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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 21-40 of 40 M&A Advisory Firms

Sorted by recent activity

King Castling Capital, LLC

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Senior Level Boutique Investment Banking• Equity, Debt and Alternative Capital Structuring and Sourcing• Strategy and Corporate Finance • M&A, Liability Management

Recent Transactions

This member has no reported closed transactions.

Guideboat Advisors

10 Total Closed Deals
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Guideboat Advisors is a restaurant industry investment bank specializing in mergers and acquisitions other advisory services. On each transaction a senior level banker guides our clients to successful outcomes.

Recent Transactions

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  • Jul 2023 Advised Zoës Kitchen in its sale to Anonymous Company
  • Jul 2023 Advised ADF Restaurants in its sale to Anonymous Company
  • Jul 2023 Advised Paradise Bakery in its sale to Anonymous Company
  • Jul 2023 Advised Panera Bread in its sale to Anonymous Company

R.A. Cohen Consulting

7 Total Closed Deals
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R.A. Cohen Consulting: Pioneering Staffing Industry Growth and M&A SuccessWelcome to R.A. Cohen Consulting, where our passion for the staffing industry has driven our specialized M&A advisory and growth strategies since 1991.As of 2024, we have orchestrated more than 200 transactions representing the Seller. We understand that success in staffing requires more than a one-size-fits-all approach.🌟 Bespoke Solutions for Staffing CompaniesWe're dedicated to creating tailored solutions for buying and selling staffing companies, aligning with your unique culture and values. Our expertise…

Recent Transactions

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  • Jan 2014 Advised A Commercial Staffing Company in the New York Tri-State area in its sale to A New York based Strategic Staffing Buyer
  • Dec 2013 Advised A Skilled Trades Staffing Company in Texas in its sale to A National Strategic Buyer with multiple staffing sector interests
  • Aug 2013 Advised A Commercial Staffing Company in Illinois in its sale to A National Strategic Buyer with multiple staffing sector interests
  • Feb 2013 Advised An IT Staffing Company in the MidWest in its sale to A National Strategic Buyer with multiple staffing sector interests

Bishop & Company

1 Total Closed Deal
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At Bishop & Company, we help business owners buy and sell businesses quickly, quietly and effectively. We specialize in finding buyers for middle market companies and advising both buyers and sellers on all aspects of mergers and acquisitions.Most middle market companies never assemble a complete M&A team. They find it costly and confusing to work with so many different advisors: an appraiser to value the company, a tax consultant to structure the transaction, a CPA to provide financial advice, an intermediary to find a buyer or seller and an attorney to negotiate the contract. So in…

Recent Transactions

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  • May 2012 Advised Confidential in its sale to Confidential

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Par3 Equity Partners

1 Total Closed Deal
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Par3 Equity Partners provide quality buy-side services to the private equity investment community. We exclusively focus on software/SAAS/Technology platform and add-on deals for our clients. Our vast experience and expertise in the enterprise software space enables us to provide a consultive approach to our clients to find the next best software platform/add-on for their portfolio of investment companies.

Recent Transactions

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  • Aug 2018 Advised MHC Software in its sale to 02 Investment Partners

The Downs Group

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Drawing upon more than four decades of senior financial executive management and consulting experience in the home furnishings industry working with over 100 companies, both privately and publicly-held, at the corporate, group and business unit levels, Ron formed The Downs Group, LLC in May 2012. The Downs Group, LLC provides confidential, expert senior business consulting solutions, investment banking, operations analysis and outsourced c-level executive services to the furniture, home furnishings and related industries working with business, legal, banking, factoring, investment and private…

Recent Transactions

This member has no reported closed transactions.

GPM Capital Advisory

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We primarily assist private equity funds and family offices in finding and completing investments in businesses in the lower middle market, with a target size of between $15 million and $75 million. We work closely with clients to locate long-term investments outside of an auction context that meet their investment objectives.We also work with businesses and other intermediaries (such as accountants and lawyers) in putting together transactions. While we primarily work for buy side clients, we occasionally provide services as sell side M&A advisors.

Recent Transactions

This member has no reported closed transactions.

Shipwatch Business Advisors

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The team at Shipwatch has successfully supported transactions across multiple industries. We understand that each transaction is unique, and we have experience with various deal structures including corporate carve-outs, ESOPs, management buy-out's, generational transfers, majority & minority leveraged buy-outs, mergers & acquisitions.​We primarily focus on the lower middle market, working with companies that have revenues in the $5M to $100M range and EBITDA in the $1M to $10M range, but do consider deals outside these ranges if they make sense for the client as well as…

Recent Transactions

This member has no reported closed transactions.

Markus Group

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Markus Group Ltd. is a strong consultancy firm specializing in development and outsourcing of products for client companies. We only provide goods to our client companies. Our goal is to increase our client's sales and profitability. We employ a systems approach to ensure products meet their design-to-cost and performance goals.Our educational background is in Ergonomics. This influences everything we do from product design to our business consulting practice. We maintain strong relationships with Universities and are able to bring extremely talented individuals and technology to bear on the…

Recent Transactions

This member has no reported closed transactions.

ValueStart Advisors

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ValueStart Advisors provides buy-side and sell-side transaction driven services focused on family owned, closely held and middle market companies.Buy-side services include sourcing and transaction guidance/support for acquisitions of platform companies, as well as strategic add-on's.Sell-side services include full sale - retirement or other circumstances; partial sale - “take some chips off the table”; recapitalization - use debt to achieve goals; corporate divestitures; etc.

Recent Transactions

This member has no reported closed transactions.

The CBA Group

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We provide a broad array of services to the Business Owner and the Business Buyer. Our Company is set up differently than most Business Brokerage firms in that we provide a wide base of talent and expertise to address and advise the Business Community. Here is a list of the service we at Carolina Business Associates can provide to our Clients: Our Associates work together andlend their particular specialty to each other and to our clients. Every one of our Team has owned and operated their own Business, so we understand the issues that affect our Clients. We have people that have experience…

Recent Transactions

This member has no reported closed transactions.

ComStock Advisors

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ComStock AdvisorsComStock Advisors develops creative solutions for private companies focused on a wide array of strategic initiatives. Corporate boards, trustees, business ownersand acquisitive investors rely on us to provide expert advisory and execution services.Significant Transaction ExperienceSenior Advisor on Every ProjectComprehensive Processes and MethodologiesLower Middle Market FocusMerger & Acquisition Advisory ServicesComStock's team of seasoned advisors works with a limited number of clients in order to provide senior level, personal attention. We deliver insights that are…

Recent Transactions

This member has no reported closed transactions.

Transact Partners International, LLC

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Transact Partners International is a Mergers and Acquisitions Advisory firm that serves lower middle market privately held companies, family-owned businesses and corporate spin-offs. Transact Partners, headquartered in Raleigh, NC, provides representation services to business owners selling their companies or that are seeking growth/equity capital. We also specialize in sourcing acquisition opportunities for Private Equity Groups, Corporate Acquirers and Strategic Investors. Transact Partners has represented domestic and international companies across a wide spectrum of industries including…

Recent Transactions

This member has no reported closed transactions.

Capital City Group

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Capital City Group is a boutique mergers and acquisitions advisory firm that serves the owners and management teams of privately-held, lower middle market businesses. Our typical client has annual revenue between $10 million and $50 million and earnings before interest, taxes, depreciation and amortization ("EBITDA") in excess of $2 million. Our success has been built upon a sincere, unwavering commitment to integrity, diligence and professionalism in all that we do. We consider our work a high calling and the opportunity to serve a privilege.

Recent Transactions

This member has no reported closed transactions.

Murphy Business Sales

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Murphy Business brings unmatched expertise and professional representation to sellers of businesses in the Research Triangle area, including Raleigh, Durham and Chapel Hill, as well as Eastern North Carolina. If you have a business elsewhere in North Carolina, we may be able to help you, either directly or through a referral.

Recent Transactions

This member has no reported closed transactions.

Agency of America, Inc.

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AOA is a full-service, multi-line, interstate agency for:Personal Financial Planning, including: - Immediate Improvement through the Power of NowTM; - College Funding with powerful plans that self-complete, provide excellent tax-free growth, tax-free and penalty-free withdrawals, and can be used for any purpose. - Complete financial protection through innovative and state- of-the-art life insurance and annuity products.Retirement Planning, including: - Leveraged Retirement - more retirement, same cost; - Maximizing your Social Security - the Seven Keys; -…

Recent Transactions

This member has no reported closed transactions.

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.

Seahawk Innovation

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The Seahawk Innovation story began in 2013 when our co-founders, Tom Looney and Tobin Geatz, approached the University of North Carolina at Wilmington (UNCW) in an effort to forge a public-private partnership that would enrich the University and local community. The resulting partnership has been a tremendous opportunity to provide value to Seahawk Innovation’s limited partners, clients, and portfolio companies while building Wilmington’s local innovation economy.Through basing our offices in UNCW’s Center for Innovation and Entrepreneurship (CIE) in 2013, our founders have…

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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