Top Managed Health Care M&A Advisory Firms

Generational Group

14 Closed Deals via Axial 768 Total Closed Deals

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About Generational Equity Generational Equity, Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors, Generational Consulting Group, and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading M&A advisory firms in North America. With over 250 professionals located throughout North America, the companies help business owners release the wealth of their business by providing growth consulting, merger, acquisition, and wealth management services. Their six-step approach features strategic and tactical growth…

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• Apr 2026 Advised Confidential Company in its sale to Confidential Company
• Jan 2026 Advised Confidential Company in its sale to Confidential Company
• Jan 2026 Advised Confidential Company in its sale to Confidential Company
• Dec 2025 Advised Kepco, Inc. in its sale to High Performance Metal Finishing

Vista Business Group

4 Closed Deals via Axial 47 Total Closed Deals

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Vista Business Group is a leading mergers and acquisitions firm that specializes in connecting buyers and sellers of businesses in a confidential manner. Based in Kansas, we operate nationally, leveraging our extensive banking experience and in-depth knowledge of financing to provide a seamless transaction process for both parties involved. We are proud to have been ranked #16 on Axial's "Top 25 Investment Banks of 2022" list, further demonstrating our commitment to excellence in the industry.

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• Dec 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2025 Advised Confidential Company in its sale to Confidential Company
• Jun 2025 Advised Confidential Company in its sale to Confidential Company
• Apr 2025 Advised Confidential Company in its sale to Confidential Company

A Neumann Associates, LLC

3 Closed Deals via Axial 44 Total Closed Deals

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A Neumann & Associates, LLC - Middle Market M&A ProfessionalsA Neumann & Associates, LLC is a professional mergers & acquisitions advisory firm headquartered in New Jersey that has assisted business owners and buyers in the business valuation and business transfer process nationwide through its affiliation for the past 30 years. With an A+ Better Business Bureau Rating for 18+ years in a row, and over 5,000 business valuations performed through its affiliations, the company maintains its corporate offices in Atlantic Highlands, NJ approximately 45 minutes south of New York…

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• Jul 2026 Advised Heavy Construction Company (Paving/Concrete) in its sale to Private Investor
• Jul 2026 Advised Drug Testing Services Company in its sale to Private Investor
• Jul 2026 Advised Home Remodeling Contractor in its sale to Focal Point Global LLC
• Jun 2026 Advised Heavy Civil Construction Company in its sale to Essential Holdings LLC

Kratos Capital

3 Closed Deals via Axial 34 Total Closed Deals

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After a decade, we’re proud to say that Kratos Capital. — ensuring that the same values, character and commitment to our clients still guide everything we do. Because we only answer to our clients, we’re free to focus on building long-term relationships and long-term value. Our investment bankers draw on the Kratos Capital way of nurturing enduring relationships, providing unvarnished advice and leveraging our principal mentality. We work with clients of all sizes in many industries in all parts of the country including South America and Canada. For middle market companies who wish to…

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• Sep 2024 Advised Weldon Contractors in its sale to Broadwing Capital
• Sep 2024 Advised MDS Global IT in its sale to HIG Capital / GDT
• May 2024 Advised Palmetto Plumbing Co of Hialeah inc in its sale to Ascension Property Services
• Aug 2023 Advised Premium in its sale to Emerson

TREP Advisors

3 Closed Deals via Axial 31 Total Closed Deals

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TREP Advisors is an sell-side advisory firm focused on succession solutions for business owners worldwide.We know that owners want to understand the future options for their business. We believe the owner succession plan is the single most important business decision an owner will make to achieve the freedom they deserve, which is why we helped owners liquidate more than $140 million in equity from their businesses in 2024.TREP gets 95% of its business via referrals. We are a team of 20 professionals, many of whom have owned their businesses and walked in the owner's shoes. We are…

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• Jan 2026 Advised Confidential Company in its sale to Confidential Company
• Jan 2026 Advised Confidential Company in its sale to Confidential Company
• Aug 2025 Advised Confidential Company in its sale to Confidential Company
• Jun 2025 Advised Confidential Company in its sale to Confidential Company

Eisen Fox & Company

2 Closed Deals via Axial 20 Total Closed Deals

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Eisen Fox is a Milwaukee-based investment bank devoted exclusively to providing expert M&A advisory services to clients engaged in business sales, divestitures and acquisitions. Our deals typically involve companies with $10 to $100 million in revenue.

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• Aug 2024 Advised Confidential Company in its sale to Confidential Company
• May 2024 Advised Confidential Company in its sale to Confidential Company
• Mar 2024 Advised PRG - POP Displays in its sale to Yunker Industries
• Mar 2024 Advised Midwest Overhead Crane Corp in its sale to Confidential Company

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Alden Advisors

2 Closed Deals via Axial 14 Total Closed Deals

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Alden Advisors is a boutique, investment banking firm that recognizes the hidden value of all client assets, both tangible and intangible. By focusing on the Core IP Experience™, our team helps businesses break through the Entrepreneurial Plateau and extract maximum value. https://vimeo.com/168280049We work with shareholders, executives at all levels including C-Suite executives, corporate development professionals, and private equity firms in a range of services, including:Sale or divestitureAcquisition or investmentDue diligenceRestructuringScenario planningSpecial projects or committee…

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• Dec 2025 Advised DataMaster, a Class Valuation Co in its sale to Deckspire
• Jul 2024 Advised Sentient Science in its sale to Radical Possibilities
• Aug 2023 Advised Confidential Company in its sale to Confidential Buyer
• Jul 2023 Advised Tritium Partners in its sale to TEZ

ASA Ventures Group

2 Closed Deals via Axial 11 Total Closed Deals

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ASA Ventures Group supports business owners by reducing their ongoing equity risk and their burden of business ownership. We will take the burden off your shoulders by providing you with a dedicated and knowledgeable growth investment partner so that you may not have to worry about your business growth. Whether you wish to further grow your business or exit your existing business, you can count on our team.

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• Jul 2026 Advised Confidential Company in its sale to Sustainable Billing
• Oct 2025 Advised Confidential Company in its sale to Boyne Capital
• Apr 2024 Advised Confidential Company in its sale to Confidential Company
• Apr 2024 Advised Spectrum Behavioral Therapies in its sale to Optimal Investment Group

ICCG Capital

2 Closed Deals via Axial 5 Total Closed Deals

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Integrated Corporate Consulting Group, Inc. (ICCG) provides intermediary services for an individual purchasing or selling a business, whether it's the transaction to an owner's child, employee, or a general buyer. We know for a business owner the decision to sell a business is typically an emotional, life changing decision that is not to be taken lightly. Cash flow concerns, compliance issues, tax strategies, personal and financial liabilities, and responsibility for loyal and long term employees are all common concerns. ICCG assumes the role of “intermediary” between buyer and seller, so…

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• Apr 2025 Advised Confidential Company in its sale to Confidential Company
• Dec 2021 Advised Confidential Company in its sale to Confidential Company
• Nov 2021 Advised Confidential Company in its sale to Confidential Company
• Jun 2021 Advised Confidential Company in its sale to Confidential Buyer

ACT Capital Advisors

1 Closed Deal via Axial 99 Total Closed Deals

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We Sell Your Business to Empower Your Dreams. ACT Capital Advisors has been helping owners sell their businesses since 1986. Through hundreds of transactions, we’ve developed a strategic process that’s highly effective in closing deals. Unlike other M&A companies that hand you off to various specialists throughout the stages of a sale, you’ll work with one team at ACT, a group of hand-selected individuals familiar with your industry. They’ll be with you from start to finish, working toward your goals and looking out for your best interests.

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• Feb 2026 Advised Green Clean Commercial in its sale to SoftBank Robotics America
• Feb 2026 Advised J.E. McAmis, Inc. in its sale to Orion Group Holdings, Inc.
• Dec 2025 Advised Key Trucking, Inc. in its sale to Estes Logistics
• Aug 2025 Advised Derotic Emergency Equipment in its sale to Speedway, Inc. (dba Amerit Fleet Services)

Vertess Healthcare Advisors, LLC

1 Closed Deal via Axial 77 Total Closed Deals

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VERTESS is a healthcare-focused Mergers + Acquisitions (M+A) advisory firm that helps owners increase their company’s financial value and negotiate the best price when they decide to sell their own company or grow through acquisition. Our expertise spans diverse healthcare and human service verticals, ranging from behavioral health and intellectual/developmental disabilities to DME, pharmacies, home care/hospice, urgent care, dental practices, life sciences, and other specialized services and products. Each VERTESS Managing Director has had executive experience in either launching or…

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• Dec 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2025 Advised Confidential Company in its sale to Confidential Company
• Apr 2025 Advised Confidential Company in its sale to Confidential Company
• Apr 2025 Advised Confidential Company in its sale to Confidential Company

Meritage Partners, Inc.

1 Closed Deal via Axial 43 Total Closed Deals

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Meritage Partners ("Meritage") is a multifaceted advisory firm specializing in mergers and acquisitions, capital advisory, and strategic exit planning, with a focus on the low to mid markets. Our exceptional team boasts a wide range of expertise from entrepreneurs, investment banking, corporate finance, private equity, law, and accounting, collectively amassing over 130 years of experience. With deep-rooted backgrounds in private equity, encompassing roles as investors and trusted advisors, we have actively contributed to transactions exceeding $2 billion in enterprise value.This wealth of…

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• Mar 2026 Advised Confidential Company in its sale to Confidential Company
• Feb 2026 Advised Confidential Company in its sale to Confidential Company
• Jan 2026 Advised Confidential Company in its sale to Confidential Company
• Aug 2025 Advised Confidential Company in its sale to Confidential Company

Mertz Taggart

1 Closed Deal via Axial 32 Total Closed Deals

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The Mertz Taggart DifferenceThe team at Mertz Taggart has successfully completed over 140 healthcare services transactions since 2006. We also have experience owning/operating a health care company, which we believe gives Mertz Taggart a different perspective when representing our clients.From the first contact we have with you as a prospective client, you’ll find our approach differs from that of other M&A firms. We believe that your representation in the sale of a business should be client-centric, and that every step should move you closer to your goal. By taking time to understand…

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• Feb 2025 Advised Jaywalker Lodge in its sale to Confidential Company
• Oct 2024 Advised Evergreen Counseling in its sale to Confidential Company
• Jul 2024 Advised Denver Mental Health Collective on an investment from Riverside Impact Capital
• May 2024 Advised Salveo Counseling Center in its sale to Confidential Company

CRI M&A Advisors

1 Closed Deal via Axial 31 Total Closed Deals

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CRI M&A Advisors, LLC is a mergers and acquisitions focused investment banking firm providing solutions to companies that are:lower-middle market, andtypically generating between $10 million and $250 million in annual salesWe have experience across a broad range of industries including manufacturing, agriculture, healthcare, business services, and energy services, but our clients often hail from other niches, as well. Our entire business model is built around providing real solutions to business owners and executives. That means we do things a little differently than many other investment…

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• Dec 2025 Advised Preferred Fence & Deck in its sale to Hartbrook Development
• Dec 2025 Advised M&J Steel in its sale to Republic Strategic Investments
• Jul 2024 Advised Quality Air in its sale to HVAC Ventures
• Jun 2024 Advised Mechanical Concepts in its sale to Tuckerman Capital

Strategic M&A Advisors, LLC

1 Closed Deal via Axial 28 Total Closed Deals

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Strategic M&A Advisors, LLC ("SMAA") specializes in exit strategies and confidential business divestitures. The members of SMAA have been assisting middle-market business owners during the final stages of the business life-cycle for over two decades in our capacities as lawyers, accountants, corporate risk managers, and businesss advisors.

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• Dec 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2024 Advised Confidential Company in its sale to Confidential Buyer
• Apr 2024 Advised Hotel & Restaurant Supply in its sale to Singer Equipment Company, INC.
• Jul 2023 Advised Heritage Vending, LLC in its sale to Compass Group, USA, Inc.

Caber Hill Advisors

1 Closed Deal via Axial 21 Total Closed Deals

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Caber Hill Advisors is committed to working with business owners so they can successfully fulfill their personal and professional legacies. We serve small and middle market companies, in very specific verticals, who want to either sell their business or make an acquisition. Our firm's innovative approach combines the best elements of the local business brokerage community and the large, very expensive investment banks. The result is that our clients receive individualized attention and expert guidance specific to their industries. Our professionals have all worked in the markets we now serve,…

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• Nov 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2025 Advised CLC in its sale to Confidential Company
• Jan 2025 Advised Gavel in its sale to One10
• Sep 2024 Advised ASD on an investment from N3 Capital

Gleason Advisors

1 Closed Deal via Axial 20 Total Closed Deals

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When closely held, private companies have a need for financial advice – in seeking a liquidity event or when capital needs to be raised, for example – Gleason Advisors acts as a trusted partner to business owners and management. We provide valuable financial and strategic advice throughout the business life cycle.Our service offering at Gleason Advisors allows us to work with businesses facing a wide range of issues and financial challenges. These situations often call on us to leverage our symbiotic relationship with the services of Gleason Experts, where we have deep expertise in…

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• Jan 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2024 Advised Confidential Company in its sale to Confidential Company
• Jun 2024 Advised Confidential Company in its sale to Confidential Company
• Apr 2024 Advised Confidential Company in its sale to Confidential Company

A. Buchholtz & Company, LLC

1 Closed Deal via Axial 20 Total Closed Deals

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A. Buchholtz & Company team members have closed hundreds of transactions.  They have worked in virtually all industries and have served as trusted advisors to many companies when buying or selling their businesses. ​If you are looking for straight-forward, transparent process management and advice on your M&A transaction, A. Buchholtz & Company can help you. Serving small business owners, entrepreneurs, private equity firms and strategic sellers of businesses For transaction sizes of $10 million to $1 billion of value. Particular specialization in media and tech.

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• May 2026 Advised Wood Bros. Industries in its sale to Franklin Electric
• May 2026 Advised RO Superstore & Vistar Water Technologies in its sale to Franklin Electric
• Aug 2024 Advised Integra-Cast Inc. in its sale to Edgewater Funds
• Aug 2024 Advised Confidential Company in its sale to Confidential Company

Bravaldo Capital Advisors

1 Closed Deal via Axial 10 Total Closed Deals

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Bravaldo Capital Advisors is a boutique Atlanta based Mergers & Acquisitions and Corporate Finance Advisory Firm, providing independent economic and financial advice and execution services for lower middle market companies with revenues typically between $10 million and $300 million that are primarily located in the Southeastern United States.We offer a full range of transaction and advisory services, guiding our clients through sell-side transactions and exit strategy planning, growth through acquisition, debt restructuring and corporate recapitalization.Our team has extensive expertise in a…

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• Mar 2024 Advised Controlled Access, Inc. in its sale to Guardian Access Solutions / CenterOak Partnters
• Jul 2023 Advised QCFS Management Group, Inc. in its sale to Accelerated Communications & Construction
• Jul 2023 Advised Precision Blasting, LLC in its sale to Main Drilling & Blasting, Inc.
• Mar 2023 Advised TPI Engineered Systems in its sale to Enviva

Touchstone Advisors

1 Closed Deal via Axial 10 Total Closed Deals

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Touchstone Advisors is a boutique merger and acquisition advisory firm serving the lower middle market (who offers securities through Ceiba Financial, LLC, a member of FINRA/SiPC). We bring decades of experience and our proven four-step process to every transaction. For over 20 years, Touchstone Advisors has provided a combination of hands-on leadership, experienced advisor attention and smooth transactional execution. Our goal is to maximize the value of our client's life's work. 

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• Oct 2024 Advised Altek Electronics, Inc. in its sale to Cyient DLM
• Aug 2024 Advised Confidential Company in its sale to Confidential Company
• Jul 2022 Advised Crane Woodworking in its sale to Northeast Builders Supply and Home Centers
• Jul 2018 Advised Confidential Company in its sale to Confidential Company