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Top United States M&A Advisory Firms

Explore 1,380 United States M&A Advisory Firms that leverage Axial’s platform to connect with investors on behalf of their clients.

Axial Insights

United States M&A Advisory Firms

1,380

Active Firms

1,582

TTM Deal Flow

$3M-$16M

Core Revenue Range

$500K-$3M

Core EBITDA Range


Industrials 37%
Technology 12%
Healthcare 11%
Business Services 11%
Consumer Goods 10%

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

Showing 221-240 of 1,380 M&A Advisory Firms

Sorted by recent activity

Falcon is a boutique investment bank focused on providing mergers & acquisitions advisory services. Our expertise includes sell-side advisory and strategic advisory services. Our focus includes healthcare, technology, and commercial & industrial markets. Our clients include business owners, corporations, and private equity and venture capital backed companies. When you partner with Falcon, you can rest assured we will tell your unique business story. Our client-first perspective and expert knowledge-based banking approach enable us to craft and leverage the best strategy for each of our…

Recent Transactions

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  • Apr 2018 Advised Professional Management Inc. (PMI) in its sale to AdvantEdge Healthcare Solutions
  • Apr 2018 Advised MetroAlert in its sale to Zuercher Technologies
  • Feb 2018 Advised ProgenyHealth on an investment from Sunstone Partners
  • Jan 2018 Advised Delta Health Technologies in its sale to Salo Solutions
Signet Capital Advisors unites an entrepreneurial vision with the experience to turn opportunities into realities. With decades of experience, our principals provide highly specialized knowledge and expertise in distinct disciplines including sell side advisory, buy side advisory, capital raise and debt placement.

Recent Transactions

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  • Oct 2023 Advised Confidential Company on an investment from Confidential Company
  • Feb 2023 Advised Confidential Company on an investment from Confidential Company
  • Feb 2023 Advised Confidential Company on an investment from Confidential Company
  • Feb 2023 Advised Confidential Company on an investment from Confidential Company
Invictus is a privately held Mergers and Acquisitions firm with a focus on serving privately held, middle-market companies. Benefit from our experience, integrity, personalized service, and confidential connections as we guide you through mergers and acquisitions process.

Recent Transactions

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  • Aug 2023 Advised Confidential Company on an investment from Confidential Company
  • Aug 2023 Advised Confidential Company on an investment from Confidential Company
  • Aug 2023 Advised Confidential Company on an investment from Confidential Company
  • Aug 2023 Advised Confidential Company on an investment from Confidential Company

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Windsor Capital

9 Total Closed Deals
SELLSIDE M&A PROCESSCreating value for founders and their businessesCORPORATE ADVISORY BUY SIDE AND DIVESTITURESOpportunities growing businessesGROWTH CAPITAL RESTRUCTURING CAPITALDeveloping the competitive strategy

Recent Transactions

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  • Oct 2025 Advised Florida All Risk Insurance on an investment from United Midwest
  • Jul 2025 Advised Building Products of America in its sale to Accent Building Material
  • Apr 2020 Advised GT Grandstands (Project Bleachers) on an investment from T Bank
  • Aug 2019 Advised RxLive in its sale to PAR, Inc.
We work with the management and shareholders of growth-oriented technology companies to achieve their strategic and financial goals. The exceptional client outcomes we produce are the result of extensive prior transaction experience, specific domain expertise and a high level of personal dedication to each engagement. We look forward to beginning a dialogue regarding your objectives.

Recent Transactions

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  • Nov 2014 Advised PacWest Consulting Partners in its sale to IHS, Inc.
  • Oct 2013 Advised On Center Software, Inc. on an investment from Accel - KKR
  • Apr 2012 Advised First Connections Ltd. in its sale to York Telecom Corporation
  • Sep 2010 Advised Certain Shareholders of Drillinginfo, Inc. on an investment from Delta-v Capital
Douglas Cabral, the company's founder, is a results-driven and dedicated professional with extensive experience in business valuation, exit strategies, and implementing real estate & M&A transactions, including the successful sale of the oldest family restaurant in the United States. A skilled negotiator who drives favorable outcomes through strategic planning, stakeholder engagement, and creative problem-solving.He is a proven leader with a track record of fostering collaboration among institutional investors, analysts, and senior management to achieve corporate growth and long-term…

Recent Transactions

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  • Mar 2017 Advised Claudio's Restaurant est 1870 in its sale to Private Investor
  • Aug 2015 Provided debt financing to Franchise Financing
  • Jul 2015 Provided debt financing to Private Restaurant
  • Mar 2015 Invested in Food Services

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Business value will always be established when the right buyers are linked with the right sellers. Chicago M&A Advisors focus on the building sustainable deals that deliver the highest value for all stakeholders. Our process begins with the end in mind with a thorough understanding of owner & management goals.Our experience extends over 25 years of successful entrepreneurial ventures growing, acquiring, merging and divesting businesses as both owners and advisers with a focus on value growth, M&A & converting value into wealth.Typical deals may include accelerating growth through strategic…

Recent Transactions

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  • Jul 2019 Advised RV Dealer Network on an investment from RV Retailer
  • Nov 2018 Advised Qal-Tek Associates LLC on an investment from Cognitive Capital Partners
  • Sep 2018 Advised Cognitive Capital on an investment from Confidential Company
  • Jul 2015 Advised Private in its sale to Private Investor
Keva Global Partners is an international advisory firm based in Dallas, Texas. Keva Global provides strategic advisory services for companies seeking growth opportunities in new markets and channels, either organically or through acquisitions. We identify profitable opportunities, provide entry strategies and business insights, and formulate/implement growth strategies. Our principals have over 100 years of combined experience in General Management, M&A, Sales, Marketing, and International Business Development in a variety of industries including food and beverage, retail, manufacturing,…

Recent Transactions

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  • Dec 2014 Advised Alpha Transcription in its sale to Trio Consulting
  • Jan 2013 Advised Medical Management Strategies in its sale to RCM Equity
  • Apr 2010 Advised Tasty Bite on an investment from RC Fontis
  • Apr 2010 Advised Caffe Classico Foods in its sale to Private Investor Group
Lakeside Acquisitions is a premier Mergers & Acquisitions Advisory firm with the sole focus of representing owners of privately held businesses who are looking to maximize value on their sale proceeds. When combined with our proprietary process, buyer network, and deal prowess, we routinely deliver results above our clients’ expectations. We are purposefully not a “Jack of All Trades” nor are we industry agnostic. We only take on select client engagements in specific industries where we can add significant value. Clients find that our success fee pays for itself as our deal experience…

Recent Transactions

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  • Apr 2026 Advised Pink Dumpsters in its sale to Pellitteri Waste Systems
  • Apr 2026 Advised TOGO Disposal in its sale to GFL Environmental
  • Dec 2025 Advised GreenWay Recycling in its sale to Tomorrow Recycling
  • Dec 2024 Advised Site Services in its sale to Atlantic OBX

Embarc Advisors

8 Total Closed Deals Actively Sourcing Deals
We are disruptive M&A Advisory firm founded by ex-Goldman Sachs, ex-McKinsey M&A professional. Goal is to bring Goldman, McKinsey level services to the middle market. We doubled in size in 2023, one of the worst M&A markets in the recent decade. Here is what makes us different Embarc has a unique model that bills hourly like a law firm with no success fee. This aligns our incentives better with sellers. It also allows us to deliver high-quality, high-touch services to a select number of deals without chasing ten deals at the same time. It also means that the overall cost will be much lower…

Recent Transactions

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  • Feb 2025 Advised Confidential Company in its sale to Confidential Company
  • Jul 2024 Advised Embarc Advisors in its sale to Confidential Company
  • May 2024 Advised Confidential Company in its sale to Confidential Company
  • Aug 2023 Advised Strata Consulting in its sale to Blue Ally
Through our years of experience, Lighthouse Business Brokers has established a powerful buyer network with thousands of qualified buyers that covers almost every industry. Our buyer's database is comprised of active professional investors and private equity firms that have been through the acquisition process previously and ensures we get your business in front of thousands of qualified buyers on the first day.

Recent Transactions

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  • Mar 2022 Advised Confidential Company on an investment from Confidential Company
  • Mar 2022 Advised Confidential Company on an investment from Confidential Company
  • Sep 2020 Advised Confidential Company on an investment from Confidential Company
  • Sep 2020 Advised Confidential Company on an investment from Confidential Company
eGateway Capital was formed to serve companies & founders – helping them scale and grow. We are focused on the eCommerce Value Chain, brining operating expertise, an active network of differentiated relationships, and a commitment to partnership. Through growth equity investment and M&A advisory services, we help you achieve your goals. We are national in scope but strategically based in the re-emerging markets of the Midwest – the branding & eCommerce growth and fulfillment capital of the country. Our M&A Advisory services leverage the eGateway edge: operating experience, deep network,…

Recent Transactions

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  • Jul 2023 Advised Cargomatic in its sale to Confidential Company
  • Jul 2023 Advised Nok in its sale to Confidential Company
  • Jul 2023 Advised Flowspace in its sale to Confidential Company
  • Jul 2023 Advised Vidmob in its sale to Confidential Company

Falco Sult

7 Total Closed Deals
While we are good with the details, the only way to help you accomplish your goals is to be strategic and look toward the desired outcome. We do this by applying the concepts of life cycles to your goals.Every business is unique but all companies will go through some form of the business life cycle. Your needs may vary from phase to phase, but it's inevitable that the over-riding considerations of each phase will come to light during your company's evolution. Our job is to help you grow through these phases with a concept we call Financial Success by Design. While we provide quality public…

Recent Transactions

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  • Apr 2021 Advised Confidential Company on an investment from Confidential Company
  • May 2019 Advised Confidential Company on an investment from Confidential Company
  • May 2019 Advised Confidential Company on an investment from Confidential Company
  • May 2019 Advised Confidential Company on an investment from Confidential Company

The Wheatley Group

7 Total Closed Deals
The Wheatley Group is a merger and acquisition advisory firm providing cutting edge,"value-added" services to clients interested in selling or acquiring companies. We manage and handle complex and sophisticated transactions in all kinds of industries and are recognized as a leading regional advisory firm. The majority of our selling clients are headquartered in Arizona, the Southwest and other Western states. Our Buyers have been national and international in nature, including: Public Companies (NYSE and NASDAQ), Large Privately Held Companies, Private Equity Groups, Affluent Individuals and…

Recent Transactions

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  • Oct 2024 Advised Confidential Company in its sale to Confidential Company
  • Oct 2024 Advised Confidential Company in its sale to Confidential Company
  • Mar 2024 Advised Confidential Company in its sale to Confidential Company
  • Jun 2023 Advised Confidential Company on an investment from Confidential Company
Integrity Square is a results driven financial & strategic advisory firm focused on the health, sports & active lifestyle sectors. Founded in early 2010, Integrity Square's mission is to assist fast-growing companies in raising growth equity and assist entrepreneurs and executives in finding their next big opportunity. Through our extensive network of entrepreneurs, family-owned businesses and seasoned executives seeking to acquire a business, we match up these opportunities with the right financial partner(s). Our team consists of seasoned bankers and consultants who are passionate about…

Recent Transactions

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  • Feb 2019 Advised Koma Ventures and MKS Partners dba OrangeTheory in its sale to Castanea Partners
  • Sep 2018 Advised Austin Fitness Group dba Orangetheory on an investment from ClearLight Partners
  • Apr 2018 Advised Total Woman Gym + Spa in its sale to Town Sports International
  • Aug 2016 Advised Texas Family Fitness in its sale to Topspin

Willock Partners

7 Total Closed Deals
Willock Partners provides privately held companies with buy-side and sell-side advisory services. Our clients typically have revenues below $100 million, are profitable with good track records and well managed firms. We also arrange senior or subordinated debt for clients. We work on behalf of the owners of the companies and only deal with the decision makers or the Board of Directors.

Recent Transactions

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  • Oct 2015 Advised Vision Professional Services, LLC in its sale to Acacia Partners, LLC
  • Aug 2015 Advised Arthur Court Designs, Inc. in its sale to Vagabond House
  • Jul 2015 Advised Acrobat Outsourcing in its sale to The Service Companies, Inc.
  • Apr 2015 Advised Level One Marketing in its sale to Advantage Sales and Marekting
Microtech Ventures is focused on strategic venture capital, angel investing, and M&A advisory services. Our mission is to accelerate the development of MEMS, sensors, and microtechnologies for the advancement of human civilization and the improvement of quality of life. Our deep industry knowledge and extensive network, combined with practical hands-on strategy experience, enables us to quickly identify the connections that result in multiple opportunities to maximize ownership value, and ensure successful outcomes.

Recent Transactions

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  • Jul 2023 Advised Consumer Physics in its sale to Confidential Company
  • Jul 2023 Advised Dover Microsystems in its sale to Confidential Company
  • Jul 2023 Advised Blink AI Technologies in its sale to Confidential Company
  • Jul 2023 Advised Applied brain research in its sale to Confidential Company
We are a small M&A advisory team working with companies on either the buy or sell side. We work with clients on succession planning for family legacy transitions, management buyouts, ESOP and sales to PE and strategic buyers.Our passion is coaching business leaders to grow revenue, margin, profit, cash flow and ultimately the value of their companies. Whether this is for a multi-generational family legacy company or a startup with a great idea and in need of capital, We serve the gap between the owners, CEO and finance team.We have expertise in growing companies, preparing them for a…

Recent Transactions

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  • Oct 2022 Advised Lias Mechanical, Inc. in its sale to Lias Mechanical Management Team
  • May 2022 Advised Glacier Fire Protection LLC in its sale to Nowthwest Fire Systems, Inc.
  • Nov 2021 Advised Air Reps LLC on an investment from Daikin North America
  • Oct 2018 Advised Amazon SD, Inc. in its sale to Gates and Controls, Inc.

Quarius Inc.

6 Total Closed Deals
As an Advisor, CEO and Board Member, Mark Sizelove leads complex and time-sensitive transitions and turnarounds, raises capital for growth projects, and prepares owners for exit strategies and creates higher enterprise valuations by aligning people, processes, and technology for all stakeholders. His approach to value creation is to connect talent, technology and capital with a focus on innovation.

Recent Transactions

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  • Dec 2012 Advised Machine Tool Manufacturer on an investment from Power Generation Repair Technology Companies
  • May 2007 Advised Food Processing on an investment from Bank of the West
  • Feb 2006 Advised Consumer Water Purification Product Manufacturer on an investment from Venture Capital - Turnaround
  • Aug 2004 Advised Medical Device Manufacturer on an investment from US Department of Defense
We are a Raleigh, NC and Nashville, TN based firm that provides mergers & acquisition and strategic advisory services to middle-market companies across numerous industry sectors. We have a unique perspective rooted in our principals' successful history of advising entrepreneur and family-owned businesses, financial sponsors and major corporations.We believe that every company has an entrepreneurial passion that drives it and a story that defines it. We deliver unconventional results through our unique ability to tell each client's story and drive relentless execution because of the…

Recent Transactions

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  • May 2019 Advised Remar, Inc in its sale to Fidelitone
  • Jan 2019 Advised Village Real Estate Services in its sale to Evergreen Real Estate
  • May 2018 Advised IT Works in its sale to Cayuse
  • Jun 2017 Advised Carolina Stone Products in its sale to Private Investor Group

Frequently Asked Questions

How are M&A Advisory Firms in this directory ordered?

Firms in the United States 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 United States M&A Advisory Firms?

Based on activity on Axial’s M&A platform, the core revenue range for United States M&A Advisory Firms is $3M-$16M, 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 location when evaluating M&A Advisory Firms?

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in United States may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Do all M&A Advisory Firms in this directory operate exclusively in United States?

Not necessarily. A firm’s location does not always define its geographic reach. Many M&A Advisory Firms based in United States are active across multiple regions, while firms based elsewhere may also participate in the United States market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

How do I compare M&A Advisory Firms in United States?

When comparing M&A Advisory Firms in United States, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 1,380 firms included in the directory and can help identify firms that align with your needs.

How do I connect with United States 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 United States M&A Advisory Firms directory, you can request information here.


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