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Top M&A Advisory Firms in New York - Axial

Members (140 results)

Crestmont Investments

M&A Advisory Firm
  • 5 Total Closed Deals
Crestmont Investments is a private equity sponsor that structures and arranges investments in companies and projects dedicated to fostering a cleaner, safer, and healthier world. With nearly 20 years of experience, our management team collaborates closely with family offices to facilitate direct, private offerings. We partner with exceptional management teams to drive impactful investments that contribute positively to global sustainability and societal well-being.
Most Recent Transactions
Investor
Jan 2025
invested in
Investor
Dec 2024
invested in
Advisor
Mar 2023
was acquired by
Advisor
Jun 2021
secured debt financing from

Amax Capital

M&A Advisory Firm
  • 3 Total Closed Deals
Amax Capital advises corporates and institutions on important strategic initiatives including M&A, private equity raising, debt private placement, outsourced corporate development and strategic consulting in the middle market deal-size spectrum.Founded and run by team members in New York with long track record in banking across the world, Amax Capital specializes in cross-border transactions - particularly that have nexus with Asia or Africa.Our team members have experience in a number of industries including technology, real estate, industrials, consumer and financial…
Most Recent Transactions
Advisor
May 2021
secured investment from
Advisor
Aug 2019
was acquired by
Advisor
Dec 2018
secured investment from

Segment Capital Advisors

M&A Advisory Firm
  • 3 Total Closed Deals
Segment Advisors provides:1) Sell-Side M&A services for middle market businessii)  Deal sourcing services for Private Equity firms and Family Officesiii) Capital raising services for companies looking for $2-20mm of equity or debt capitalAdditionally, 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…
Most Recent Transactions
Advisor
Jun 2024
was acquired by
Advisor
Mar 2024
was acquired by
Advisor
Feb 2024
was acquired by

Erda Capital Management

M&A Advisory Firm
  • 2 Total Closed Deals
Erda Capital Management is an independent strategic and financial advisory firm dedicated to providing its expertise to lower- and middle-market companies in the education & training, business & information services, blockchain, industrial services, and legal cannabis industries. We value time! We are passionate about helping owners and management teams to reach their goals faster.  Leveraging our team’s decades of operating and Wall Street experience, we provide comprehensive strategic and financial solutions that help our clients in realizing their full potential.In our Strategic…
Most Recent Transactions
Advisor
Sep 2023
secured debt financing from
Advisor
May 2023
secured debt financing from

Sett & Lucas

M&A Advisory Firm
  • 1 Total Closed Deal
The M&A service is the flagship offering from the investment banking division (IBD) at Sett & Lucas. S&L is considered a leader in global mergers and acquisitions in the enterprise software and SaaS, digital marketing and information technology services markets.The firm also has a global leadership position in cross border M&A in IT and ITES markets. S&L has a history of working with clients in the technology sector to strategically position them for success. Being an independent financial institution, S&L brings unconflicted sell side advisory to entrepreneurs, family offices and private…
Most Recent Transactions
Advisor
Jul 2022
secured investment from

Network 1 Financial

M&A Advisory Firm
  • 1 Total Closed Deal
Network 1 is a full-service investment bank, brokerage, asset manager and advisory firm that provides creative capital solutions for corporate, governmental and institutional entities across the globe. Our reputation for integrity and service, coupled with our track record of success, has allowed us to serve an expanding number of clients from coast to coast. With 10 retail offices, a global institutional distribution network, an extensive trading desk and a strong partnership with banks, it has allowed Network 1 Financial Securities, Inc. to create a powerful and growing global financial…
Most Recent Transactions
Advisor
Feb 2018
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

Gwynn Oak Capital LLC

M&A Advisory Firm

    This member has no reported closed transactions.

What We Do:Source debt capital solutions for small and medium-sized businessesAdvise and prepare small and medium-sized businesses to raise capital from institutional investorsStructure specialty finance and structured product deals, particularly merchant cash advance participation agreements, forward flows, and credit facilities

GLC Advisors & Co., LLC

M&A Advisory Firm

    This member has no reported closed transactions.

GLC Advisors & Co. (GLC Advisors or GLCA) is a leading independent advisory firm delivering objective, senior-level advice with a capital markets perspective.GLC was founded in 2005 and brings financial advisory experience from both Wall Street and specialized boutique investment banking firms. We have worked through multiple economic cycles dating back to the 1980s and have led more than 300 transactions representing over $400 billion in total transaction value. Our comprehensive service offerings involve all aspects of sell-side and buy-side M&A advisory including, corporate…

Pharus Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

Pharus Advisors is a boutique merchant banking firm providing M&A, financing, valuation and strategic advisory services in a variety of technology and growth-oriented industries, such as enterprise software, tech-enabled services, digital media, education technology, personal care and dermatology, and consumer health.By Entrepreneurs, For Entrepreneurs: Founded by entrepreneurs, Pharus has a unique understanding of entrepreneurs and knows every business is unique and special. Pharus develops an in-depth understanding of each client’s business and marketplace, then designs and deploys a…

Grace Joseph Strategies

M&A Advisory Firm

    This member has no reported closed transactions.

Grace Joseph Strategies is a merchant bank in New York that acts as both an advisor and principal in a variety of middle-market and growth-equity transactions.

Media Advisory Partners

M&A Advisory Firm

    This member has no reported closed transactions.

MAP is a boutique investment banking firm in New York City. We serve founders and owners as their sell-side advisor in mergers & acquisitions. We also serve private equity as their buy-side advisor. MAP was founded in 2010 to provide financial advisory services to small and mid-size marketing services, media, and related companies. From the beginning, we have been committed to Advisory…providing the in-depth, end-to-end support and services required to meet your specific M&A needs.Your business and individual goals are unique. You deserve an advisor who cares to prioritize your needs and…

DAS Ventures

M&A Advisory Firm

    This member has no reported closed transactions.

DAS Ventures (DAS) is a an M&A consulting firm focusing on the consumer, gaming, healthcare, lodging, real estate & industrial sectors. We represent both buy-side and sell-side clients.DAS helps companies improve their odds of a successful M&A process through an integrated, battle-tested approach that links acquisition strategy, diligence and merger integration.We open the doors of opportunity when consulting our prospective clients in a merger or acquisition. By working closely with the senior management teams, we assist in developing a strategic plan of action that will…

Velaris Capital

M&A Advisory Firm

    This member has no reported closed transactions.

VELARIS CAPITAL is an independent advisory boutique providing strategic and financial guidance to corporate and financial clients.We specialize in the Food & Agriculture, Clean Technology, and Energy Transition sectors. These industries are complex, shaped by evolving market demands, supply chain challenges, and sustainability imperatives. Our deep sector knowledge and real-time insights enable us to deliver differentiated, actionable advice that gives our clients a lasting competitive edge.

WhiteRock Capital Partners Inc.

M&A Advisory Firm
  • 111 Total Closed Deals
We provide financial advisory and capital raising services to our clients and invest our own capital in selective situations. WhiteRock Capital Partners have an average of twenty-five years of experience in a broad array of industries providing nearly every investment banking product and service to their clients. WhiteRock Capital Partners have been directly involved in transactions which aggregate over $100 billion in value. The hallmarks of our business are the high levels of senior attention we pay to every assignment and the thoughtfulness and creativity we bring to our clients. Our…
Most Recent Transactions
Advisor
Jul 2015
secured investment from
Advisor
Jun 2015
secured debt financing from
Advisor
Jun 2015
secured debt financing from
Advisor
May 2015
secured investment from

Chapman Associates MidAtlantic

M&A Advisory Firm
  • 31 Total Closed Deals
Chapman provides middle market companies (valued between $3 million and $150 million) with the same resources, expertise and representation that is usually available only to much larger companies. Our clients receive complete, confidential consulting and advisory services throughout the merger or acquisition process. Our mission is to help clients grow and sell their businesses in order to maximize their personal net worth.
Most Recent Transactions
Advisor
Nov 2015
was acquired by
Advisor
Oct 2015
was acquired by
Advisor
Apr 2015
was acquired by
Advisor
Apr 2015
was acquired by

Torreya Partners

M&A Advisory Firm
  • 29 Total Closed Deals
Torreya Partners is a boutique advisory firm focused on healthcare and the life sciences and was formed in January 2008. We have offices in New York, Philadelphia and San Francisco. Our goal is to create a collegial, user-friendly firm that provides the life science community with first-quality advisory service founded in corporate operating experience. Almost all of our Principals and Advisors have significant corporate experience and deep domain expertise. In total, we have: • Over 200 years of collective experience in the life sciences sector in M&A and financing deals • Collectively…
Most Recent Transactions
Advisor
Jun 2016
secured investment from
Advisor
Apr 2016
secured investment from
Advisor
Apr 2016
was acquired by
Advisor
Mar 2016
secured investment from

Lenox Hill Capital Advisors

M&A Advisory Firm
  • 26 Total Closed Deals
Lenox Hill Capital Advisors is a mergers & acquisitions advisory firm founded on the principles of integrity, commitment and individualized attention. Our clients are leading middle-market companies in a variety of industry sectors. The firm provides specialized investment banking services to private clients, including mergers & acquisitions transactions, private equity transactions, debt financing or restructuring, mezzanine financing, leveraged buyouts, strategic partnering, joint ventures, ownership transition planning, business plan consulting and other related advisory services in…
Most Recent Transactions
Advisor
Mar 2023
was acquired by
Advisor
Feb 2018
secured debt financing from
Advisor
Jan 2018
was acquired by
Advisor
Aug 2017
was acquired by

Mystic Capital Advisors Group

M&A Advisory Firm
  • 14 Total Closed Deals
For over twenty years, Mystic Capital has been chosen repeatedly by numerous client CEOs and Board of Directors of some of the largest, most prominent insurance companies in the world to guide their organizations through transformational situations. From merger and acquisition (M&A) strategy to financing, everything we do is done through the lens of increasing the value of our client. As a group with over 100 years of combined industry knowledge, global reach, and extensive networks of professionals worldwide, we are uniquely positioned to help leaders navigate today’s complex and…
Most Recent Transactions
Advisor
Dec 2023
was acquired by
Advisor
Oct 2023
secured investment from
Advisor
Oct 2023
secured investment from
Advisor
Oct 2023
was acquired by

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