Top Technology M&A Advisory Firms

Meritage Partners, Inc.

1 Closed Deal via Axial 44 Total Closed Deals

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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…

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• Apr 2026 Advised Haltom Engineering in its sale to GODSPEED
• Mar 2026 Advised Heritage Construction Co, LLC in its sale to Tritium Partners, LLC
• Feb 2026 Advised Schmidt Brothers Roofing in its sale to Allied Roofing Partners
• Jan 2026 Advised Horizon Underground in its sale to Novastone Capital Advisors

Business Transition Strategies

1 Closed Deal via Axial 39 Total Closed Deals

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Business Transition Strategies is an M&A Advisory firm that focuses on helping owners and businesses into their next chapter. In most cases this means selling so the owner can retire or shift gears with a new enterprise. In other cases, it means growing through acquisition. In this case, owners expand their business and make it more attractive for a sale down the road. We offer both services.Privately owned businesses are a fundamental part of the economy and account for a vast majority of job creation. Their preservation is our passion. The focus of the BTS team is working with companies…

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• Apr 2026 Advised B&A Company in its sale to Talon Precision
• Feb 2025 Advised Highland Park Market of Coventry in its sale to DPM Retail, Inc.
• Feb 2025 Advised Arcomm Communications Corp in its sale to Confidential Company
• Jul 2024 Advised Aqua Tech in its sale to East Coast Outdoors

Maxima Divestitures Group

1 Closed Deal via Axial 37 Total Closed Deals

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The MAXIMA Divestiture Group Inc. ("MAXIMA") is a boutique mergers & acquisitions advisory firm based in Calgary, AB (Canada).For more than 30 years, we have provided acquisition, divestiture, merger and corporate finance advisory services in the Western Canadian market, MAXIMA focuses on mid-market companies.We offer the ability to understand your company’s unique service proposition and its strategic value. With our expertise in sourcing, negotiating, and structuring mergers and acquisitions transactions, combined with our broad range of industry relationships, both domestic and…

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• Jun 2025 Advised Confidential Company in its sale to Confidential Company
• Oct 2024 Advised MECC-USA "UMECC" in its sale to A.S. Search Capital LLC a Novastone Capital Advisors search fund
• May 2024 Advised Johnson Systems Inc. in its sale to Private Investor Group
• Mar 2023 Advised Grasse Lumber Sales in its sale to Co-Op Westview

Stevenson & Company

1 Closed Deal via Axial 35 Total Closed Deals

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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…

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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

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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…

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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

Business Acquisition and Merger Associates

1 Closed Deal via Axial 29 Total Closed Deals

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Business Acquisition and Merger Associates is a results-oriented, middle market intermediary firm located in Charlotte, NC. Founded on the principle of adding value and professional skill to business transfers, BAMA helps clients acquire or sell companies.Our "buyer" clients are both financial and strategic buyers, management teams, private equity groups and mezz lenders who are looking to invest in good companies. "Seller" clients include business owners who desire recapitalizations for founder-family business transfer, growth capital, corporate divestitures and those seeking business…

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• Jan 2026 Advised Confidential Company in its sale to Confidential Company
• Oct 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2025 Advised Confidential Company in its sale to Confidential Company
• May 2025 Advised Confidential Company in its sale to Confidential Company

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Gleason Advisors

1 Closed Deal via Axial 20 Total Closed Deals

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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…

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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

RoseBiz

1 Closed Deal via Axial 19 Total Closed Deals

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RoseBiz, Inc. provides M&A Advisory services to Technology Channel Partners; Value Added Resellers (VAR), Managed Service Providers (MSP), Cloud Service Providers (CSP),Independent Software Developers (ISV) and Infrastructure Providers (IaaS) and Hosters of Private Clouds. Linda Rose, the founder has spent 27 years in the Microsoft Partner Channel and has unparalleled experience in creating, growing and selling software and services firms. 

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• Sep 2025 Advised NetAscendant Solutions in its sale to ZBS Partners
• Jul 2025 Advised Lane Technology Solutions in its sale to Propulsion
• Jan 2024 Advised DominionTech in its sale to VC3
• Nov 2023 Advised OneClick Solutions Group in its sale to Intelligent Technical Solutions

Premara Group

1 Closed Deal via Axial 17 Total Closed Deals

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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…

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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

Exit Strategies Group, Inc.

1 Closed Deal via Axial 16 Total Closed Deals

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Exit Strategies Group provides quality sell-side M&A advisory and business valuation services for $5-100 million revenue closely-held companies, in several industries.If you are looking for a professional M&A Advisor, Investment Banker or Deal Maker to help sell your company and optimize your results, we invite you to contact us for a confidential discussion. We also provide independent business valuation services for M&A, MBO, ESOP, Buy-Sell, tax and other purposes.

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• Dec 2025 Advised TES + Airflotek in its sale to Cleanova
• May 2025 Advised Confidential Company in its sale to Confidential Company
• Dec 2024 Advised Westar Marine in its sale to Individual Investors
• Aug 2024 Advised Afinieol IT Consulting in its sale to Intelligent Technical Solutions

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.

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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

Trafalgar Capital Partners LLC

1 Closed Deal via Axial 13 Total Closed Deals

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Trafalgar Capital Partners is an independent investment bank that provides mergers & acquisitions, private equity capital sourcing and financial advisory services to small to mid-size companies. Our firm is comprised of senior investment banking professionals who gained their world-class investment banking experience at such firms as Morgan Stanley and Citigroup. The firm's professionals have a proven track record of success, closing 100+ transactions with aggregate value exceeding $2 billion. Trafalgar is US-based but conducts business throughout Asia, Central and South America and Europe,…

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• Dec 2023 Advised MadWolf Technologies in its sale to Tenex Capital Management
• Aug 2023 Advised FlexEngage in its sale to Klarna
• Aug 2023 Advised Asnet Global Air & Collaboration Services in its sale to New Era Technology
• May 2022 Advised VSGi in its sale to SOLUTIONZ INC

Tennessee Valley Group, Inc

1 Closed Deal via Axial 12 Total Closed Deals

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We are Nashville, Tennessee’s only lawyer-led, retainer based business broker and transition mediation firm. We serve businesses with annual revenue of $2 to $20 million. Our clients are business owners who want to sell their business, and corporate owners who want to sell a non-core business unit. As a Nashville business broker, we make sure to perform a business valuation and and help you through the entire transaction sequence.Our Nashville business broker firm quarterbacks the process from business valuation to selection of the right buyer from the pool of buyers we will generate. If…

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• Jun 2025 Advised Confidential Company in its sale to Confidential Company
• Jun 2025 Advised Confidential Company in its sale to Confidential Company
• Apr 2025 Advised Network Communications Systems in its sale to Southworth Capital
• Nov 2024 Advised Confidential Company in its sale to Confidential Company

True North M&A

1 Closed Deal via Axial 12 Total Closed Deals

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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

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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

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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…

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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

Touchstone Advisors

1 Closed Deal via Axial 10 Total Closed Deals

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Touchstone Advisors is a boutique merger and acquisition advisory firm serving the lower middle market (who offers securities through Ceiba Financial, LLC, a member of FINRA/SiPC). We bring decades of experience and our proven four-step process to every transaction. For over 20 years, Touchstone Advisors has provided a combination of hands-on leadership, experienced advisor attention and smooth transactional execution. Our goal is to maximize the value of our client's life's work. 

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• Oct 2024 Advised Altek Electronics, Inc. in its sale to Cyient DLM
• Aug 2024 Advised Confidential Company in its sale to Confidential Company
• Jul 2022 Advised Crane Woodworking in its sale to Northeast Builders Supply and Home Centers
• Jul 2018 Advised Confidential Company in its sale to Confidential Company

Masswell Capital

1 Closed Deal via Axial 9 Total Closed Deals Actively Sourcing Deals

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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.

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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

O'Hare Management

1 Closed Deal via Axial 9 Total Closed Deals

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O'Hare Management is a full-service M&A firm focused on providing sell-side and buy-side advisory services to privately held companies with $5 million-$100 million in annual revenue. Our success is based on presenting the right opportunities through our high-touch approach. We believe in acting as a seamless extension of your business with a deep understanding of your goals and intentions.

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• Aug 2023 Advised Synergy Resources in its sale to Potomac Equity Partners
• Apr 2023 Advised Watermark Solutions in its sale to Potomac Equity Partners
• Feb 2023 Advised Sophisticated Systems in its sale to IP Pathways
• Dec 2022 Advised PathMaker Group in its sale to Simieo

SECTOR Advisors, LLC

1 Closed Deal via Axial 9 Total Closed Deals

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SECTOR Advisors helps companies plan, execute, and close merger, acquisition, and growth capital transactions. Our investment banking services are tailored to each client. We only serve the middle-market and exclusively focus on Technology, Healthcare, Consumer, and Business Services verticals. Our core focus and industry coverage typically leads to deeper and more meaningful relationships with companies, buyers, and investors. We think outside the box and generate creative advisory services while delivering best in class investment banking advice. We believe in empowering our clients by…

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• Aug 2023 Advised CT Networks in its sale to ITSavvy
• May 2023 Advised IML Security in its sale to Breakthrough Growth Partners
• Dec 2021 Advised Fishbowl in its sale to Diversis Capital
• Dec 2021 Advised Evernym in its sale to Avast Software

Potomac Business Capital

1 Closed Deal via Axial 8 Total Closed Deals

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Potomac Business Capital, Inc. helps founders and CEO's maximize value and specializes in "Second Bite" transactions. Focused in the lower middle market ($1M - $5M ebitda) our clients often desire current liquidity with greater likelihood of a significant equity upside opportunity.Clients rely on our knowledge of the digital marketing space for pre-deal strategic planning, target identification, creative transaction design and negotiation to produced successful outcomes.SecondBitePodcast.com tells the story of dozens of successful founders and their transaction experience.

Recent Transactions

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• Mar 2026 Acquired Confidential Company
• Apr 2025 Advised Confidential Company in its sale to Confidential Buyer
• Dec 2022 Advised Confidential Company on an investment from Confidential Company
• Dec 2022 Advised Confidential Company on an investment from Confidential Company