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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 21-40 of 463 M&A Advisory Firms

Sorted by recent activity

Meritage Partners, Inc.

1 Closed Deal via Axial 43 Total Closed Deals
Meritage Partners ("Meritage") is a multifaceted advisory firm specializing in mergers and acquisitions, capital advisory, and strategic exit planning, with a focus on the low to mid markets. Our exceptional team boasts a wide range of expertise from entrepreneurs, investment banking, corporate finance, private equity, law, and accounting, collectively amassing over 130 years of experience. With deep-rooted backgrounds in private equity, encompassing roles as investors and trusted advisors, we have actively contributed to transactions exceeding $2 billion in enterprise value.This wealth of…

Recent Transactions

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  • Mar 2026 Advised Confidential Company in its sale to Confidential Company
  • Feb 2026 Advised Confidential Company in its sale to Confidential Company
  • Jan 2026 Advised Confidential Company in its sale to Confidential Company
  • Aug 2025 Advised Confidential Company in its sale to Confidential Company

Stevenson & Company

1 Closed Deal via Axial 35 Total Closed Deals
Stevenson & Company is a highly successful merger and acquisition advisory firm that has worked with mid-size companies for 30 years in the sale or acquisition of hundreds of businesses. We work closely with you to guide your people through a sale or purchase to achieve maximum rewards. Because all of our advisors have either owned or run their own businesses, we have the first-hand knowledge it takes to strategically position and complete a successful company sale or purchase. Stevenson & Company is only satisfied when the results of a transaction meet or exceed your business and personal…

Recent Transactions

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  • Oct 2024 Advised Ascend Packaging Systems in its sale to SMG Group
  • Oct 2023 Advised 10X Technology in its sale to Confidential Company
  • Sep 2023 Advised Adams Magnetic Products in its sale to High Street Capital
  • Oct 2022 Advised Phoenix Electric Manufacturing in its sale to North Park Group

CRI M&A Advisors

1 Closed Deal via Axial 31 Total Closed Deals
CRI M&A Advisors, LLC is a mergers and acquisitions focused investment banking firm providing solutions to companies that are:lower-middle market, andtypically generating between $10 million and $250 million in annual salesWe have experience across a broad range of industries including manufacturing, agriculture, healthcare, business services, and energy services, but our clients often hail from other niches, as well. Our entire business model is built around providing real solutions to business owners and executives. That means we do things a little differently than many other investment…

Recent Transactions

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  • Dec 2025 Advised Preferred Fence & Deck in its sale to Hartbrook Development
  • Dec 2025 Advised M&J Steel in its sale to Republic Strategic Investments
  • Jul 2024 Advised Quality Air in its sale to HVAC Ventures
  • Jun 2024 Advised Mechanical Concepts in its sale to Tuckerman Capital

Caber Hill Advisors

1 Closed Deal via Axial 21 Total Closed Deals
Caber Hill Advisors is committed to working with business owners so they can successfully fulfill their personal and professional legacies. We serve small and middle market companies, in very specific verticals, who want to either sell their business or make an acquisition. Our firm's innovative approach combines the best elements of the local business brokerage community and the large, very expensive investment banks. The result is that our clients receive individualized attention and expert guidance specific to their industries. Our professionals have all worked in the markets we now serve,…

Recent Transactions

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  • Nov 2025 Advised Confidential Company in its sale to Confidential Company
  • Aug 2025 Advised CLC in its sale to Confidential Company
  • Jan 2025 Advised Gavel in its sale to One10
  • Sep 2024 Advised ASD on an investment from N3 Capital

Gleason Advisors

1 Closed Deal via Axial 20 Total Closed Deals
When closely held, private companies have a need for financial advice – in seeking a liquidity event or when capital needs to be raised, for example – Gleason Advisors acts as a trusted partner to business owners and management. We provide valuable financial and strategic advice throughout the business life cycle.Our service offering at Gleason Advisors allows us to work with businesses facing a wide range of issues and financial challenges. These situations often call on us to leverage our symbiotic relationship with the services of Gleason Experts, where we have deep expertise in…

Recent Transactions

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

A. Buchholtz & Company, LLC

1 Closed Deal via Axial 20 Total Closed Deals
A. Buchholtz & Company team members have closed hundreds of transactions.  They have worked in virtually all industries and have served as trusted advisors to many companies when buying or selling their businesses. ​If you are looking for straight-forward, transparent process management and advice on your M&A transaction, A. Buchholtz & Company can help you. Serving small business owners, entrepreneurs, private equity firms and strategic sellers of businesses For transaction sizes of $10 million to $1 billion of value. Particular specialization in media and tech.

Recent Transactions

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  • May 2026 Advised Wood Bros. Industries in its sale to Franklin Electric
  • May 2026 Advised RO Superstore & Vistar Water Technologies in its sale to Franklin Electric
  • Aug 2024 Advised Integra-Cast Inc. in its sale to Edgewater Funds
  • Aug 2024 Advised Confidential Company in its sale to Confidential Company

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Premara Group

1 Closed Deal via Axial 17 Total Closed Deals
Premara Group is a boutique M&A advisory firm specializing in the sale of lower middle market SaaS, Consumer, and B2B services businesses. We focus on sell-side engagements for companies with $3M–$25M in EBITDA, or SaaS businesses with $5M+ in ARR.What sets us apart is our background. Before advising on exits, our team held critical roles at Oracle, Qualtrics, Domo, and Lucid scaling SaaS go-to-market functions, managing $200M+ Amazon product lines, and leading teams within Fortune 500 divisions. We don't translate your business for buyers. We speak their language because we've lived in…

Recent Transactions

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  • Mar 2026 Advised Confidential Company in its sale to Confidential Company
  • Feb 2026 Advised Confidential Company in its sale to Confidential Company
  • Oct 2025 Advised Confidential Company in its sale to Confidential Company
  • Sep 2025 Advised Ayrshare in its sale to SaaS Group

Brandywine Mergers & Acquisitions, LLC

1 Closed Deal via Axial 13 Total Closed Deals
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

Berntson Porter & Company

1 Closed Deal via Axial 12 Total Closed Deals
Berntson Porter Corporate Advisory provides M&A advisory services to private companies in the Northwest in manufacturing, distribution, services, and technology.

Recent Transactions

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  • Oct 2022 Advised Diamond Nets in its sale to Salt Creek Capital
  • Jan 2022 Advised Buildingi in its sale to CBRE
  • Dec 2021 Advised H&H Molds, Inc. in its sale to Palindrome LLP
  • Nov 2021 Advised Accents & Interiors in its sale to Artisan Design Group

True North M&A

1 Closed Deal via Axial 12 Total Closed Deals
From selling to buying and everything in between, True North M&A offers a wide array of Advisory services to enhance your goals, your value, and your life. Whether Buying or Selling, we can likely help:- Business Sales- Valuations- Value Building / Coaching- Succession Planning & Exit Strategies- Acquisition Financing

Recent Transactions

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  • Jan 2026 Advised Confidential Company in its sale to Confidential Company
  • Jan 2026 Advised Confidential Company in its sale to Confidential Company
  • Sep 2025 Advised Confidential Company in its sale to Confidential Company
  • Jul 2025 Advised Confidential Company in its sale to Confidential Company

Bravaldo Capital Advisors

1 Closed Deal via Axial 10 Total Closed Deals
Bravaldo Capital Advisors is a boutique Atlanta based Mergers & Acquisitions and Corporate Finance Advisory Firm, providing independent economic and financial advice and execution services for lower middle market companies with revenues typically between $10 million and $300 million that are primarily located in the Southeastern United States.We offer a full range of transaction and advisory services, guiding our clients through sell-side transactions and exit strategy planning, growth through acquisition, debt restructuring and corporate recapitalization.Our team has extensive expertise in a…

Recent Transactions

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  • Mar 2024 Advised Controlled Access, Inc. in its sale to Guardian Access Solutions / CenterOak Partnters
  • Jul 2023 Advised QCFS Management Group, Inc. in its sale to Accelerated Communications & Construction
  • Jul 2023 Advised Precision Blasting, LLC in its sale to Main Drilling & Blasting, Inc.
  • Mar 2023 Advised TPI Engineered Systems in its sale to Enviva

Masswell Capital

1 Closed Deal via Axial 9 Total Closed Deals Actively Sourcing Deals
Masswell Capital works with clients in the Industrial and home services trades industries to gauge value, identify prospective buyers and coordinate the exit. Advising clients on maximize the future value of their business while mitigating risks by tracking and measuring performance, KPI's and binding and mending company weak spots to solidify performance. As well as assisting in planning, preparing, and executing on exits or acquisitions.

Recent Transactions

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  • Dec 2025 Advised Confidential Company in its sale to Confidential Company
  • Oct 2025 Advised Confidential Company in its sale to Confidential Company
  • Sep 2025 Advised Confidential Company in its sale to Confidential Company
  • Feb 2025 Advised Confidential Company in its sale to Confidential Company

Ad Astra Equity Advisors

1 Closed Deal via Axial 9 Total Closed Deals
Who is Ad Astra Equity?AAE is a boutique merger and acquisition advisory firm located in the Kansas City area. We offer M&A advisory services as sell-side advisors. We guide business owners through strategic planning, marketing, and closing of a deal to transition their company. Ad Astra has successfully closed a combined $500 million of transaction value.Our team works with owners across the nation, of varying sizes, across several industries, with each owner having unique goals. We are well equipped to understand a business owner’s wants and needs . . . converting those goals into our…

Recent Transactions

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  • Oct 2025 Advised Confidential Company in its sale to Confidential Company
  • May 2025 Advised Integrity Roofing in its sale to Confidential Company
  • Mar 2025 Advised MG Mechanical Contracting in its sale to Confidential Company
  • Oct 2023 Advised Confidential Company in its sale to Confidential Company

Trailhead Partners

1 Closed Deal via Axial 7 Total Closed Deals
From founder-led service businesses to professional partnerships, our experience enables us to provide a tailored approach across a wide range of transaction sizes. Every deal is unique, which means our processes adjust to make sure we find the right buyer for every business.

Recent Transactions

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  • Sep 2025 Advised Special Delivery Service in its sale to Counsel Press, a portfolio company of Align Capital Partners
  • Sep 2025 Advised Confidential Company in its sale to Confidential Company
  • Apr 2025 Advised DLJ Commercial Roofing in its sale to Chamberlin Roofing & Waterproofing, a portfolio company of Main Street Capital
  • Sep 2024 Advised Fitness Software for Personal Trainers in its sale to Strategic Buyer

Kasper & Associates

1 Closed Deal via Axial 6 Total Closed Deals
Kasper & Associates (K&A) was founded in 1984 to fill a void in the merger and acquisition field which was particularly acute in the Fort Worth/Dallas metropolitan area, as well as in North and Central Texas. Our function is to sell medium-sized, privately-owned manufacturing, distribution and service businesses, and to assist potential buyers in finding and acquiring such businesses.Selling prices of such companies range from $700,000 to $35,000,000, with sales revenues from $1,000,000 to $70,000,000. Companies of this size are typically overlooked or simply under-served by Wall Street and…

Recent Transactions

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  • Nov 2024 Advised Confidential Company in its sale to Confidential Buyer
  • May 2024 Advised Confidential Company in its sale to Confidential Company
  • Jan 2020 Advised Woodie Woods Plumbing, LLC in its sale to Waters Plumbing, Inc.
  • Nov 2016 Advised Richards Supply Company in its sale to Manske Material Handling

Mercer Capital

1 Closed Deal via Axial 5 Total Closed Deals
Mercer Capital is an employee-owned business valuation and financial advisory firm founded in 1982 and serving a diverse and international client base.Our clients range from public to private, from smaller companies to large multi-nationals in a broad range of industries as well as numerous governmental agencies. In a typical year, we complete approximately 500 engagements, many of which include the valuation of complex multi-entity organizations. Client valuations feature a large mix of mid-market entities; however, Mercer Capital enjoys repeat and recurring project work with multi-billion…

Recent Transactions

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  • May 2024 Advised Aspirant in its sale to Point C
  • Apr 2024 Advised The Neverleak Company, L.P. in its sale to North Park Group
  • Apr 2024 Advised Hose of South Texas in its sale to TIPCO Technologies
  • Jan 2024 Advised North American Electric in its sale to Worldwide Electric Corporation

JMR Capital, Inc.

1 Closed Deal via Axial 5 Total Closed Deals
JMR Capital provides advisory services to sellers of privately owned businesses. Most of the companies we represent are valued between $2 and $20 million and are located in California. Mark Richardson, the company's founder has been brokering transactions since 1982.

Recent Transactions

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  • Aug 2019 Advised Undisclosed in its sale to Avon Growth Management
  • Feb 2019 Advised Quest Building Products in its sale to Jon-Don
  • Aug 2018 Advised Craftsman Cutting Dies in its sale to Avon Growth Management
  • Jun 2017 Advised Contract Manufacturer - Electronics in its sale to Contract Manufacturer - Electronics

Trinity Transaction Advisory

1 Closed Deal via Axial 4 Total Closed Deals
Since 2002, Trinity Transaction Advisory, a lower middle market M&A (Mergers and Acquisitions) transaction advisory firm, has been assisting owners and shareholders of privately held companies, with annual revenues over $5,000,000, in planning and executing customized exit solutions. The company was founded with a unique concept in mind: providing superior options over the traditional broker model; implementing solid exit solutions; substantially improving our clients’ chances of selling, while increasing business value to our clients. Business owners expect candid…

Recent Transactions

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  • Aug 2023 Advised Confidential Company on an investment from Confidential Company
  • Oct 2022 Advised Confidential Company on an investment from Confidential Company
  • Mar 2019 Advised Confidential Company on an investment from Confidential Company
  • May 2017 Advised Confidential Company in its sale to Confidential Company

Hughes Klaiber

1 Closed Deal via Axial 4 Total Closed Deals
Hughes Klaiber is an experienced investment banking firm. We guide our clients through every step of selling a business, from planning to a successful exit that achieves our clients' personal and financial goals. We combine in-depth knowledge of marketing, finance, and deal structure. Our experience, extensive acquirer relationships, and best-in-class marketing programs help our clients achieve an optimal outcome in each transaction. Integrity, tenacity, and responsive client focus are cornerstones of how we operate. We provide thoughtful, trusted…

Recent Transactions

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  • Feb 2026 Advised Confidential Company in its sale to Confidential Company
  • Jan 2025 Advised Ozark Brands in its sale to Danagan Capital
  • Jul 2024 Advised Catstudio in its sale to Confidential Company
  • Aug 2023 Advised Gloss Ventures / Vitamin Bounty in its sale to Pharmex

Tennessee Business Brokers

1 Closed Deal via Axial 2 Total Closed Deals
Privately owned boutique business brokerage firm also serving lower Middle Market companies in the sale of their privately owned companies. Corporate offices in Nashville TN but also serving all adjacent states. All industries. Exit planning services available. Commercial Real Estate services (with business sale). Area expertise in professional services, healthcare, medical, manufacturing, and commercial services.

Recent Transactions

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  • Jan 2024 Advised Confidential Company in its sale to Confidential Company
  • Oct 2020 Advised Confidential Company in its sale to Confidential Buyer

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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