Recent Transactions
This member has no reported closed transactions.
Top Regional Banks M&A Advisory Firms
Explore 178 Regional Banks M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.
Axial Insights
Regional Banks M&A Advisory Firms178
Active Firms
539
TTM Deal Flow
$3M-
Core Revenue Range
$500K-
Core EBITDA Range
Top States by Activity
California
13%
Florida
9%
Texas
9%
New York
4%
New Jersey
4%
Key Attributes
Best For: Owner-Led Companies | Typical Fee: Retainer & Success fee | Coverage: Sector Expertise With Hands-On Execution
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 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.
Fintech advisory firm with a core focus on payments and integrated software vendors. Founded in 2015, our reputation is built on delivering accretive results to clients across the fintech ecosystem. Our domain expertise is a direct result of founding, operating, and advising fintech companies for over 30 years.Our M&A practice focuses on exclusive sell side mandates and has completed $500M in deal activity for 2021. Our consulting practice focuses on developing compliance policies and procedures, go to market strategies, and portfolio optimizations for payment networks, sponsor banks,…
Recent Transactions
This member has no reported closed transactions.
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.
Stop Browsing. Start Transacting.
Join 20,000+ members who source deals, connect with counterparties, and close transactions on Axial.
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
AG
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
17 Total Closed Deals
Rush Street Capital finds solutions for your middle market business. Rush Street Capital is a team of dedicated professionals with deep experience in the commercial middle market. We provide capital and advisory services to private equity firms, business owners and lenders. We strive for excellence in all that we do. We are committed to serving your company and your needs.
Recent Transactions
View All- Jun 2017 Advised Dancing Deer Baking Co. on an investment from Asset Based Lender
- May 2017 Assisted Central Virginia Aviation, Inc. in securing debt financing from Essex Bank
- Feb 2017 Assisted Consumer Goods Company in securing debt financing from ExWorks Capital
- Feb 2017 Advised TrialWorks on an investment from Ridge Road Partners
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
7 Total Closed Deals
Our mission is to ensure that our clients get as much value as possible at every step of their journey. We believe that by putting together a team of world-class advisors, along with strategic partners who are best of breed professionals, and taking a longer term approach to exit strategy we are able to truly help business owners exit on their terms. Our success hinges on only working with those who put the client first...and to use a team approach to drive the best results possible. Our clients don't just get an advisor, they get a team. And by working with business owners years in advance…
Recent Transactions
View All- Sep 2017 Advised Ammunition Co. in its sale to Ammunition Manufacturing Co.
- Jun 2017 Advised US Optics, Inc. in its sale to Down Range Solutions Group, LLC
- Apr 2017 Advised JDL Construction, Co. on an investment from PJSG, Inc.
- Apr 2017 Advised 4 Rivers Concrete Products, Inc. on an investment from PJSG, Inc.
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
6 Total Closed Deals
With more than 30 years of investment banking and private equity experience, Texas-based Sloan Capital has been involved in a multitude of complex sell-side, buy-side and capital-raise transactions in diverse industries.
Recent Transactions
View All- Jul 2024 Advised QX Global Group in its sale to Long Ridge Private Equity
- Feb 2024 Advised AC Horn in its sale to Probat
- Jul 2014 Advised Otis Eastern Pipeline Services in its sale to Argonaut Private Equity
- May 2014 Advised Lone Star Tank Rental & KHM in its sale to General Finance
5 Total Closed Deals
As a business brokerage firm we represent sellers in the business for sale marketplace. We ensure a confidential marketing campaign to protect the viability of each enterprise throughout the transaction life cycle, and provide a structured and transparent process that facilitates successful transactions.
Recent Transactions
View All- Dec 2013 Advised Oncall Interactive LLC in its sale to RDI Marketing Inc
- Dec 2013 Advised Screw Machine Job Shop in its sale to Private Investor/Owner
- Jun 2013 Advised Private Independent Distributor in its sale to Private Investor Group
- Nov 2012 Advised Med Spa in its sale to Private Investment Group
4 Total Closed Deals
Westwood-Benson is a leading provider of professional services for confidential business sales, mergers & acquisitions, company valuations, exit planning and advisory services for business owners and companies desiring to sell, value or raise capital for their business. Westwood-Benson is known as an innovative leader in mergers and acquisitions and the sale of businesses throughout California and the Western United States. Westwood-Benson advisors can be reached at (916) 788-1939. www.WestwoodBenson.com
Recent Transactions
View All- Oct 2013 Advised VS Mortgage Servicing on an investment from RCO Services
- Apr 2013 Advised LA Security Systems in its sale to Vericom Inc.
- May 2012 Advised Microvision in its sale to Investor Group
- Oct 2011 Advised Omni Mountain LLC in its sale to Altec Systems, Inc.
4 Total Closed Deals
Kayo Advisory LLC ("Kayo") provides mergers and acquisitions (M&A) advisory, capital introduction and consulting services to micro-cap companies. Headquartered in Charlottesville, Virginia, Kayo serves clients across the United States in a variety of industries. Kayo offers a customized approach to assist small businesses and entrepreneurs achieve their long-term strategic and financial objectives.
Recent Transactions
View All- Jan 2016 Advised Social Media Today in its sale to Industry Dive
- Dec 2014 Advised Early Childcare Provider in its sale to Undisclosed
- Jun 2013 Advised File Folder Manufacturer in its sale to Undisclosed
- Aug 2012 Advised National Sports camp in its sale to Undisclosed
3 Total Closed Deals
We are a prime independent Dealmaking Business Advisory firm, focused on Investment Advisory, Mergers & Acquisitions and Business Models Advisory, based in São Paulo (SP), Brazil. We have on our Dealflow Pipeline great opportunities (investments, companies, startups, projects).
Recent Transactions
View All- Oct 2011 Advised none on an investment from none
- Sep 2011 Advised none2 in its sale to none2
- May 2010 Advised none3 in its sale to none3
2 Total Closed Deals
The primary focus of GulfCap is mergers and acquisitions, corporate finance and strategic advisory services. The majority of our investment banking clients are middle market companies whose business concept or products are established and are candidates for industry consolidation or complementary acquisition by larger companies. GulfCap is distinguished by the high level of financial and operational experience of our founding Principals, all of whom have started and run their own businesses. With our combined financial and operational experience, we bring a practical and focused approach to…
Recent Transactions
View All- Jan 2012 Advised Control Devices, Inc. in its sale to Hatfield & Company
- Jan 2005 Advised J.W. Harris Co., Inc. in its sale to Lincoln Electric Holdings, Inc.
FaMAS - Financial and Management Advisory Services
2 Total Closed Deals
For the last 10 years FaMAS has specialised on working together with foreign investors acquiring German midsized companies. While some engagements have been beyond EUR 1bn, most of previous work is focused on investment size from EUR 2 – 25 Mio. per transaction. Almost all services related to corporate finance transactions are covered including company search, selection, evaluation, due diligence, negotiation support, stakeholder management, local financing, post transaction support, interim management, management recruitment, etc.FaMAS managers have provided such services to many diverse…
Recent Transactions
View All- Jul 2021 Advised Confidential Company on an investment from Confidential Company
- Sep 2020 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 Regional Banks 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 Regional Banks M&A Advisory Firms?
Based on activity on Axial’s M&A platform, the core revenue range for Regional Banks 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 178 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 Regional Banks 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 178 firms included in the directory and can help identify firms that align with your needs.
How do I connect with Regional Banks 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 Regional Banks M&A Advisory Firms directory, you can request information here.
Want to Keep Exploring?
Enter your details to access all firm profiles.
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