1.800.860.4519

Sign In Get Started

Powered by Axial Data

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.

Explore Firms Join Axial Explore Firms Join Axial

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 81-100 of 1,380 M&A Advisory Firms

Sorted by recent activity

SGCM Advisors

1 Closed Deal via Axial 4 Total Closed Deals
View Full Profile
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.…

Recent Transactions

View All
  • Oct 2024 Advised Confidential Company in its sale to Confidential Company
  • Sep 2024 Advised NovoTrax on an investment from Novo LLC
  • Aug 2023 Advised Panama Red Rum, Compania Licorera Panamericana, SA in its sale to Private Investment Fund
  • Apr 2019 Assisted Sada Capital LLC in securing debt financing from Accredited Investors

Trinity Transaction Advisory

1 Closed Deal via Axial 4 Total Closed Deals
View Full Profile
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…

Recent Transactions

View All
  • Aug 2023 Advised Confidential Company on an investment from Confidential Company
  • Oct 2022 Advised Confidential Company on an investment from Confidential Company
  • Mar 2019 Advised Confidential Company on an investment from Confidential Company
  • May 2017 Advised Confidential Company in its sale to Confidential Company

Hughes Klaiber

1 Closed Deal via Axial 4 Total Closed Deals
View Full Profile
Hughes Klaiber is an experienced investment banking firm. We guide our clients through every step of selling a business, from planning to a successful exit that achieves our clients' personal and financial goals. We combine in-depth knowledge of marketing, finance, and deal structure. Our experience, extensive acquirer relationships, and best-in-class marketing programs help our clients achieve an optimal outcome in each transaction. Integrity, tenacity, and responsive client focus are cornerstones of how we operate. We provide thoughtful, trusted…

Recent Transactions

View All
  • Feb 2026 Advised Confidential Company in its sale to Confidential Company
  • Jan 2025 Advised Ozark Brands in its sale to Danagan Capital
  • Jul 2024 Advised Catstudio in its sale to Confidential Company
  • Aug 2023 Advised Gloss Ventures / Vitamin Bounty in its sale to Pharmex

Featured Deals

To access curated deal flow through Axial, get started here.

Solomons Advisors

1 Closed Deal via Axial 3 Total Closed Deals
View Full Profile
Julian Solomons, Managing PartnerMr. Solomons was the Number One Intermediary Nationwide for five of eight years when he was with the VR Brokerage Group!Born London, England - Graduated Westminster University, London with a degree in Economics, Law and Accounting - (similar to an MBA)Since the late sixties had executive roles with several multi-national public companies (including a subsidiary of WR Grace, NY) in the sales/marketing function in the UK prior to partnering and building a multi-million dollar revenue engineering/electroplating company in London.Immigrated to the US in 1981. …

Recent Transactions

View All
  • Aug 2017 Advised Undisclosed in its sale to Timepiece Capital
  • Nov 2014 Advised ProArmor in its sale to Polaris Industires
  • Jan 2013 Advised Martinic Engineering Inc in its sale to TriMas Corporation

Tennessee Business Brokers

1 Closed Deal via Axial 2 Total Closed Deals
View Full Profile
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.

Recent Transactions

View All
  • Jan 2024 Advised Confidential Company in its sale to Confidential Company
  • Oct 2020 Advised Confidential Company in its sale to Confidential Buyer

ValueCap

1 Closed Deal via Axial 2 Total Closed Deals
View Full Profile
ValueCap is a Change-of-Control Advisory and M&A firm serving privately held companies with $5M to $50M in revenue.We work primarily with founders and owner-operators navigating major ownership transitions, including third-party sales, recapitalizations, and internal succession transactions. Our role is to help business owners understand their options, evaluate buyer fit, and execute transactions that align with both financial and personal objectives.Most of our engagements are sell-side mandates, in which we represent business owners through the full transaction process—from valuation…

Recent Transactions

View All
  • Apr 2025 Advised Confidential Company in its sale to Confidential Buyer
  • Jul 2023 Advised Confidential Company on an investment from Confidential Company

Stop Browsing. Start Transacting.

Join 20,000+ members who source deals, connect with counterparties, and close transactions on Axial.
Get Started Today

Pasadena Private

1 Closed Deal via Axial 2 Total Closed Deals
View Full Profile
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…

Recent Transactions

View All
  • Aug 2024 Advised Confidential Company in its sale to Confidential Company
  • Nov 2023 Advised Confidential Company in its sale to Confidential Buyer

Sandfox Advisors

1 Closed Deal via Axial 2 Total Closed Deals
View Full Profile
Sandfox provides high impact strategic and financial advice to owners and boards of established and emerging companies on matters crucial to their growth and success. Our team has decades of collective experience working for prominent global investment banks and we strive to bring that same level of capital markets insight and flawless execution to our clients.​Sandfox advises clients on mergers, acquisitions, leveraged buyouts, divestitures, recapitalizations, capital structure optimization, and capital raising alternatives. Our investment bankers combine seasoned transaction expertise…

Recent Transactions

View All
  • Jul 2026 Advised AutoBodyNow in its sale to Rannerdale Capital LLC
  • Nov 2022 Advised Confidential Company on an investment from Confidential Company

GW Partners

1 Closed Deal via Axial 2 Total Closed Deals
View Full Profile
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.

Recent Transactions

View All
  • Aug 2024 Advised Confidential Company on an investment from Confidential Company
  • Apr 2020 Advised Logistimatics in its sale to Saltwater Capital LLC

Synesis Advisors

1 Closed Deal via Axial 2 Total Closed Deals
View Full Profile
Synesis Advisors specializes in the sale of privately held businesses that are underserved by traditional investment banks. From the owner-operator who is looking to cash in on their life’s work, to a strategic company looking for growth through acquisition, and everything that may fall in-between, we’ve seen it all.Transactions are hard. Deals have surprises. Transitions can be delicate. At Synesis Advisors we come to work every day because we love guiding our clients through these challenges. We have developed a high-touch client-centric methodology that capitalizes on the importance of…

Recent Transactions

View All
  • Nov 2025 Advised Confidential Company in its sale to Confidential Company
  • Mar 2023 Advised Confidential Company on an investment from Confidential Company

Dailey Resources, Inc.

1 Closed Deal via Axial 1 Total Closed Deal
View Full Profile
Dailey Resources, Inc., founded in 1989, is based in Texas and located in the heart of the Dallas/Fort Worth Metroplex. We offer services locally, regionally and nationally. We are a recognized leader in the business transfer profession, specializing in mergers & acquisitions, business valuations, and the representation of sellers of businesses. We also perform acquisition searches on behalf of strategic, financial, and high-net worth business buyers.Members of our Deal Team have achieved Mergers and Acquisition Master Intermediary, Certified Business Intermediary, Board Certified Broker…

Recent Transactions

View All
  • Feb 2020 Advised Service Pros. in its sale to Greenbriar Equity Group

Wexler Kronen Capital Associates

1 Closed Deal via Axial 1 Total Closed Deal
View Full Profile
Creative money management and strategic relationship builder.What do I do?Since 1983, I have been investing in companies of all sizes, ranging from microcap and small cap to larger companies with established businesses. As my own company has grown, so has my involvement in helping these companies achieve their full potential, both financially and penetration into their particular market. Utilizing my clients’ capital as well as my own, I have been very successful in discovering companies and strategically assisting them financially. I not only invest in companies, but in certain cases I…

Recent Transactions

View All
  • Mar 2015 Advised Undisclosed on an investment from Spectra AS

Dickinson Williams & Company

1 Closed Deal via Axial 1 Total Closed Deal
View Full Profile
Dickinson Williams & Company is an independent investment banking firm led by three industry veterans with over 70 years of advisory, financing, and operating experience. Our primary focus is to provide objective, experience-based advice to lower middle market companies with enterprise values typically in the range of $10-100 million.Dickinson Williams & Company offers exceptional execution capabilities in the areas of private company sales, corporate divestitures, acquisitions, and recapitalizations to privately held and publicly traded companies and private equity groups. The firm’s…

Recent Transactions

View All
  • Aug 2019 Advised Confidential Company in its sale to Confidential Buyer

Focus Capital Advisors, Inc.

1 Closed Deal via Axial 1 Total Closed Deal
View Full Profile
Focus Capital Advisors, Inc (FCA) is comprised of a talented team of dealmakers that are proud to have closed over 200 transactions during their respective careers. Our highly skilled professionals provide clients with powerful strategies for optimizing the value of each transaction. This is accomplished through creative tax strategies, solid industry experience and contacts and the ability to solve problems to get the deal done. Many of our clients have built very good companies with solid products or services, good technologies and hard working people but turning all of that into cash or…

Recent Transactions

View All
  • Feb 2020 Advised Confidential Company in its sale to Confidential Buyer

RVR Consulting Group

1 Closed Deal via Axial 1 Total Closed Deal
View Full Profile
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…

Recent Transactions

View All
  • Aug 2024 Advised Confidential Company in its sale to Confidential Company

Arch Capital

1 Closed Deal via Axial 1 Total Closed Deal
View Full Profile
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…

Recent Transactions

View All
  • Jun 2024 Advised Confidential Company in its sale to Confidential Company

Triangle Healthcare Advisors

1 Closed Deal via Axial 1 Total Closed Deal
View Full Profile
Triangle Healthcare Advisors, LLC is a registered business broker and mergers and acquisitions advisory firm specializing exclusively in healthcare services. Our Partners have led Mergers & Acquisitions for Walgreens, Pediatric Services of America, Option Care, and Omnicare (part of CVS Healthcare). 

Recent Transactions

View All
  • Mar 2022 Advised Confidential Company in its sale to Confidential Buyer

Philadelphia Investment Group Inc

1 Closed Deal via Axial 1 Total Closed Deal
View Full Profile
Philadelphia Investment Group is well known for conducting highly focused acquisition searches for Fortune 500 type industrial companies. We also provide buy side and sell side advisory services from valuation and marketing through contract negotiations and closing. Clients receive skillful execution of confidential services for discreet auctions or marketing. Our firm consists of six partners plus associates and staff. We are U.S. based plus one partner in the U.K.

Recent Transactions

View All
  • Nov 2020 Advised Confidential Company in its sale to Confidential Buyer

Mark Schneider & Co. LLC

1 Closed Deal via Axial 1 Total Closed Deal
View Full Profile
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.  

Recent Transactions

View All
  • Jun 2020 Advised Comprehensive Counseling LCSW in its sale to 424 Capital

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.

Want to Keep Exploring?

Enter your details to access all firm profiles.

Let us curate Relevant Introductions.

Rather than a one-off introduction to company, work with an Axial Exit Consultant to find the best options from our network of 2,500 M&A advisors — at no cost to you.

Companies sold using Axial Advisor Finder:

Get Introduced to the Right Advisors

This service is complimentary and all information is confidential. Looking to learn more? Complete the form above.

By providing telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt of further messaging.

You’re All Set

We’ve received your request. An Axial Exit Consultant will reach out shortly to coordinate next steps.

While you’re waiting, you can learn more about our advisor introduction offering here.

We've Received Your Request

A member of our team will follow up to coordinate next steps.

 Explore Axial
Template