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Top Research & Consulting Services M&A Advisory Firms

Explore 463 Research & Consulting Services M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

Axial Insights

Research & Consulting Services M&A Advisory Firms

463

Active Firms

970

TTM Deal Flow

$3M-$14M

Core Revenue Range

$500K-$3M

Core EBITDA Range


California 12%
Florida 10%
Texas 10%
New York 5%
Washington 4%

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

Showing 221-240 of 463 M&A Advisory Firms

Sorted by recent activity

Beacon Mergers & Acquisition, LLC is a boutique investment banking and transaction advisory firm dedicated to representing owners of closely held businesses in the lower middle market. We provide comprehensive sell-side advisory services designed to maximize enterprise value, maintain confidentiality, and guide business owners through every stage of the transaction process. Our approach extends beyond traditional investment banking by integrating expertise in business valuation, tax planning, exit strategy consulting, and transaction structuring to help owners achieve their personal,…

Recent Transactions

This member has no reported closed transactions.

Brock and Grey is a private investment firm focused on small to medium sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders. 

Recent Transactions

This member has no reported closed transactions.

Sierra Bay Partners is a concierge business brokerage guiding owners of small and mid-sized companies through complex transitions. We provide tailored strategies, clear market insight, and hands-on support throughout the entire transaction process—from preparing the business for market to negotiating with qualified buyers and driving the deal to a successful closing. Known for our personalized service and strong track record of successful outcomes, we deliver an advisory experience built around the specific needs and goals of each client. With more than 70% of M&A deals failing,…

Recent Transactions

This member has no reported closed transactions.

Most advisory firms focus on one slice — tax, or M&A, or wealth management. We integrate all of them into a single coordinated strategy, because every business decision creates tax consequences, and every tax decision affects your exit.We work with owners who think in systems, plan in timelines, and expect their advisors to operate at the same level of precision they bring to their own businesses.ClarityKnow exactly where you stand, what your business is worth, and what moves to make next.StructureEntity optimization, deal frameworks, and tax layers that work together — not in…

Recent Transactions

This member has no reported closed transactions.

J&R Falcon was established in 2014 to advise small and middle market companies on all aspects of their business with a focus on fundraising, acquisitions and market strategy in order to maximize our clients total enterprise value.  Brett Young has more than 20 years of experience in asset management, investment banking, institutional research and is a former head of business development for a large publicly traded Company. WHAT WE DO J&R Falcon offers broad-gauge counsel to multi-faceted business situations without the distortion that can come from working with advisors who see a problem…

Recent Transactions

This member has no reported closed transactions.

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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.

Independent advisory firm and merchant bank focused on M&A, capital raising and closeout/liquidation of inventory.Expert in lower middle market M&A ($1-15M in EBITDA), and the lesser known buyer universe that plays here: family offices, search funds, independent sponsors, PE backed strategics.

Recent Transactions

This member has no reported closed transactions.

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 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.

🌟 Welcome to Blue Sky Advisory Services! We are your trusted partner in business management and transition. With over 60 years of experience as entrepreneurs, our team offers tailored exit planning, strategic CFO services, custom financing solutions, and top tier recruiting to ensure your business thrives. Enjoy personalized, cost-effective strategies from experts who've been in your shoes. Start with a free consultation to take the first step towards achieving your business goals. Let us help you succeed with clarity and confidence. 💼🚀 #BusinessGrowth #Entrepreneurship #ExitPlanning

Recent Transactions

This member has no reported closed transactions.

Since 2001, The Waterfront Group's M&A Brokers have guided San Francisco Bay Area business owners in the confidential sale of their companies. We provide business valuation and discreet marketing of privately held business, along with comprehensive exit planning consulting.  We also represent professional buyers on retained search assignments.

Recent Transactions

This member has no reported closed transactions.

Steven Candito is Founder, President and CEO of Foresea. Foresea provides various advisory services including strategic planning, regulatory compliance and crisis management to the maritime and environmental communities. Prior to his current position, Mr. Candito was President and CEO of NRC. During his over 20 years career with NRC he grew the business from a start up to the leading global emergency response and environmental services firm. Earlier in his career, he also served as NRC’s Vice President and General Counsel at which time his duties included overall responsibility for sales…

Recent Transactions

This member has no reported closed transactions.

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.

Palisade Credit Advisors is a Chicago-based boutique advisory firm focused on debt capital and M&A advisory for small and medium-sized businesses. We help clients raise capital, execute transactions, and evaluate strategic opportunities with a disciplined, market-driven approach.We work with owner-operators, family-owned businesses, and private equity sponsors on financings, acquisitions, recapitalizations, and strategic alternatives—delivering tailored solutions that unlock value and position businesses for long-term success.With a foundation in credit and transaction execution, we…

Recent Transactions

This member has no reported closed transactions.

Vanla Group is a business consulting company that seeks to find, acquire and grow businesses without compromising the personal values of the CEO.

Recent Transactions

This member has no reported closed transactions.

SBS Advisors has a long history of working with clients to strategically position them for success in the ever changing arena of mergers and acquisitions. We endeavor to bring the right senior banker experience and relationships to each transaction and take time to educate clients on all their options, so that they feel empowered to make decisions about their future. From growth and expansion through succession planning and sale, we can assist you throughout every stage of your business’ life cycle. We are focused on the lower middle market in the mid-Atlantic region, but regularly execute…

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 Research & Consulting 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 Research & Consulting Services M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for Research & Consulting Services M&A Advisory Firms is $3M-$14M, with a core EBITDA range of $500K-$3M. 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 Business Services experience when evaluating M&A Advisory Firms?

Relevant Business 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 463 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Business Services.

Do all M&A Advisory Firms in this directory focus exclusively on Business Services?

Not necessarily. Many firms are active across multiple industries, so inclusion in the Research & Consulting Services M&A Advisory Firms directory reflects relevant experience or activity in Business 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 Business Services?

When comparing M&A Advisory Firms with experience in Business Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 463 firms included in the directory and can help identify firms that align with your needs.

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


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