Top Technology M&A Advisory Firms with Recent Private M&A Activity

578

Active Firms

986

TTM Deal Flow

$3M-$15M

Core Revenue Range

$500K-$3M

Core EBITDA Range

Top States by Activity

Texas 12%

California 11%

Florida 11%

New York 5%

Pennsylvania 3%

Key Attributes

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

Phoenix Affiliates

3 Total Closed Deals

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Phoenix Affiliates offers clients comprehensive buying, selling, acquisition, valuation services and strategic services. Phoenix Affiliates continues to be a pioneer in developing additional business services with its Merger and Acquisition division. Our website attracts buyers from all over the world, allowing sellers to market their businesses on a global scale. It also has developed relationships with various niche SBA lenders for financing.Phoenix Affiliates belongs to the International Business Brokers Association (IBBA), the Midwest Business Brokers and Intermediaries (MBBI), Mergers &…

Recent Transactions

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Jun 2023 Advised Confidential Company on an investment from Confidential Company
Jun 2023 Advised Confidential Company on an investment from Confidential Company
Dec 2021 Advised Confidential Company on an investment from Confidential Company

Peapack-Gladstone Corporate Advisory

3 Total Closed Deals

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Investment Banking Group offers mergers and acquisition (M&A), capital raising, strategic and financial advisory services through our Corporate Advisory team and provides bank financing (bilateral, club, or syndicated) through our Structured Finance team. We provide thoughtful services to middle market corporate clients and financial sponsors.Peapack-Gladstone Bank (NASDAQ: PGC) is a 98-year old boutique commercial bank with total assets of $4.8 Bn and AUM of $6.6 Bn as of 6/30/2019. Other business segments include Peapack Private (Wealth), Commercial Banking, Commercial Real Estate, Peapack…

Recent Transactions

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Apr 2022 Advised D’Artagnan, Inc. in its sale to Fortune International, Inc.
Mar 2022 Advised Community Surgical Supply in its sale to AdaptHealth
Feb 2021 Advised Randall Farms in its sale to Highview Capital

Covington Associates LLC

3 Total Closed Deals

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Covington Associates is a specialty investment banking firm. Covington Associates was founded more than twenty years ago on the belief that middle market clients deserve the same level of professional attention and experience traditionally given only to much larger companies. Our mission is to help our clients realize the best possible outcome for their company by providing honest, objective, and straightforward advice. We will not sacrifice our integrity for the sake of completing a transaction.Our firm offers advisory services in the areas of mergers and acquisitions, capital raising,…

Recent Transactions

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Jul 2011 Acquired Chase Corporation
Apr 2011 Advised ImpactRx in its sale to Symphony Technology Group
Jan 2011 Advised Rock of Ages Corporation in its sale to Swenson Granite Works

Equity Transfers

3 Total Closed Deals

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Recent Transactions

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Jan 2023 Advised Confidential Company on an investment from Confidential Company
Jun 2022 Advised Confidential Company on an investment from Confidential Company
Dec 2018 Advised Confidential Company on an investment from Confidential Company

CRES Corp. International

3 Total Closed Deals

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CRES Corp International provides M&A Advisory and Investment Banking services to second-stage companies in Florida and throughout the East coast up thru the North East. We focus on lower middle market companies, typically with Revenues between $5 mil and $50 mil, EBITDA between $750k and $5 mil, and enterprise value up to $50 million. The businesses are typically still founder owned with no previous institutional money.We prefer to work with entrepreneur-friendly investors that are focused on executing fair and reasonable transactions with founders to create win-win scenarios.

Recent Transactions

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Mar 2026 Advised Confidential Company in its sale to Confidential Company
Aug 2025 Advised Confidential Company in its sale to Confidential Company
Nov 2022 Advised Confidential Company on an investment from Confidential Company

Amax Capital

3 Total Closed Deals

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Amax Capital advises corporates and institutions on important strategic initiatives including M&A, private equity raising, debt private placement, outsourced corporate development and strategic consulting in the middle market deal-size spectrum.Founded and run by team members in New York with long track record in banking across the world, Amax Capital specializes in cross-border transactions - particularly that have nexus with Asia or Africa.Our team members have experience in a number of industries including technology, real estate, industrials, consumer and financial…

Recent Transactions

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May 2021 Advised Public Mortgage Major on an investment from Global Multi-Asset PE and Alternatives Major
Aug 2019 Advised 657 Room Hotel and Casino in Las Vegas in its sale to OYO Rooms
Dec 2018 Advised Confidential company in the electric vehicle industry on an investment from Global technology major

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Argonite Partners

3 Total Closed Deals

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Argonite Partners was founded in 2019 on the premise of providing institutional-level M&A advisory services to businesses of all sizes, with a particular focus of working directly with business owners on transactions that are often under the radar of larger advisors. Leveraging our founders' experience and relationships stemming from their work at larger banks (including Harris Williams, Western Reserve Partners, and Citizens Capital Markets), Argonite Partners fills a “gap in the market” by providing small- and mid-sized business clients with connections to capital sources…

Recent Transactions

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Oct 2021 Advised Century Brass Plumbing in its sale to Midland Industries
May 2021 Advised AmFin Financial Corporation on an investment from AmFin Financial Corporation
Jan 2021 Advised Peak Performance for Men on an investment from Seacoast Capital

Segment Capital Advisors

3 Total Closed Deals

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Segment Advisors provides:1) Sell-Side M&A services for middle market businessii) Deal sourcing services for Private Equity firms and Family Officesiii) Capital raising services for companies looking for $2-20mm of equity or debt capitalAdditionally, Segment Advisors assists family offices and entrepreneurs and through its specialized consulting services. Segment Advisors helps fix the information and relationship gap that exists when business owners look to secure an agent to raise capital or sell their business. Segment serves as a consultant connecting…

Recent Transactions

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Jun 2024 Advised Confidential Company in its sale to Confidential Company
Mar 2024 Advised LAM Design in its sale to Mod Op
Feb 2024 Advised All Gear, Inc. in its sale to RBI Corporation

Pension & Wealth Management Advisors, Inc.

3 Total Closed Deals

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Pension & Wealth Mergers & Acquisitions offers an alternative approach to selling and acquiring a business. We run a very rigorous and prescriptive approach to make sure we understand our client’s value position and how it aligns with prospective buyers. This approach assures that we’re getting the maximum value for the deal. Our Primary focus is sell-side engagement, capital raise, and add-on acquisitions. We provide these services in support of private equity, family offices, and private business owners.

Recent Transactions

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Oct 2024 Advised Pinnaql on an investment from 3 Boomerang Capital
Oct 2023 Assisted Confidential Company in securing debt financing from Confidential Company
Sep 2022 Advised Confidential Company on an investment from Confidential Company

TSI

3 Total Closed Deals

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Travel, Tourism, Hospitality Technology Travel Exits, M&A Broker, Sell SideM&A Brokerage firm facilitating mergers and acquisitions between buyers and sellers of privately owned and publicly traded travel companies. Global representation, controlling interest acquisitions. Travel companies, travel tech, founder ownerships.

Recent Transactions

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Jun 2026 Advised TWAI in its sale to Travello
Feb 2025 Advised Mize in its sale to RightRez
Jan 2023 Advised TWAI in its sale to GoQuo

A.J. Baron Capital

3 Total Closed Deals

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A.J. Baron Capital is an M&A Advisory firm. We have combined the best of investment banking and strategic consulting to bridge the market’s need for high value-added services in the emerging growth and middle market segment e.g. Business Valuation, Private Placement Services, and Sell-Side and Buy-Side Advisory Services.

Recent Transactions

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Oct 2014 Advised Monroe Partners, Inc. in its sale to A Private Operator
Jan 2014 Advised Venice Management Group, Inc. in its sale to A Private Operator
Sep 2013 Advised Katherine Street Enterprises in its sale to Collective Investments, LLC

Optimal Business Advantage

2 Total Closed Deals

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Midmarket M&A advisory and consulting services specialising in technical, engineering and wholesale companies. Industries include industrial manufacturing, mineral processing, automotive engineering and consulting, recreational marine (boats and engines), construction, IT services, apparel, logistics (interstate transport) and wholesale distribution specialising in hardware products

Recent Transactions

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Sep 2014 Advised Mainpac Pty Ltd in its sale to Enterprise Asset Intelligence
Aug 2014 Advised Broens Group in its sale to Forgacs Group

Novant Capital Group

2 Total Closed Deals

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Novant Capital Group is a private equity firm specializing in software. Together with our partners, we design long-term strategies to achieve the most advantageous venture performance.We develop, execute, incorporate, and uphold strategic plans. This goal is achieved through solid partnership with exceptional professional partners.

Recent Transactions

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Oct 2014 Advised MSM, Inc. in its sale to MIDWEST SPECIALTY METALS ACQUISITION, INC.
Dec 2013 Advised Individual Buyer on an investment from Confidential

National Security Capital Advisors

2 Total Closed Deals

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We are a niche firm focused on Government Contracting with deep roots within the CyberSecurity, National Security Mission, and Intelligence Community market segments. We predominantly represent companies generating $10M-$100M in revenue and $1M-20M in EBITDA. Most of our clients are Technology-centric and, in many cases, have developed services and solutions that apply to both government and commercial use-cases.

Recent Transactions

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Aug 2023 Advised Academy Solutions Group in its sale to Confidential Company
Aug 2022 Advised Freedom Consulting in its sale to Private Investment Group

The Gulf of Paria Group

2 Total Closed Deals

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The Gulf of Paria Group is a Venture Capital and Mergers & Acquisitions Advisory Consulting firm. We advise and procure funding for start-ups and existing companies, with a strong emphasis on providing invaluable Market & Asset Valuation Research, much needed in today's highly complex, competitive and uncertain environment. Forged from the spirit of the ideals which governs the free markets, we provide advice & consultation on raising & procuring Venture Capital; funding via Angel Investors; growing and enhancing your company's market share via key Mergers, Acquisitions, & Joint Ventures; the…

Recent Transactions

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Apr 2026 Advised Confidential Company in its sale to Confidential Company
Apr 2014 Advised The Gulf of Paria Group in its sale to Private

Marigold Resources

2 Total Closed Deals

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For over fifteen years, Chris Barnard and Todd McGreevy have collaborated on dozens of projects for companies from family owned businesses to Fortune 500 corporations. The two have combined their respective strengths into Marigold Resources, with the mission to bring their customers a high touch, confidential experience that maximizes the profitability of all engaged parties. Marigold combines the best of old school networking and relationship management with modern technology's marketing and deal flow management processes. The skill to craft and distribute a compelling narrative, attention…

Recent Transactions

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Apr 2013 Advised St. Francis Chateau Boarding Home in its sale to -private
Dec 2012 Advised Vista Grande Banquet Hall in its sale to -private

The Beverly Group, a National Affiliate of Business Brokers Network

2 Total Closed Deals

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Established in 1981, we enjoy a leadership position in the rapidly growing Business Brokerage Industry. For over thirty years, we have focused on selecting, training and servicing Affiliate Member Business Brokers in the professional approach and successful execution of Business Transfers. We have a "Proven Process" to market and sell businesses and our Affiliate Members are continually trained in this "Proven Process." As a result, they are qualified to work with Business Owners and Business Buyers interested in businesses of virtually any size and type. Business Brokers Network is…

Recent Transactions

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Dec 2012 Advised TechniPak, LLC in its sale to Fidelitone, Inc.
Apr 2012 Advised Evans Business Group in its sale to Viking Fuel

Business Brokerage LLC

2 Total Closed Deals

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Business broker Focus in South Carolina and Florida. Represent individuals and companies with the process of buying and selling a business.

Recent Transactions

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Feb 2014 Advised Withheld in its sale to Confidential
Feb 2014 Advised Confidential in its sale to Confidential

VR Business Advisors - New Haven

2 Total Closed Deals

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Nutmeg Advisory Partners, LLC, DBA VR Business Sales New Haven represents owners of businesses valued between $500,000 and $25 million or with annual revenues from $1 million to $30 million. Operating within a wide range of industry segments, the office provides exceptional merger and acquisition advisory services to companies in Connecticut, Southern New England and Metro NY. Independently owned and operated, the office consistently ranks within the Top 10 of over 50 offices worldwide with the VR franchise network.

Recent Transactions

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Dec 2021 Advised Confidential Company on an investment from Confidential Company
Oct 2019 Advised Confidential Company on an investment from Confidential Company

Innovative Travel Acquisitions, Inc

2 Total Closed Deals

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Established in 1991, Innovative Travel Acquisitions, Inc. has a staff with over 40 years of experience. We can aid in all forms of proceedings regarding current agency value. Contact us for information on appraisals, RES contract negotiations, per hour consulting. Bob Sweeney, President of Innovative Travel Acquisitions, Inc., founded the Atlanta-based travel and tour M&A consulting firm in 1991 after a successful 9-year career on Wall Street. Known as the "Matchmakers for the Travel and Tour Industries", ITA is a member in good standing with the American Society of Travel Agents (ASTA), the…

Recent Transactions

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Jun 2013 Advised confidential in its sale to Confidential
Jun 2013 Advised confidential in its sale to Confidential

Firms in the Technology 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.

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.

Based on activity on Axial’s M&A platform, the core revenue range for Technology M&A Advisory Firms is $3M-$15M, 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.

Relevant Technology 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 578 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Technology.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Technology M&A Advisory Firms directory reflects relevant experience or activity in Technology, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

When comparing M&A Advisory Firms with experience in Technology, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 578 firms included in the directory and can help identify firms that align with your needs.

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 Technology M&A Advisory Firms directory, you can request information here.

Top Technology M&A Advisory Firms

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