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Top Philadelphia M&A Advisory Firms

Explore 20 Philadelphia M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

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Axial Insights

Philadelphia M&A Advisory Firms

20

Active Firms

16

TTM Deal Flow

$5M-$18M

Core Revenue Range

$1M-$8M

Core EBITDA Range

Top Sectors by Activity

Industrials 44%
Education 19%
Technology 13%
Consumer Goods 6%
Food & Hospitality 6%

Key Attributes

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

Showing 1-20 of 20 M&A Advisory Firms

Sorted by recent activity

BMI Mergers & Acquisitions

2 Closed Deals via Axial 32 Total Closed Deals
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For over thirty years, our professionals have successfully engaged in the practice of buying, selling, and managing the business acquisition process. We have completed multi-million-dollar deals in many industries and successfully integrated businesses post-merger. Whether your business is worth $3 million or $100 million, this experience is put to work to achieve your desired result. Mr. Kerchner, Mr. Clark, Mr. Fay, Ms. Marlowe, and Mr. Tortora hold securities licenses Series 79 and 63. 

Recent Transactions

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  • Aug 2025 Advised Confidential Company in its sale to Confidential Company
  • Jan 2025 Advised Confidential Company in its sale to Confidential Company
  • Nov 2024 Advised Confidential Company in its sale to Confidential Company
  • Sep 2024 Advised Confidential Company in its sale to Confidential Company

Brandywine Mergers & Acquisitions, LLC

1 Closed Deal via Axial 13 Total Closed Deals
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Brandywine M&A provides sell-side representation to privately held companies. BMA serves clients of various sizes and industries. Current clients are from industries such as manufacturing, professional services, specialty contracting/service providers, etc. BMA's average client is one preparing for retirement with a mature company. Typically, average earnings are in the $1-5M range.

Recent Transactions

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  • Feb 2024 Advised Confidential Company in its sale to Confidential Company
  • Oct 2023 Advised Confidential Company on an investment from Confidential Company
  • Aug 2023 Advised Atlantic Stud Welding Inc. in its sale to Private Investor
  • Aug 2023 Advised Food Safety Solutions in its sale to Private Investor

Philadelphia Investment Group Inc

1 Closed Deal via Axial 1 Total Closed Deal
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Philadelphia Investment Group is well known for conducting highly focused acquisition searches for Fortune 500 type industrial companies. We also provide buy side and sell side advisory services from valuation and marketing through contract negotiations and closing. Clients receive skillful execution of confidential services for discreet auctions or marketing. Our firm consists of six partners plus associates and staff. We are U.S. based plus one partner in the U.K.

Recent Transactions

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  • Nov 2020 Advised Confidential Company in its sale to Confidential Buyer

Mark Schneider & Co. LLC

1 Closed Deal via Axial 1 Total Closed Deal
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The firm of Mark Schneider & Co., LLC (“MSC”) provides merger and acquisition advisory services to lower middle market companies. Our activities include assisting clients in the purchase, sale or divestiture of their company.  The firm has a focus on the healthcare industry, with a specialty in revenue cycle management and healthcare technology companies.  

Recent Transactions

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  • Jun 2020 Advised Comprehensive Counseling LCSW in its sale to 424 Capital

The Bridlebrook Group

15 Total Closed Deals
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Merger & Acquisition advisory services and confidential business sales for lower middle market companies and family owned businesses.in the PA, NJ, NY, DE and MD regions. www.bridlebrookgroup.com @BridlebrookGrp

Recent Transactions

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  • Sep 2025 Advised Confidential Company in its sale to Confidential Company
  • Aug 2024 Advised Confidential Company in its sale to Confidential Company
  • Apr 2024 Advised Confidential Company in its sale to Confidential Company
  • Jan 2024 Advised Confidential Company in its sale to Confidential Company

Commonwealth M&A

4 Total Closed Deals
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Recent Transactions

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  • Mar 2024 Advised Confidential Company in its sale to Confidential Company
  • Feb 2024 Advised Essential Power Systems in its sale to Sila Services
  • Sep 2023 Advised Confidential Company in its sale to Confidential Company
  • Aug 2023 Advised Sharp Stream Power Washing & Painting in its sale to Private Investor

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Tuck Advisors

2 Total Closed Deals
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Our firm was founded by serial entrepreneurs. We came together to form Tuck Advisors because we believe founder/ceo's deserve better M&A advice. We create a competitive auction process the way the biggest firms do, but we run the process the way an entrepreneur would. We are focused on providing sell side and buy side M&A for values-driven companies, especially in education and healthcare.

Recent Transactions

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  • Sep 2025 Advised Confidential Company in its sale to Confidential Company
  • Jan 2025 Advised Confidential Company in its sale to Confidential Company

Realta Wealth

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We’re an independent wealth management community that embraces flexibility, expands horizons and elevates all of its members, one advisor at a time. Our commitment to personalized support, innovative technologies and a full-service platform is grounded in a dynamic environment of mutual respect and uncompromised autonomy.We are a passionate team of industry veterans who have achieved success and now are pursuing excellence. We’re redefining community, celebrating independence and driving measurable results for advisors enabling them to hone their capabilities, identify growth…

Recent Transactions

This member has no reported closed transactions.

Gavin/Solmonese LLC

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We’ve created successful results in the complex restructurings of hundreds of companies, large and small.Engagements include financial advisory, interim management, critical asset valuation, and creating alternative channels for recovery and growth.

Recent Transactions

This member has no reported closed transactions.

Mandic & Co

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We position ourselves as a multidisciplinary advisory firm with integrated capabilities across the full lifecycle of clinical development and the strategic transactions that shape the healthcare landscape. Our team combines deep expertise in clinical trial oversight, regulatory documentation, and financial advisory to help innovators strengthen both their scientific programs and their corporate value.As clients advance toward liquidity events, we provide comprehensive M&A support, from strategic positioning and valuation analysis to buyer identification and deal execution, enabling…

Recent Transactions

This member has no reported closed transactions.

National Business Exchange Inc.

2 Total Closed Deals
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National Business Exchange Inc. a full service business brokerage firm and M&A Specialist concentrating on small to medium size businesses. NBE and M&A Specialist headquartered in Philadelphia, PA. With the majority of our transactions in the Middle Market sector.. Also, we have completed many transactions in the Business Brokerage Sector.

Recent Transactions

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  • Nov 2019 Advised Confidential Company on an investment from Confidential Company
  • Nov 2019 Advised Confidential Company on an investment from Confidential Company

S.C. Blodgett & Co., Inc.

2 Total Closed Deals
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S.C. Blodgett & Co., Inc. is an investment banking firm based in Paoli, Pennsylvania that provides strategic and financial advisory services to closely-held businesses, business owners and public companies. Started in 1992, the Company provides independent, objective advice and is committed to maintaining the highest degree of professional and ethical standards in the business. Blodgett & Co. primarily focuses on middle market companies with revenues of between $5 million and $50 million and provides investment banking services including:

Recent Transactions

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  • Mar 2023 Assisted Confidential Company in securing debt financing from Confidential Company
  • Mar 2023 Assisted Confidential Company in securing debt financing from Confidential Company

Montpelier Ventures

1 Total Closed Deal
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Montpelier Ventures is an M & A advisory firm focused on the Middle and Lower Middle Markets. It engages in both sell-side and buy-side transactions and works across a broad range of industries including Financial Services, FinTech, Online Publishing, Wearables, Smart Textiles, Construction Supply & Equipment and others.

Recent Transactions

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  • Feb 2023 Advised Confidential Company on an investment from Confidential Company

New Value Capital LLC

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For more than 20 years, we have helped management teams and owners resolve the most challenging valuation issues related to fair value financial reporting, tax reporting, employee stock incentive plans, succession planning, estate planning, shareholder/partner agreements and disputes.Our valuation professionals have earned multiple certifications and credentials that include Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), Accredited Senior Appraiser (ASA), Certified Valuation Analyst (CVA), Certified Insolvency and Restructuring Advisor (CIRA), Certified in…

Recent Transactions

This member has no reported closed transactions.

Malvern Advisors

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Malvern Advisors, LLC is a boutique commercial real estate consulting firm offering advisory services to clients in the commercial and corporate real estate sectors. We specialize in providing integrated and comprehensive business strategies that are tailored to identifying and implementing solutions to those trying to navigate the dislocation in the real estate markets.Located in Malvern, PA, our primary mission is to support small to mid-sized financial institutions and private investors with real estate assets located in the Northeast and Mid-Atlantic States.Our philosophy is simple. How…

Recent Transactions

This member has no reported closed transactions.

Stonewood Partners

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Stonewood Partners is a middle-market buyside M&A advisory firm that partners with private equity groups and strategic buyers to execute proactive acquisition search programs for new platforms and add-ons. website: www.stonewoodpartners.com

Recent Transactions

This member has no reported closed transactions.

Artemis Capital Markets, LLC

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Artemis Capital Markets provides financing solutions to businesses in need of growth or operational capital. We also help our clients sell their businesses - we manage the entire transaction process, including identifying buyers, valuation, transaction structure, negotiation, securing financing and closing.We are loan brokers and work with our clients to identify their financing needs and create financial solutions that best fit their criteria. Most importantly, we specialize in expediting the lending process by providing quick decisions on business loans so our clients can focus on running…

Recent Transactions

This member has no reported closed transactions.

ATRUS Advisors

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ATRUS Advisors is a boutique M&A and Strategic Consulting firm dedicated to addressing the business needs of small and mid-sized companies. Our clients are the technical experts and master crafters in their field, who need assistance with improving and growing their business.  

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.

Frequently Asked Questions

How are M&A Advisory Firms in this directory ordered?

Firms in the Philadelphia 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 Philadelphia M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for Philadelphia M&A Advisory Firms is $5M-$18M, with a core EBITDA range of $1M-$8M. 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 Philadelphia 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 Philadelphia?

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

When comparing M&A Advisory Firms in Philadelphia, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 20 firms included in the directory and can help identify firms that align with your needs.

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

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