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Top North Carolina M&A Advisory Firms

Explore 40 North Carolina M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

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Axial Insights

North Carolina M&A Advisory Firms

40

Active Firms

31

TTM Deal Flow

$4M-$21M

Core Revenue Range

$700K-$4M

Core EBITDA Range

Top Sectors by Activity

Healthcare 39%
Industrials 26%
Consumer Goods 13%
Technology 10%
Business Services 6%

Key Attributes

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

Showing 1-20 of 40 M&A Advisory Firms

Sorted by recent activity

The Hatteras Group

3 Closed Deals via Axial 23 Total Closed Deals
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Successful transactions require experience, quality advisors and parties with integrity.Advising Business Owners and Entrepreneurs since 1998, with valuing, buying and selling small to middle market companies. We follow a proven, comprehensive process to expose your business to a wide universe of possible buyers while maintaining your privacy and confidentiality of the transaction. Applying over 20 years of experience of working with business owners to successfully exit their business, we provide professional services tailored to the clients specific needs with the personal attention that is…

Recent Transactions

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  • Jul 2026 Advised Engineering Company in its sale to Confidential Company
  • Oct 2025 Advised Confidential Company in its sale to Confidential Company
  • Jul 2024 Advised DRI Electrical in its sale to Private Investor
  • May 2024 Advised MAC Heating and Air in its sale to Air Conditioning Specialists

Business Acquisition and Merger Associates

1 Closed Deal via Axial 29 Total Closed Deals
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Business Acquisition and Merger Associates is a results-oriented, middle market intermediary firm located in Charlotte, NC. Founded on the principle of adding value and professional skill to business transfers, BAMA helps clients acquire or sell companies.Our "buyer" clients are both financial and strategic buyers, management teams, private equity groups and mezz lenders who are looking to invest in good companies. "Seller" clients include business owners who desire recapitalizations for founder-family business transfer, growth capital, corporate divestitures and those seeking business…

Recent Transactions

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  • Jan 2026 Advised Confidential Company in its sale to Confidential Company
  • Oct 2025 Advised Confidential Company in its sale to Confidential Company
  • Aug 2025 Advised Confidential Company in its sale to Confidential Company
  • May 2025 Advised Confidential Company in its sale to Confidential Company

Stump & Company

1 Closed Deal via Axial 26 Total Closed Deals
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We are a boutique investment bank that offers sell-side M&A advisory services. Our legacy is in the global furniture, furnishings, and home decor industry. Based in North Carolina, we have multi-generational experience in the industry and completed over 400 transactions in the space. In particular, we on companies within the Residential, Office/Contract, Hospitality, and E-Commerce (B2B and DTC) sectors. Our clients are retailers (in store or online), distributors, and manufacturers across a broad range of furniture and home goods products. More recently we have built out expertise in the…

Recent Transactions

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  • Jun 2025 Advised Confidential Company in its sale to Confidential Company
  • Jun 2025 Advised Ladco Inc. in its sale to Cascata Capital
  • Nov 2023 Advised Noble House in its sale to GigaCloud Technology Inc
  • Aug 2023 Advised Handy Living in its sale to Alto Systems

Titus Alliance, LLC

1 Closed Deal via Axial 10 Total Closed Deals
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Titus Alliance is your trusted partner for world-class M&A advisory, valuation and business analytics. We are industry leaders delivering holistic solutions that empower clients to make smart, strategic, and meaningful decisions about their business that help them achieve their goals. We believe our approach has the momentum to shift the way the world does business creating value for our clients and our communities.

Recent Transactions

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  • Aug 2023 Advised JRI Shocks in its sale to RE
  • Aug 2023 Advised ADHERE Creative in its sale to Confidential Buyer
  • Aug 2023 Advised J. Major's Bridal Boutique in its sale to Confidential Buyer
  • Dec 2020 Advised Patient Power in its sale to Remedy Health Media

GW Partners

1 Closed Deal via Axial 2 Total Closed Deals
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GW Partners is a unique firm that combines the best elements of operational consulting, financial management, strategic planning and M&A Advisory services to partner with consumer brands to transform them into far more valuable and coveted strategic acquisition targets.

Recent Transactions

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  • Aug 2024 Advised Confidential Company on an investment from Confidential Company
  • Apr 2020 Advised Logistimatics in its sale to Saltwater Capital LLC

TUSK Practice Sales

133 Total Closed Deals
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TUSK Practice Sales (“TUSK”) provides M&A Advisory services in the healthcare industry. TUSK has completed over $1B of transactions across all specialties. With an in-depth understanding of the marketplace and access to 100’s of buyers nationwide, we help our clients confidently pursue M&A transactions that maximize their long-term value. With our significant collective experience of over 125+ years of practice transactions, we offer our clients solutions that help them achieve their strategic and financial objectives. For more information,…

Recent Transactions

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  • Aug 2026 Advised Graper Harper Cosmetic Surgery in its sale to Aesthetic Partners
  • Aug 2026 Advised Confidential Company in its sale to Cliff Ridge Specialty Partners
  • Jun 2026 Advised Confidential Company in its sale to Forefront Dermatology
  • Jun 2026 Advised Confidential Company in its sale to Smile Doctors

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Sunfield Advisors

46 Total Closed Deals
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Sunfield Advisors is a growth-oriented Tech and Human Capital management M&A advisory firm with over 125 years of combined expertise. Founded by a team of former CEOs and business owners in 2008, Sunfield leverages firsthand experience to increase company valuations and accelerate business transactions.Why US Being entrepreneurs, it comes naturally for us to advise other entrepreneurs on M&A. Sunfield’s partners’ histories with buying and selling companies are fundamental to our success as advisors.Our team has managed over 90 transactions globally, demonstrating our expertise in…

Recent Transactions

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  • May 2024 Advised 1904labs in its sale to Abry Partners
  • Mar 2024 Advised R88 Inc- Fintech in its sale to Confidential Company
  • Feb 2024 Advised The Good Kind Group in its sale to Confidential Company
  • Jan 2024 Advised Bear Staffing in its sale to Confidential Company

Lyndhurst Partners

14 Total Closed Deals
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Lyndhurst Partners is a Mergers & Acquisitions (M&A) advisory firm dedicated exclusively to Information Technology professional services organizations (ITPSO). We serve established and emerging IT service companies as advisor and consultant, working together with management in their pursuit of strategic corporate expansion or sale. To our clients, we provide extensive industry knowledge, an established network of existing global relationships, insightful, proprietary research and international transactional experience. Areas of expertise include: buy and sell-side M&A advisory, business…

Recent Transactions

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  • Mar 2016 Advised CN-TEC, Inc. in its sale to Sharp Decisions, Inc.
  • Nov 2015 Advised Optima Healthcare Solutions in its sale to Alpine Investors
  • Oct 2013 Advised Cal Net Technology Group on an investment from Boathouse Capital and Olympic Valley Capital
  • Dec 2012 Advised Trinity Technologies in its sale to EMC

Empire Strategic Advisors

6 Total Closed Deals
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We are a Raleigh, NC and Nashville, TN based firm that provides mergers & acquisition and strategic advisory services to middle-market companies across numerous industry sectors. We have a unique perspective rooted in our principals' successful history of advising entrepreneur and family-owned businesses, financial sponsors and major corporations.We believe that every company has an entrepreneurial passion that drives it and a story that defines it. We deliver unconventional results through our unique ability to tell each client's story and drive relentless execution because of the…

Recent Transactions

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  • May 2019 Advised Remar, Inc in its sale to Fidelitone
  • Jan 2019 Advised Village Real Estate Services in its sale to Evergreen Real Estate
  • May 2018 Advised IT Works in its sale to Cayuse
  • Jun 2017 Advised Carolina Stone Products in its sale to Private Investor Group

Polaris Healthcare Partners

6 Total Closed Deals
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We help entrepreneurial dentists build and exit successful group practices. Polaris Healthcare Partners is a boutique consulting and M&A Advisory firm that focuses exclusively in the group dental practice space. We work with Founders to launch, scale and ultimately exit their businesses. Our guidance is based on decades of experience and the services we provide are unique solutions to the challenges our clients face. In addition to educational courses, we develop robust financial models to create clarity around potential growth strategy. Our Earned Equity models for Associates are…

Recent Transactions

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  • Sep 2024 Advised Lakeview Dental Care in its sale to The Smilist
  • Dec 2023 Advised Prestige Dermatology in its sale to Suncoast Skin Solutions
  • Jun 2022 Advised SOH DENTAL on an investment from CONFIDENTIAL BANK
  • Mar 2022 Advised Confidental Dental on an investment from Confidental Bank

Legacy Mergers & Acquisitions

6 Total Closed Deals
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Legacy is a Transaction Advisory company. At Legacy, it's not just about the sale or the purchase of a business. We are very passionate about helping people reach their goals. As we state in our company slogan it's "Your Business, Your Life, Your Legacy". We treat every client and every transaction with this in mind. Our process guides our clients from listing to closing in an orderly fashion and allows our sellers to remain focused on running their business, while we confidentially coordinate the transaction process. Our Advisors not only have decades of business valuation and…

Recent Transactions

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  • Jul 2017 Advised New Hope Medical Clinic in its sale to Severi Healthcare, Inc.
  • Jun 2017 Advised Snap Fitness in its sale to John & Lana Lamkin
  • Feb 2017 Advised The Kitchen Specialist in its sale to LMN Designs, Inc.
  • Dec 2016 Advised Hickory Family Pharmacy in its sale to Omninvest, LLC

Bourne Partners

3 Total Closed Deals
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Bourne Partners is a healthcare-focused merchant and investment banking firm that provides advisory services to domestic and international healthcare companies interested in exploring corporate development initiatives around the globe.Our management team is composed of healthcare executives and experienced investment bankers. We have broad experience and expertise in the specifics of international healthcare business development, and we bring this knowledge to bear for our clients.Our Merchant Banking Group also invests opportunistically in select private equity funds and in companies and…

Recent Transactions

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  • Aug 2017 Advised AMRI in its sale to The Carlyle Group
  • Mar 2017 Advised Cold-EEZE® in its sale to Mylan N.V.
  • Oct 2015 Advised AMCo in its sale to Concordia Healthcare Corporation

Fidus Partners

3 Total Closed Deals
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With a wealth of experience, Fidus Partners provides merger and acquisition advisory and related services to private equity firms, corporations, and private business owners. Fidus was founded with the intent of building a preeminent advisory firm focused on middle market companies. We have built our business on the premise that success in the middle market is not based on transaction volume, but rather on superior execution, a commitment to exceptional quality, and deep industry expertise. We strive to utilize our unique level of experience and our deep understanding of the needs of…

Recent Transactions

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  • Dec 2017 Advised Sunshine Fitness in its sale to TSG Consumer Partners
  • Dec 2017 Advised Malabar Holding Company in its sale to Tronair, Inc.
  • Aug 2017 Advised Ideal Tridon in its sale to Snow Phipps

GreerWalker Corporate Finance

2 Total Closed Deals
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GreerWalker Corporate Finance LLC, the investment banking affiliate of GreerWalker CPAs & Advisors (a 130+ person full-service accounting and business advisory firm), offers professional merger and acquisition advisory and exit planning services to middle market companies and their owners. Our integrated solutions include:Seller Representation - third party sales, management buyouts, family ownership transfersCapital Raises - debt and equity financing, recapitalization, growth capitalBuyer Representation - target company pre-qualification, valuation, transaction structure and…

Recent Transactions

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  • Oct 2022 Advised Dynamic Design Solutions, Inc. in its sale to Addtronics, LLC
  • Dec 2021 Advised Carolina Asphalt in its sale to Brothers Paving & Concrete

Faircroft Ventures

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Faircroft Ventures provides sell-side and buy-side M&A transaction services. With diversified experience that includes prior middle market and bulge bracket investment banking, top-3 consulting and real-world P/L operating responsibility, the firm is uniquely qualified to assist in solving a broad range of problems and challenges for closely held businesses as well as investor-owned companies.The firm prides itself in its ability to provide genuine and honest feedback around what to do next as it is not tied to only one particular basket of services.Faircroft Ventures is a veteran-owned…

Recent Transactions

This member has no reported closed transactions.

MM&A, Inc.

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MM&A, Inc- Mussler and Associates is and has been an Advisor and Transaction Broker for many Businesses and or Investors or other groups entering and exiting Prior to 1984 Middle Market Transactions since 1984. Prior to 1984 and since then we have owned and /or invested in : Water Purification Systems, Inc, Water Equipment Manufacturing, Inc, Clean Water, Inc- all sold to Olsonite Corp Two Plastic Injection Molding Companies. We advise and represent companies in most industries: Energy Service Units, Water Purification Injection and Transfer Molding and Mold Design, All areas of…

Recent Transactions

This member has no reported closed transactions.

Brampton Capital

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Brampton Capital, Inc. is a Mergers and Acquisitions advisor for small to mid-sized companies. We assist companies and management teams with strategic alternatives and capital formation issues in connection with sales and divestitures, mergers and acquisitions, recapitalizations, and management buyouts. Our dedicated M&A professionals have extensive experience across a broad range of industries with access to financial and strategic buyers.

Recent Transactions

This member has no reported closed transactions.

Southeast Business Exchange

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For more than 20 years, the principals at Southeast Business Exchange and its subsidiary, Ambulance Deals Stat have assisted owners of privately held, middle-market companies successfully complete business sales,mergers, acquisitions, re-capitalizations, divestitures and valuations. With this wealth of experience and proven processes, helps clients realize maximum value for their businesses.Southeast Business Exchange is recognized as one of the leading business intermediary firms in the US. The principals at have a vast array of transactional experience in many industries and market…

Recent Transactions

This member has no reported closed transactions.

Impact Advisors

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Impact Advisors is a premier M&A advisory firm serving founders and business leaders in order for them to realize the greatest value from their life’s work. We believe the greatest impact is not accomplished by merely doing more, but rather concentrating all of our energy on doing only what matters.

Recent Transactions

This member has no reported closed transactions.

M&A Financing Services

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M&A Financing Services L.L.C is composed of a group of highly experienced financial professionals. We will work tirelessly to help qualify you for various commercial and industrial loans in the marketplace. We have established relationships and an extensive network of lenders. As a Financial Firm who deals with business loans professionally, we will answer your questions, explain different terms and concepts, and generally serve as a knowledge base for the details you need to know to sort through and find a business loan that works for you. We will get you the…

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 North Carolina 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 North Carolina M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for North Carolina M&A Advisory Firms is $4M-$21M, with a core EBITDA range of $700K-$4M. 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 North Carolina 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 North Carolina?

Not necessarily. A firm’s location does not always define its geographic reach. Many M&A Advisory Firms based in North Carolina are active across multiple regions, while firms based elsewhere may also participate in the North Carolina 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 North Carolina?

When comparing M&A Advisory Firms in North Carolina, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 40 firms included in the directory and can help identify firms that align with your needs.

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

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