Recent Transactions
This member has no reported closed transactions.
Top Real Estate Investment Trusts (REITs) M&A Advisory Firms
Explore 199 Real Estate Investment Trusts (REITs) M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.
Axial Insights
Real Estate Investment Trusts (REITs) M&A Advisory Firms199
Active Firms
142
TTM Deal Flow
$3M-
Core Revenue Range
$500K-
Core EBITDA Range
Top States by Activity
Florida
14%
California
8%
New Jersey
7%
New York
7%
Massachusetts
6%
Key Attributes
Best For: Owner-Led Companies | Typical Fee: Retainer & Success fee | Coverage: Sector Expertise With Hands-On Execution
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.
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.
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.
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 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.
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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 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.
HarloKyn provides advisory services and capital for seed-stage to lower middle market companies. To define strategic alternatives and execute a path to enhanced value, we have a geographic focus based in Texas and surrounding states and seek to partner with managers, founders, and other shareholders.
Recent Transactions
This member has no reported closed transactions.
WhiteRock Capital Partners Inc.
111 Total Closed Deals
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
View All- 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
28 Total Closed Deals
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
View All- 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
21 Total Closed Deals
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
View All- 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
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17 Total Closed Deals
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
View All- 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
10 Total Closed Deals
Plymouth Rock Capital is an independent advisory firm providing business finance services for individuals and companies requiring customized financial solutions. We specialize in capital procurement for Mergers & Acquisitions, Leverage Buyouts and Strategic Capital Raise - whether for growth opportunities or divestiture purposes.Our team of professionals assist in your capital raise to meet your business growth objectives.
Recent Transactions
View All- Jan 2015 Advised Massage Envy on an investment from Bank of America
- Sep 2014 Advised Medical / Surgical Center on an investment from Private placement
- Aug 2014 Advised Golden Corral on an investment from Private placement, debt and equity
- May 2014 Advised AutoDrive1 on an investment from Regional Bank
10 Total Closed Deals
CDI Global has advised on mergers and acquisitions for middle-market crossborder transactions for over 40 years. We are known for our experienced international personnel and our in-depth business development expertise. CDI has successfully partnered and collaborated with clients globally, in vertical sectors that span virtually every major industry that moves commerce, including technology, finance, retail, construction, industrial manufacturing, chemicals, oil & gas, healthcare & pharmaceuticals, food & agriculture and aerospace.We understand the prime importance of making informed choices…
Recent Transactions
View All- Aug 2023 Advised Porto Ltda in its sale to IBF Negocios
- Aug 2023 Advised Class Creator on an investment from SENTRAL
- Jun 2023 Advised PawPrints in its sale to Destination Pet
- Mar 2023 Advised Laboratory Systems Group Pty Ltd. in its sale to Waldner group
10 Total Closed Deals
MC Vanguard Corporate Finance is one of the best and most active teams of corporate finance advisors in the North West.MC Vanguard Corporate Finance formed in December 2011 following a merger between Mitchell Charlesworth Corporate Finance and Vanguard Corporate Finance.We are as passionate as you, our clients, about achieving the full potential of your business. Our approach is to work closely in partnership with each client, applying our experience and corporate finance skills alongside your management team's knowledge of your business and markets.Our expertise allows us to provide an…
Recent Transactions
View All- Mar 2012 Advised Redthorn Systems Limited in its sale to Agile Business Consultants
- Oct 2011 Advised Bennett Engineering Solutions Limited in its sale to XL Group Limited
- Mar 2011 Advised Netsource Recruitment Limited in its sale to The Management Team
- Mar 2011 Advised Clitheroe Light Engineering Limited in its sale to The Management Team - MBI
10 Total Closed Deals
Provest Inc. has over two decades of experience working with both buyer and seller professionals. Our goal is twofold as we seek to help entrepreneurs realize their dream of business ownership and, secondly, we assist business owners as they prepare for the sale of their company.At Provest we provide our clients with the vital tools and assistance they need, including everything from due diligence and performing an in-depth valuation to ensuring the transferability of operations. Our goal is a smooth and trouble free transition and/or business acquisition.Our company's motto is "helping…
Recent Transactions
View All- Jul 2023 Advised Light Manufacturing in its sale to Strategic Buyer
- Jul 2023 Advised Wire Assembly Company in its sale to Strategic Buyer
- Jul 2023 Advised Metal Fabrication in its sale to Strategic Buyer
- Jul 2023 Advised Metrology Company in its sale to Strategic Buyer
7 Total Closed Deals
Minerva Valuation Advisors, is a mid market advisory firm specializing in business valuations, acquisitions, divestitures, financings and shareholder value advisory services. We have experience advising small business owners to public corporations in a wide variety of industries.
Recent Transactions
View All- Feb 2021 Acquired confidential
- Jan 2020 Acquired Confidential
- Sep 2019 Assisted TROES Corp. in securing debt financing from confidential
- Jun 2019 Acquired Confidential
KELLENBERGER & ASSOCIATES, LLC
6 Total Closed Deals
Kellenberger and Associates, LLC was established in 2000 as a Mergers and Acquisitions and Business Intermediary firm. Located in Lafayette, LA, but can handle M&A mid-market deals anywhere in Louisiana, Texas, and adjoining states. Member of Professional Business Broker's Associations and previously affiliated with a national M&A group for many years. Also a real estate broker with NAI/Latter & Blum/Van Eaton & Romero, and certified as a CCIM Certified Commercial Investment Member, the highest qualification for commercial realtors. We can handle the business and the real estate side of…
Recent Transactions
View All- Sep 2016 Advised Dickey Steel, Inc. in its sale to Private Investor
- Aug 2015 Advised KOC Kampground on an investment from Private Investor
- Aug 2015 Advised Charlie's Mobile Home Village on an investment from Private Investor
- Jun 2015 Advised Deep South Machine in its sale to Private Individual
6 Total Closed Deals
Maine Business Brokers is the region's leading business brokerage and appraisal firm. Headquartered in Portland, Maine, our company serves small to medium size businesses ($500,000 to $10,000,000 in annual revenues) within the Maine and New Hampshire markets. Whether you want to buy or sell a business we can help. Let us put our systems, teamwork and track record to work for you. We have five major systems that define the way businesses are sold that include valuation, confidentiality, working with buyers and negotiating to close. Our team of brokers that achieves business sales through…
Recent Transactions
View All- Apr 2022 Advised Confidential Company on an investment from Confidential Company
- Nov 2021 Advised Confidential Company on an investment from Confidential Company
- Nov 2021 Advised Confidential Company on an investment from Confidential Company
- Nov 2021 Advised Confidential Company on an investment from Confidential Company
Frequently Asked Questions
How are M&A Advisory Firms in this directory ordered?
Firms in the Real Estate Investment Trusts (REITs) 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 Real Estate Investment Trusts (REITs) M&A Advisory Firms?
Based on activity on Axial’s M&A platform, the core revenue range for Real Estate Investment Trusts (REITs) M&A Advisory Firms is $3M-$18M, with a core EBITDA range of $500K-$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 Real Estate experience when evaluating M&A Advisory Firms?
Relevant Real Estate 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 199 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Real Estate.
Do all M&A Advisory Firms in this directory focus exclusively on Real Estate?
Not necessarily. Many firms are active across multiple industries, so inclusion in the Real Estate Investment Trusts (REITs) M&A Advisory Firms directory reflects relevant experience or activity in Real Estate, 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 Real Estate?
When comparing M&A Advisory Firms with experience in Real Estate, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 199 firms included in the directory and can help identify firms that align with your needs.
How do I connect with Real Estate Investment Trusts (REITs) 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 Real Estate Investment Trusts (REITs) M&A Advisory Firms directory, you can request information here.
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