Top M&A Advisory Firms

The Potomac Company

10 Total Closed Deals

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The Potomac Company, a Geneva, Switzerland-based investment bank with US headquarters in Philadelphia, PA, specializes in providing merger and acquisition, management buyout, capital raising and strategic advisory services to small and middle market companies. The Potomac Company serves a diverse range of industries globally, with particular expertise in manufacturing, facilities services, structural pest control, building products, capital goods, technology, and insurance. Our typical middle market transaction size is $10 million to $300 million.

Recent Transactions

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• Aug 2023 Advised Ace Exterminating in its sale to Lookout Pest Control
• Aug 2023 Advised Last Bite Mosquito Control in its sale to Viking Pest Control
• Aug 2023 Advised Budget Brothers Termite & Pest in its sale to Northrim Horizon
• Aug 2023 Advised Bugs-B-Gone in its sale to Waynes

George & Company

10 Total Closed Deals

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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.

Recent Transactions

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• Jan 2017 Advised Maicom LLC in its sale to Heritage Holding
• Jan 2015 Advised Machine Vision Technology, Inc. in its sale to Machine Vision, LLC
• Feb 2014 Advised Maynard Machine in its sale to Strategic Buyer
• Sep 2013 Advised Torwel Industries in its sale to Ace Group

California Equity Group

10 Total Closed Deals

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California Equity Group is Silicon Valley's leading lower middle market merger and acquisition, business brokerage firm. As an M&A firm, we have completed hundreds of transactions of privately held companies over the past 25 years by representing sellers in California and buyers worldwide. The principals at CEG have been initiating and executing complex transactions for entrepreneurial companies combining our financial, legal, tax and transaction structuring skills. These companies have either been acquired by or merged with public companies, private investment groups, entrepreneur groups…

Recent Transactions

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• Aug 2023 Advised Kinetic Ceramics, Inc. in its sale to A Private Buyer Group
• Aug 2023 Advised Energy Efficient Lighting, Inc in its sale to Lighting Retrofit International, LLC
• Aug 2023 Advised Spinnaker Microwave, Inc. in its sale to A Management Buyer Group
• Aug 2023 Advised Life Safety Associates, Inc. in its sale to A Management Buyout Group

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• Technology
  Southeastern U.S. Healthcare AI Services Platform
  NDA Available CIM Available South Atlantic

  Revenue

  $7.7M

  EBITDA

  $3.0M

  Margin

  39%

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• Industrials
  Scaled Public-Sector HVAC Contracting Platform
  NDA Available CIM Available Middle Atlantic

  Revenue

  $53.5M

  EBITDA

  $7.2M

  Margin

  13%

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• Energy & Renewables
  Clean Energy Services Platform With EBITDA
  NDA Available CIM Available Mountain

  Revenue

  $14.7M

  EBITDA

  $5.2M

  Margin

  35%

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• Technology
  Recurring Managed IT Services Provider
  NDA Available CIM Available West South Central

  Revenue

  $2.3M

  EBITDA

  $1.1M

  Margin

  49%

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• Business Services
  Human Performance And Safety Consulting Provider
  NDA Available CIM Available West South Central

  Revenue

  $8.7M

  EBITDA

  $2.7M

  Margin

  31%

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Front Range Business, Inc.

10 Total Closed Deals

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Owners of small and middle market businesses have turned to Front Range Business, Inc. to broker their transactions since 1986. Main Street and Mergers & Acquisition clients and customers are provided the highest level of service and expertise with our unique team concept. Allow us to help you successfully navigate through this complex process in a confidential and professional manner. Front Range Business, Inc. represents businesses with sales between $500K to $10M in Manufacturing, Wholesale, Distribution, Commercial Printing, Technology, Communication, Transportation, Construction &…

Recent Transactions

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• Feb 2023 Advised Confidential Company in its sale to Confidential Company
• Aug 2014 Advised Jewelry Manufacturer in its sale to Private Equity Group
• Jun 2014 Advised Organic Food Sales Company in its sale to Industry Buyer
• Apr 2014 Advised Not Disclosed in its sale to Not Disclosed

Discretion Capital

10 Total Closed Deals

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Discretion Capital is a technology-enabled Mergers and Acquisitions (M&A) advisory firm that specializes in assisting Business-to-Business (B2B) Software as a Service (SaaS) enterprises generating annual revenues ranging from $2m-$25m ARR. Our unique approach distinguishes us from traditional investment banks or M&A advisory firms, as we prioritize a technology-centric methodology to connect your firm with discerning investors and strategic acquirers capable of valuing your enterprise.If you are considering the divestment of a B2B SaaS enterprise earning over $2m in ARR, Discretion…

Recent Transactions

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• Sep 2024 Advised SocialBee in its sale to WebPros
• Jul 2024 Advised Gymdesk in its sale to Five Elms Capital
• Jan 2024 Advised Elevar, Inc. in its sale to Buxton, Inc.
• Jan 2024 Advised iContact in its sale to CVent

Novistra Capital

10 Total Closed Deals

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Recent Transactions

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• Aug 2023 Advised Symbiquest Education in its sale to Whitgift
• Aug 2023 Advised Premium K12 School in its sale to Caspian Education
• Mar 2023 Advised MattsenKumar in its sale to BILL GOSLING Outsourcing
• Dec 2022 Advised InsideOut in its sale to Harte Hanks

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Eight Quarter Advisors

10 Total Closed Deals

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Eight Quarter Advisors (EQA) provides transaction representation to successful and scalable companies that appeal to the institutional buyer markets, but often do not fit the client profile of traditional middle market investment banks. The firm was founded to provide a level of knowledge, experience, and transaction sophistication that is rarely accessible to a market that stands to benefit from it most.

Recent Transactions

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• May 2026 Advised Drilling Mud Direct in its sale to Broadwater Capital
• Apr 2025 Advised Transtec in its sale to Terracon
• Aug 2024 Advised Ozark Steel in its sale to Dakota Holdings
• Jul 2024 Advised Luxxbox in its sale to F&P Equity Partners

Access Global Partners

10 Total Closed Deals

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We advise media companies globally on mergers and acquisitions—both buy-side and sell-side—and specialize in restructuring and strategic options for media, data and information services, and media and technology companies. We use technology, global connections, and marketing intelligence to drive exceptional results for our clients.

Recent Transactions

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• Aug 2023 Advised NJ Hills Media Group in its sale to Foundation for Local Media
• Jul 2022 Advised Multipub in its sale to ePublishing
• Apr 2022 Advised Quartz in its sale to G/O Media
• Mar 2022 Advised Sussex Printing in its sale to O’Rourke Media Group

Falcon Capital Partners, LLC

9 Total Closed Deals

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Falcon is a boutique investment bank focused on providing mergers & acquisitions advisory services. Our expertise includes sell-side advisory and strategic advisory services. Our focus includes healthcare, technology, and commercial & industrial markets. Our clients include business owners, corporations, and private equity and venture capital backed companies. When you partner with Falcon, you can rest assured we will tell your unique business story. Our client-first perspective and expert knowledge-based banking approach enable us to craft and leverage the best strategy for each of our…

Recent Transactions

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• Apr 2018 Advised Professional Management Inc. (PMI) in its sale to AdvantEdge Healthcare Solutions
• Apr 2018 Advised MetroAlert in its sale to Zuercher Technologies
• Feb 2018 Advised ProgenyHealth on an investment from Sunstone Partners
• Jan 2018 Advised Delta Health Technologies in its sale to Salo Solutions

Signet Capital Advisors

9 Total Closed Deals

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Signet Capital Advisors unites an entrepreneurial vision with the experience to turn opportunities into realities. With decades of experience, our principals provide highly specialized knowledge and expertise in distinct disciplines including sell side advisory, buy side advisory, capital raise and debt placement.

Recent Transactions

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• Oct 2023 Advised Confidential Company on an investment from Confidential Company
• Feb 2023 Advised Confidential Company on an investment from Confidential Company
• Feb 2023 Advised Confidential Company on an investment from Confidential Company
• Feb 2023 Advised Confidential Company on an investment from Confidential Company

Invictus Mergers & Acquisitions

9 Total Closed Deals

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Invictus is a privately held Mergers and Acquisitions firm with a focus on serving privately held, middle-market companies. Benefit from our experience, integrity, personalized service, and confidential connections as we guide you through mergers and acquisitions process.

Recent Transactions

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• Aug 2023 Advised Confidential Company on an investment from Confidential Company
• Aug 2023 Advised Confidential Company on an investment from Confidential Company
• Aug 2023 Advised Confidential Company on an investment from Confidential Company
• Aug 2023 Advised Confidential Company on an investment from Confidential Company

XPS Group

9 Total Closed Deals

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XPS Group is a boutique professional services firm specializing in business valuation, M&A advisory, and financing advisory services for primarily privately held businesses on Vancouver Island and the Lower Mainland. Since 2006, we’ve helped owners accurately assess the value of their businesses, grow through strategic acquisitions, obtain debt and equity financing, and maximize returns during a sale.Our experienced team of Chartered Professional Accountants and Chartered Business Valuators provide specialized financial advisory services for business valuations, litigation support, and…

Recent Transactions

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• Aug 2025 Advised Online professional services directory in its sale to Strategic acquirer
• Apr 2025 Advised CMJ Equipment in its sale to Securco
• Mar 2025 Advised Victoria Drains in its sale to Mann Group
• Jul 2023 Advised My-Chosen Cafe & My-Chosen Pizza in its sale to Entrepreneur Group

Windsor Capital

9 Total Closed Deals

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SELLSIDE M&A PROCESSCreating value for founders and their businessesCORPORATE ADVISORY BUY SIDE AND DIVESTITURESOpportunities growing businessesGROWTH CAPITAL RESTRUCTURING CAPITALDeveloping the competitive strategy

Recent Transactions

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• Oct 2025 Advised Florida All Risk Insurance on an investment from United Midwest
• Jul 2025 Advised Building Products of America in its sale to Accent Building Material
• Apr 2020 Advised GT Grandstands (Project Bleachers) on an investment from T Bank
• Aug 2019 Advised RxLive in its sale to PAR, Inc.

Whitehawk Advisory

9 Total Closed Deals

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We work with the management and shareholders of growth-oriented technology companies to achieve their strategic and financial goals. The exceptional client outcomes we produce are the result of extensive prior transaction experience, specific domain expertise and a high level of personal dedication to each engagement. We look forward to beginning a dialogue regarding your objectives.

Recent Transactions

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• Nov 2014 Advised PacWest Consulting Partners in its sale to IHS, Inc.
• Oct 2013 Advised On Center Software, Inc. on an investment from Accel - KKR
• Apr 2012 Advised First Connections Ltd. in its sale to York Telecom Corporation
• Sep 2010 Advised Certain Shareholders of Drillinginfo, Inc. on an investment from Delta-v Capital

International Financial Group

9 Total Closed Deals

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Douglas Cabral, the company's founder, is a results-driven and dedicated professional with extensive experience in business valuation, exit strategies, and implementing real estate & M&A transactions, including the successful sale of the oldest family restaurant in the United States. A skilled negotiator who drives favorable outcomes through strategic planning, stakeholder engagement, and creative problem-solving.He is a proven leader with a track record of fostering collaboration among institutional investors, analysts, and senior management to achieve corporate growth and long-term…

Recent Transactions

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• Mar 2017 Advised Claudio's Restaurant est 1870 in its sale to Private Investor
• Aug 2015 Provided debt financing to Franchise Financing
• Jul 2015 Provided debt financing to Private Restaurant
• Mar 2015 Invested in Food Services

Chicago M&A Advisors, Inc.

8 Total Closed Deals

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Business value will always be established when the right buyers are linked with the right sellers. Chicago M&A Advisors focus on the building sustainable deals that deliver the highest value for all stakeholders. Our process begins with the end in mind with a thorough understanding of owner & management goals.Our experience extends over 25 years of successful entrepreneurial ventures growing, acquiring, merging and divesting businesses as both owners and advisers with a focus on value growth, M&A & converting value into wealth.Typical deals may include accelerating growth through strategic…

Recent Transactions

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• Jul 2019 Advised RV Dealer Network on an investment from RV Retailer
• Nov 2018 Advised Qal-Tek Associates LLC on an investment from Cognitive Capital Partners
• Sep 2018 Advised Cognitive Capital on an investment from Confidential Company
• Jul 2015 Advised Private in its sale to Private Investor

Keva Global Partners

8 Total Closed Deals

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Keva Global Partners is an international advisory firm based in Dallas, Texas. Keva Global provides strategic advisory services for companies seeking growth opportunities in new markets and channels, either organically or through acquisitions. We identify profitable opportunities, provide entry strategies and business insights, and formulate/implement growth strategies. Our principals have over 100 years of combined experience in General Management, M&A, Sales, Marketing, and International Business Development in a variety of industries including food and beverage, retail, manufacturing,…

Recent Transactions

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• Dec 2014 Advised Alpha Transcription in its sale to Trio Consulting
• Jan 2013 Advised Medical Management Strategies in its sale to RCM Equity
• Apr 2010 Advised Tasty Bite on an investment from RC Fontis
• Apr 2010 Advised Caffe Classico Foods in its sale to Private Investor Group

Lakeside Acquisitions

8 Total Closed Deals

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Lakeside Acquisitions is a premier Mergers & Acquisitions Advisory firm with the sole focus of representing owners of privately held businesses who are looking to maximize value on their sale proceeds. When combined with our proprietary process, buyer network, and deal prowess, we routinely deliver results above our clients’ expectations. We are purposefully not a “Jack of All Trades” nor are we industry agnostic. We only take on select client engagements in specific industries where we can add significant value. Clients find that our success fee pays for itself as our deal experience…

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• Apr 2026 Advised Pink Dumpsters in its sale to Pellitteri Waste Systems
• Apr 2026 Advised TOGO Disposal in its sale to GFL Environmental
• Dec 2025 Advised GreenWay Recycling in its sale to Tomorrow Recycling
• Dec 2024 Advised Site Services in its sale to Atlantic OBX

Embarc Advisors

8 Total Closed Deals Actively Sourcing Deals

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We are disruptive M&A Advisory firm founded by ex-Goldman Sachs, ex-McKinsey M&A professional. Goal is to bring Goldman, McKinsey level services to the middle market. We doubled in size in 2023, one of the worst M&A markets in the recent decade. Here is what makes us different Embarc has a unique model that bills hourly like a law firm with no success fee. This aligns our incentives better with sellers. It also allows us to deliver high-quality, high-touch services to a select number of deals without chasing ten deals at the same time. It also means that the overall cost will be much lower…

Recent Transactions

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• Feb 2025 Advised Confidential Company in its sale to Confidential Company
• Jul 2024 Advised Embarc Advisors in its sale to Confidential Company
• May 2024 Advised Confidential Company in its sale to Confidential Company
• Aug 2023 Advised Strata Consulting in its sale to Blue Ally

Lighthouse Business Brokers

8 Total Closed Deals

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Through our years of experience, Lighthouse Business Brokers has established a powerful buyer network with thousands of qualified buyers that covers almost every industry. Our buyer's database is comprised of active professional investors and private equity firms that have been through the acquisition process previously and ensures we get your business in front of thousands of qualified buyers on the first day.

Recent Transactions

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• Mar 2022 Advised Confidential Company on an investment from Confidential Company
• Mar 2022 Advised Confidential Company on an investment from Confidential Company
• Sep 2020 Advised Confidential Company on an investment from Confidential Company
• Sep 2020 Advised Confidential Company on an investment from Confidential Company