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Top M&A Advisory Firms in Utah - Axial

Axial’s lower middle market M&A directory includes information on 14 Top M&A Advisory Firms in Utah. Top M&A Advisory Firms in Utah listed in this Directory include data about the firm's M&A activities in the lower middle market. If you are interested in connecting with more Top M&A Advisory Firms in Utah like these, you can click here to discuss joining Axial with a member of our team. No matter the transaction type, Axial can help connect you with the right deal partner at the right time.

Members (14 results)

Mountain Summit Advisors LLC

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 10 Total Closed Deals
Mountain Summit Advisors is a specialty firm focused on mergers and acquisition of primarily healthcare technology and services firms.Mountain Summit Advisors (MSA) was founded in 2012 by principals that have had extensive experience in the world of Healthcare IT products and services. These Healthcare senior executives have built firms organically and through acquisition. By buying and selling firms over the past 30 years, the MSA executives bring a unique operational “hands on” perspective to the marketplace.Mountain Summits Advisors unique approach is to assist a firm to prepare for…
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by

K2 Securities

M&A Advisory Firm
  • 1 Closed Deal via Axial
  • 11 Total Closed Deals
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…
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
May 2023
was acquired by
Advisor
May 2023
was acquired by

United Mergers & Acquisitions

M&A Advisory Firm
  • 12 Total Closed Deals
The management at United brings with them years of entrepreneurial experience in finance, marketing, and operations. Each of the Directors at United has owned and managed medium to large businesses and subsequently sold them. This means that all those within United's Management team have gone through the same experience as their clients. United understands every aspect of the business world and has gained a great reputation within the Mergers & Acquisitions marketplace. In addition, United has developed strong alliances within the legal, financial, and accounting communities. We provide an…
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by

Colliers International

M&A Advisory Firm
  • 10 Total Closed Deals
Colliers International | Utah Mergers & Acquisitions has been bringing together buyers and sellers of lower mid-market companies for over 10 years.Our team provides: * Experienced analysts and dealmakers with a thorough understanding of the transaction process. * Marketing capabilities you wouldn't have on your own. * Pre-qualified acquisition candidates that may meet your criteria. * Market information and industry trends. * Negotiating and problem solving.
Most Recent Transactions
Advisor
May 2023
secured investment from
Advisor
May 2023
secured investment from
Advisor
Jun 2021
secured investment from
Advisor
Jun 2021
secured investment from

Business Sales Group

M&A Advisory Firm
  • 9 Total Closed Deals
Business Sales Group is a M&A Advisory/Marketing Firm which brings to market Companies with annual sales up to $50 million. Their specialty is marketing high growth Companies with ample runway which maximizes returns for Sellers and Purchasers alike. Motto: -Integrity Beyond Compromise. -Service Beyond Exception. -Commitment Beyond Compare. Business Sales Group adds value to a transaction by injecting a unique blend of sales, acquisitions, and due diligence expertise that is unsurpassed in the industry. Both Principals of BSG have started, owned, and managed successful businesses themselves.…
Most Recent Transactions
Advisor
Jun 2015
was acquired by
Advisor
May 2015
was acquired by
Advisor
Jan 2015
was acquired by
Advisor
Dec 2014
was acquired by

Premara Group

M&A Advisory Firm
  • 3 Total Closed Deals
Our mission is to help business owners maximize their outcome during a liquidity event.  As operators with a combined 25+ years of experience running all sizes of businesses, we are uniquely positioned to help business owners with sales and financial operations early in the process all the way through to the closing of a transaction. We utilize technology and specialized services to implement the best solutions for our clients.Our primary focus is on lower middle market transactions in the high tech and eCommerce space. Our team of advisors has experience running the types of companies we…
Most Recent Transactions
Advisor
Mar 2024
was acquired by
Advisor
Nov 2023
was acquired by
Advisor
Sep 2022
was acquired by

Blue Sky Business Resources

M&A Advisory Firm
  • 2 Total Closed Deals
Blue Sky Business Resources is a mergers and acquisition firm based in Salt Lake City, UT focused on closely held private businesses and large corporations looking to grow or transition through acquisition. As a boutique firm we offer tailored services meeting the goals of our clients by delivering expert advice, senior level attention and transaction experience.
Most Recent Transactions
Advisor
Dec 2022
was acquired by
Advisor
Dec 2021
was acquired by

American Business Brokers

M&A Advisory Firm
  • 1 Total Closed Deal
American Business Brokers is a leader in the industry as a brokerage services company that specializes in meeting the needs of the business buyer and seller, and in developing brokers through a comprehensive training program.  American Business Brokers offers consulting and broker services to clients regarding valuations, mergers and acquisitions, business sales, and franchise opportunities. Based in New Jersey, the company has been servicing clients throughout the country since 1999
Most Recent Transactions
Advisor
Nov 2020
was acquired by

Crewe Capital

M&A Advisory Firm
  • 1 Total Closed Deal
Crewe Capital, LLC is an independent investment banking, securities, and mergers and acquisitions firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, and family offices.
Most Recent Transactions
Advisor
Nov 2021
secured debt financing from

Cross Northwest, Inc.

M&A Advisory Firm
  • 5 Total Closed Deals
The Exit Your Way® Team provides world-class consulting, business coaching and sales acceleration to small-medium business so they can take control of the exit process and Exit Your Way®. 
Most Recent Transactions
Advisor
Apr 2022
secured investment from
Advisor
Jul 2021
secured investment from
Advisor
Jul 2021
secured investment from
Advisor
Jul 2021
secured investment from

DDR and Associates

M&A Advisory Firm

    This member has no reported closed transactions.

Headquartered in Salt Lake City, Utah, DDR and Associates, LLC is a private investment firm focused on acquiring majority interests in established and profitable privately held enterprises in the small to middle market. DDR and Associates deploys a direct equity fund model, which invests in lower middle market companies in the Intermountain West region. Investments include growth capital investments, partial buy-outs and acquisitions. DDR incorporates its management team into the business. This approach to investing is through a strategy we call "Engineered Corporate Structure." We strive to…

Playbook Partners

M&A Advisory Firm

    This member has no reported closed transactions.

PLAYBOOK.PARTNERS is a best-in-class, special-situations private investment firm focused on operator-led acquisitions of lower middle-market companies. We invests in special-situation opportunities within the lower middle market, with a purpose to directly operate every business we acquire. Our unique approach has lead our leadership team to create an additional $1B in revenue through operational expertise.

RealSource

M&A Advisory Firm

    This member has no reported closed transactions.

The RealSource Group of Companies benefits from their proprietary "Econometric Model" which has been in use since 1989, providing the company a core competency to invest in the right place at the right time. Additionally, our management team has decades of experience safeguarding assets and maximizing value through strategically timed divesting. Our model demonstrates that when investing in real estate, buying low and selling high is a matter of knowing where and when. That requires research. RealSouce tracks 364 U.S. metro markets thus providing RealSource an opportunistic real estate…

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