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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 101-120 of 258 M&A Advisory Firms

Sorted by recent activity

Dellarok

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DellaRok is led by Founder and Managing Partner John Dellafiora. John is a CPA, CFA charterholder, and entrepreneur with experience across investment banking, private credit, insurance advisory, and middle-market transactions. He has advised and participated in a range of acquisitions, financings, and strategic initiatives for privately held companies and investor groups. In addition to his advisory work, John is an active investor and operator across multiple platforms focused on private credit, insurance, and lower-middle-market acquisitions. This operator-investor perspective allows…

Recent Transactions

This member has no reported closed transactions.

Strategic Mergers & Alliance Group

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Strategic is a specialists consulting firm founded on the principle of providing business services and solutions that yield clear and significant results. We are dedicated Capture Strategist's and are committed advisors in providing exceptional project development advice in select public sector and target commercial markets. Our core services focus on ensuring the continued and sustained growth of firms in various stages-helping them achieve the next level of success by increasing their business through strategic acquisitions, favorable mergers, sound divestiture and mutual alliances.

Recent Transactions

This member has no reported closed transactions.

Shadowfax Capital

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Shadowfax Capital is a boutique merger and acquisition advisory firm providing a multi-disciplined approach to the widely underserved lower middle-market. Our clients are entrepreneurs, small business owners and investor groups who are interested in the purchase or sale of privately-held companies throughout all industry sectors. Our advisory team consists of entrepreneurial-minded merger and acquisition professionals with extensive experience and long-standing relationships with strategic acquirers, private equity firms, high net-worth individuals, and public companies. Our advisors…

Recent Transactions

This member has no reported closed transactions.

CFO Worx

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CFO Worx is a Fractional CFO Company that offers tailored CFO, financial systems, Controller, and strategic Mergers and Acquisitions preparation advisory to US private companies across industries.Our team consists of experienced CFOs, expert financial analytics systems advisors, Controllers, and Bookkeepers, providing either an augmentation to your existing team or a full-scope solution if you lack an in-house team.Our founding principle is that businesses, regardless of their size, should have access to high-quality Finance & CFO services without bearing an exorbitant overhead cost. We…

Recent Transactions

This member has no reported closed transactions.

Archveo Advisors

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Archveo Advisors is a boutique M&A advisory firm focused on lower middle market, owner-operated businesses nationally, with deep roots in the New York metro area. The firm works across a range of industries, with significant experience in service-based and real estate-adjacent companies.Archveo's process is built around rigorous valuation, thorough seller preparation, and disciplined, targeted buyer outreach, designed to drive competitive processes and deliver clean, closeable transactions.The firm is led by Eric Mendelsohn, a four-time Presidents Club award winner with seven years of…

Recent Transactions

This member has no reported closed transactions.

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Canada Tech Accelerator

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The Canada Tech Accelerator (CTA) is an exclusive, federally funded program that works with high growth Canadian technology companies as they expand internationally. We have helped our portfolio of 600 companies raise over $500M in capital and generate $200M in revenue. Notable alumni include: Wealthsimple, Voices.com, Frank & Oak, iMirror, and League.

Recent Transactions

This member has no reported closed transactions.

Institutional Acquisition Partners

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Mergers & Acquisitions Advisory (M&A); Investment Banking; Capital Raising; Direct/Principal/Sponsored Capital Investments in Companies & Businesses; Bank & Other Debt Financing; Strategic & Financial Consulting; Valuation Services; Business Planning; See below for IAP's expertise & competitive advantages...IAP has expertise & superior competitive advantages in the following services: Helping to sell businesses & companies for maximum value; Helping companies, investment groups/funds, & other institutions buy, acquire or invest in perfect & ideal…

Recent Transactions

This member has no reported closed transactions.

Pi Capital

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Pi Capital is a global advisory firm with offices in the US and Asia.​​Our mission is to be the investment bankers clients turn to for transactions that facilitate their visions.The Pi Capital team has robust experience in providing advisory services related to raising capital in the private markets. The team has longstanding relationships with a wide variety of institutional investors that invest across the capital structure. They include leading global credit funds, banks, sovereign wealth funds, private equity firms, pensions, insurance companies and family offices. Pi Capital can…

Recent Transactions

This member has no reported closed transactions.

Levantine & Co.

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Levantine & Co. provides independent and integrated financial advisory services to small and medium-sized enterprises looking to grow or restructure their businesses. This is achieved by leveraging our significant international capital markets experience gained in Africa, Europe, Middle East and the USA.Our mission is to bring value to our clients' businesses by advising on the most profitable way to structure their financing requirements. The Levantine & Co. team works on innovative, flexible and attractive facilities to optimise your funding requirements.CORPORATE FINANCERaising Capital: …

Recent Transactions

This member has no reported closed transactions.

Structured Partners

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Structured Partners is a specialist M&A advisory firm serving owners, operators, and investors in the building products and services sector.Our team has operated on all sides of the table as private equity principals, C-suite executives, and senior investment bankers giving us an uncommon understanding of how deals are underwritten, negotiated, and closed. This perspective allows us to design processes that withstand diligence, attract the right buyers, and maximize value.Our Practice AreasSell-Side M&A — We lead confidential, highly competitive exit processes for founder- and…

Recent Transactions

This member has no reported closed transactions.

Blackcastle Partners

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Blackcastle is an M&A advisory firm serving owners of engineering, architecture, and environmental consulting firms across the United States and Canada. We work exclusively in the AEC sector and represent privately held firms with revenues between $2 million and $100 million. Blackcastle was founded by Jack Simonian.Our practice covers three core verticals:Engineering — civil, structural, geotechnical, MEP, transportation and infrastructure, water and wastewater, land development, energy and utilities, and geomatics and land surveying firms.Architecture — architecture and interior…

Recent Transactions

This member has no reported closed transactions.

ValueScope, Inc.

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ValueScope is a leader in Measuring, Defending, and Creating value. Our deep expertise in the application of financial and econometric analysis to value measurement and shareholder value creation sets us apart. ValueScope services include financial valuations and business appraisal, expert witness testimony and litigation support including economic damages calculations, strategic analysis and planning, econometric analysis, transaction advisory, and estate planning.

Recent Transactions

This member has no reported closed transactions.

NeXtward Advisors

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NeXtward Advisors is a Nashville, TN based exit strategy partner. We guide business owners to exit with a defined process and common goal of successfully selling their business. Our team has vast experience in all stages of starting, running and exiting a business and surround ourselves with experts and advisors to help maximize the selling experience for our clients. Onward, Upward, NeXtward. What's your Next?

Recent Transactions

This member has no reported closed transactions.

WhiteRock Capital Partners Inc.

111 Total Closed Deals
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We provide financial advisory and capital raising services to our clients and invest our own capital in selective situations. WhiteRock Capital Partners have an average of twenty-five years of experience in a broad array of industries providing nearly every investment banking product and service to their clients. WhiteRock Capital Partners have been directly involved in transactions which aggregate over $100 billion in value. The hallmarks of our business are the high levels of senior attention we pay to every assignment and the thoughtfulness and creativity we bring to our clients. Our…

Recent Transactions

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  • Jul 2015 Advised Abitibi Bowater on an investment from Confidential
  • Jun 2015 Assisted Advanced Lighting Technologies in securing debt financing from Confidential
  • Jun 2015 Assisted Allegheny Health, Education & Research Foundation in securing debt financing from Confidential
  • May 2015 Advised Alliance Entertainment Corporation on an investment from Confidential

GaP Transaction Advisors

28 Total Closed Deals
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GaP Transaction Advisors is a boutique Houston-based business advisory firm serving lower middle-market and middle-market business owners from coast to coast through representation for Mergers and acquisitions (M&A), business valuation, and value-growth services such as Advisory Boards, Executive Coaching, and Consulting.​Bret Pardue established GaP to provide owners of businesses generally enjoying annual revenue of $5-$100 million with the quality of M&A representation and value-enhancement services previously only available to upper-middle and large businesses. GaP brings highly…

Recent Transactions

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  • May 2024 Advised Roth Hydraulics NA in its sale to SFP Hydraulics
  • May 2024 Advised Southwest Glass in its sale to Arrow Mirror and Glass
  • Apr 2024 Advised Lake Livingston Overhead Doors in its sale to Confidential Company
  • Mar 2024 Advised EcoWater Industries “dba EcoWerks” in its sale to The Amlon Group

Lingate Financial Group

21 Total Closed Deals
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Founded in 1945, Lingate Financial Group is a leading provider of lower middle market merger and acquisition advisory services, representing both buyers and sellers of businesses. Lingate helps business owners successfully complete business sales, family transitions, mergers, acquisitions, and recapitalizations. Lingate specializes in representing privately held businesses or business units with annual revenues of $5 million to $50 million. We have broad industry expertise - manufacturing, distribution, transportation, consumer products, food, technology, business-to-business services, and…

Recent Transactions

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  • Dec 2023 Advised Nu-Star, Inc in its sale to PowerPusher
  • Jul 2023 Advised Confidential Company on an investment from Confidential Company
  • Jul 2023 Advised Confidential Company on an investment from Confidential Company
  • Jul 2023 Advised Confidential Company on an investment from Confidential Company

ABI Group

17 Total Closed Deals
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Selling a business is complex. ABI simplifies the process and maximizes value with the highest close rate. The company offers Valuations and Advisory Services for Privately Held Companies and with 30+ years of dealmaking, ABI is one of the most highly regarded firms in California helping clients and their advisors develop custom solutions designed to achieve their objectives and maximize business value.

Recent Transactions

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  • Jun 2026 Advised Luxe Home in its sale to Confidential Company
  • Jun 2026 Advised Print & Graphics in its sale to Confidential Company
  • Jun 2026 Advised D&B Glass in its sale to Confidential Company
  • May 2026 Advised Douglah Designs in its sale to TeedUp Capital

MDI Investments

14 Total Closed Deals
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Community banks play an important role in communities across the country, and the experts at MDI Investments are passionate about helping these institutions thrive. We achieve this by identifying risk and opportunity. MDI Investments focuses specifically on mergers and acquisitions, business valuations, financial restructuring and capital initiatives.MDI Investments professionals have a long history of raising substantial capital for public and private institutions through multiple business cycles. Team members have a solid track record of completing deals in challenging markets and economic…

Recent Transactions

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  • Aug 2022 Assisted Confidential Company in securing debt financing from Confidential Company
  • Jul 2010 Advised Family Federal Savings of Illinois in its sale to Green Choice Bank
  • Dec 2009 Advised First National Bank of Gilman in its sale to Edgar County Banc Shares
  • Feb 2008 Advised Anchor BancCorp WI - 4 MN branches on an investment from Freedom Bancorporation - Lake area Bank

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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