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Mortgage Broker M&A Advisory Firms - Axial

Members (191 results)

Generational Equity

M&A Advisory Firm
  • 10 Closed Deals via Axial
  • 587 Total Closed Deals
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 2024
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Mar 2024
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Mar 2024
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IT ExchangeNet

M&A Advisory Firm
  • 4 Closed Deals via Axial
  • 30 Total Closed Deals
We represent and unlock the value of MSPs, ISVs, VARs, and cloud service providers.Founded in 1998 by technology CEOs and M&A professionals, IT ExchangeNet (ITX) has the most comprehensive network of buyers for sub $30M IT businesses in the industry. We follow a disciplined and highly targeted process, connecting sellers with buyers to close deals within 140 days.​IT ExchangeNet focuses exclusively on smaller IT-enabled businesses that are historically ignored by investment banks and M&A advisors. We are at our best when representing founders and owners who seek to unlock the value they've…
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Advisor
Dec 2023
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Dec 2023
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Nov 2023
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Aug 2023
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Murphy Business & Financial Corporation

M&A Advisory Firm
  • 2 Closed Deals via Axial
  • 33 Total Closed Deals
Whether you are seeking to sell, acquire or optimize the performance of a middle market enterprise there is really only one place you can go to reliably realize superior results: Murphy Merger & Acquisition Advisors. What’s The Difference That Makes The Difference? A totally client-centric organization laser focused on intimately understanding our client’s unique needs and mission critical objectives – human considerations – telling it like it is – doing the right thing without compromise – being creative and relentlessly pursuing the achievement of our client’s goals in a…
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Advisor
Apr 2024
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Vista Business Group

M&A Advisory Firm
  • 2 Closed Deals via Axial
  • 28 Total Closed Deals
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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Advisor
Aug 2023
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Aug 2023
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Aug 2023
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Sunbelt Business Brokers - Milwaukee

M&A Advisory Firm
  • 2 Closed Deals via Axial
  • 18 Total Closed Deals
We are an elite division of Sunbelt, the largest organization of business brokers and M & A professionals in the world. With our four offices in Minneapolis, Minnesota; Chicago, Illinois; and Milwaukee, Wisconsin, our local experts put Sunbelt's global reach to work for you. The business brokers and M & A intermediaries in Sunbelt Midwest, consistently rank in the top performers of Sunbelt International. Because of this team's expertise, it has been trusted with coordinating all of the national franchisor relationships for Sunbelt (the only organization able to offer such service).Because of…
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Advisor
Mar 2024
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Mar 2024
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Feb 2024
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Feb 2024
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Ryco Advisors

M&A Advisory Firm
  • 2 Closed Deals via Axial
  • 2 Total Closed Deals
At Ryco Advisors, our professionals have the skills and experience it takes to successfully manage and execute deals for our clients. We have years of experience advising clients on sale and acquisition transactions, as well as consulting for businesses across a variety of industries, from small businesses to billion-dollar companies. But perhaps most importantly, we understand the challenges of running and exiting a business because we’ve been in exactly the same position as you. We draw on our expansive past experiences to provide sound advice to our clients, treating every business as if…
Most Recent Transactions
Advisor
Oct 2020
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Advisor
Jul 2020
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MergersCorp M&A International

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 27 Total Closed Deals
MergersCorp™ M&A International is a leading Lower-Middle Market M&A advisory brand, offering professional M&A services to clients across the world.We offers investment banking and deal advisory services, mergers and acquisitions, origination, execution, research, private capital, and family office services.We provide a range of investment banking services to lower-mid-market businesses: deal execution, deal origination, valuation of assets, business plans and financial modelling, Capital raising, debt raising and private equity financing, Debt restructuring, Exit strategy…
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Feb 2024
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Sep 2023
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Sep 2023
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Aug 2023
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Alden Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 13 Total Closed Deals
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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Aug 2023
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Jul 2023
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Sep 2022
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Advisor
Oct 2021
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Bravaldo Capital Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 11 Total Closed Deals
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…
Most Recent Transactions
Advisor
Jul 2023
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Jul 2023
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Jul 2023
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Jul 2023
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Mountain Summit Advisors LLC

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 10 Total Closed Deals
Mountain Summit Advisors is a specialty firm focused on mergers and acquisition of primarily healthcare technology and services firms.Mountain Summit Advisors (MSA) was founded in 2012 by principals that have had extensive experience in the world of Healthcare IT products and services. These Healthcare senior executives have built firms organically and through acquisition. By buying and selling firms over the past 30 years, the MSA executives bring a unique operational “hands on” perspective to the marketplace.Mountain Summits Advisors unique approach is to assist a firm to prepare for…
Most Recent Transactions
Advisor
Jul 2023
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Jul 2023
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Jul 2023
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Jul 2023
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Apex Business Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 6 Total Closed Deals
Apex Business Advisors offers a complete business sales, merger, and acquisition service. Our experience is critical to a business owner or buyer who needs our guidance in completing a successful transaction. We have been in the industry since 1998 and have successfully completed hundreds of transactions. Our professionals hold various licenses and professional certifications such as Series 7 and 66, CBI, CPA, Real Estate, Life and Health Insurance, and MBAs. We have relationships with professional advisors outside of our organization that can assist in business sale strategy or resources…
Most Recent Transactions
Advisor
Feb 2023
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Advisor
Oct 2022
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Advisor
Dec 2012
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Advisor
Dec 2012
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Mart Partners

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
Mart Partners 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.
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Advisor
May 2022
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Advisor
Nov 2021
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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.
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Advisor
Jan 2024
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Advisor
Oct 2020
was acquired by

Gentry Company

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Gentry Company is an experienced business brokerage firm providing assistance to both sellers and buyers. Gentry Company started as a consulting organization in 1999, providing industrial firms with strategic planning, project development, divesture and acquisition assistance. Since 2002, Gentry Company has also operated as a business broker and is affiliated with Brokers Network Group. Unlike most business brokers, Gentry Company is focused on a particular business segment: industrial manufacturing, distribution and service firms. Typically, we work with businesses with sales between $1…
Most Recent Transactions
Advisor
Sep 2021
was acquired by

ThielGroup, LLC

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
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
May 2022
was acquired by

Clariti Strategic Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Founded and led by advisory and operating veteran Rahul Suri, our team includes highly experienced leaders in investment banking, public and private assets and strategic counsel. We are trusted advisors to our clients, including corporations, financial institutions, government bodies, business owners, entrepreneurs and operators.
Most Recent Transactions
Advisor
Mar 2021
was acquired by

Shaughnessy Group

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Aiding shareholders, directors, entrepreneurs, and executives through the business life cycle; buying, financing, and selling their Canadian business.
Most Recent Transactions
Advisor
Jan 2021
was acquired by

Sunstate Business Brokers

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Sunstate Business Brokers are Florida-based specialists in mid-market business sales & acquisitions and small business brokerage. Selling a business is a sophisticated and often complicated process that requires the skills of an experienced intermediary. Integrity, competence and tenacity, the ability to effectively work with both Buyers and Sellers as well as attorneys, accountants and lenders are essential traits to look for when choosing a broker to represent your interests. If you are considering selling your business or if your succession planning consists of a potential change of…
Most Recent Transactions
Advisor
Oct 2016
was acquired by

Pasadena Private

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
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 estate, and early…
Most Recent Transactions
Advisor
Nov 2023
was acquired by

Smith Holland Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Smith Holland is a different type of middle market M&A advisory firm. Based out of Chicago, we believe results should come before fees and maximizing shareholder value for clients is at the core of everything we do. Every Smith Holland advisor knows how stressful and unpredictable the M&A process can because we have all personally started, operated and sold businesses of our own, which gives us an added layer of transactional insight that can’t be learned in the classroom. The risks are always higher on the sell-side of the deal and that’s why every Smith Holland M&A transaction is led by…
Most Recent Transactions
Advisor
Aug 2020
was acquired by

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