1.800.860.4519

Sign In Get Started

Powered by Axial Data

Top Other Diversified Financial Services M&A Advisory Firms

Explore 258 Other Diversified Financial Services M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

Explore Firms Join Axial Explore Firms Join Axial

Axial Insights

Other Diversified Financial Services M&A Advisory Firms

258

Active Firms

592

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%
Pennsylvania 4%

Key Attributes

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

Showing 221-240 of 258 M&A Advisory Firms

Sorted by recent activity

Near Earth Capital

View Full Profile
Through Near Earth Capital we provide a full range of private placement, corporate finance, and mergers & acquisition services to emerging as well as established companies in our sectors of specialization. Reflecting the extensive industry-focused track records of our team ofprofessionals, comprising more than 50 years and $30 billion in aggregate transactional experience at major Wall Street firms, we maintain high-level relationships with the leading corporations and institutional investors in our field. Through Near Earth Advisory we provide a broad range of financial advisory services to…

Recent Transactions

This member has no reported closed transactions.

Murphy Business Sales

View Full Profile
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.

M & A Advisors of Florida

View Full Profile
Our Mission: Helping Business Owners & Private Investors Acquire & Exit Successful Middle-Market Businesses Pursuing transactions valued from $1,000,000 - $25,000,000. A research based approach for buying & selling businesses, whether you are a Business Owner or Private Equity Group the goal is the same; identify a corresponding management team that shares a common interest in acquiring or exiting a business. We accomplish this by investing time, resources and industry research to identify Decision-Makers ready, willing and able to complete a merger or acquisition that achieves your business…

Recent Transactions

This member has no reported closed transactions.

Dillon Ltd.

View Full Profile
The Dillon companies are made up of advisors who focus on the client first then the transaction. The Dillon Group was founded in 1990 with the primary purpose of creating a firm to deliver a foundation to build on, showing clients their current position and the numerous options they have before entering the market.Through years of business ownership and transaction management, the professionals of the Dillon Group have developed extraordinary advisory and intermediary skills. These skills are not only applied to transactions but also to business development and increasing value.

Recent Transactions

This member has no reported closed transactions.

Spectrum Acquisitions, Inc.

View Full Profile
Spectrum Acquisitions, Inc. is a merger and acquisition intermediary and advisory firm providing a range of specialized professional services to middle-market companies. Spectrum offers a high level of service and resources typically only found in much larger investment banking firms, underscored by a commitment to personal attention. We call it: "Fortune 500 Service for Middle-Market Companies" At Spectrum, we believe that middle-market companies with revenues from $2 million to $200 million need and deserve the same level of service that larger firms enjoy. Since 1989 the Spectrum team has…

Recent Transactions

This member has no reported closed transactions.

Hardstone Capital, LLC

View Full Profile
Hardstone is a boutique corporate finance advisory firm providing investment banking and M&A consulting services to middle-market companies.

Recent Transactions

This member has no reported closed transactions.

Stop Browsing. Start Transacting.

Join 20,000+ members who source deals, connect with counterparties, and close transactions on Axial.
Get Started Today

Strategic Advisors, Inc.

View Full Profile
Strategic Advisors is a middle market investment banking firm that provides merger and acquisition (M&A), corporate finance and strategic advisory services to business owners. Through years of practical experience, Strategic Advisors has found that there are many pathways to creating, building and realizing shareholder wealth and we have the expertise, resources and relationships to ensure that business owners maximize their wealth. In the process, our seasoned professionals will employ sophisticated transaction processes, innovative techniques, and deal experience in a range of industry…

Recent Transactions

This member has no reported closed transactions.

Playbook Partners

View Full Profile
PLAYBOOK.PARTNERS is a best-in-class, special-situations private investment firm focused on operator-led acquisitions of lower middle-market companies. We invests in special-situation opportunities within the lower middle market, with a purpose to directly operate every business we acquire. Our unique approach has lead our leadership team to create an additional $1B in revenue through operational expertise.

Recent Transactions

This member has no reported closed transactions.

Global Capital Funding Group, LLC

View Full Profile
Global Capital Funding Group, LLC is one of the industry’s pre-eminent capital advisory firms focusing on conventional financing and difficult to finance transactions including the negotiation and capitalization of business acquisitions and expansions, loan purchases, quick close situations and discounted payoffs of debt.Global Capital Funding Group, LLC understands your concerns and embraces the opportunity to present a solution to you and your clients. We specialize in helping businesses find the funding for expansion, acquisitions, or refinance of old debt.

Recent Transactions

This member has no reported closed transactions.

AMT Capital

View Full Profile
AMT Capital provides private equity and investment banking services with a focus on M&A and Institutional capital. The firm has completed over $3 billion in transactions and has operating expiriance in a broad range of industries

Recent Transactions

This member has no reported closed transactions.

Carpediem

View Full Profile
Carpediem Capital, Inc. works to provide the highest level of professional advisory assistance to companies whose capital or operational requirements have been ignored by traditional sources. The level of service we provide is typically available only to large multinational corporations through major investment banking and consulting firms. Carpediem Capital’s management team consists of energetic veterans of the nation’s premier investment banking and consulting institutions. Carpediem has the knowledge and resources to provide companies with the capital and advice necessary to…

Recent Transactions

This member has no reported closed transactions.

Randahl McKenzie Associates

View Full Profile
Randahl McKenzie Associates (RMA) is a Business Intermediary firm that represents either Purchasers or Sellers of privately held companies. Randahl McKenzie Associates is located in North County San Diego and has represented clients from San Diego to the Central Valley of California. RMA has, on special occasions, represented out of state clients wishing to be acquired by synergistic companies to expand their business model in additional market areas.

Recent Transactions

This member has no reported closed transactions.

Oakcapita Advisory LLP

View Full Profile
Oakcapita Advisory LLP boutique private market advisory firm catering to the middle market segment, rendering seamless advisory services to clients seeking in-depth strategic, investing, and financial expertise.Oakcapita Advisory strives to provide a broad spectrum of strategic advisory solutions in due diligence, early stage investment advisory, capital raise advisory, M&A advisory, and business valuations. Be it sell-side, buy-side, business valuation or ad-hoc Consultancy engagements, the Firm ensures exceptional services through its specialized advisory solutions from day one to…

Recent Transactions

This member has no reported closed transactions.

st centillion gestion llc

View Full Profile
Financial and strategic advisory. M&A Financial advisory. Investment advisory.Corporate finance advisory. Personal wealth advisory. Macro economic advisory.

Recent Transactions

This member has no reported closed transactions.

Paloma Equity Partners

View Full Profile
Paloma Equity Partners specializes in providing customized transaction management solutions to independent sponsors, investment banks, corporate management and private equity. Paloma Equity Partners was founded to support the growing needs of middle-market private equity funds, independent sponsors, and investment banks. We provide our clients with a complete suite of customized transaction management solutions. Essentially, we step in as a “surrogate” deal team comprised of former investment banking and private equity professionals. We assist our clients in navigating all aspects of the…

Recent Transactions

This member has no reported closed transactions.

Baytok Danışmanlık Ltd.

View Full Profile
Baytok Advisory is an independent strategic management and corporate finance advisory firm based in Istanbul. We are an independent international investment and corporate finance advisor based in Turkey with special insights in your industry; with research and analytical capabilities matched only by the brightest and most experienced in the major financial centers such as New York or Hong Kong; with a flair for domestic market sensitivities and requirements. Our team consists of results oriented experts bringing each client a fresh perspective for each business situation.

Recent Transactions

This member has no reported closed transactions.

CSC Capital

View Full Profile
CSC Capital is a leading private financial advisory firm founded in 1992. Through the use of the firm's restructuring acumen and synergy of its affiliated business groups CSC Capital has achieved excellent returns on invested capital for its clients.

Recent Transactions

This member has no reported closed transactions.

Muwonge Capital Advisors

View Full Profile
Muwonge Capital Advisors is a team of experienced financial professionals dedicated to supporting you with a comprehensive array of services for both individuals and businesses. From direct investments to limited partnerships, you can count on Muwonge Capital Advisors to deliver the investment opportunities you require. We meet the objectives of demanding family office and institutional clients by drawing upon an extensive proprietary network to originate, structure and package investment opportunities based on predetermined criteria. Considerations are always exclusive, direct and off market.

Recent Transactions

This member has no reported closed transactions.

Viorum Capital

View Full Profile
Viorum Capital is an advisory firm focused on creating value through Investment Banking and Financial Advisory services. Founded in 2010, Viorum is based in San Francisco, but execute client transactions and advisory projects across the United States.Our Investment Banking business is typically engaged by entrepreneurs, emerging growth companies and financial sponsors. These clients may need growth capital or explore strategic alternatives, including a recapitalization, strategic partnership or sale.Our Financial Advisory services business is geared to complement the activities of the deal…

Recent Transactions

This member has no reported closed transactions.

Grant thornton

View Full Profile
Grant Thornton Tunisia is the Tunisian member of Grant Thornton International. It is among the leaders of audit and consulting firms in Tunisia, offering audit, outsourcing, accounting, legal advice, tax, financial and management.Grant Thornton supports dynamic organizations to help them unlock their potential for growth, thanks to savy and forward-looking guidance.Our proactive teams, led by 7 partners available, combine analysis, experience and instinct for dealing with complex issues which confront customers (private, public or listed companies) and help them find solutions.

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 Other Diversified Financial Services 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 Other Diversified Financial Services M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for Other Diversified Financial Services 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 258 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 Other Diversified Financial Services 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 258 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Other Diversified Financial Services 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 Other Diversified Financial Services M&A Advisory Firms directory, you can request information here.

Want to Keep Exploring?

Enter your details to access all firm profiles.

Let us curate Relevant Introductions.

Rather than a one-off introduction to company, work with an Axial Exit Consultant to find the best options from our network of 2,500 M&A advisors — at no cost to you.

Companies sold using Axial Advisor Finder:

Get Introduced to the Right Advisors

This service is complimentary and all information is confidential. Looking to learn more? Complete the form above.

By providing telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt of further messaging.

You’re All Set

We’ve received your request. An Axial Exit Consultant will reach out shortly to coordinate next steps.

While you’re waiting, you can learn more about our advisor introduction offering here.

We've Received Your Request

A member of our team will follow up to coordinate next steps.

 Explore Axial
Template