul 2022
secured investment from
Advisor
Jul 2022
secured investment from

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.
Most Recent Transactions
Investor
Jul 2023
acquired
Investor
Jul 2023
acquired
Investor
Jul 2023
acquired
Investor
Jul 2023
acquired

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

Aspen Grove Investments

M&A Advisory Firm
  • 3 Total Closed Deals
Growthland, formerly known as Aspen Grove Investments, provides services to sellers, buyers and owners of private businesses. We have led many strategic initiatives related to the establishment, growth and development of multiple businesses throughout the US. We have s a strong track record in acquisitions and divestitures, negotiating, financial management, strategic planning and legal and regulatory relations. Having worked with individual business owners as well as corporate acquisitions and divestitures we understand the special considerations of corporations, individuals and families…
Most Recent Transactions
Advisor
Dec 2021
was acquired by
Advisor
Dec 2020
was acquired by
Advisor
Dec 2017
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

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

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

CRES Corp. International

M&A Advisory Firm
  • 3 Total Closed Deals
CRES Corp International provides M&A Advisory and Investment Banking services to second-stage companies in Florida and throughout the East coast up thru the North East. We focus on lower middle market companies, typically with Revenues between $5 mil and $50 mil, EBITDA between $750k and $5 mil, and enterprise value up to $50 million. The businesses are typically still founder owned with no previous institutional money.We prefer to work with entrepreneur-friendly investors that are focused on executing fair and reasonable transactions with founders to create win-win scenarios.
Most Recent Transactions
Advisor
Mar 2026
was acquired by
Advisor
Aug 2025
was acquired by
Advisor
Nov 2022
secured investment from

Segment Capital Advisors

M&A Advisory Firm
  • 3 Total Closed Deals
Segment Advisors provides:1) Sell-Side M&A services for middle market businessii)  Deal sourcing services for Private Equity firms and Family Officesiii) Capital raising services for companies looking for $2-20mm of equity or debt capitalAdditionally, Segment Advisors assists family offices and entrepreneurs and through its specialized consulting services.  Segment Advisors helps fix the information and relationship gap that exists when business owners look to secure an agent to raise capital or sell their business. Segment serves as a consultant connecting…
Most Recent Transactions
Advisor
Jun 2024
was acquired by
Advisor
Mar 2024
was acquired by
Advisor
Feb 2024
was acquired by

A.J. Baron Capital

M&A Advisory Firm
  • 3 Total Closed Deals
A.J. Baron Capital is an M&A Advisory firm. We have combined the best of investment banking and strategic consulting to bridge the market’s need for high value-added services in the emerging growth and middle market segment e.g. Business Valuation, Private Placement Services, and Sell-Side and Buy-Side Advisory Services.
Most Recent Transactions
Advisor
Oct 2014
was acquired by
Advisor
Jan 2014
was acquired by
Advisor
Sep 2013
was acquired by

Marigold Resources

M&A Advisory Firm
  • 2 Total Closed Deals
For over fifteen years, Chris Barnard and Todd McGreevy have collaborated on dozens of projects for companies from family owned businesses to Fortune 500 corporations. The two have combined their respective strengths into Marigold Resources, with the mission to bring their customers a high touch, confidential experience that maximizes the profitability of all engaged parties. Marigold combines the best of old school networking and relationship management with modern technology's marketing and deal flow management processes. The skill to craft and distribute a compelling narrative, attention…
Most Recent Transactions
Advisor
Apr 2013
was acquired by
Advisor
Dec 2012
was acquired by

The Beverly Group, a National Affiliate of Business Brokers Network

M&A Advisory Firm
  • 2 Total Closed Deals
Established in 1981, we enjoy a leadership position in the rapidly growing Business Brokerage Industry. For over thirty years, we have focused on selecting, training and servicing Affiliate Member Business Brokers in the professional approach and successful execution of Business Transfers. We have a "Proven Process" to market and sell businesses and our Affiliate Members are continually trained in this "Proven Process." As a result, they are qualified to work with Business Owners and Business Buyers interested in businesses of virtually any size and type. Business Brokers Network is…
Most Recent Transactions
Advisor
Dec 2012
was acquired by
Advisor
Apr 2012
was acquired by

Business Brokerage LLC

M&A Advisory Firm
  • 2 Total Closed Deals
Business broker Focus in South Carolina and Florida. Represent individuals and companies with the process of buying and selling a business.
Most Recent Transactions
Advisor
Feb 2014
was acquired by
Advisor
Feb 2014
was acquired by

VR Business Advisors - New Haven

M&A Advisory Firm
  • 2 Total Closed Deals
Nutmeg Advisory Partners, LLC, DBA VR Business Sales New Haven represents owners of businesses valued between $500,000 and $25 million or with annual revenues from $1 million to $30 million. Operating within a wide range of industry segments, the office provides exceptional merger and acquisition advisory services to companies in Connecticut, Southern New England and Metro NY. Independently owned and operated, the office consistently ranks within the Top 10 of over 50 offices worldwide with the VR franchise network.
Most Recent Transactions
Advisor
Dec 2021
secured investment from
Advisor
Oct 2019
secured investment from

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