GP
Recent Transactions
This member has no reported closed transactions.
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 Firms1,380
Active Firms
1,578
TTM Deal Flow
$3M-
Core Revenue Range
$500K-
Core EBITDA Range
Top Sectors by Activity
Industrials
37%
Technology
12%
Healthcare
11%
Business Services
11%
Consumer Goods
11%
Key Attributes
Best For: Owner-Led Companies | Typical Fee: Retainer & Success fee | Coverage: Sector Expertise With Hands-On Execution
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.
LARIOX ADVISORY IS A PREMIUM PROVIDER OF M&A RESEARCH AND SUPPORT SERVICES. LARIOX IS RECOGNIZED AMONG PREMIER INVESTMENT BANKS AS A QUIET LEADER IN THE PREPARATION AND CLANDESTINE DISSEMINATION OF INFORMATIONAL MATERIALS FOR THE LARGEST PRIVATE TRANSACTIONS ON THE MARKET.
Recent Transactions
This member has no reported closed transactions.
Featured Deals
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Technology
- Revenue
- $7.7M
- EBITDA
- $3.0M
- Margin
- 39%
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Industrials
- Revenue
- $53.5M
- EBITDA
- $7.2M
- Margin
- 13%
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Energy & Renewables
- Revenue
- $14.7M
- EBITDA
- $5.2M
- Margin
- 35%
-
Technology
- Revenue
- $2.3M
- EBITDA
- $1.1M
- Margin
- 49%
-
Business Services
- Revenue
- $8.7M
- EBITDA
- $2.7M
- Margin
- 31%
Austec Capital is a boutique investment banking firm that provides independent and unconflicted advice on mergers, acquisitions, and fairness opinions. We strive to help our clients achieve their strategic goals, and we are uniquely suited to serve the needs of businesses in a variety of industries and sectors.Our advisory services include:Evaluating strategic alternatives: We help our clients explore all of their options and choose the best path forward for their business.Assessing potential acquirers and targets: We conduct research on…
Recent Transactions
This member has no reported closed transactions.
ADG is a transaction advisory and consulting firm based in Fort Worth, Texas. ADG’s team of professionals is experienced in a variety of industries and are experts in managing strategy and the transaction lifecycle for privately held companies.
Recent Transactions
This member has no reported closed transactions.
Bristlecone Trail Partners ("BTP") is an independent boutique investment banking and sellside M&A advisory firm serving service-based businesses. We provide accessible, high-quality, and high-touch strategic advice to entrepreneurs and family-owned businesses as they explore and execute on a sale transaction involving their business. We are low volume by design, and each year selectively take on only a few new clients. BTP covers clients in a variety of industries with a particular focus within Home and Commercial Services (ie., HVAC, Plumbing, Electrical, Pest, Roofing, Garage Door,…
Recent Transactions
This member has no reported closed transactions.
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Liora is a leading, independent boutique placement agent and advisory firm dedicated to providing a wide range of services including raising capital for outstanding alternative asset managers and growing companies. We are interested in a wide range of fund strategies including private equity, venture, hedge, real estate, real assets and credit strategies.Founded in 1996, our Professionals have more than 180 years of combined, multi-faceted experience and expertise. We provide our services with integrity and professionalism and our clients’ success is always our first priority.
Recent Transactions
This member has no reported closed transactions.
DAS Ventures (DAS) is a an M&A consulting firm focusing on the consumer, gaming, healthcare, lodging, real estate & industrial sectors. We represent both buy-side and sell-side clients.DAS helps companies improve their odds of a successful M&A process through an integrated, battle-tested approach that links acquisition strategy, diligence and merger integration.We open the doors of opportunity when consulting our prospective clients in a merger or acquisition. By working closely with the senior management teams, we assist in developing a strategic plan of action that will…
Recent Transactions
This member has no reported closed transactions.
CalTex Capital Partners has expertise across a broad range of industries. We partner with companies and investors utilizing our broad network of internal and external resources, to both create and enhance value.
Recent Transactions
This member has no reported closed transactions.
Sater Advisory is an M&A and exit planning practice focused exclusively on rental industry owners across the United States. Operator-led, confidential, and national. The work falls into three areas: Sell. A confidential, end-to-end sale process built around the owner's timeline. Discreet positioning, controlled buyer outreach, and a managed process from preparation through closing. Buy. Off-market acquisition opportunities for owners looking to grow, combined with SBA lenders who actually close and structure terms that work for both sides. Value. An honest, defensible opinion of value…
Recent Transactions
This member has no reported closed transactions.
Our mission to become a leader in middle market M&A is manifested in our vertically-focused strategic and financial M&A advisory services. Our team's corporate finance and investment banking expertise will be fully leveraged to deliver end to end strategic and financial services.
Recent Transactions
This member has no reported closed transactions.
Nationally only 20% of businesses for sale actually sell. At the Benjamin Ross Group, we sell over 95% of the businesses that we represent. How do we do it?Based on our vast experience selling companies and the unique Benjamin Ross Group process, we know which businesses will sell and which ones will not.We know what buyers of businesses are seeking.We sell over 50 businesses every year and we turn down approximately 500 businesses a year that want to engage us.We only represent well managed businesses and that is why we attract so many good qualified buyers every day.All of the businesses…
Recent Transactions
This member has no reported closed transactions.
The decision to purchase or sell a business is a daunting task. Because this is not something that most businesses do on a regular basis it is important that you have someone with experience to advise you during the process. Woodhill’s services to support our clients’ M&A activities include: Formal business valuationPreparation of marketing materialsEstablishment of Data RoomCoordination and participation in of due diligenceIdentification of potential acquisition target companiesAssisting in the negotiations of the sale purchase agreementDevelopment of financial model for the combined…
Recent Transactions
This member has no reported closed transactions.
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.
Impact Advisors is a premier M&A advisory firm serving founders and business leaders in order for them to realize the greatest value from their life’s work. We believe the greatest impact is not accomplished by merely doing more, but rather concentrating all of our energy on doing only what matters.
Recent Transactions
This member has no reported closed transactions.
Sell-Side M&A ServicesWe are entrepreneurs helping entrepreneurs exit. We understand that you have put in long working hours, blood, sweat, and tears over the years. We will work with you every step of the way, to ensure that you get the fairest valuation and to find an acquirer who has the best interest in your company's future. Buy-Side M&A ServicesAlthough our firm is primarily sell-side, we can assist with your buying aspirations. As you look to expand and gain market presence, our team will dedicate its effort to doing all the stressful work for you. We want to ensure that you can…
Recent Transactions
This member has no reported closed transactions.
Boutique Sell Side M&A Advisory Firm. We are located in Dallas Texas and have over 15 years locally in the area servicing clients with Enterprise Values of 1,000.000 to 50,000,000.
Recent Transactions
This member has no reported closed transactions.
Resolution Equity Partners (REP) exists to provide trusted partnerships for investment groups, business owners, and entrepreneurs especially focused on business ownership transitions. We are a boutique M & A Advisory Firm, primarily working with business owners in Arkansas and Oklahoma.
Recent Transactions
This member has no reported closed transactions.
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 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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