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Top M&A Advisory Firms in United States - Axial

Members (1326 results)

Masswell Capital

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 6 Total Closed 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.
Most Recent Transactions
Advisor
Feb 2025
was acquired by
Advisor
Jan 2025
was acquired by
Advisor
Mar 2024
was acquired by
Advisor
Nov 2023
was acquired by

Exit Experts

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 6 Total Closed Deals
We specialize in helping our clients buy and sell small businesses. With over 70 years of combined experience building, operating, and selling businesses, we deeply understand the unique challenges that business owners face during the exit process.Our proven 6-step process is designed to help business owners achieve a successful sale by:           •          Developing effective exit strategies tailored to your…
Most Recent Transactions
Advisor
May 2025
was acquired by
Advisor
Jan 2021
secured investment from
Advisor
Jan 2018
was acquired by
Advisor
Sep 2017
secured investment from

MedWorld Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 5 Total Closed Deals
We are a healthcare mergers and acquisitions firm that specializes in helping small to medium size Medical Device, MedTech, BioTech, BioMed, Life Sciences and HealthCare companies to reach their goals. ​Our M&A consulting experts create value growth for our Mid Market customers and help them take their businesses to the next stage. With over 50 years of relationships in these markets and a true global footprint as a healthcare mergers and acquisitions firm, we can help you be successful in making your goals happen.
Most Recent Transactions
Advisor
Jul 2024
was acquired by
Advisor
Feb 2024
was acquired by
Advisor
Sep 2020
was acquired by
Advisor
Mar 2020
was acquired by

Mercer Capital

M&A Advisory Firm
  • 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…
Most Recent Transactions
Advisor
May 2024
was acquired by
Advisor
Apr 2024
was acquired by
Advisor
Apr 2024
was acquired by
Advisor
Jan 2024
was acquired by

SGCM Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 4 Total Closed Deals
SGCM Advisors provides both buy-side and sell-side transactional M&A middle-market advisory services. We have a collective 25 plus years experience and success in advising clients on all aspects of M&A, capital-markets and private-equity transactions. Many of our professionals acquired their deal expertise after spending years honing their craft while holding top positions at the SEC, corporate law firms, Wall Street investment banks and in-house with global companies. We offer superb problem-solving skills with the knowledge and expertise to obtain client objectives.…
Most Recent Transactions
Advisor
Oct 2024
was acquired by
Advisor
Sep 2024
secured investment from
Advisor
Aug 2023
was acquired by
Advisor
Apr 2019
secured debt financing from

Trinity Transaction Advisory

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 3 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…
Most Recent Transactions
Advisor
Aug 2023
secured investment from
Advisor
Oct 2022
secured investment from
Advisor
Mar 2019
secured investment from

JT Wallace Investments

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
JT Wallace Investments is a boutique investment bank started in 2020. It has had $1.8B in advisory engagements, leveraging its best-in-class investor network of over 400 warm relationships with large family offices, funds, sovereign wealth funds, and private credit.
Most Recent Transactions
Advisor
Mar 2024
secured investment from
Advisor
Feb 2024
was acquired by

ThielGroup, LLC

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
Located in the Albany, NY Capital Region, ThielGroup, LLC is a business sales, valuations and consulting firm - helping business owners achieve successful exits and counseling business buyers to find and analyze business opportunities. OUR SERVICESBusiness BrokerageMerger & AcquisitionsRetained Buy ServicesCertified Business ValuationsOpinion of Market ValuesDeal ConsultingOUR CLIENTSBuyersSellersCPAsAttorneysMEMBERSHIPSMerger & Acquisition Source (Board of Directors)National Association of Certified Valuators and AnalystsInternational Business Brokers AssociationWe work with…
Most Recent Transactions
Advisor
Nov 2024
was acquired by
Advisor
May 2022
was acquired by

Tennessee Business Brokers

M&A Advisory Firm
  • 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.
Most Recent Transactions
Advisor
Jan 2024
was acquired by
Advisor
Oct 2020
was acquired by

Pasadena Private

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
Pasadena Private is a boutique multi-family office handling the distinct financial needs of affluent families. Our suite of in-house services provides clients with access to experts and financial solutions that address most time sensitive needs. Pasadena Private is comprised of five primary lines of business that include portfolio management, commercial lending, retirement solutions, mergers & acquisitions, and property management. Additionally, our clients have access to direct investments sourced and managed by Pasadena Private in the categories of private loans, real…
Most Recent Transactions
Advisor
Aug 2024
was acquired by
Advisor
Nov 2023
was acquired by

Hedman M&A Advisors

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
Hedman M&A professionals are skilled and experienced at working with business owners and corporate management who are considering merging, acquiring or selling their businesses. Our professionals help to define the goals of their exit or acquisition strategy, identify a value for the entity being transacted and then, when appropriate, secure competitive financing. Hedman M&A advisory services include: · Investment banking, including both sale and purchase transactions· Financing and loan brokering· Business valuations· Exit or Succession Planning Our unbiased in-depth knowledge and…
Most Recent Transactions
Advisor
Feb 2025
was acquired by
Advisor
Sep 2023
was acquired by

GW Partners

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
GW Partners is a unique firm that combines the best elements of operational consulting, financial management, strategic planning and M&A Advisory services to partner with consumer brands to transform them into far more valuable and coveted strategic acquisition targets.
Most Recent Transactions
Advisor
Aug 2024
secured investment from
Advisor
Apr 2020
was acquired by

PivotPoint Company

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
PivotPoint Company is a M&A Advisory firm. We work closely with business owners to execute business sales and acquisitions. Our focus is on businesses from over $2 million in sales to $100 million or more. We work are industry agnostic and work throughout the U.S.
Most Recent Transactions
Advisor
May 2022
secured investment from
Advisor
Nov 2021
secured investment from

Rainwater Business Advisors LLC

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
A lower-mid market mergers and acquisitions firm. Rainwater is heavily focused on representing sell-side business owners looking to sell their company and be effective in managing those funds with a solid succession strategy.
Most Recent Transactions
Advisor
Sep 2024
was acquired by
Advisor
Apr 2023
secured investment from

Optima Mergers & Acquisitions, LLC

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
The Optima Team serves to provide you with a current-market valuation of your enterprise. As experienced and active allocators, we have transparency into current transactions taking place in your industry.  Our extensive Real-Time Valuation is independent of any decision to engage Optima to sell your business.
Most Recent Transactions
Advisor
Feb 2025
was acquired by

RVR Consulting Group

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
At RVR, we've earned our reputation as trusted advisors for small to mid-market companies and their owners by using our personal experience in building and sale of businesses we have grown ourselves. At RVR our expertise covers all aspects of the activities needed to successfully build a business – planning, sales, operations, finance and accounting, regulation, and overall administration, among others. We partner with our entrepreneurs and stay by their side at each step of the process until the journey is completed.Since the beginning, RVR Consulting Group has walked in the same shoes…
Most Recent Transactions
Advisor
Aug 2024
was acquired by

Arch Capital

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Arch Capital is based in the Midwest and specializes in mergers & acquisitions, business strategy, revenue growth, and consulting services to lower middle market companies throughout the US. Our unique capabilities provide clients with a greater number of options, leading to a higher likelihood of success.The principles at Arch Capital have successfully completed M&A transactions for a wide array of clients in virtually every industry. Transactions typically involve closely held and family owned businesses, and private equity firms. We are committed to meeting the unique needs of…
Most Recent Transactions
Advisor
Jun 2024
was acquired by

Mark Schneider & Co. LLC

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
The firm of Mark Schneider & Co., LLC (“MSC”) provides merger and acquisition advisory services to lower middle market companies. Our activities include assisting clients in the purchase, sale or divestiture of their company.  The firm has a focus on the healthcare industry, with a specialty in revenue cycle management and healthcare technology companies.  
Most Recent Transactions
Advisor
Jun 2020
was acquired by

Baker Group M&A Consultants

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Baker Group M&A Consultants, Inc. is different in numerous ways. Jerry Baker, the President of the Baker Group has over 50 years experience as an entrepreneur, who started and developed many companies over his career. He can relate to a business of any size. His knowledge acquired over the years is extremely helpful in developing a relationship with clients.Since 1988, Jerry Baker’s companies have consulted with and successfully concluded over 200 transactions in numerous industries. Jerry’s experience in starting companies, building companies, taking companies public, selling companies,…
Most Recent Transactions
Advisor
Sep 2021
was acquired by

Stevenson & Company

M&A Advisory Firm
  • 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…
Most Recent Transactions
Advisor
Oct 2024
was acquired by
Advisor
Oct 2023
was acquired by
Advisor
Sep 2023
was acquired by
Advisor
Oct 2022
was acquired by

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