114 public firms currently signal active focus in aerospace & defense. Use this page to scan concentration by state, compare size orientation, and branch into more specific local views.
Firms
114
Deal range
$500K–$9.4B
Top cities
New York, Boston
Updated
3/14/2026
The Aerospace & Defense view shows how this specialization is distributed across the public advisor universe. It is a faster way to scan depth than moving through the full directory.
Every profile listed here has enriched research and is publicly visible. No placeholder entries.
Advisor profile
$10M–$250M · Stamford, CT
Independent, employee-owned investment bank specializing in cross-border M&A, capital markets, and special situations transactions with deep expertise in metals & mining, agriculture, defense & security, and energy transition sectors.
Advisor profile
$5M–$250M · Denver, Colorado
Veteran-owned boutique investment bank founded in 1979, specializing in sell-side M&A for aerospace, manufacturing, and industrial companies in the $5M-$250M TEV range. Track record of 1,100+ engagements with value increases of 10-217%.
Advisor profile
$10M–$250M · New York, NY
Veteran-owned investment bank with M&A advisory capabilities specializing in aerospace, defense, industrial, and consumer sectors in the middle market.
Advisor profile
$500K–$2.8B · Boston, MA
Boston-based strategic M&A advisory and business transformation firm specializing in sell-side M&A, growth strategy, and operational turnarounds for middle-market companies ($20M-$1.5B) in technology, manufacturing, defense, and professional services.
Advisor profile
$20M–$2.5B · New York, NY / Boston, MA
Global independent investment banking firm specializing in M&A and capital advisory for mid-market companies ($20M-$2.5B+ transactions) across FIG, Technology, Healthcare, Industrials, and Professional Services sectors, with 500+ professionals in 18 offices across EMEA, Americas, and Asia.
Advisor profile
$25M–$500M · Dallas, TX
Boutique investment banking firm specializing in IP-centric M&A advisory for technology and hardware companies, with proprietary IP VAMP™ methodology and deep cross-border transaction experience.
Advisor profile
$5M–$500M · Ormond Beach, FL (HQ); Danbury, CT (Office)
Boutique M&A advisory firm specializing exclusively in sell-side transactions for aerospace and defense companies in the lower and core middle market, with 25+ years of specialization and $2B+ in transaction experience.
Advisor profile
$10M–$250M · Seattle, WA
Boutique middle market investment bank founded in 1986, led by former operators who have built and sold companies. Completed 220+ transactions serving entrepreneurs and family businesses in the Pacific Northwest across manufacturing, healthcare, home services, and business services.
Advisor profile
$25M–$500M · Wilson, Wyoming
Global strategic advisory firm founded in 1999, specializing in cross-border M&A, capital strategy, and institutional partnerships for mid-market transactions ($25M-$250M+) across 30+ industries.
Advisor profile
$3M–$100M · Maumee, OH
Boutique M&A advisory firm specializing in lower middle market manufacturing and industrial businesses ($3M-$100M revenue) with 30+ years of partner expertise and 35+ completed transactions in precision manufacturing, aerospace, automotive suppliers, and industrial services.
Advisor profile
$5M–$50M · Dallas, TX
Boutique M&A advisory firm serving lower middle market companies ($5M-$50M) since 1983, with deep expertise in manufacturing, business services, and strategic transactions.
Advisor profile
$5M–$250M · New York, NY
Boutique middle market M&A advisory firm specializing in confidential, proprietary deal origination for business owners and PE sponsors through targeted search and transaction advisory services, with particular depth in aerospace, defense, transportation and logistics.
Advisor profile
$5M–$250M · Riverside, CA (HQ) / Irvine, CA / Las Vegas, NV / Washington, DC
National ESOP and M&A advisory specialist focused on founder-owned businesses seeking sustainable employee ownership transitions, with deep expertise in lower/core middle-market companies ($5M-$100M+).
Advisor profile
$50M–$1B · Boston, MA
Leading boutique technology investment bank specializing in M&A advisory for SaaS and software companies, #1 ranked tech M&A advisor since 2009 with 560+ transactions and $28B+ aggregate deal value.
Advisor profile
$10M–$250M · Birmingham, MI
Independently owned middle market investment bank with 310+ completed transactions since 2009, specializing in industrials and manufacturing M&A with 92% sell-side completion rate and global reach across Detroit, Frankfurt, and Shanghai offices.
Advisor profile
$20M–$500M · West Palm Beach, Florida
Specialized boutique investment bank focused on cross-border M&A between the United States and Europe, with particular expertise in France-US transactions. Transactions range from $20M-$500M with 150+ completed deals worth $17B+.
Advisor profile
$5M–$500M · El Segundo, CA
Middle market investment bank with $20B+ transaction experience, known for relationship-driven advisory across M&A, capital raising, and special situations—8 M&A Deal of the Year awards in last 9 years.
Advisor profile
$5M–$250M · Miami, FL
Independent middle-market investment bank specializing in M&A advisory, capital formation, and complex transactions, with particular depth in aerospace, defense, and intelligence community sectors.
Advisor profile
$1M–$325M · Laguna Hills, CA
Independent M&A advisory and investment banking firm serving entrepreneurs and business owners across manufacturing, healthcare, technology, and distribution sectors.
Advisor profile
$25M–$1B · Chicago, IL
Leading middle market investment bank with 25+ years of experience advising on sell-side, acquisition, ESOP, and capital raising transactions across manufacturing, healthcare, aerospace, and business services.
Advisor profile
$10M–$150M · Chicago, IL
Chicago-based boutique investment bank specializing in sell-side and buy-side M&A for middle-market companies in building products, chemicals & materials, food & beverage, and industrials sectors.
Advisor profile
$5M–$250M · Tampa, FL
Global #1-ranked independently-held M&A advisory firm with 450+ professionals, $11B+ transaction volume, and 193 annual deal closings across 12+ industries worldwide.
Advisor profile
$25M–$300M · Baltimore, MD
Baltimore-based independent investment bank specializing in M&A advisory and financial advisory for middle market companies ($25M-$300M TEV) with deep expertise in transportation/logistics, industrial manufacturing, consumer services, and business services.
Advisor profile
$25M–$5B · New York, NY
Independent merchant bank established in 1990, providing M&A advisory and private equity investing with $250+ billion in aggregate transaction value across technology, healthcare, industrials, and business services.
Advisor profile
$5M–$250M · Bloomfield Hills, MI
Nationally recognized middle market M&A advisor with dual buy-side and sell-side practices, strong PE relationships, and deep expertise across manufacturing, industrial automation, software, and healthcare sectors.
Advisor profile
$50M–$500M · Boston, MA (Seaport)
Boutique growth tech investment bank founded in 2002, specializing in M&A advisory, private capital, and principal investing for Cloud & AI, Defense, and Sustainability companies. Known for deep industry expertise, strong strategic buyer relationships (Cisco, NVIDIA, HPE, Snowflake), and entrepreneurial team with founder backgrounds.
Advisor profile
$10M–$200M · Milwaukee, WI
Milwaukee-based buy-side M&A advisor to middle-market manufacturers specializing in disciplined strategic acquisition searches, $10M-$200M focus, 150+ transactions.
Advisor profile
$5M–$500M · Los Angeles, CA
Los Angeles-based boutique M&A advisory firm specializing in middle market transactions ($5M-$500M TEV) for founder-owned and emerging companies, with 35+ years of experience and senior banker engagement on every deal.
Advisor profile
$500K–$25M · Rancho Cucamonga and Redondo Beach, CA
Southern California-based business broker and M&A advisor specializing in small to lower middle market transactions, with deep expertise in manufacturing, healthcare services, and industrial business sales. 100+ deals, 19 years, team of experienced operators.
Advisor profile
$5M–$50M · Orlando, Florida
One of the Southeast's oldest M&A advisory firms (founded 1986), specializing in lower middle market business sales ($5M-$50M) with deep expertise in trade services (HVAC, roofing, plumbing, home services) and strong buyer relationships across private equity and strategic acquirers.
Advisor profile
$5M–$300M · Austin, TX
Technology-forward M&A advisory and capital sourcing firm specializing in emerging to mid-market companies ($5M-$300M), combining institutional investment banking expertise with modern digital service delivery.
Advisor profile
$5M–$250M · Calabasas, CA
Specialized boutique M&A advisor for lower middle market family-owned and founder-led companies, with deep expertise in industrial manufacturing, aerospace/defense, and business services. Known for senior-level advisory, hands-on process management, and multiple value-creation approaches.
Advisor profile
$10M–$250M · Cleveland, OH
Advisor profile
$5M–$250M · Scottsdale, AZ
Full-service capital advisory firm specializing in M&A advisory, capital markets solutions, and asset management for middle-market transactions in aerospace & defense, financial services, and real estate.
Advisor profile
$25M–$500M · Boston, MA
Leading middle-market investment banking firm specializing in M&A advisory, capital raising, and financial advisory services for business owners and PE sponsors in the $25M-$500M transaction range across 12 primary industry sectors.
Advisor profile
$10M–$250M · Cleveland, OH
Cleveland-based independent boutique investment bank providing custom M&A advisory, capital raising, and strategic consulting for middle-market companies across manufacturing, healthcare, business services, and consumer sectors, with 50+ completed transactions and deep operational expertise.
Advisor profile
$1M–$25M · Brevard, NC
Alternative investment marketplace and FINRA-registered broker-dealer specializing in private placement capital raising for small-to-medium businesses, with $1.1B+ placed across 200+ transactions since 1997.
Advisor profile
$10M–$350M · Rye, New York
39-year-old merchant and investment banking group specializing in $10M-$350M transactions across defense, media/telecom, real estate, and technology, with unique principal investment capability and over three dozen transactions as investors.
Advisor profile
$10M–$1B · Seattle, WA
One of the largest independent advisory-only investment banks in the U.S., serving founder, family-owned, and PE-backed companies up to $1B TEV with deep sub-vertical expertise across 7 industry verticals and 550+ completed transactions since 1999.
Advisor profile
$10M–$250M · Miami, FL
Independent Miami-based investment bank founded in 2010, specializing in lower-middle market M&A, restructuring, and healthcare transactions with deep Chapter 11 bankruptcy expertise.
Advisor profile
$10M–$250M · St. Louis, MO
Top-tier independent investment banking firm specializing in sell-side and strategic M&A advisory for mid-market companies ($10M-$250M), known for achieving above-market valuations and exhaustive buyer outreach.
Advisor profile
$7M–$250M · Scottsdale, AZ
Scottsdale-based investment bank serving the lower and core middle market with Wall Street expertise and a human-centric approach to M&A advisory, capital raising, and debt restructuring.
Advisor profile
$5M–$50M · Guaynabo, PR
Puerto Rico-based boutique investment bank with operational DNA, specializing in lower middle market M&A advisory across Puerto Rico, the Caribbean, and Latin America. 60+ transactions, $800M+ in value.
Advisor profile
$10M–$100M · Boston, MA
Boston-based middle market investment bank founded in 2000, providing sector-specialized M&A advisory with 100+ transactions and $15B+ in aggregate value. Expertise in Industrial Technology, Business Services, Healthcare & Life Sciences, and Flavor Technology.
Advisor profile
$10M–$500M · El Segundo, CA
Full-service M&A advisory and investment banking firm specializing in middle market transactions ($10M-$500M) across manufacturing, aerospace & defense, healthcare, technology, and transportation, combining investment banking execution, deal sourcing/origination, private capital investing, and independent valuation services.
Advisor profile
$10M–$250M · Southport, CT
Boutique M&A advisory firm specializing in environmental services, aerospace/defense, manufacturing, and maritime industries. Award-winning advisor with 20+ years experience facilitating transactions for middle-market companies ($10M-$250M TEV).
Advisor profile
$5M–$100M · Paris, New York
Franco-American boutique M&A advisory firm specializing in cross-border mid-market transactions (€5M-€100M) across technology, industrial, and consulting sectors with offices in Paris and New York.
Advisor profile
$20M–$250M · Boston, MA
Boston-based boutique M&A advisor specializing in sell-side transactions for middle-market businesses ($20M-$250M TEV), known for founder-led expertise, institutional-quality processes, and deep sector knowledge in manufacturing, business services, and healthcare.
Advisor profile
$10M–$500M · Frisco, TX
Long-tenured boutique M&A advisory firm specializing in lower-middle market transactions ($10M-$500M) across manufacturing, industrial services, energy, business services, and technology sectors. Founder-led by CEO Eric White since 1995.
Advisor profile
$50M–$1.5B · New York, NY
Global M&A advisory firm specializing in industrial technology and life sciences companies, with 275+ industrial and 100+ life sciences transactions completed since 1992.
Advisor profile
$5M–$250M · New York, NY
Partner-owned middle-market investment bank with 30+ years of M&A advisory expertise, 400+ completed transactions, and deep specialization in healthcare services, industrials, and business services.
Advisor profile
$10M–$250M · Columbia, MD
Middle-market investment bank specializing in M&A advisory, valuations, and corporate finance for aerospace, defense, and government services companies, with $9B+ in transaction value and deep relationships with defense PE firms and strategic acquirers.
Advisor profile
$10M–$250M · Washington, DC
Global middle-market investment bank founded in 1982, specializing in M&A advisory across 11 industries with 100+ professionals, $10M-$250M transaction focus, and 46 global partners across 36 countries.
Advisor profile
$10M–$250M · Denver, CO / Seattle, WA
Boutique middle market investment bank founded 2010, specializing in M&A advisory and capital raising for founders and mid-market companies ($10M-$100M+) in technology, aerospace & defense, manufacturing, healthcare, and business services.
Advisor profile
$10M–$250M · Leawood, KS
Boutique M&A advisory firm with 34+ years of experience advising middle market companies ($10M-$250M TEV) on sell-side transactions, recapitalizations, and acquisitions across manufacturing, technology, healthcare, and industrial services.
Advisor profile
$10M–$150M · Charlotte, NC; Charleston, SC; Scottsdale, AZ; New York, NY
Lower-middle market M&A advisory and corporate finance firm specializing in healthcare, manufacturing, and industrial services advisory for companies with $10M-$150M revenue and $2M+ EBITDA
Advisor profile
$10M–$500M · New York, NY
Boutique international advisory firm specializing in sophisticated cross-border M&A and strategic advisory for multinational corporations and emerging market investors, with particular expertise in Energy Transition, Industrial Optimization, and Aerospace sectors.
Advisor profile
$10M–$200M · Irvine, CA
West Coast middle-market investment bank (founded 1984) specializing in sell-side M&A advisory for manufacturing, software/SaaS, distribution, aerospace, and services companies in the $10M-$200M revenue range.
Advisor profile
$5M–$500M · Mamaroneck, NY
Boutique investment banking firm specializing in M&A advisory, capital formation, and SPAC advisory for middle-market, privately held businesses across diverse industries since 1984.
Advisor profile
$10M–$300M · Birmingham, Michigan
Leading middle-market investment bank advising family-owned and PE-backed businesses on M&A, with deep expertise in aerospace & defense, automotive, business services, and manufacturing.
Advisor profile
$30M–$9.4B · Los Angeles, CA
Boutique Los Angeles investment bank specializing in sell-side M&A and advisory for founder-owned and family-owned middle-market companies, known for hands-on senior banker involvement and client-first culture.
Advisor profile
$5M–$250M · Dallas, TX
Founder-led Dallas middle-market investment bank specializing in disciplined M&A advisory, capital raises, and fairness opinions for growth and innovation companies across software, healthcare, and industrial sectors.
Advisor profile
$10M–$250M · Richmond, Virginia
Global investment bank specializing in M&A advisory for middle-market companies ($10M-$250M), known for institutional-quality processes, exhaustive buyer outreach, and operator expertise.
Advisor profile
$10M–$250M · Jacksonville, FL
FINRA-registered investment banking and M&A advisory firm with 48 years of experience serving middle-market private companies ($10M-$250M enterprise value) across manufacturing, healthcare, and distribution sectors, with particular depth in metals, building products, and healthcare services
Advisor profile
$5M–$100M · Scottsdale, AZ / Santa Monica, CA
FINRA-registered boutique M&A advisor in Scottsdale, AZ and Santa Monica, CA specializing in lower-middle-market transactions ($15-$500M revenue) across manufacturing, aerospace/defense, healthcare, and financial services.
Advisor profile
$10M–$250M · Oklahoma City, OK
Boutique middle-market investment bank specializing in M&A advisory and owner transitions for founder-owned businesses ($10M-$250M revenue), with particular expertise in petroleum services, manufacturing, healthcare, and aviation aftermarket sectors.
Advisor profile
$10M–$250M · Seattle, WA
Boutique investment bank serving founder-owned middle-market companies ($10M-$250M TEV) with global reach through CDI Global partnership, specializing in technology, manufacturing, and business services transactions.
Advisor profile
$10M–$250M · Irvine, CA
Pure-play Aerospace & Defense investment bank with 25+ years of experience, 80+ transactions, and $6B+ in closed value. Specializes in lower middle market sell-side M&A for A&D manufacturers and technology companies.
Advisor profile
$25M–$500M · Long Beach, CA
Specialized aerospace and defense investment bank exclusively focused on M&A advisory for privately held businesses in the $25M-$500M range, with deep expertise across the A&D value chain from precision manufacturing and surface treatment to space propulsion and government services.
Advisor profile
$10M–$100M · Irvine, CA
Boutique investment bank providing M&A advisory and capital raise services to middle-market companies, with 350+ transactions closed and deep expertise across aerospace & defense, building materials, business services, and technology sectors.
Advisor profile
$5M–$100M · Los Angeles, CA
Los Angeles-based M&A advisory firm specializing in sell-side transactions for lower-middle market businesses ($5M-$100M revenue), with deep expertise in manufacturing, aerospace/defense, IT services, and professional services. Known for 86% close rate, institutional-quality processes, and pre-sale value maximization.
Advisor profile
$10M–$250M · Arlington, VA
Boutique investment bank focused exclusively on aerospace, defense, and government services M&A with over 250 completed transactions and 20+ years of ADS sector experience.
Advisor profile
$5M–$100M · Westlake Village, CA
Boutique investment banking firm specializing in middle-market M&A advisory for owner-operated businesses in aerospace, manufacturing, construction, healthcare, and industrial sectors. Founded 1999, experienced in sell-side processes, recapitalizations, and management buyouts.
Advisor profile
Addison, TX
Innovative investment banking and broker-dealer firm serving venture-stage technology companies with alternative capital access through the public venture platform, established 1997.
Advisor profile
$10M–$200M · Austin, TX
International investment banking firm specializing in lower middle market M&A advisory for manufacturing, industrial, distribution, and specialty services businesses, with 350+ completed transactions since 2010.
Advisor profile
$10M–$250M · Atlanta, GA
Atlanta-based M&A advisory firm serving the lower middle market since 2005, known for operating experience at the senior level and deep expertise in packaging, manufacturing, distribution, and food & beverage sectors.
Advisor profile
$10M–$300M · Westlake Village, CA
Middle market investment bank providing M&A advisory and valuation services to founder and family-owned businesses with $15M-$300M in revenues, combining deep valuation expertise with exhaustive buyer outreach.
Advisor profile
$2M–$500M · Dallas, Texas
Dallas-based boutique investment bank pioneering the Sniper Process®, a buyer-paid alternative to traditional M&A auctions for middle-market companies with $2M+ EBITDA across all industries except oil & gas and real estate.
Advisor profile
$10M–$500M · Boca Raton, FL
Research-driven investment bank serving middle-market and emerging growth companies since 1984, with expertise in healthcare, aerospace & defense, and technology. Specializes in capital markets transactions including follow-on offerings, private placements, and M&A advisory, supported by proprietary Channelchek investor platform and award-winning equity research team.
Advisor profile
$3M–$50M · Peachtree City, GA
Atlanta-based boutique investment bank specializing in sell-side M&A advisory for small and lower middle-market businesses, with a 95% success rate and 238+ completed transactions since 2006.
Advisor profile
$20M–$150M · Los Angeles, CA
Los Angeles-based investment bank founded in 1987 specializing in lower middle market M&A with deep expertise in advanced manufacturing, additive manufacturing, aerospace & defense, and healthcare.
Advisor profile
$2M–$10M · Chicago, IL / Columbus, OH / Warren, PA
Lower middle market debt provider with $1B+ in commitments and 200+ transactions, financing PE-backed acquisitions, recapitalizations, and growth investments for companies with $2M-$10M EBITDA.
Advisor profile
$10M–$500M · New York, NY
New York boutique investment bank specializing in sell-side and buy-side M&A advisory, equity and debt financing for middle-market companies ($10M-$500M TEV) across 13 industry sectors. Team of 70+ Wall Street veterans with average 15-30 years experience.
Advisor profile
$1M–$50M · Tulsa, OK
Tulsa-based M&A advisory firm with 35+ years serving Oklahoma's lower middle market, specializing in manufacturing, energy, and industrial business sales with hands-on transaction management.
Advisor profile
$5M–$50M · Colorado Springs, CO
Colorado-based lower middle market investment bank founded in 2000, specializing in M&A advisory for manufacturing, aerospace & defense, and industrial companies with $5-50M revenue.
Advisor profile
$10M–$250M · Multi-office: Atlanta GA, Chicago IL, Denver CO, New York NY, Orlando FL
Leading middle-market M&A advisory, ESOP, and valuation firm with 500+ transactions ($15B+ closed M&A), expertise across 11 industries, and 25+ years serving business owners in the $10M-$250M range.
Advisor profile
$50M–$1.4B · New York, NY
Leading independent investment bank with 35+ years advising middle-market companies on M&A across 12+ core industries; $1.0T+ transaction value with strong PE and strategic buyer relationships.
Advisor profile
$10M–$250M · Williamsville, NY
Disciplined, regional M&A advisory firm specializing in sell-side transactions for founder-owned and family-owned manufacturing, industrial, and aerospace & defense businesses in the $20M-$150M+ range, with 500+ transactions since 1992 and genuine operational expertise.
Advisor profile
$20M–$400M · Charlotte, NC
Specialized aerospace and defense investment banking firm with 30+ years advising middle-market companies ($20M-$400M) on M&A, company sales, and valuations with deep regulatory and buyer relationship expertise.
Advisor profile
$50M–$500M · Boston, MA
Boston-based full-service investment bank specializing in M&A advisory, capital raising, and strategic growth for emerging technology and media companies, with 24 years of experience and deep expertise in SaaS, retail/ecommerce, MediaTech, AdTech, and GovCon sectors.
Advisor profile
$10M–$500M · San Diego, CA
Independent sell-side investment bank serving founder-led and family-owned businesses in the lower middle market ($10M-$500M), with deep expertise in manufacturing, technology, and professional services.
Advisor profile
$5M–$4B · Pittsburgh, PA
Boutique investment bank specializing in M&A advisory, capital raising, and restructuring for middle-market companies, with 40-year track record in manufacturing, technology, and PE advisory
Advisor profile
$10M–$75M · Cleveland, OH
Private equity firm founded in 1999, investing $10-75M revenue B2B companies in aerospace & defense, environmental services, healthcare manufacturing, and specialized industrials. SEC-registered investment adviser with 25+ years of experience and Axial Top 50 recognition.
Advisor profile
$5M–$100M · Greenwood Village, Colorado
Denver-based boutique investment bank serving lower middle market entrepreneurs since 2002, known for exhaustive buyer outreach (200-400 buyers per deal), 88% close rate, and a collaborative approach that advocates for individual founder goals rather than just deal metrics.
Advisor profile
$25M–$500M · Arlington, Virginia
Global M&A advisory firm with 25+ years and $50B+ in transactions, specializing in sell-side and buy-side advisory for manufacturing, aerospace, energy, and healthcare sectors in the lower middle market.
Advisor profile
$5M–$500M · Greenwich, CT
Specialized aviation investment banking and advisory firm exclusively serving the commercial aviation sector, with expertise spanning aircraft acquisition, financing, restructuring, and asset management for airlines and lessors worldwide.
Advisor profile
$5M–$100M · Great Falls, VA
Specialized investment banking firm advising mid-market SaaS, managed services, and aerospace/defense/government services companies on M&A transactions in the $5M-$100M range, founded by 30-year tech M&A veteran Jonathan Wallace.
Advisor profile
$15M–$250M · Milwaukee, WI
Independent boutique M&A advisory firm specializing in lower-middle market transactions ($15M-$250M) with 300+ completed deals worth $4.5B+, led by former operators with deep expertise in industrials, manufacturing, and healthcare.
Advisor profile
$5M–$250M · McLean, VA
Specialized boutique investment bank focused on M&A advisory, valuation, and financial consulting for middle-market defense, government, intelligence, security, and critical infrastructure companies.
Advisor profile
$500K–$10M · Colorado Springs, CO
Colorado's premier business intermediary firm since 1982, having completed 1,000+ transactions across manufacturing, distribution, retail, and business services with a 90% success rate.
Advisor profile
$5M–$250M · New York, NY
Boutique investment bank specializing in M&A advisory, capital raises, and IPOs for growth-stage and emerging technology, healthcare, and clean tech companies.
Advisor profile
$5M–$100M · Clinton, CT
Boutique M&A advisory firm serving the lower middle market ($5M-$100M TEV) with over 20 years of experience, specializing in manufacturing, healthcare, distribution, and business services throughout the Northeast. Known for sealed-auction competitive process and comprehensive exit planning.
Advisor profile
Over $50M · San Francisco, CA
Boutique technology-focused investment bank specializing in M&A advisory and capital solutions for software, enterprise IT, defense tech, healthtech, fintech, and government technology companies. 198 completed transactions exceeding $125B; 200+ professionals in SF and NYC. Known for senior-led processes, independent advisory model, and deep technology expertise.
Advisor profile
$10M–$250M · Los Angeles, CA
Los Angeles-based global investment banking and investment management firm specializing in lower middle market M&A advisory, restructuring, and capital markets services for manufacturing, healthcare, consumer, and business services companies.
Advisor profile
$10M–$250M · Atlanta, GA
Middle market M&A advisory firm with 30+ years experience serving business owners in sell-side transactions, PE recaps, and strategic acquisitions across diverse verticals from $10M-$100M+.
Advisor profile
$10M–$250M · Dallas, Texas
Dallas-based middle market investment bank specializing in sell-side M&A for businesses with $10M-$250M in revenue, generating well over $1 billion in client liquidity since the 1990s.
Advisor profile
$3M–$150M · Madison, WI
Boutique investment banking firm founded in 2009, providing institutional-quality M&A advisory and capital sourcing services to middle-market companies with $10M-$200M in revenue and $3M-$150M transaction values. 100+ completed transactions representing over $1B in cumulative deal value.
Advisor profile
$10M–$100M · Cleveland, OH
Cleveland-based family office and private equity firm making control equity investments in lower middle-market manufacturing, aerospace, business services, and distribution companies ($10M-$100M revenue). 20+ acquisitions since 2010 with 10+ successful exits to strategic and PE buyers.
Advisor profile
$20M–$250M · Westport, CT
FINRA-registered middle market investment bank specializing in $20M-$250M sell-side M&A for founder-owned businesses, with deep expertise in healthcare, manufacturing, technology, and government services. Recognized by Axial as a Top 50 Healthcare M&A Advisor.
Advisor profile
$2M–$2B · Milford, CT
Boutique investment bank providing Fortune 500-caliber M&A services to $5M-$300M revenue companies in manufacturing, industrial automation, and aerospace/defense, with 75+ transactions exceeding $5B in value.
Advisor profile
$20M–$5B · Chicago, IL
Premier global boutique investment bank founded in 1935, specializing in $50M-$2B M&A transactions across healthcare, technology, industrial, and consumer sectors. Known for research-driven advisory, 73% repeat client rate, and $594+ billion in transactions since 2021.
Advisor profile
$50M–$1.5B · New Haven, CT
Transatlantic strategic research and advisory firm serving sophisticated clients with cross-border M&A intelligence on a fixed fee basis, operating since 1986 with offices in New Haven and London.
Advisor profile
$10M–$250M · Nashville, TN
Independent middle-market investment bank specializing in sell-side M&A for aerospace, defense, manufacturing, and distribution companies, known for running hyper-competitive processes averaging 13 offers per transaction.
Advisor profile
$3M–$250M · Los Angeles, CA
Los Angeles-based international investment bank serving emerging growth and middle-market companies ($3M-$250M TEV) since 1997, with deep expertise in aerospace & defense, manufacturing, healthcare, energy, and technology sectors. FINRA registered with 100+ completed transactions.