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Top New York M&A Advisory Firms

Explore 146 New York M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

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Axial Insights

New York M&A Advisory Firms

146

Active Firms

112

TTM Deal Flow

$3M-$16M

Core Revenue Range

$500K-$3M

Core EBITDA Range

Top Sectors by Activity

Technology 22%
Industrials 19%
Business Services 14%
Consumer Goods 13%
Transportation 10%

Key Attributes

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

Showing 81-100 of 146 M&A Advisory Firms

Sorted by recent activity

Silvergrove Advisors

12 Total Closed Deals
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Silvergrove represents middle market companies in sell-side transactions. Our sell side engagements range from representing clients in highly competitive auction processes to representing them in exclusive negotiations with a particular acquirer. The structure of our sell-side transactions also varies from outright strategic stock and asset sales to control and non-control recapitalizations where our clients retain an equity ownership position in their companies. Our clients’ may be motivated to sell by a number of factors, including an unsolicited approach from an acquirer, the desire for…

Recent Transactions

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  • Dec 2023 Advised Confidential Company in its sale to Confidential Company
  • Jul 2023 Advised Fox Valley Fittings & Controls, Inc. in its sale to Flow Control Group
  • Jul 2023 Advised Wilmington Paper Corp in its sale to New State Capital Partners
  • Jul 2023 Advised Int’l Bond and Marine Brokerage, Ltd. in its sale to One Beacon

Crestmont Investments

5 Total Closed Deals
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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.

Recent Transactions

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  • Jan 2025 Invested in Confidential Company
  • Dec 2024 Invested in Monroe Sequestration Partners
  • Mar 2023 Advised Bear Valley Holdings in its sale to Confidential Company
  • Jun 2021 Assisted Bear Valley Holdings in securing debt financing from Confidential Company

Sassoon Mergers and Acquisitions

3 Total Closed Deals
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Sassoon Mergers & Acquisitions is a NY based boutique M&A firm, focusing on privately held companies with annual revenues of $3Million to $50Million. Ian Sassoon began the firm after more than two decades of experience dealing in investments and securities. We work directly with business owners and companies seeking either growth capital, strategic partnerships, or to implement an exit strategy. We have particularly strong relationships in the healthcare, specialty manufacturing, distribution, business services, and consumer products sectors. 

Recent Transactions

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  • Jul 2023 Advised CT-based Roofing Company in its sale to Alpine Investors
  • Jun 2021 Advised Confidential Company on an investment from Confidential Company
  • Jul 2020 Advised HealthQwest in its sale to Pinnacle Treatment Centers

Chimera Strategies LLC

2 Total Closed Deals
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Chimera Strategies [www.chimerastrategies.com] was founded on the premise that there is a hole in the market for advisory services for companies that are too large for the business broker and too small for the investment banker. These companies need the advice of an investment banker but are not big enough to garner their attention. Chimera Strategies fills that hole. We provide strategic advisory services on 1) business sales & divestitures and 2) business acquisitions to the Lower Middle Market employing our proprietary investment banking process or M&A LITE®.

Recent Transactions

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  • Dec 2021 Advised Confidential Company on an investment from Confidential Company
  • Jan 2018 Advised Confidential Company on an investment from Confidential Company

OEM Capital Corp.

2 Total Closed Deals
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OEM focuses on serving middle market manufacturing, distribution and service companies.Assist companies to make strategic investments in new businesses.Obtain premium values on the sale of businesses with revenues between $5 million and $100 million.Structure leveraged transactions to acquire or re-capitalize businesses requiring between $10 million and $100 million.Restructure companies with revenues between $10 million and $150 million.Assist companies in the turnaround process, creating corporate renewal and retiring debt.OEM has completed approximately 75 assignments and raised over $1…

Recent Transactions

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  • Dec 2015 Assisted Rio Grande Valley Sugar Growers, Inc. in securing debt financing from ING Capital LLC
  • Dec 2012 Advised Sneakers Software, Inc. on an investment from IDEX Corporation (NYSE: IEX)

Axiom Capital Management

1 Total Closed Deal
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Axiom Capital is a full service investment bank and broker dealer focusing on the Technology, Energy, Natural Resources and Healthcare sectors. Headquartered in New York, NY, Axiom Capital Management, Inc. has ~90 employees and over a $1 billion in assets under management (AUM).Axiom Capital Management, Inc. is a diversified institutional financial services firm founded in 1990. The firm provides a wide range of financial services to a significant and diversified client base that includes institutional investors, corporations and high-net-worth investors. The business divisions include…

Recent Transactions

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  • Jul 2016 Invested in Monster Digital, Inc. (MSDI)

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Israel Equity & Debt consulting

1 Total Closed Deal
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Our New York consulting firm represents Israel’s largest and leading investment banking and financial advisory firms. The firms havae both knowledge and productive working relationships with leading financing players and investors operating in the Israeli market and were involved in many of the notable transactions across all market sectors

Recent Transactions

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  • Apr 2015 Provided debt financing to Related Companies LTD

Kreloff Capital Partners

1 Total Closed Deal
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Kreloff Capital Partners is a private investment advisory firm that specializes in sell-side mergers and acquisitions and arranging time sensitive and complex equity and debt financing for small, lower middle market and emerging growth companies in a wide variety of industries. Kreloff Capital Partners also makes investments as a principal in select opportunities .

Recent Transactions

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  • Jun 2016 Advised Gotham Heavy Industries, Inc. on an investment from Family Office Consortium

Sica Fletcher LLC

1 Total Closed Deal
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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.

Recent Transactions

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  • Jun 2019 Advised Fiser Insurance in its sale to Acrisure

Princeton Capital Advisors

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Princeton Capital Advisors is a global independent advisory firm that provides innovative, unconflicted and fact-based strategic advice to a diverse client base on many of their most important financial, investment and transactional decisions.

Recent Transactions

This member has no reported closed transactions.

Oxis Capital

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Independent investment bank and financial consulting firm. Services include middle-market M & A, specialized acquisition consulting and search work in niche industries and opportunistic engagements such as litigation support, strategic planning for small growing businesses, board representation and other projects that don’t fit into the traditional investment banking market.

Recent Transactions

This member has no reported closed transactions.

Transworld Business Advisors - Babylon, N.Y.

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Transworld Business Advisors is the world leader in the marketing and sales of businesses, franchises and commercial real estate. Whether you represent an acquisition-minded corporation, or are personally interested in owning your own company, Transworld offers the professional services that successfully bring buyers and sellers together. From business brokerage to mergers and acquisitions; we are the business sale specialists.

Recent Transactions

This member has no reported closed transactions.

Anvil Partners

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Anvil Partners is a buy-side M&A advisory firm that helps private equity firms, family offices, and strategic acquirers identify and evaluate acquisition opportunities. The firm specializes in proprietary deal origination, market research, target identification, and owner outreach across commercial services, industrial services, and professional services.In addition to transaction support, Anvil Partners provides CFO advisory and SEO services to founder- and family-owned businesses. These services help owners improve financial reporting, prepare for strategic transactions, and accelerate…

Recent Transactions

This member has no reported closed transactions.

Nature's Equity

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Nature's Equity provides investment banking services and corporate development to companies and entrepreneurs in all sectors of the natural product, organic food, alternative/integrative health care and supplement markets - growers, manufacturers, marketers, distributors, and retailers. “I passionately want companies in this industry to succeed since I have experienced the benefits of natural products and remedies for many years. We have helped scores of entrepreneurs in this industry by raising debt and equity capital, closing mergers and acquisitions and providing strategic financial…

Recent Transactions

This member has no reported closed transactions.

Capital Bridge, LLC

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Financial advisory firm focused on private placements and M&A in the technology and digital media spaces.

Recent Transactions

This member has no reported closed transactions.

Emerint Group

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Emerint Group specializes in financial solutions for emerging markets. We invest in change created by new opportunities in fast-growing and developing economies.

Recent Transactions

This member has no reported closed transactions.

The Corporate Vault

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The Corporate Vault was formed with the sole mission of bringing sophisticated solutions to entrepreneurial business owners. We provide M&A, business brokerage, and financing services to clients in a variety of industries. The Corporate Vault offers owners our passion, our confidence, our network, and our experience. We take the time to understand the owner, to understand the culture, and to understand the business. The Corporate Vault believes that we derive a distinct edge from our people, our structure, and our singular mission. Our team is experienced, analytical, and creative. We…

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 New York 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 New York M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for New York M&A Advisory Firms is $3M-$16M, with a core EBITDA range of $500K-$3M. 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 location when evaluating M&A Advisory Firms?

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in New York may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Do all M&A Advisory Firms in this directory operate exclusively in New York?

Not necessarily. A firm’s location does not always define its geographic reach. Many M&A Advisory Firms based in New York are active across multiple regions, while firms based elsewhere may also participate in the New York market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

How do I compare M&A Advisory Firms in New York?

When comparing M&A Advisory Firms in New York, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 146 firms included in the directory and can help identify firms that align with your needs.

How do I connect with New York 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 New York M&A Advisory Firms directory, you can request information here.

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