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Top M&A Advisory Firms - Axial

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Potomac Business Capital

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 7 Total Closed Deals
Potomac Business Capital, Inc. helps founders and CEO's maximize value and specializes in "Second Bite" transactions. Focused in the lower middle market ($1M - $5M ebitda) our clients often desire current liquidity with greater likelihood of a significant equity upside opportunity.Clients rely on our knowledge of the digital marketing space for pre-deal strategic planning, target identification, creative transaction design and negotiation to produced successful outcomes.SecondBitePodcast.com tells the story of dozens of successful founders and their transaction experience.
Most Recent Transactions
Advisor
Apr 2025
was acquired by
Advisor
Dec 2022
secured investment from
Advisor
Dec 2022
secured investment from
Advisor
Dec 2022
secured investment from

Kasper & Associates

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 6 Total Closed Deals
Kasper & Associates (K&A) was founded in 1984 to fill a void in the merger and acquisition field which was particularly acute in the Fort Worth/Dallas metropolitan area, as well as in North and Central Texas. Our function is to sell medium-sized, privately-owned manufacturing, distribution and service businesses, and to assist potential buyers in finding and acquiring such businesses.Selling prices of such companies range from $700,000 to $35,000,000, with sales revenues from $1,000,000 to $70,000,000. Companies of this size are typically overlooked or simply under-served by Wall Street and…
Most Recent Transactions
Advisor
Nov 2024
was acquired by
Advisor
May 2024
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Advisor
Jan 2020
was acquired by
Advisor
Nov 2016
was acquired by

Masswell Capital

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 6 Total Closed Deals
Masswell Capital works with clients in the Industrial and home services trades industries to gauge value, identify prospective buyers and coordinate the exit. Advising clients on maximize the future value of their business while mitigating risks by tracking and measuring performance, KPI's and binding and mending company weak spots to solidify performance. As well as assisting in planning, preparing, and executing on exits or acquisitions.
Most Recent Transactions
Advisor
Feb 2025
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Advisor
Jan 2025
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Advisor
Mar 2024
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Advisor
Nov 2023
was acquired by

Exit Experts

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 6 Total Closed Deals
We specialize in helping our clients buy and sell small businesses. With over 70 years of combined experience building, operating, and selling businesses, we deeply understand the unique challenges that business owners face during the exit process.Our proven 6-step process is designed to help business owners achieve a successful sale by:           •          Developing effective exit strategies tailored to your…
Most Recent Transactions
Advisor
May 2025
was acquired by
Advisor
Jan 2021
secured investment from
Advisor
Jan 2018
was acquired by
Advisor
Sep 2017
secured investment from

MedWorld Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 5 Total Closed Deals
We are a healthcare mergers and acquisitions firm that specializes in helping small to medium size Medical Device, MedTech, BioTech, BioMed, Life Sciences and HealthCare companies to reach their goals. ​Our M&A consulting experts create value growth for our Mid Market customers and help them take their businesses to the next stage. With over 50 years of relationships in these markets and a true global footprint as a healthcare mergers and acquisitions firm, we can help you be successful in making your goals happen.
Most Recent Transactions
Advisor
Jul 2024
was acquired by
Advisor
Feb 2024
was acquired by
Advisor
Sep 2020
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Advisor
Mar 2020
was acquired by

Mercer Capital

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 5 Total Closed Deals
Mercer Capital is an employee-owned business valuation and financial advisory firm founded in 1982 and serving a diverse and international client base.Our clients range from public to private, from smaller companies to large multi-nationals in a broad range of industries as well as numerous governmental agencies. In a typical year, we complete approximately 500 engagements, many of which include the valuation of complex multi-entity organizations. Client valuations feature a large mix of mid-market entities; however, Mercer Capital enjoys repeat and recurring project work with multi-billion…
Most Recent Transactions
Advisor
May 2024
was acquired by
Advisor
Apr 2024
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Advisor
Apr 2024
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Advisor
Jan 2024
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SGCM Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 4 Total Closed Deals
SGCM Advisors provides both buy-side and sell-side transactional M&A middle-market advisory services. We have a collective 25 plus years experience and success in advising clients on all aspects of M&A, capital-markets and private-equity transactions. Many of our professionals acquired their deal expertise after spending years honing their craft while holding top positions at the SEC, corporate law firms, Wall Street investment banks and in-house with global companies. We offer superb problem-solving skills with the knowledge and expertise to obtain client objectives.…
Most Recent Transactions
Advisor
Oct 2024
was acquired by
Advisor
Sep 2024
secured investment from
Advisor
Aug 2023
was acquired by
Advisor
Apr 2019
secured debt financing from

Shaughnessy Group

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 3 Total Closed Deals
We founded the Shaughnessy Group in 2017 with the purpose to help business owners successfully transition out of their most valued asset, their privately held, lower middle-market company. These sophisticated transactions or “liquidity events” require immense planning, carefully execution and professional selling that only an experienced M&A advisor can provide.We exist to create successful outcomes for our business owner clients, but a big part of our job involves educating the various stakeholders, advisors, intermediaries, and entrepreneurs themselves on what the M&A process…
Most Recent Transactions
Advisor
Nov 2024
was acquired by
Advisor
Jul 2024
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Advisor
Dec 2020
was acquired by

Trinity Transaction Advisory

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 3 Total Closed Deals
Since 2002, Trinity Transaction Advisory, a lower middle market M&A (Mergers and Acquisitions) transaction advisory firm, has been assisting owners and shareholders of privately held companies, with annual revenues over $5,000,000, in planning and executing customized exit solutions. The company was founded with a unique concept in mind: providing superior options over the traditional broker model; implementing solid exit solutions; substantially improving our clients’ chances of selling, while increasing business value to our clients. Business owners expect candid…
Most Recent Transactions
Advisor
Aug 2023
secured investment from
Advisor
Oct 2022
secured investment from
Advisor
Mar 2019
secured investment from

Exit This Way Consulting

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 3 Total Closed Deals
Exit This Way Consulting is a Mergers and Acquisitions advisory firm specializing in private lower mid-market transactions up to $100MM in Canada. We are experts in valuating businesses using approved methods and market based techniques including; critical analysis of corporate financial reports, industry trends, and other market indicators that enhance and drive the values of companies.
Most Recent Transactions
Advisor
Nov 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by

JT Wallace Investments

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
JT Wallace Investments is a boutique investment bank started in 2020. It has had $1.8B in advisory engagements, leveraging its best-in-class investor network of over 400 warm relationships with large family offices, funds, sovereign wealth funds, and private credit.
Most Recent Transactions
Advisor
Mar 2024
secured investment from
Advisor
Feb 2024
was acquired by

Northern Mergers and Acquisitions Corporation

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
Northern Mergers and Acquisitions Corporation is a provider of M&A advisory services to small to mid-sized North American businesses. Northern assists shareholders and management in successfully selling their existing business or acquiring other attractive businesses – always with the ultimate goal of maximizing shareholder wealth. Northern provides a full range of professional advisory services tailored to meet the specific needs of each client. We are dedicated to professional excellence, unsurpassed personal service, and uncompromising ethical standards.  Our services encompass all…
Most Recent Transactions
Advisor
Jun 2024
was acquired by
Advisor
Dec 2023
secured investment from

ThielGroup, LLC

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
Located in the Albany, NY Capital Region, ThielGroup, LLC is a business sales, valuations and consulting firm - helping business owners achieve successful exits and counseling business buyers to find and analyze business opportunities. OUR SERVICESBusiness BrokerageMerger & AcquisitionsRetained Buy ServicesCertified Business ValuationsOpinion of Market ValuesDeal ConsultingOUR CLIENTSBuyersSellersCPAsAttorneysMEMBERSHIPSMerger & Acquisition Source (Board of Directors)National Association of Certified Valuators and AnalystsInternational Business Brokers AssociationWe work with…
Most Recent Transactions
Advisor
Nov 2024
was acquired by
Advisor
May 2022
was acquired by

Tennessee Business Brokers

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
Privately owned boutique business brokerage firm also serving lower Middle Market companies in the sale of their privately owned companies. Corporate offices in Nashville TN but also serving all adjacent states. All industries. Exit planning services available. Commercial Real Estate services (with business sale). Area expertise in professional services, healthcare, medical, manufacturing, and commercial services.
Most Recent Transactions
Advisor
Jan 2024
was acquired by
Advisor
Oct 2020
was acquired by

Pasadena Private

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
Pasadena Private is a boutique multi-family office handling the distinct financial needs of affluent families. Our suite of in-house services provides clients with access to experts and financial solutions that address most time sensitive needs. Pasadena Private is comprised of five primary lines of business that include portfolio management, commercial lending, retirement solutions, mergers & acquisitions, and property management. Additionally, our clients have access to direct investments sourced and managed by Pasadena Private in the categories of private loans, real…
Most Recent Transactions
Advisor
Aug 2024
was acquired by
Advisor
Nov 2023
was acquired by

Hedman M&A Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
Hedman M&A professionals are skilled and experienced at working with business owners and corporate management who are considering merging, acquiring or selling their businesses. Our professionals help to define the goals of their exit or acquisition strategy, identify a value for the entity being transacted and then, when appropriate, secure competitive financing. Hedman M&A advisory services include: · Investment banking, including both sale and purchase transactions· Financing and loan brokering· Business valuations· Exit or Succession Planning Our unbiased in-depth knowledge and…
Most Recent Transactions
Advisor
Feb 2025
was acquired by
Advisor
Sep 2023
was acquired by

GW Partners

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
GW Partners is a unique firm that combines the best elements of operational consulting, financial management, strategic planning and M&A Advisory services to partner with consumer brands to transform them into far more valuable and coveted strategic acquisition targets.
Most Recent Transactions
Advisor
Aug 2024
secured investment from
Advisor
Apr 2020
was acquired by

PivotPoint Company

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
PivotPoint Company is a M&A Advisory firm. We work closely with business owners to execute business sales and acquisitions. Our focus is on businesses from over $2 million in sales to $100 million or more. We work are industry agnostic and work throughout the U.S.
Most Recent Transactions
Advisor
May 2022
secured investment from
Advisor
Nov 2021
secured investment from

Rainwater Business Advisors LLC

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
A lower-mid market mergers and acquisitions firm. Rainwater is heavily focused on representing sell-side business owners looking to sell their company and be effective in managing those funds with a solid succession strategy.
Most Recent Transactions
Advisor
Sep 2024
was acquired by
Advisor
Apr 2023
secured investment from

Optima Mergers & Acquisitions, LLC

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
The Optima Team serves to provide you with a current-market valuation of your enterprise. As experienced and active allocators, we have transparency into current transactions taking place in your industry.  Our extensive Real-Time Valuation is independent of any decision to engage Optima to sell your business.
Most Recent Transactions
Advisor
Feb 2025
was acquired by

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