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Top Multi-Sector Holdings M&A Advisory Firms

Explore 192 Multi-Sector Holdings M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

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Axial Insights

Multi-Sector Holdings M&A Advisory Firms

192

Active Firms

551

TTM Deal Flow

$3M-$11M

Core Revenue Range

$500K-$2M

Core EBITDA Range

Top States by Activity

California 13%
Florida 10%
Texas 9%
New York 5%
New Jersey 4%

Key Attributes

Best For: Owner-Led Companies | Typical Fee: Retainer & Success fee | Coverage: Sector Expertise With Hands-On Execution

Showing 181-192 of 192 M&A Advisory Firms

Sorted by recent activity

CrestMount Advisors

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CrestMount Advisors provides financial advisory services for mergers & acquisitions, strategic advisory work as well as private equity and debt financing for clients in the equipment and commercial finance, technology, healthcare, manufacturing and services industries. Our goal is to maximize value, increase liquidity and profitability as well as to assist our clients to grow.Each engagement is executed with the highest level of expertise and integrity. We look beyond the goal of executing a successful engagement to building a long term relationship. Our senior management team has built,…

Recent Transactions

This member has no reported closed transactions.

HCP Switzerland

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HEKIM Capital Partners LLC is a distinguished independent Investment Banking firm with headquarters in Zurich, Switzerland. Specializing in offering unbiased and bespoke advice, HCP serves entrepreneurs, professional investors, and international companies with utmost dedication and expertise.Specialized in M&A transactions, fundraising processes, valuation services, and investor relations, HCP navigates complex special situations with a tailored approach to meet the unique needs of each client.With strategic locations in across continents, HCP's activities are globally driven, harnessing…

Recent Transactions

This member has no reported closed transactions.

CXO Equity Partners

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We provide Consulting, Advisory and Sponsor/Capital services on the Buy-Side,Sell-Side, Organic Scaling and special scenarios from turn-arounds to roll-ups and special deal structures.

Recent Transactions

This member has no reported closed transactions.

Lyons Sullivan

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M&A advisory firm in the Pacific Northwest. The firm concentrates its practice in business transitions, exit planning, and mergers & acquisitions. The company is experienced in 338(h)(10) elections, conducting due diligence, advising on earn-outs, and marketing the firm to qualified buyers. Lyons Sullivan assists the seller with compliance for regulatory, state, and federal agencies; and in the preparation of a pitchbook or confidential information memorandum. David Lyons, the president, is a licensed attorney, and CPA.

Recent Transactions

This member has no reported closed transactions.

Valeo Corporate Finance Ltd.

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I am a boutique sell-side M&A advisor to small cap (venture or early stage) technology and industrial companies, with a focus on recurring revenue businesses. While not all of my clients would be considered pure technology companies, they will all have some kind of technology differentiator. My clients tend to be earlier stage, focussed on driving top line growth and achieving 35% or better year over year growth, rather than maximizing EBITDA. They are often not profitable, by design, focussed instead on building enterprise value. They are often venture or angel backed, although some…

Recent Transactions

This member has no reported closed transactions.

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Grant Point Group

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Grant Point Group is a boutique advisory firm providing investment banking and consulting services to small and middle market companies across a myriad of industries. We specialize not only in merger and acquisition advisory, but also in providing growth strategies for companies to create additional value and creating strategic partnerships to help business owners manage their day-to-day operations, so that they can ultimately maximize the value of the companies that they have built. We focus on both planning for a wide-range of capital and growth-strategies as well as process…

Recent Transactions

This member has no reported closed transactions.

Reed Vista

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Henry Chen has 20 years of experience in investment banking, private equity and venture capital. Henry started his career on Wall Street at Salomon Smith Barney (now Citigroup’s Global Corporate & Investment Banking Group) in the financial institutions group and later in the debt originations group. Henry also worked at Banco Bilbao Vizcaya focusing on structured finance transactions for Latin American energy and infrastructure companies. During his career, Henry advised many Fortune 500 companies companies in a number industry sectors. He completed over $10 billion of debt and equity…

Recent Transactions

This member has no reported closed transactions.

Transworld Business Advisors of Palo Alto

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Transworld Business Advisors provides advisory services in business brokerage,mergers and acquisitions for small businesses and the lower middle market,, specializing in companies located in the Silicon Valley/San Francisco bay area. Anderson Dias is from Brazil and speaks Portuguese,Spanish, French, English.

Recent Transactions

This member has no reported closed transactions.

Chartered Associates Corp.

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Bespoke Corporate Finance & Strategy advisory for mid-market / low mid-market companies and institutional investors.We assist companies, ventures, and entrepreneurs in topics related to corporate finance, corporate development, sustainability, ESG investing, capital markets, strategy, and partnerships.We are mostly focused on providing bespoke advice in Mergers & Acquisitions (M&A), Restructurings, Capital Structuring, Corporate Finance, ESG, and Strategic Planning mainly to mid-market companies, institutional investors, as well as to sponsors.We are Canada-based, with…

Recent Transactions

This member has no reported closed transactions.

Oaklins Austria

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As one of the leading M&A advisory firms in Austria and part of the TJP Group, we have successfully closed more than 70 national and international transactions since 2010. By merging into Oaklins, the world's most experienced M&A mid-market advisory firm, our clients now have access to worldwide advisory expertise. Our network consists of over 700 M&A professionals in 40 countries, who internationally cooperate in dedicated industry teams.As trusted experts with many years of experience, Oaklins Austria supports its clients in M&A transactions and management buy-outs as well as various…

Recent Transactions

This member has no reported closed transactions.

Robert M. Haas Associates, Inc.

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Since 1969, Robert M. Haas Associates, Inc. (“RMHA”) has been active as an advisor in merger and acquisition transactions and business valuations in the middle market, initiating, negotiating, and concluding transactions ranging in size from the $1 million to in excess of $100 million.

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are M&A Advisory Firms in this directory ordered?

Firms in the Multi-Sector Holdings M&A Advisory Firms directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

What information is included in each M&A Advisory Firm profile?

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

What company sizes are most common for Multi-Sector Holdings M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for Multi-Sector Holdings M&A Advisory Firms is $3M-$11M, with a core EBITDA range of $500K-$2M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

How important is Financial Services experience when evaluating M&A Advisory Firms?

Relevant Financial Services experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 192 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Do all M&A Advisory Firms in this directory focus exclusively on Financial Services?

Not necessarily. Many firms are active across multiple industries, so inclusion in the Multi-Sector Holdings M&A Advisory Firms directory reflects relevant experience or activity in Financial Services, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

How do I compare M&A Advisory Firms with experience in Financial Services?

When comparing M&A Advisory Firms with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 192 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Multi-Sector Holdings M&A Advisory Firms?

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Multi-Sector Holdings M&A Advisory Firms directory, you can request information here.

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