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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.

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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 241-258 of 258 M&A Advisory Firms

Sorted by recent activity

VanSchlunConsulting

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With deep rooted business relationships, a flawless reputation, industrial ties to a dozen countries and over four decades of experience, VanSchlunConsulting is confident to help any client to successfully conduct business and to reassure their full potential in the complex Asian markets. Due to our notable joint ventures and extensive network of distinguished connections, we can ensure a consistent and unrivaled manufacturing quality. Combined with our expertise in European quality management and our customer first attitude, we offer the perfect solutions for our demanding clients.

Recent Transactions

This member has no reported closed transactions.

Nova Capital International LLC

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Nova Capital International LLC (“Nova Capital” or the “Company”) is an investment banking and corporate financial advisory boutique firm specializing in the equity and debt financing of private and publicly held micro capitalization companies, which are companies with a market capitalization of $500 million or less. The Company focuses on providing its corporate clients with access to substantial equity and debt capital from institutional investors in the United States, Canada, and Europe (London, Geneva, Zurich, and Brussels) and, to a lesser degree, accredited individual investors.

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.

HCP Switzerland

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HEKIM Capital Partners LLC is a distinguished independent Investment Banking firm with headquarters in Zurich, Switzerland. Specializing in offering unbiased and bespoke advice, HCP serves entrepreneurs, professional investors, and international companies with utmost dedication and expertise.Specialized in M&A transactions, fundraising processes, valuation services, and investor relations, HCP navigates complex special situations with a tailored approach to meet the unique needs of each client.With strategic locations in across continents, HCP's activities are globally driven, harnessing…

Recent Transactions

This member has no reported closed transactions.

Hermitage Canada Finance, Inc.

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Hermitage Canada Finance Inc. is a corporation which specializes in financial advisory services including mergers, acquisitions and divestitures.

Recent Transactions

This member has no reported closed transactions.

Agentis Capital

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We advise clients on the divestiture of their business. As part of our sell side role, we develop comprehensive financial forecasts, complete thorough due diligence, identify strategic and financial buyers, execute a well-structured auction process, manage negotiations and direct legal and tax advisers. We excel in selling businesses that have a high degree of complexity and/or are being restructured.We undertake buy side roles with select clients.We are differentiated by our hands-on approach and practical experience as directors of several companies.

Recent Transactions

This member has no reported closed transactions.

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CXO Equity Partners

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We provide Consulting, Advisory and Sponsor/Capital services on the Buy-Side,Sell-Side, Organic Scaling and special scenarios from turn-arounds to roll-ups and special deal structures.

Recent Transactions

This member has no reported closed transactions.

Lyons Sullivan

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M&A advisory firm in the Pacific Northwest. The firm concentrates its practice in business transitions, exit planning, and mergers & acquisitions. The company is experienced in 338(h)(10) elections, conducting due diligence, advising on earn-outs, and marketing the firm to qualified buyers. Lyons Sullivan assists the seller with compliance for regulatory, state, and federal agencies; and in the preparation of a pitchbook or confidential information memorandum. David Lyons, the president, is a licensed attorney, and CPA.

Recent Transactions

This member has no reported closed transactions.

Martin & Associates, INC

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Part of Audientis Family Business Advisors. We work with a small number of high net worth families by creating a comprehensive estate and tax plan to preserve wealth for future generations. In addition we assist them with the sale or expansion of their existing business within the parameters of their personalor family financial goals.

Recent Transactions

This member has no reported closed transactions.

Good Hope Transitions

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Our approach to M&A is something that has been developed and refined over a long period of time and has been configured into a consistent process that produces quality results. We have great relationships with a vast network of buyers and sellers to give your practice access to the entire market ensuring the best possible partnership is secured.

Recent Transactions

This member has no reported closed transactions.

Valeo Corporate Finance Ltd.

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I am a boutique sell-side M&A advisor to small cap (venture or early stage) technology and industrial companies, with a focus on recurring revenue businesses. While not all of my clients would be considered pure technology companies, they will all have some kind of technology differentiator. My clients tend to be earlier stage, focussed on driving top line growth and achieving 35% or better year over year growth, rather than maximizing EBITDA. They are often not profitable, by design, focussed instead on building enterprise value. They are often venture or angel backed, although some…

Recent Transactions

This member has no reported closed transactions.

Grant Point Group

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Grant Point Group is a boutique advisory firm providing investment banking and consulting services to small and middle market companies across a myriad of industries. We specialize not only in merger and acquisition advisory, but also in providing growth strategies for companies to create additional value and creating strategic partnerships to help business owners manage their day-to-day operations, so that they can ultimately maximize the value of the companies that they have built. We focus on both planning for a wide-range of capital and growth-strategies as well as process…

Recent Transactions

This member has no reported closed transactions.

Chartered Associates Corp.

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Bespoke Corporate Finance & Strategy advisory for mid-market / low mid-market companies and institutional investors.We assist companies, ventures, and entrepreneurs in topics related to corporate finance, corporate development, sustainability, ESG investing, capital markets, strategy, and partnerships.We are mostly focused on providing bespoke advice in Mergers & Acquisitions (M&A), Restructurings, Capital Structuring, Corporate Finance, ESG, and Strategic Planning mainly to mid-market companies, institutional investors, as well as to sponsors.We are Canada-based, with…

Recent Transactions

This member has no reported closed transactions.

Oaklins Austria

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As one of the leading M&A advisory firms in Austria and part of the TJP Group, we have successfully closed more than 70 national and international transactions since 2010. By merging into Oaklins, the world's most experienced M&A mid-market advisory firm, our clients now have access to worldwide advisory expertise. Our network consists of over 700 M&A professionals in 40 countries, who internationally cooperate in dedicated industry teams.As trusted experts with many years of experience, Oaklins Austria supports its clients in M&A transactions and management buy-outs as well as various…

Recent Transactions

This member has no reported closed transactions.

Swiss Upstream Advisors

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Swiss Upstream Advisors offers advisory services to small to mid-cap Exploration & Production companies operating worldwide, as well as Financial Institutions whose core focus is financing upstream activities or managing portfolio of E&P companies.Our group of strategic advisors and technical experts from the oil and gas sector (combining financial and technical competences) provides investors with an edge when valuing assets or companies (by improving technical understanding of subsurface challenges). ​We also help E&P companies to improve their communication to financial markets,…

Recent Transactions

This member has no reported closed transactions.

Robert M. Haas Associates, Inc.

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Since 1969, Robert M. Haas Associates, Inc. (“RMHA”) has been active as an advisor in merger and acquisition transactions and business valuations in the middle market, initiating, negotiating, and concluding transactions ranging in size from the $1 million to in excess of $100 million.

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 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.

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