32 public firms currently match both the business services focus and North Carolina geography. Narrow your search faster than browsing the full directory.
Firms
32
Deal range
$25K–$600M
Top cities
Charlotte, Raleigh
Updated
3/14/2026
When you know both your sector and location, you want results that match — not a generic list. This page combines both filters.
Every profile listed here has enriched research and is publicly visible. No placeholder entries.
Advisor profile
$10M–$250M · Charlotte, NC
Formerly independent M&A advisor specializing in IT services and technology-enabled business services, acquired by Houlihan Lokey in 2023. Closed 170+ transactions with deep expertise in Microsoft ecosystem, healthcare IT, and cross-border transactions.
Advisor profile
$25M–$250M · Durham, NC
Durham-based private equity firm acquiring and growing lower middle-market manufacturing, distribution, and business services companies ($25M-$250M), focused on operational value creation.
Advisor profile
$5M–$100M · Charlotte, NC
Charlotte-based middle market investment bank with 27-year track record advising on sell-side M&A, founder-friendly with hands-on senior banking and strong buyer relationships across PE and strategic buyers.
Advisor profile
$5M–$100M · Charlotte, NC
Charlotte-based boutique M&A advisory firm founded in 2018, specializing in exit strategy planning and sell-side representation for lower middle market companies in technology, business services, and healthcare sectors.
Advisor profile
$10M–$200M · Charlotte, NC
Industry-focused boutique M&A advisor specializing in healthcare services, automation/technology-enabled services, and business & industrial services, with 36+ years of experience, 250+ transactions, and $1.2B+ in transaction value.
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–$600M · Charlotte, NC
Middle-market M&A advisor (part of Forvis Mazars) specializing in sell-side advisory, due diligence, and transaction services for businesses valued $1M-$600M and PE funds with $500M-$20B AUM.
Advisor profile
$10M–$250M · Huntersville, NC
Institutional M&A advisory firm specializing in sell-side advisory, buy-side representation, and capital raising for lower middle market companies ($10M-$250M TEV) with particular expertise in distribution, business services, industrial, and technology sectors.
Advisor profile
$10M–$300M · Huntersville, NC
Charlotte-based boutique M&A advisory specializing in sell-side and buy-side advisory for lower middle market manufacturing, distribution, and business services companies ($10M-$250M+).
Advisor profile
$5M–$50M · Raleigh, NC
Lower middle market M&A advisory firm specializing in sell-side advisory, capital sourcing, and strategic reviews with deep expertise in healthcare, pharmacy, technology, and manufacturing transactions. Over $3 billion in collective transaction value.
Advisor profile
$500K–$10M · Raleigh, NC
Raleigh, NC-based business brokerage firm specializing in main street and lower middle market transactions ($500K-$10M). Founded in 2003, with 484 completed transactions across 51 industries. Led by Jeff Snell, Lifetime Master Certified Business Intermediary.
Advisor profile
$5M–$500M · Raleigh, NC
FMI Capital Advisors is a leading investment banking firm exclusively serving the built environment (engineering, construction, building materials, energy), with 800+ completed transactions and deep expertise in mid-market M&A and ownership transitions.
Advisor profile
$10M–$500M · Charlotte, NC
Charlotte-based boutique investment bank (est. 2007) specializing in M&A advisory and growth capital for transformative technology, healthcare, agricultural, and industrial companies in the $10M-$500M range.
Advisor profile
$25K–$5M · Fuquay-Varina, NC
Community bank specializing in SBA lending (7(a), 504, USDA) and business advisory services for small business growth across North Carolina, South Carolina, and Virginia.
Advisor profile
$25M–$500M · Charlotte, NC and New York, NY
Established lower-to-core middle market M&A advisory firm (founded 2005) with 400+ completed transactions, strong buyer relationships with Quad-C, Ridgemont, and other leading PE firms, and deep expertise in business services, logistics, healthcare, manufacturing, and consumer sectors.
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–$100M · Charlotte, NC
Investment banking affiliate of a 135+ person CPA firm providing integrated exit planning and M&A advisory for $10M-$100M privately-held companies, leveraging comprehensive tax, accounting, and transaction advisory services.
Advisor profile
$5M–$50M · Durham, NC
Newly founded (2024) sell-side M&A advisory firm specializing in lower mid-market transactions for blue-collar and industrial businesses, built on a lean operating model and success-based fee structure.
Advisor profile
$5M–$50M · Raleigh, NC
Leading lower-middle market M&A advisory firm specializing in $5M-$50M blue-collar and essential services businesses, with 450+ transactions completed since 2001 and a 95% success rate.
Advisor profile
$1M–$20M · Winston-Salem, NC
Leading M&A advisor and business broker in North Carolina's Piedmont Triad region, specializing in manufacturing, industrial services, distribution, and construction businesses with an exceptional 81% closing ratio.
Advisor profile
$10M–$100M · Raleigh, NC
Partnership-focused lower middle market PE firm with $3.5B+ raised, 200+ portfolio companies, and dual strategies in structured capital and control buyouts targeting $10M-$100M revenue businesses.
Advisor profile
$150K–$30M · Mooresville, NC
Specialist broker for online business exits (SaaS, e-commerce, content, membership) in the sub-$10M market with 850+ transactions, $1B+ volume, and advisor-entrepreneurs who have personally built and sold online businesses.
Advisor profile
$15M–$250M · Charlotte, NC
Middle-market M&A advisory and investment banking firm specializing in insurance, healthcare, technology, and asset & wealth management transactions in the $15M-$250M+ range.
Advisor profile
$5M–$250M · Charlotte, NC
Charlotte-based boutique M&A advisor specializing in lower middle market transactions ($5M-$250M), led by a former Goldman Sachs and Salomon Brothers banker. 25 years of experience, FINRA registered, with strong expertise in software, business services, industrial, healthcare, consumer, financial services, and real estate sectors.
Advisor profile
$500K–$250M · Greenville, NC
World's largest business brokerage with 1000+ brokers across 250+ offices, specializing in buy-sell brokerage for small-to-mid-market businesses ($500K-$50M+) across all industries, backed by 45+ years of experience.
Advisor profile
$500K–$10M · Greenville, NC
A top-10 globally ranked Transworld franchise office serving Eastern North Carolina from Raleigh to the Coast, specializing in main street and lower middle market business sales with deep manufacturing, distribution, and construction expertise.
Advisor profile
$95K–$2M · Raleigh, NC
Business brokerage and M&A advisory firm specializing in small to mid-market business sales ($95K-$2M+) in the Research Triangle, with 45+ years of network expertise and integrity-driven approach.
Advisor profile
$1M–$15M · Charlotte, NC
Specialized sell-side M&A advisor for the convenience services industry (vending, office coffee, micro markets). 150+ transactions completed, 96% success rate. Founder Mike Kelner built a $40M convenience services business before becoming an advisor.
Advisor profile
$5M–$150M · Raleigh, NC
Boutique M&A advisory firm in Raleigh, NC specializing in technology-based businesses, founded 1996, offering integrated M&A advisory with executive coaching and ongoing business strategy support.
Advisor profile
$10M–$100M · Charlotte, NC
Full-service middle-market investment bank founded in 2008, headquartered in Charlotte, NC, specializing in M&A advisory, capital raising, and restructuring for owner-operator businesses valued $10M-$250M, with particular strength in manufacturing and industrial services.
Advisor profile
$1M–$150M · Charlotte, NC
One of the largest lower middle-market M&A advisors in the Southeast, with 950+ transactions completed since 1996. Specializes in selling businesses valued from $1M to $150M across HVAC, construction, manufacturing, distribution, business services, and technology. Maintains 18 offices with 85% closing rate (3x industry average) and achieves 96% of asking price for sellers.
Advisor profile
$10M–$40M · Charlotte, NC
Private equity firm investing $3M-$8M EBITDA commercial and industrial companies with 5-15 year partnership approach. NOT an M&A advisor—they are buyers, not seller representatives.