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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.

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Axial Insights

United States M&A Advisory Firms

1,380

Active Firms

1,602

TTM Deal Flow

$3M-$16M

Core Revenue Range

$500K-$3M

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

Showing 61-80 of 1,380 M&A Advisory Firms

Sorted by recent activity

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,…

Recent Transactions

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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…

Recent Transactions

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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

Berntson Porter & Company

1 Closed Deal via Axial 12 Total Closed Deals
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Berntson Porter Corporate Advisory provides M&A advisory services to private companies in the Northwest in manufacturing, distribution, services, and technology.

Recent Transactions

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  • Oct 2022 Advised Diamond Nets in its sale to Salt Creek Capital
  • Jan 2022 Advised Buildingi in its sale to CBRE
  • Dec 2021 Advised H&H Molds, Inc. in its sale to Palindrome LLP
  • Nov 2021 Advised Accents & Interiors in its sale to Artisan Design Group

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Peloton Advisory

1 Closed Deal via Axial 11 Total Closed Deals
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We provide strategic guidance and merger & acquisition (M&A) advisory services to entrepreneurs who are ready to take their successful enterprise to the next stage.Strategic Advisory ServicesWe help our clients break through the glass ceiling by evaluatingthe Company’s competitive advantagethe industry landscapetheir position in the industrypotential ways to maximize the industry opportunity given the Company’s competitive advantage.We help plan and build the tool kit that will be most valuable in measuring and predicting the Company’s performance and metrics. We help create growth…

Recent Transactions

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  • Jan 2025 Advised Confidential Company in its sale to Confidential Buyer
  • Apr 2021 Advised Concord Trust Company in its sale to IQ-EQ
  • Jan 2021 Advised Selectwood in its sale to Eldredge Lumber & Hardware
  • Dec 2020 Advised Exacom, Inc. on an investment from Seaport Capital

K2 Securities

1 Closed Deal via Axial 11 Total Closed Deals
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K2 Securities is the bridge between quality companies who need growth capital or liquidity, and the best non-bank lenders, investors, and buyers in the world. We have worked at big Wall Street investment banks early in our careers, but the best employees at those banks who can build lasting relationships eventually graduate to run their own hands-on, boutique practices. We bring that same knowledge and experience to quality companies on Main Street. We staff each deal with the same team that our clients first meet, and we provide each client with consistent senior attention throughout each…

Recent Transactions

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  • Jul 2023 Advised Rylex in its sale to WT, Inc.
  • Jul 2023 Advised IRI in its sale to Dial Reprographics, Inc.
  • May 2023 Advised Applied Value Group in its sale to ES Solar
  • May 2023 Advised Es Solar in its sale to Applied Value Group

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…

Recent Transactions

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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

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Titus Alliance, LLC

1 Closed Deal via Axial 10 Total Closed Deals
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Titus Alliance is your trusted partner for world-class M&A advisory, valuation and business analytics. We are industry leaders delivering holistic solutions that empower clients to make smart, strategic, and meaningful decisions about their business that help them achieve their goals. We believe our approach has the momentum to shift the way the world does business creating value for our clients and our communities.

Recent Transactions

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  • Aug 2023 Advised JRI Shocks in its sale to RE
  • Aug 2023 Advised ADHERE Creative in its sale to Confidential Buyer
  • Aug 2023 Advised J. Major's Bridal Boutique in its sale to Confidential Buyer
  • Dec 2020 Advised Patient Power in its sale to Remedy Health Media

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. 

Recent Transactions

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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.

Recent Transactions

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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.

Recent Transactions

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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

Ad Astra Equity Advisors

1 Closed Deal via Axial 9 Total Closed Deals
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Who is Ad Astra Equity?AAE is a boutique merger and acquisition advisory firm located in the Kansas City area. We offer M&A advisory services as sell-side advisors. We guide business owners through strategic planning, marketing, and closing of a deal to transition their company. Ad Astra has successfully closed a combined $500 million of transaction value.Our team works with owners across the nation, of varying sizes, across several industries, with each owner having unique goals. We are well equipped to understand a business owner’s wants and needs . . . converting those goals into our…

Recent Transactions

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  • Oct 2025 Advised Confidential Company in its sale to Confidential Company
  • May 2025 Advised Integrity Roofing in its sale to Confidential Company
  • Mar 2025 Advised MG Mechanical Contracting in its sale to Confidential Company
  • Oct 2023 Advised Confidential Company in its sale to Confidential Company

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…

Recent Transactions

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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

Trailhead Partners

1 Closed Deal via Axial 7 Total Closed Deals
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From founder-led service businesses to professional partnerships, our experience enables us to provide a tailored approach across a wide range of transaction sizes. Every deal is unique, which means our processes adjust to make sure we find the right buyer for every business.

Recent Transactions

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  • Sep 2025 Advised Special Delivery Service in its sale to Counsel Press, a portfolio company of Align Capital Partners
  • Sep 2025 Advised Confidential Company in its sale to Confidential Company
  • Apr 2025 Advised DLJ Commercial Roofing in its sale to Chamberlin Roofing & Waterproofing, a portfolio company of Main Street Capital
  • Sep 2024 Advised Fitness Software for Personal Trainers in its sale to Strategic Buyer

Palmer Advisors

1 Closed Deal via Axial 7 Total Closed Deals
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Welcome to Palmer - We're an M&A Advisor for a new generation of businesses.About Us:At Palmer, we specialize in guiding founders of service businesses through successful transactions.How We Can Help:- Sell your business- Buy a business- Value your businessWhy Palmer:We understand the lack of representation for owners looking to exit their service-based business. Most M&A firms are stuck in their old ways, but we fight for fast timelines, advantageous deal structures, and a deep understanding of your business. Not too much to ask, right?

Recent Transactions

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  • Jan 2026 Advised Confidential Company in its sale to Confidential Company
  • Jan 2026 Advised Stir Advertising in its sale to Confidential Company
  • Aug 2025 Advised Confidential Company in its sale to Confidential Company
  • Jun 2025 Advised Confidential Company in its sale to Confidential Company

Kasper & Associates

1 Closed Deal via Axial 6 Total Closed Deals
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Kasper & Associates (K&A) was founded in 1984 to fill a void in the merger and acquisition field which was particularly acute in the Fort Worth/Dallas metropolitan area, as well as in North and Central Texas. Our function is to sell medium-sized, privately-owned manufacturing, distribution and service businesses, and to assist potential buyers in finding and acquiring such businesses.Selling prices of such companies range from $700,000 to $35,000,000, with sales revenues from $1,000,000 to $70,000,000. Companies of this size are typically overlooked or simply under-served by Wall Street and…

Recent Transactions

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  • Nov 2024 Advised Confidential Company in its sale to Confidential Buyer
  • May 2024 Advised Confidential Company in its sale to Confidential Company
  • Jan 2020 Advised Woodie Woods Plumbing, LLC in its sale to Waters Plumbing, Inc.
  • Nov 2016 Advised Richards Supply Company in its sale to Manske Material Handling

MIDCAP LTD

1 Closed Deal via Axial 6 Total Closed Deals
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MidCap Ltd is an M&A Advisory firm, which caters to the middle market. Our clients are primarily closely-held companies in service, technology, manufacturing and distribution industries with annual revenues of $5 - $150 million and selected early stage businesses. MidCap serves as a specialized business and financial advisor in the sale, merger, purchase or recapitalization of a company, corporate development, business combination and restructuring transactions.

Recent Transactions

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  • Aug 2026 Advised LWF Retail Apparel in its sale to Confidential Company
  • Dec 2025 Advised Battery Service Corporation in its sale to Confidential Company
  • Jul 2020 Advised Opticare Eye Health Centers in its sale to Zenyth Partners (Private Equity Firm)
  • Jul 2020 Advised OptiCare Eye Health & Vision Centers in its sale to Zenyth Partners

MedWorld Advisors

1 Closed Deal via Axial 5 Total Closed Deals
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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.

Recent Transactions

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  • Jul 2024 Advised Arc Laser in its sale to Afinum
  • Feb 2024 Advised Confidential Company in its sale to Confidential Company
  • Sep 2020 Advised Confidential Company in its sale to Silver Peak Partners
  • Mar 2020 Advised Airon Corporation in its sale to GE Healthcare

Mercer Capital

1 Closed Deal via Axial 5 Total Closed Deals
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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…

Recent Transactions

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  • May 2024 Advised Aspirant in its sale to Point C
  • Apr 2024 Advised The Neverleak Company, L.P. in its sale to North Park Group
  • Apr 2024 Advised Hose of South Texas in its sale to TIPCO Technologies
  • Jan 2024 Advised North American Electric in its sale to Worldwide Electric Corporation

JMR Capital, Inc.

1 Closed Deal via Axial 5 Total Closed Deals
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JMR Capital provides advisory services to sellers of privately owned businesses. Most of the companies we represent are valued between $2 and $20 million and are located in California. Mark Richardson, the company's founder has been brokering transactions since 1982.

Recent Transactions

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  • Aug 2019 Advised Undisclosed in its sale to Avon Growth Management
  • Feb 2019 Advised Quest Building Products in its sale to Jon-Don
  • Aug 2018 Advised Craftsman Cutting Dies in its sale to Avon Growth Management
  • Jun 2017 Advised Contract Manufacturer - Electronics in its sale to Contract Manufacturer - Electronics

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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