Top Massachusetts M&A Advisory Firms

Exit Boston

2 Closed Deals via Axial 23 Total Closed Deals

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Our primary focus is representing the owner(s) of closely held businesses with EBITDA of $2.5-$18Million.Experience shows 76% of successful Lower Middle Market firms are not prepared to go to market. They were built to create a great Lifestyle, not built to sell. Our engagement focuses first on staging the business for a successful sale, then bring them to market utilizing our proven proprietary tools helping to identify weaknesses buyers will perceive, and thus where value will leak. We properly prepare our clients as we position and introduce them to the right buyer segment suitable to…

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• Sep 2025 Advised Maher Water Services in its sale to Grey Wind Capital
• Sep 2025 Acquired Internal Transfer
• Sep 2025 Acquired Internal Transfer
• Sep 2025 Acquired Internal Transfer

The Vann Group

2 Closed Deals via Axial 18 Total Closed Deals

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The Vann Group provides strategic consulting and transactional advisory services to the owners of small/mid-size privately held businesses that are looking to create, maximize and realize the unlocked value in their companies.

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• Oct 2025 Advised The Snell Group in its sale to Applied Technical Services
• Aug 2025 Advised VSS in its sale to Confidential Company
• Aug 2025 Advised Green Stamp in its sale to Confidential Company
• May 2025 Advised Leipold in its sale to Confidential Company

Consensus Advisors LLC

1 Closed Deal via Axial 13 Total Closed Deals

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Consensus has broad experience advising retail and consumer products companies undergoing significant transformations to their business models. Our professionals have decades of relevant industry experience representing and advising companies, entrepreneurs, investors, creditors and lenders in financial and brand equity transactions.

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• Aug 2023 Advised Moda Operandi in its sale to Investor Group
• Aug 2023 Advised Concept Agritek on an investment from Lineage Capital
• Aug 2023 Advised Annie Selke in its sale to Francisco Partners
• Jun 2023 Advised LTD Commodities in its sale to ASC Brands, LLC

Masswell Capital

1 Closed Deal via Axial 9 Total Closed Deals Actively Sourcing Deals

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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.

Recent Transactions

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• Dec 2025 Advised Confidential Company in its sale to Confidential Company
• Oct 2025 Advised Confidential Company in its sale to Confidential Company
• Sep 2025 Advised Confidential Company in its sale to Confidential Company
• Feb 2025 Advised Confidential Company in its sale to Confidential Company

MedWorld Advisors

1 Closed Deal via Axial 5 Total Closed Deals

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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.

Recent Transactions

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• Jul 2024 Advised Arc Laser in its sale to Afinum
• Feb 2024 Advised Confidential Company in its sale to Confidential Company
• Sep 2020 Advised Confidential Company in its sale to Silver Peak Partners
• Mar 2020 Advised Airon Corporation in its sale to GE Healthcare

Carpenter Hawke & Co.

1 Closed Deal via Axial 16 Total Closed Deals

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Carpenter Hawke & Co was established in 1991 to provide sell-side advisory services to privately held businesses with enterprise values between $1 million to $50 million. OUR Business Is Selling YOUR Business, CONFIDENTIALLY!Personal integrity and professionalism govern our performance with the utmost consideration given to our clients' best interest. Our reputation and specialized approach to transactions have earned us the respect of the many clients we have served over the years. Our experience and knowledge of the appropriate steps enable us to provide strategy and plan formulation to…

Recent Transactions

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• Nov 2021 Advised Permit Puller in its sale to Porch Group
• Mar 2020 Advised LJM Packaging Company on an investment from UNIFIED 2 Global Packaging Group
• Jan 2020 Advised Chapman Moser Funeral Service, Little Falls , NY on an investment from Houghtaling & Smith /Gray-Houghtaling & Smith Funeral Homes New York
• Jan 2020 Advised Shaker Workshops, Massachusetts on an investment from Tappan Chairs

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Trudeau & Trudeau Associates, Inc.

1 Closed Deal via Axial 15 Total Closed Deals

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The FirmTrudeau & Trudeau Associates, Inc. (T&T) is a M&A advisory firm that provides merger and acquisition and strategic consulting services to client companies and private equity groups. Since their founding in 1982 by the Trudeau brothers, the firm’s philosophy has been to bring an organized and systematic approach to merger and acquisition transactions for their clients. The Trudeau brothers are still active partners providing their clients and colleagues with the experience of having successfully completed hundreds of transactions. Since inception, out-of-the-box thinking…

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• Jan 2023 Advised Elmer Buchta Trucking, LLC in its sale to Transport Acquisitions, Inc.
• Dec 2021 Advised Lanier Color Company in its sale to Teknor Apex Company
• Nov 2010 Advised Sarlink in its sale to Teknor Apex
• Aug 2007 Advised Madison Media Institute in its sale to American Higher Education Development

Progress Partners, Inc.

55 Total Closed Deals

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Progress Partners is a Boston and New York City-based boutique advisory firm providing M&A advisory and corporate finance strategy to leading technology companies. Since 2002, Progress Partners has aimed to work with exceptional entrepreneurial teams on solutions for growth. Each process is customized to the needs of each client and what their objectives are: thinking through and evaluating all elements of operations, business model, sales strategy, client diversification, partnership formation, talent acquisition, and marketing. The firm operates at the intersection of process and market…

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• Apr 2019 Advised Kinema Systems in its sale to Boston Dynamics
• Apr 2019 Advised iQ Media in its sale to 4C Insights
• Apr 2019 Advised Vyze in its sale to Mastercard
• Nov 2018 Advised Massive Interactive in its sale to Deltatre

PSMJ Resources, Inc.

32 Total Closed Deals

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PSMJ Resources, Inc. is the world’s leading authority, publisher, and consultant on the effective management of architecture, engineering, and construction firms. With offices in the United States as well as the United Kingdom and Australia, PSMJ offers over 150 titles in book, audio, and video format. In addition, the company publishes several monthly periodicals and delivers dozens of seminars, roundtables, conferences, webinars, and in-house training sessions every year for A/E/C professionals around the world. PSMJ’s sought-after consulting expertise covers a range of critical…

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• Dec 2015 Advised Holm, Blough and Company in its sale to Morrison-Maierle
• Dec 2015 Advised T.V. John & Son Inc. in its sale to Symbiont Science
• Nov 2015 Advised Wilson Architectural Group in its sale to Dewberry
• Sep 2015 Advised DPC Engineering in its sale to LaBella Associates

733Park

21 Total Closed Deals

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733Park is a boutique M&A advisory firm for payments, fintech, SaaS, and AI companies with $5 million to $350 million in enterprise value. Founded and led by Lane Gordon, the firm brings 25+ years of payments M&A expertise and has facilitated more than $10 billion in transaction volume across 209+ deals.The practice covers sell-side advisory for founders selling payment processors, ISOs, merchant portfolios, fintech platforms, vertical SaaS, and AI companies; buy-side advisory for strategic acquirers and private equity firms sourcing acquisitions in payments and software; and…

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• Jul 2026 Advised ReliantPay in its sale to Alipse Payments
• Dec 2025 Advised GeniusVets in its sale to ProSites
• May 2025 Advised Infinity Data in its sale to Alipse Systems
• Nov 2024 Advised etreem in its sale to BillGO

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.

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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

NorthEast Business Advisors LLC

6 Total Closed Deals

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NorthEast Business Advisors is a Mergers and Acquisitions advisory firm that maximizes the value and accelerates the sale of small and middle market businesses. We specialize in advising, evaluating and selling businesses, and have advised hundreds of business owners across many industries on the successful sale of their businesses.

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• Feb 2024 Assisted Confidential Company in securing debt financing from Confidential Company
• Apr 2023 Advised Confidential Company on an investment from Confidential Company
• Nov 2020 Advised Confidential Company on an investment from Confidential Company
• Nov 2020 Advised Confidential Company on an investment from Confidential Company

New England Business Exchange

4 Total Closed Deals

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Mr. Whorf is a founder of New England Business Exchange. John has completed more than 100 transactions and related engagements globally for both private and publicly traded companies aggregating over $1 billion in transaction value.

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• Jul 2023 Advised NM Beale, Inc in its sale to Steris Corporation
• Dec 2022 Advised Confidential Company on an investment from Confidential Company
• Oct 2014 Advised Onaroo Brands in its sale to Patch Products
• Dec 2002 Advised Commonwealth Sprague Capacitor, Power Systems Division in its sale to Eaton Corp

Cunningham & Associates, LLC

4 Total Closed Deals

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Cunningham & Associates is a strategic tax, accounting, and transaction advisory firm focused on maximizing enterprise value and optimizing outcomes for business owners and sophisticated stakeholders. Since 1992, our 30+ person team—supported by more than 25 professional designations—has advised over 5,000 clients nationwide, helping preserve and redeploy more than $6 billion in capital through proactive tax and financial strategies.While our work begins with tax, it is ultimately centered on value creation and realization. We partner with growth-oriented businesses and their…

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• Oct 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2025 Advised Confidential Company in its sale to Confidential Company
• Feb 2025 Advised Confidential Company in its sale to Confidential Company
• Dec 2024 Advised Confidential Company in its sale to Confidential Company

Covington Associates LLC

3 Total Closed Deals

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Covington Associates is a specialty investment banking firm. Covington Associates was founded more than twenty years ago on the belief that middle market clients deserve the same level of professional attention and experience traditionally given only to much larger companies. Our mission is to help our clients realize the best possible outcome for their company by providing honest, objective, and straightforward advice. We will not sacrifice our integrity for the sake of completing a transaction.Our firm offers advisory services in the areas of mergers and acquisitions, capital raising,…

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• Jul 2011 Acquired Chase Corporation
• Apr 2011 Advised ImpactRx in its sale to Symphony Technology Group
• Jan 2011 Advised Rock of Ages Corporation in its sale to Swenson Granite Works

Pension & Wealth Management Advisors, Inc.

3 Total Closed Deals

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Pension & Wealth Mergers & Acquisitions offers an alternative approach to selling and acquiring a business. We run a very rigorous and prescriptive approach to make sure we understand our client’s value position and how it aligns with prospective buyers. This approach assures that we’re getting the maximum value for the deal. Our Primary focus is sell-side engagement, capital raise, and add-on acquisitions. We provide these services in support of private equity, family offices, and private business owners.

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• Oct 2024 Advised Pinnaql on an investment from 3 Boomerang Capital
• Oct 2023 Assisted Confidential Company in securing debt financing from Confidential Company
• Sep 2022 Advised Confidential Company on an investment from Confidential Company

MOK Capital Advisors

3 Total Closed Deals

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MOK Capital Advisors (MOK) provides both sell-side and buy-side advisory services for lower middle market companies doing $2 million-$100 million in revenue. MOK specializes in the health, fitness and wellness sectors. With almost 20 years of merger and acquisitions experience, MOK provides expert guidance throughout the entire acquisition or sale process.The firm was founded by Michael O'Koomian. Mr. O'Koomian began his professional career working for two global management consulting firms. As a management consultant, he was team leader on numerous consulting engagements for many Fortune 500…

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• Apr 2019 Advised Confidential Company on an investment from Confidential Company
• Mar 2018 Advised Confidential Company on an investment from Confidential Company
• Mar 2018 Advised Confidential Company on an investment from Confidential Company

Bowen Advisors, Inc.

2 Total Closed Deals

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Founded in 2002 and headquartered in Boston, Bowen Advisors is a leading investment banking advisory firm dedicated to serving the corporate finance needs of emerging and established technology companies. We provide sellside and buyside M&A, private placement and strategic advisory services to leading technology companies across a range of sectors and geographies.Bowen Advisors provides each client with a unique, strategy-driven approach designed to maximize successful outcomes. Our proven execution skills, complemented by deep domain knowledge and industry contacts, directly benefit each…

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• Nov 2021 Assisted Confidential Company in securing debt financing from Confidential Company
• Nov 2020 Assisted Confidential Company in securing debt financing from Confidential Company

Briggs Capital, LLC

2 Total Closed Deals

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A Mergers & Acquisition advisory firm providing value creation and specializing in low- to mid-market companies in manufacturing & distribution, consumer products, technology, and business service sectors. Whether you want to sell your business, buy a business, or seek growth capital, BRIGGS provides insightful analysis and proven investment banking expertise are critical to unlocking the full value of your asset. BRIGGSis an investment bank servicing low- to mid-market companies. At BRIGGS we take a distinctly strategic approach to mergers & acquisitions, with decades of transaction…

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• Jun 2024 Advised Confidential Company in its sale to Confidential Company
• Aug 2011 Advised Cadec Global in its sale to Blackbern Partners

Morrissey Goodale

1 Total Closed Deal

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Morrissey Goodale is a specialized management consulting and research firm exclusively serving the architecture, engineering, and environmental consulting industries. We have helped hundreds of clients transform and grow their design and environmental companies into high-level performers through strategic planning, mergers and acquisitions, marketing consulting, and executive search. Our principals and lead consultants have worked with design and environmental firms of nearly every type and size—from local, single-discipline firms to multi-discipline, multi-office international giants. Our…

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• Feb 2019 Advised Confidential Company on an investment from Confidential Company