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Multi-line Insurance M&A Advisory Firms - Axial

Members (225 results)

ACA Partners

M&A Advisory Firm
  • 2 Total Closed Deals
Providing clients M&A advisory services though out the US and Canada. Specializing in sell side representation of privately held businesses with revenues of $2.5 Million and $50 Million.
Most Recent Transactions
Advisor
Sep 2023
secured investment from
Advisor
Oct 2020
secured investment from

Blue Sky Business Resources

M&A Advisory Firm
  • 2 Total Closed Deals
Blue Sky Business Resources is a mergers and acquisition firm based in Salt Lake City, UT focused on closely held private businesses and large corporations looking to grow or transition through acquisition. As a boutique firm we offer tailored services meeting the goals of our clients by delivering expert advice, senior level attention and transaction experience.
Most Recent Transactions
Advisor
Dec 2022
was acquired by
Advisor
Dec 2021
was acquired by

Kaufman Rossin

M&A Advisory Firm
  • 2 Total Closed Deals
We provide professional services to businesses and their leaders, offering experienced guidance and strategic planning at every stage of business growth—from start-up to succession. We personally serve entrepreneurial, public, non-profit and individual clients.We have over 400 employees providing traditional accounting, audit and tax services, and business, risk and forensic advisory services. But more than that, we’re focused on bringing our clients joy—minimizing stress, opening up new possibilities, and making life sweeter.
Most Recent Transactions
Advisor
Jun 2023
was acquired by
Advisor
Jun 2023
secured debt financing from

IMG Business Advisors

M&A Advisory Firm
  • 2 Total Closed Deals
Michael Givner founded IMG Business Advisors in 2013 after spending 16 years working for large investment banks, most of that time with Jefferies Group. IMG specializes in business sales and exit strategies for small business owners. The lower end of the M&A middle market, companies with annual revenues from $5 to $50 million, is their focus with clients across a wide array of industries. Whether advising on the sale of a family-owned business or assisting a growth-minded company with acquisition and expansion, Michael and his teams’ services are tailored to the individual needs of each…
Most Recent Transactions
Advisor
Jun 2022
secured investment from
Advisor
Jun 2022
secured investment from

Eisner Advisory Group LLC

M&A Advisory Firm
  • 2 Total Closed Deals
EisnerAmper’s Transaction Advisory Services Practice assist investors and lenders navigate complex transactions, whether buying, selling or restructuring a business. Our professionals have decades of experience advising clients in every aspect of the transaction, and we effectively deliver insights and actionable information of the deal drivers, strategic objectives and key value considerations to assist with your financial, tax and IT due diligence needs.
Most Recent Transactions
Advisor
Jul 2021
secured investment from
Advisor
Nov 2020
secured investment from

Front Runner Consulting, LLC

M&A Advisory Firm
  • 1 Total Closed Deal
Front Runner Consulting, LLC is an M&A intermediary for MBO executives and companies seeking capital. About Front Runner Consulting, LLC Front Runner Consulting® started as an executive search business. Client-customers include turnaround and restructuring firms, finance companies providing advisory service, private equity groups, law firms, and investment bankers. Prior to starting Front Runner Consulting, Dave Marx was the number one recruiter within his office for one of the world's largest executive search firms. Business Recruiter Because Front Runner Consulting works with business…
Most Recent Transactions
Advisor
Jun 2014
was acquired by

Sunbelt Business Brokers - Miami Valley

M&A Advisory Firm
  • 1 Total Closed Deal
Looking to sell or buy a business? The Brokers and Intermediaries at Sunbelt Business Advisors of Miami Valley offer a variety of professional services and conduct them with the highest level of professionalism, integrity and confidentiality. Our clients benefit from the diversity of our expertise and our ability to eliminate the day to day distractions that can arise when selling or buying a business. Our transactions have been in a number of industries including manufacturing, distribution, services, retail, and IT/Software within the Greater Dayton and Cincinnati marketplaces.Sunbelt…
Most Recent Transactions
Advisor
Jul 2014
was acquired by

Business Acquisitions, Ltd.

M&A Advisory Firm
  • 1 Total Closed Deal
The Business Acquisitions by Aprio team has been helping business buyers and sellers achieve their objectives since 1986. Our knowledgeable, licensed professionals have extensive experience in business sales, mergers and acquisitions as well as industry experience in finance, business ownership, marketing, sales and corporate management. We understand the complexities involved in the change in business ownership. We specialize in the sale of privately held companies in Colorado and the Rocky Mountain region. These companies include manufacturing, wholesale distribution, service and retail.…
Most Recent Transactions
Advisor
Dec 2012
was acquired by

Potomac Business Group, Inc.

M&A Advisory Firm
  • 1 Total Closed Deal
POTOMAC BUSINESS GROUP (PBG) is a global consulting firm with a specialty in investment banking. We provide a multi-faceted range of business services — acting as advisor and broker across various industries. Our foundation is based on a strong partnership with our clients to achieve their vision.Knowledge, Dedication, Experience, Integrity, Professionalism. Five key strengths that we have built over nearly a half-century. Together, these components provide you a road map to success.
Most Recent Transactions
Advisor
Nov 2022
secured investment from

Segment Capital Advisors

M&A Advisory Firm
  • 1 Total Closed Deal
Segment Advisors provides:i) Capital raising services for companies looking for $2-20mm of equity or debt capitalii)  Deal sourcing services for Private Equity firms and Family Officesiii) Sell-Side M&A services for middle market businessAdditionally, Segment Advisors assists family offices and entrepreneurs and through its specialized consulting services.  Segment Advisors helps fix the information and relationship gap that exists when business owners look to secure an agent to raise capital or sell their business. Segment serves as a consultant connecting business owner clients with…
Most Recent Transactions
Advisor
Apr 2018
secured investment from

Hanna Business Advisors

M&A Advisory Firm
  • 1 Total Closed Deal
Hanna Business Advisors focuses on assisting in the sale or acquisition of businesses. We work with quality "Main Street" businesses through the middle market. Our team of 5 advisors all have direct operating experience with small businesses and have acquired and/or sold businesses for their own account. Our firm is a part of Hanna Commercial, a leading commercial real estate brokerage firm with locations in 7 states. We are all a part of Howard Hanna Residential Services, one of the largest residential real estate companies in the country with over 15,000 agents operating in 12 states.
Most Recent Transactions
Advisor
Feb 2024
secured investment from

Astor Walker & Co.

M&A Advisory Firm
  • 1 Total Closed Deal
Astor Walker & Co. is a full service M&A Advisory firm with global reach, in-depth market insight and broad execution capabilities. We are the trusted advisor to top decision-makers and help our clients achieve superior outcomes by providing thoughtful, caring advice while acting with honor and integrity. ServicesWe guide clients through the complex financial and strategic challenges that they face during each stage of their business life cycle. As a leading advisory-focused independent Advisory Firm, we are able to serve as a trusted advocate to our clients across a number of…
Most Recent Transactions
Advisor
Dec 2023
secured investment from

Balius Advisors

M&A Advisory Firm
  • 1 Total Closed Deal
Balius Advisors is a Mexico City-based independent merchant advisory firm focused on corporate finance, and principal investments.Our team has over six decades’ of combined investment banking and direct investment experience. Our principals have held senior management positions at local and international institutions, have invested in successful ventures, and have worked together in a number of deals over the last two decades. We focus on the regional market supporting both local clients and international investors looking to manage their positions both in Mexico and the region. While…
Most Recent Transactions
Investor
Sep 2021
invested in

CRES Corp. International

M&A Advisory Firm
  • 1 Total Closed Deal
CRES Corp International provides M&A Advisory and Investment Banking services to second-stage companies in Florida and throughout the East coast up thru the North East. We focus on lower middle market companies, typically with Revenues between $5 mil and $50 mil, EBITDA between $750k and $5 mil, and enterprise value up to $50 million. The businesses are typically still founder owned with no previous institutional money.We prefer to work with entrepreneur-friendly investors that are focused on executing fair and reasonable transactions with founders to create win-win scenarios.
Most Recent Transactions
Advisor
Nov 2022
secured investment from

Vepeca LLC

M&A Advisory Firm
  • 1 Total Closed Deal
M&A advisory services.Credit and special situation investments.Our team provides consulting services to entrepreneurs, family offices and corporations facing challenges relating to M&A, credit and special situation investments opportunities.
Most Recent Transactions
Advisor
Jun 2021
secured investment from

Vertical Capital Advisors LLC

M&A Advisory Firm
  • 1 Total Closed Deal
Our guiding philosophy is to apply our accumulated and collective experience to create real, tangible value for our clients every day. We provide clients with uncommon insight and access to capital markets. We have helped clients secure equity, mezz and debt financing from $1MM to over $100MM and we have advised on both buy-side and sell-side engagements. Visiting our website you may notice something jump out at you: we do not capitalize on (take advantage of) our client's names. Our business is helping business leaders acquire the capital and companies that enable their companies to grow…
Most Recent Transactions
Advisor
May 2017
secured investment from

Sica Fletcher LLC

M&A Advisory Firm
  • 1 Total Closed Deal
Sica | Fletcher is a strategic and financial advisory firm. The firm was founded in 2014 by Michael Fletcher and Al Sica, two of the industry's leading insurance M&A advisors who have closed over $5 billion in insurance agency and brokerage transactions since 2014.​​ According to S&P Global, Sica | Fletcher ranked as the #1 insurance broker M&A advisory firm for2019 and 2020 in terms of total deals advised on.
Most Recent Transactions
Advisor
Jun 2019
was acquired by

NAI Commercial Vancouver BC

M&A Advisory Firm
  • 1 Total Closed Deal
If it is a viable business - We will sell it!Our team of highly experienced Mergers and Acquisition professionals that make up our Business Advisory Group comes from a variety of backgrounds and industries providing a wide spectrum of expertise to our clients. We work with our clients throughout the entire process from initial assessment to final completion and beyond. Referrals and repeat business makes up the vast part of our business.We competently and confidentially work with buyers and sellers of companies in the range of $500,000 to $30 million. We know how to buy and sell businesses.…
Most Recent Transactions
Advisor
Feb 2023
secured investment from

Trailhead Partners

M&A Advisory Firm
  • 1 Total Closed Deal
From founder-led service businesses to professional partnerships, our experience enables us to provide a tailored approach across a wide range of transaction sizes. Every deal is unique, which means our processes adjust to make sure we find the right buyer for every business.
Most Recent Transactions
Advisor
Dec 2023
was acquired by

Manulife Securities

M&A Advisory Firm
  • 1 Total Closed Deal
Manulife Securities Incorporated is one of Canada’s foremost independent investment dealers offering stocks, bonds, new issues, separately managed and fee-based accounts, mutual funds, self-directed plans, registered products, insurance and banking products. Manulife Securities Inc. is a subsidiary of Manulife Financial, the parent company to John Hancock in the US.Private Company Advisory (PCA) is a part of the Capital Markets group at Manulife Securities. PCA advises on lower middle market M&A and Corporate Finance transactions. Transactions sizes vary from $10 - 500 million.
Most Recent Transactions
Advisor
Nov 2020
secured debt financing from

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