229 public firms currently signal active focus in financial services. Use this page to scan concentration by state, compare size orientation, and branch into more specific local views.
Firms
229
Deal range
$25K–$23B
Top cities
New York, Los Angeles
Updated
3/14/2026
The Financial Services 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–$150M · Los Angeles, CA
Los Angeles-based boutique investment bank specializing in healthcare facility M&A and specialty finance advisory for lower-middle market companies ($5M-$150M), with deep expertise in skilled nursing facility acquisitions and lender finance.
Advisor profile
$10M–$150M · New York, NY
Boutique investment banking and M&A advisory firm founded in 1998, providing personalized M&A advisory services to middle-market business owners with focus on business services, manufacturing, and financial services sectors.
Advisor profile
$5M–$500M · Saint Louis, MO
Middle market investment bank focused exclusively on raising debt and equity capital for independent sponsors, executives, and family offices, with 100+ completed transactions representing $8.0 billion in total value.
Advisor profile
Over $50M · New York, NY
Full-service capital markets and investment banking firm with 40+ years experience specializing in equity capital raises, debt financing, and corporate advisory for emerging growth and middle-market companies.
Advisor profile
$25M–$500M · Boston, MA
Boutique SaaS and software M&A advisory firm with 100% vertical focus, $40B+ deal volume, and deep relationships across PE, VC, and strategic acquirers.
Advisor profile
$500K–$50M · Melbourne, FL
The premier M&A advisor exclusively serving insurance distribution businesses, with 500+ completed transactions and 18,000+ buyers in their network.
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
$5M–$2B · Miami, FL
Specialized financial advisory firm providing restructuring, financing, and distressed M&A advisory for complex situations, with deep expertise in real estate and energy sectors.
Advisor profile
$5M–$75M · Coral Gables, FL
Boutique investment bank specializing in specialty finance and financial payments advisory, serving underbanked consumer lending and fintech capital raising.
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
$10M–$100M · Jacksonville, FL
Boutique investment banking firm specializing in M&A advisory, fairness opinions, and financial advisory services for financial services companies and community banks, with 85+ years of experience in the Southeast.
Advisor profile
Roseville, Minnesota
Specialized boutique institutional investment banking firm serving financial institutions, investors, and companies with capital raising, M&A advisory, and structured financing solutions since 1919. Based in Minnesota.
Advisor profile
Hackensack, NJ
Independent wealth management firm specializing in alternative investments, tax optimization, and fiduciary advisory services for high-net-worth individuals, business owners, and retirees seeking non-correlated returns and sophisticated estate planning.
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
$5M–$100M · Irving, TX
Regional Texas-based boutique M&A advisory firm specializing in lower middle market transactions ($5M-$100M+), with expertise in strategic sales, private equity transactions, and management transitions for privately held companies.
Advisor profile
Atlanta, GA
Regional commercial bank (NOT an M&A advisor) - provides banking, lending, and acquisition financing but does not offer M&A advisory services.
Advisor profile
$100K–$20M · Coral Springs, FL
Florida's leading business brokerage firm since 1983, specializing in main street and lower middle market M&A ($100K-$20M+ transaction value) with 40+ years of experience, hundreds of closings, and deep expertise across consumer services, business services, retail, and distribution sectors.
Advisor profile
$20M–$400M · New York, NY
Specialty investment bank focused exclusively on raising equity and debt capital in private markets, with deep expertise in cross-border transactions and global investor network of 3,000+ capital sources.
Advisor profile
$1M–$100M · Bloomfield Hills, MI
Boutique M&A advisory firm specializing in lower middle market transactions for manufacturing, technology, and specialty finance companies, with founder-led engagement and 40+ years of transaction experience.
Advisor profile
$5M–$100M · Mount Gretna, Pennsylvania
Boutique M&A advisory firm specializing in financial services and technology transactions in the $5M-$100M+ range, founded in 1993 and based in Mount Gretna, Pennsylvania.
Advisor profile
$10M–$400M · Los Angeles, CA
Los Angeles-based boutique M&A advisory firm specializing in middle-market transactions with deep expertise in media, technology, consumer products, and financial services.
Advisor profile
$25M–$556M · Darien, CT
Boutique M&A advisory firm specializing in technology, software, and fintech transactions with 25+ years of expertise in capital solutions and strategic advisory.
Advisor profile
$10M–$100M · San Mateo, CA
Silicon Valley-based technology investment bank specializing in M&A and capital raises for profitable software and technology companies with $10-100M in annual revenue.
Advisor profile
$50M–$1B · Palo Alto & New York
Boutique M&A and strategic financing advisor specializing in crypto, blockchain, DeFi, and fintech companies, with deep expertise in blockchain protocols, crypto exchanges, and regulated digital asset infrastructure.
Advisor profile
$5M–$50M · Dallas, TX
Boutique M&A advisory firm specializing in lower middle-market transactions ($5M-$50M) for business owners and corporate clients across business services, manufacturing, technology, and energy sectors.
Advisor profile
$100M–$3B · New York, NY
Boutique investment bank founded by four Goldman Sachs partners, specializing in M&A, strategic advisory, and capital raising for financial services institutions globally, with 180+ transactions and $315B in transaction value since 2017.
Advisor profile
$25M–$500M · New York, NY
Boutique special-situations advisory and capital firm providing restructuring, interim management, board governance, and M&A advisory to mid-market companies ($25M-$500M+) navigating distress, transformation, or complex transactions.
Advisor profile
Over $10M · New York, NY
Boutique technology M&A advisory firm specializing in sell-side transactions for SaaS, AI, fintech, healthtech, and other tech sectors. Founded by Wall Street veteran with 30 years of cross-border M&A experience and global PE/strategic buyer relationships.
Advisor profile
Orlando, FL / New York, NY
Specialized financial advisory firm serving Fortune 500 companies with proprietary expertise in executive benefit plan structuring, deferred compensation hedging, and complex corporate finance transaction advisory.
Advisor profile
$20M–$2B · Menlo Park, CA
Premier independent investment bank specializing in sell-side M&A advisory for software companies ($20M-$2B+), with 188+ deals completed and deep relationships with strategic acquirers and PE firms.
Advisor profile
$5M–$500M · Ponte Vedra Beach, FL
FINRA-registered boutique investment bank specializing in M&A advisory, capital raising, and structured financing for software, fintech, healthtech, and emerging technology companies.
Advisor profile
$3M–$50M · Houston, TX
Houston-based M&A advisory firm specializing in lower middle market transactions for closely-held businesses, with strength in staffing, business services, and professional services sectors.
Advisor profile
$5M–$500M · Los Angeles, CA
Leading middle market investment bank specializing in M&A advisory, capital markets, and restructuring for growth companies and financial sponsors across all industries, with market-leading expertise in cryptocurrency, digital assets, and emerging sectors.
Advisor profile
$10M–$500M · Newbury
Employee-owned specialist sell-side corporate finance advisor supporting ambitious privately owned businesses (£1m+ EBITDA targeting £10m+ exits) across healthcare, food & beverage, industrials, technology, and compliance sectors.
Advisor profile
$250M–$5B · Greenwich, CT
Global emerging markets investment bank specializing in debt capital markets and corporate advisory for Latin American and Eastern European entities, with team expertise drawn from Morgan Stanley, Nomura, and Deutsche Bank.
Advisor profile
$1M–$50M · Windermere, FL
Cross-border M&A advisory firm specializing in Brazil-United States transactions, with expertise in international tax planning, valuation, and business expansion strategies for the lower middle market.
Advisor profile
$100M–$11.5B · Stamford, CT
Independent investment banking firm specializing in M&A advisory, capital markets, and restructuring services for growth companies and financial sponsors in digital infrastructure, communications, and technology sectors.
Advisor profile
$10M–$250M · New York, NY
Boutique investment bank providing transaction-oriented M&A advisory to small and medium-sized privately held companies in the lower-to-middle market, with particular expertise in business services and professional services sectors.
Advisor profile
$11M–$33M · Richmond, VA
Specialized investment banking and M&A advisory firm focused on advising community and regional financial institutions in the mid-Atlantic and southeastern United States on acquisitions, mergers, and strategic transactions.
Advisor profile
$500K–$20M · Winnipeg, MB
Winnipeg-based M&A advisory serving lower middle market businesses ($500K-$20M TEV) throughout Western Canada since 2004, with deep expertise in insurance brokerage, manufacturing, construction, and family business transitions.
Advisor profile
$25M–$500M · New York, NY
Boutique investment banking firm specializing in capital raising for alternative investment funds and M&A advisory, with demonstrated track record on major hospitality transactions and institutional capital placements.
Advisor profile
$10M–$250M · New York, NY
Boutique M&A advisor specializing in middle-market sell-side transactions ($10M-$250M) with deep expertise across consumer, healthcare, technology, and industrial sectors. Founded 1990.
Advisor profile
$5M–$250M · New York, NY
Independent investment bank specializing in M&A advisory for information, software, healthcare, education, and media companies with 500+ transactions and 12,500+ buyer network.
Advisor profile
$10M–$5B · New York, NY
40-year specialist investment bank focused exclusively on M&A and strategic advisory for financial services companies, with 580+ completed transactions and $3.6T in AUM facilitated.
Advisor profile
$10M–$250M · Boston, MA
Modern lower middle market M&A infrastructure platform combining AI-driven deal sourcing with confidential advisory services for business owners, investors, and M&A advisors in the $10M–$250M+ transaction range.
Advisor profile
New York, NY
FINRA-regulated investment bank and SEC-registered adviser with 30+ years in capital markets, municipal finance, and investment banking. Minority-owned leader in sustainable finance and Africa advisory. Limited M&A advisory focus.
Advisor profile
$20M–$200M · West Conshohocken, PA
Regional wealth management and financial advisory firm with historical M&A practice focused on banking sector transactions; divested investment banking operations to Janney Montgomery Scott in July 2022.
Advisor profile
$5M–$500M · Irvine, CA
Technology-focused independent investment bank specializing in sell-side M&A for software, SaaS, and telecommunications companies, with deep international buyer networks and 50+ years of combined technology M&A expertise.
Advisor profile
$25M–$150M · San Jose, CA
Boutique Silicon Valley-based M&A, private equity, and ESOP advisory firm specializing in middle-market business owner succession planning and liquidity events with an unbiased, integrated approach to transaction structuring.
Advisor profile
$5M–$150M · Norcross, GA
Independent contractor model broker-dealer providing FINRA registration, regulatory compliance, and capital markets sponsorship for investment banking and M&A professionals.
Advisor profile
$25M–$250M · Denver, CO
Independent middle-market investment bank specializing in tailored sell-side M&A advisory for technology, healthcare, title services, and industrial businesses in the lower-middle market.
Advisor profile
$5M–$500M · Miami, FL
Independent investment banking firm specializing in cross-border mergers, acquisitions, and financial restructuring in Latin America and the Caribbean, with 20+ year track record of 70+ transactions across financial services, industrial, energy, and technology sectors.
Advisor profile
$1M–$100M · Seattle, WA
Boutique Seattle-based merchant bank specializing in lower-middle market M&A advisory, capital raising, and private equity transactions with 30+ years of experience.
Advisor profile
$10M–$1.5B · New York, NY
Boutique investment banking and M&A advisory firm with 40+ years of Wall Street experience specializing in complex M&A, integration advisory, and strategic transactions in energy, mining, technology, and transportation sectors.
Advisor profile
$5M–$250M · Conshohocken, PA
FINRA-registered middle-market investment bank specializing in M&A advisory and capital raising for specialty finance, healthcare, and business services companies. 400+ transactions, $30B+ aggregate value since 1991.
Advisor profile
$20M–$500M · Miami, FL
Miami-based boutique investment bank serving institutional clients and ultra-high net worth individuals with M&A advisory and capital raising expertise focused on Latin American cross-border transactions.
Advisor profile
$1M–$5M · Ashland, NE
Nebraska-based M&A advisory firm serving lower middle market business owners since 1983, specializing in manufacturing, retail, and financial services transactions in the $1M-$5M range with strict confidentiality and personalized service.
Advisor profile
$250K–$10M · Cheshire, CT
Connecticut-based business brokerage and exit planning firm specializing in lower middle market businesses ($500K-$5M TEV), offering business growth consulting combined with comprehensive sale preparation services.
Advisor profile
Over $5M · Dallas, TX
Dallas-based boutique M&A advisory firm specializing in on-demand hourly consulting for sellers and buyers in already-identified transactions across manufacturing, distribution, and business services.
Advisor profile
$5M–$250M · Mission Woods, KS
Kansas City-based independent investment banking firm founded in 1994, specializing in sell-side M&A advisory for family and founder-owned businesses in the $5M-$250M range across manufacturing, distribution, construction, business services, and consumer sectors.
Advisor profile
$10M–$250M · Tampa, FL
Global investment banking firm founded in 1973, specializing in technology-driven M&A advisory for cybersecurity, space, media/telecom, software, and fintech sectors with 1,000+ completed transactions across 60+ countries.
Advisor profile
New York, NY
Historical boutique M&A advisory firm specializing in fairness opinions and valuation analysis, founded by Arthur Rosenbloom, former Chairman of Patricof & Co. Capital Corp. Firm wound down ~2005 when principals joined CRA International.
Advisor profile
$10M–$500M · New York, NY
Premier middle-market investment bank focused exclusively on Technology, Media, Marketing, and Information Services (TMMIS) sectors, ranked #1 by PitchBook for US middle-market TMT transactions with 530+ deals completed.
Advisor profile
$25M–$500M · New York, NY
Nation's leading ESOP investment bank specializing in leveraged employee stock ownership plan transactions for middle-market companies, with 25+ years of expertise, 400+ completed transactions, and deep capital markets relationships.
Advisor profile
$25M–$500M · New York, NY
Pre-eminent healthcare investment banking firm specializing in hospital system M&A, physician services, and healthcare capital raising for lower and middle market healthcare organizations and investors.
Advisor profile
$25M–$5B · New York, NY
Global investment bank specializing in capital raises ($25M-$5B) and M&A advisory for middle-market companies, with particular expertise in specialty finance, real estate, consumer finance, and technology sectors.
Advisor profile
$25M–$500M · New York, NY
Leading global investment bank with specialized expertise in technology M&A, enterprise software, and healthcare advisory. Provides comprehensive M&A, capital markets, and restructuring services to corporate and financial sponsor clients.
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
$10M–$275M · Norwalk, Connecticut
Norwalk-based boutique corporate finance advisor specializing in M&A and financing for lower-middle market companies ($5M-$300M range) across manufacturing, logistics, healthcare, and specialty finance.
Advisor profile
$5M–$500M · Seattle, WA
Seattle-based cross-border M&A advisory and private placement firm specializing in mid-market transactions ($5M-$500M) connecting U.S. and international capital markets.
Advisor profile
$25M–$500M · Beverly Hills, CA
Independent boutique investment bank specializing in sell-side M&A and financial advisory for lower/core middle market companies ($25M-$250M TEV). Known for senior-level resources on every deal and exhaustive buyer outreach processes.
Advisor profile
$10M–$500M · Vienna, VA
Leading mid-market M&A advisory firm specializing in privately-held "not-for-sale" transactions and CUSO growth, with 30 years of experience and $2B+ in completed transactions.
Advisor profile
$5M–$250M · Great Falls, VA
Specialty investment bank serving financial services companies and Federal government contractors with $2.2B+ in completed transactions. Known for operational expertise and hands-on advisory approach.
Advisor profile
$10M–$250M · Canaan, NY
Boutique investment bank founded in 1993, specializing in M&A advisory and private placements for mid-sized companies with senior-only service delivery and cross-border expertise. NOTE: No longer FINRA-registered (cancelled June 2023).
Advisor profile
$10M–$100M · Bellevue, WA
Specialized financial strategy firm focused on restructuring, distressed M&A, forensic accounting, and bankruptcy advisory. Deep expertise in construction/real estate, financial services, and complex turnarounds. Serves as court-appointed trustee/receiver with $18B+ in debt restructuring across 43 years.
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–$5B · New York, NY
Minority-owned boutique investment bank focused on capital markets, debt/equity underwriting, and fixed income trading for Fortune 500 companies, government agencies, and institutional clients—not a traditional lower middle market M&A advisor.
Advisor profile
$10M–$300M · Denver, CO
Denver-based boutique investment bank founded in 2016, specializing in lower middle market M&A advisory with $10M-$300M focus. Three managing partners bring Fortune 500 operating experience from Liberty Media, Western Union, First Data, and IHS. Closed deals include Sola Salon Studios recapitalization, PG Dental Holdings sale, and J&S Mechanical Contractors sale to Comfort Systems USA.
Advisor profile
$5M–$250M · New Orleans, LA
New Orleans-based middle market investment bank founded in 1982, specializing in M&A advisory, restructuring, and valuation services with deep expertise in energy, industrials, healthcare, and maritime sectors across the Gulf South region.
Advisor profile
$50M–$5B · New York, NY
Specialized investment bank focused on SPACs, healthcare/biotech, digital assets, and disruptive technologies, with 700+ transactions and $120B+ in aggregate value. Not a traditional sell-side M&A advisor for lower-middle-market companies.
Advisor profile
New York, NY
Manhattan-based financial advisory and valuation firm combining M&A transaction expertise with defensible valuation analysis, litigation support, and restructuring advisory since 1988.
Advisor profile
$10M–$500M · Greenwich, CT
Greenwich, CT-based investment bank founded in 1996, specializing in cross-border M&A between US and Europe with deep expertise in FinTech, digital payments, and financial services. 34 professionals, $5B+ capital raised track record.
Advisor profile
$1M–$1B · New York, NY
Boutique investment bank founded in 2015, specializing in M&A advisory for healthcare, technology, and business services companies with $1M-$1B+ transaction values.
Advisor profile
$10M–$100M · Los Angeles, CA
Los Angeles-based boutique investment bank (2010-2020) specializing in lower middle market M&A and private capital placements, acquired by American Discovery Capital in 2020.
Advisor profile
$5M–$250M · New York, NY
New York-based FINRA-registered investment bank founded in 1993, providing M&A advisory, capital raising, and fairness opinions to middle-market companies ($5M-$250M TEV) with 30+ years of experience and 100+ completed transactions.
Advisor profile
$500K–$20M · Rockledge/Melbourne, FL
Specialized M&A advisory focused exclusively on insurance agencies and brokerages, with 200+ completed transactions and deep relationships across PE-backed aggregators and strategic buyers.
Advisor profile
$500M–$20B · Boston, MA
Specialized investment banking and M&A advisory firm focused exclusively on the investment management industry since 2002, advising 300+ firms on acquisitions, divestitures, restructuring and ownership transitions.
Advisor profile
$5M–$250M · Clearwater, FL
Specialized middle market investment bank focused exclusively on financial services and business services sectors, with deep expertise in auto dealership services, premium finance, and business services. Since 1999, completed $10+ billion in transactions with senior partner-level attention on every engagement.
Advisor profile
$10M–$500M · Atlanta, GA
Credit-oriented boutique investment bank specializing in debt placement, special situations, and M&A advisory for middle-market companies and PE sponsors, with distinctive expertise in navigating complex capital structures and financing dynamics.
Advisor profile
$500K–$10M · Orlando, FL
Florida business brokerage specializing in HVAC, electrical, and plumbing contractor exits. Value Builder-certified advisors focus on 2-5 year exit planning to maximize business value before sale.
Advisor profile
$5M–$150M · Green Bay, WI
The world's only global M&A alliance focused exclusively on the lower middle market, with 35 vetted partner firms across 6 continents that have completed 4,557+ transactions representing $5.5B+ in enterprise value.
Advisor profile
$1M–$100M · Walnut, CA
Los Angeles-based M&A advisory specializing in business exits ($1M-$100M+) and IPO incubation for growth companies, with expertise in e-commerce, cross-border transactions, and operational turnaround.
Advisor profile
$5M–$1.2B · New York, NY
Nationally-recognized investment banking firm specializing in M&A, restructuring, fairness opinions, and valuations across healthcare, industrials, technology, energy, and business services.
Advisor profile
$5M–$65M · Richardson, TX
Faith-based lower middle-market M&A advisory firm specializing in manufacturing, distribution, and business services with $5M-$65M revenue. Founded 2006, 85% close rate (5x industry average).
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
$5M–$500M · New York, NY
Experienced boutique investment bank providing middle market M&A advisory, capital raising, and restructuring services across diverse industries with $7B+ transaction history.
Advisor profile
$5M–$50M · Chesapeake, VA
Hampton Roads M&A intermediary and business valuation firm specializing in midsize corporation transactions in Virginia, with expertise combining rigorous valuation analysis and practical transaction advisory across diverse industries.
Advisor profile
$10M–$1.5B · Grosse Pointe Farms, MI
Specialized investment banking firm focused on automotive suppliers and financial institutions, with institutional-quality deal execution and deep industry expertise across both sectors.
Advisor profile
$50M–$500M · New York, London, Paris, Munich, San Francisco, Los Angeles, Berlin, Dubai
Global technology investment bank specializing in M&A and growth financing for tech companies, with 500+ completed transactions and 100+ senior professionals across eight tech sectors.
Advisor profile
$500K–$10M · Newport Beach, CA
Southern California M&A advisory and business brokerage specializing in confidential sell-side advisory for manufacturing, distribution, and service-oriented businesses in the $1M-$50M revenue range.
Advisor profile
$25M–$500M · New York, NY
Boutique investment bank specializing in restructuring, M&A advisory, and liability management for complex, transformational transactions in the $25M-$250M range and above.
Advisor profile
$50M–$1B · New York, NY
Independent capital markets investment bank focused on arranging debt and equity financing for corporations and private equity sponsors, with 15+ years of experience arranging $100B+ in cumulative capital.
Advisor profile
$2M–$250M · Lake Forest, IL
Boutique lower middle market M&A advisor specializing in $2-$250M businesses with 75% closing ratio, multi-office platform, and deep expertise in healthcare, manufacturing, and business services transactions.
Advisor profile
$50M–$1B · Manhattan Beach, CA
Boutique investment bank specializing in M&A advisory, valuation, and strategic consulting exclusively for wealth and investment management firms, with 25 years of focus, 400+ transactions, and 2,000+ valuations.
Advisor profile
$1M–$25M · Lancaster, PA
Pennsylvania-based business intermediary advisory firm serving the lower middle market ($1M-$25M TEV) with comprehensive value-building services, business valuations, and sell-side M&A representation since 2015.
Advisor profile
$20M–$500M · New York, NY
Boutique investment bank specializing in SPAC IPOs, SPAC mergers, and M&A advisory for smaller capitalization companies seeking capital or strategic exits. Founded 2000 by Nussbaum and Levine.
Advisor profile
$5M–$200M · Deerfield Beach, FL
Boutique M&A advisory and business brokerage firm specializing in lower-middle-market transactions ($5M-$200M revenue) with 20+ years experience, multi-sector expertise, 5,000+ buyer network, and institutional process rigor.
Advisor profile
$5M–$500M · New York, NY
Boutique investment bank specializing in M&A advisory for technology-enabled financial services companies in insurance and capital markets, known for senior-level commitment and conflict-free advice.
Advisor profile
Gaithersburg, MD
Boutique M&A advisory firm in Gaithersburg, MD specializing in exit planning and business transition services for lower middle market companies, with 25 years of experience across business services and financial services sectors.
Advisor profile
Richmond, VA
Management consulting firm providing fractional executives (CFO, CHRO, CEO), operational consulting, and transaction support services. NOT a traditional sell-side M&A investment bank. Formerly operated Fahrenheit Capital Partners (2015-2022) which advised on limited M&A transactions including Tribble Electric sale (2018). Acquired by Smith + Howard in November 2024.
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
$1M–$50M · Scottsdale, AZ
Scottsdale-based firm providing fractional CFO services, accounting, tax, and exit planning for small to mid-sized businesses, with integrated business brokerage capabilities.
Advisor profile
$500K–$10M · Vancouver, BC
Vancouver-based M&A advisor and business broker specializing in lower middle market transactions across financial services, healthcare, technology, and distribution. 28+ completed transactions including 20+ ATM industry deals ($90M+ aggregate).
Advisor profile
$10M–$10B · San Francisco, CA
Global investment banking firm focused exclusively on financial technology, with 400+ transactions and deep expertise advising fintech companies on M&A, capital raises, and strategic partnerships.
Advisor profile
$500K–$35M · Las Vegas, NV
National business brokerage and M&A advisory firm specializing in Main Street and lower middle market business sales, with 30+ years of experience, $15B in managed transactions, and 278 brokers across 119 territories.
Advisor profile
$50M–$500M · Los Angeles, CA
Leading independent middle market investment bank (legacy FocalPoint Partners, acquired by B. Riley 2022) specializing in sell-side M&A advisory for $50M-$500M+ businesses with deep expertise in healthcare, technology, industrials, and crypto sectors.
Advisor profile
$5M–$500M · Washington, DC
FINRA-registered investment bank specializing in M&A advisory, capital raising, and institutional-grade services for blockchain, cryptocurrency, and fintech companies. Combines traditional investment banking expertise with crypto-native market knowledge.
Advisor profile
$10M–$1.2B · New York, NY
Independent investment banking advisory firm specializing in middle-market M&A, restructuring, and debt advisory across business services, industrials, healthcare, technology, and energy sectors.
Advisor profile
$1M–$15M · Roswell, GA
Georgia-based business brokerage and M&A advisory firm founded in 1979, specializing in confidential sale of manufacturing, distribution, and service businesses with emphasis on privacy and long-term client relationships.
Advisor profile
$5M–$200M · Bethesda, Maryland
Specialized M&A advisor exclusively focused on Healthcare IT (HCIT), Revenue Cycle Management (RCM), Accounts Receivable Management (ARM), and Business Process Outsourcing (BPO). Boutique firm with 155+ completed transactions and unmatched sector expertise.
Advisor profile
Over $10M · New York, NY
Leading boutique M&A advisory firm with 27-year independent history (now part of Mizuho), specializing in large and mid-market M&A transactions, restructuring, and secondaries advisory to multinational corporations, financial sponsors, and middle-market companies.
Advisor profile
$10M–$150M · Reading, Pennsylvania
Reading, PA-based boutique investment bank specializing in M&A advisory, capital raising, and ESOP services across depository institutions, insurance, manufacturing, healthcare, technology, and business services sectors.
Advisor profile
$10M–$500M · Palo Alto, CA
Silicon Valley-based technology investment bank specializing in M&A advisory and capital raising for mid-market software, cloud, FinTech, and deep technology companies globally, with 300+ completed transactions and strong relationships with Tier-1 PE firms and Fortune 500 acquirers.
Advisor profile
Over $5M · Coral Gables, FL
Boutique investment bank specializing in capital markets, M&A advisory, and underwriting for energy, utilities, and financial services sectors. 35+ years of institutional execution.
Advisor profile
$5M–$250M · Neptune Beach, FL
Boutique M&A advisory firm specializing in sell-side and buy-side transactions for B2B tech, financial services, and industrial companies in the lower and core middle market.
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 · Tampa, FL
Boutique middle-market investment bank specializing in sell-side M&A advisory for companies $10M-$250M TEV, with deep expertise in healthcare, technology, industrials, and business services, and strong relationships across top-tier PE sponsors.
Advisor profile
$10M–$200M · Boca Raton, FL
Boutique investment banking firm specializing in capital markets, SPAC underwriting, and M&A advisory for growth companies in the $10M-$200M range, with international offices and institutional relationships.
Advisor profile
$25M–$500M · New York, NY
Women-owned investment bank specializing in M&A advisory and capital markets for energy transition and sustainability sectors, featuring deep clean energy expertise and modern governance.
Advisor profile
$50M–$3B · New York, NY (primary) and London, UK (secondary)
IA Global Capital (formerly Innovation Advisors) is a boutique, technology-focused investment bank providing M&A advisory, capital raise advisory, and strategic growth services to mid-market technology companies across 30 countries.
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
$2M–$100M · New York, NY
Global investment bank headquartered in New York with deep connections in the Middle East and Southeast Asia, specializing in cross-border M&A advisory for lower middle market technology, healthcare, and industrial companies seeking access to emerging market capital.
Advisor profile
$5M–$250M · New York, NY
New York-based independent boutique investment bank specializing in cross-border M&A and strategic advisory for emerging growth companies in technology, financial services, and media sectors.
Advisor profile
$25M–$100M · Kansas City, Missouri
Boutique lower middle-market M&A advisory serving business owners up to $100M in revenues across 50+ industries, with focus on founder-friendly preparation and 100% close rate for properly prepared transactions.
Advisor profile
$20M–$500M · New York, NY
Independent boutique investment bank providing M&A, restructuring, and capital markets advisory to middle-market companies, led by senior Wall Street veterans with deep institutional capital relationships.
Advisor profile
$500K–$30M · White Plains, NY
Business brokerage firm serving the lower middle market ($500K-$30M), part of the global LINK network with 300+ brokers across four countries and $5B+ in businesses sold.
Advisor profile
$500K–$10M · Carlsbad, CA
San Diego-based business broker and M&A advisor specializing in professional sell-side advisory for owner-operated and family businesses in the $500K-$10M+ range, with 10+ annual closings and $10M+ transaction volume.
Advisor profile
$10M–$500M · Los Angeles, CA
Los Angeles-based boutique investment bank specializing in financial institutions M&A, bank private placements, and blockchain/fintech advisory. 50+ transactions completed with #1 ranking in West Coast bank equity and debt placements.
Advisor profile
$10M–$500M · San Francisco, CA / Rye, NY
Full-service investment bank and broker-dealer providing M&A advisory, capital raising, and corporate finance services with FINRA registration and broker-dealer capabilities.
Advisor profile
$10M–$100M · Mount Kisco, NY
Lower middle market investment bank specializing in M&A advisory, capital raising, and alternative fund placement for founder-owned companies ($10M-$100M range), with domestic and international processing capabilities.
Advisor profile
$5M–$250M · New York, NY
New York-based boutique investment bank with $4B+ in transaction value across 300+ deals. Specializes in insurance, healthcare, retirement/wealth advisory, industrials, and education sectors. Founded by former operators, bringing operator perspective to lower middle-market M&A ($5M-$250M revenue).
Advisor profile
$10M–$250M · Wellesley, MA
Boutique investment bank founded in 2005, exclusively serving technology companies in highly-regulated markets including insurance, capital markets, and banking. 50+ transactions completed with 100% referenceable client base.
Advisor profile
New York, NY
NOT an M&A advisor. Morgan Stanley Wealth Management is a personal financial planning and investment management division serving individuals and families. M&A services are provided by a separate Investment Banking division.
Advisor profile
$500K–$10M · Mukwonago, WI
Wisconsin business brokerage franchise specializing in lower middle market M&A and main street business sales, with focus on manufacturing, construction, retail, and business services transactions from $500K to $10M+ enterprise value.
Advisor profile
$10M–$250M · Des Moines, IA
Boutique investment bank founded in 2005, specializing in sell-side and buy-side M&A for privately-held Midwest businesses in infrastructure/utilities, healthcare, food & agriculture, and business services. 100+ assignments completed, $3B in enterprise value transacted, 90%+ close rate.
Advisor profile
Little Rock, AR
Independent registered investment advisor specializing in comprehensive wealth management and family office services for business owners post-sale, with expertise in M&A advisory coordination and multi-generational wealth planning.
Advisor profile
$10M–$250M · San Francisco, CA
Boutique investment bank spun out of Headwaters MB in 2018, focused exclusively on technology and digital economy M&A with 150+ years of combined team experience and nearly 200 transactions completed.
Advisor profile
$10M–$500M · Minneapolis, MN
Full-service investment bank providing M&A advisory and capital markets services for middle market growth companies across technology, healthcare, energy, and industrial sectors, with $70+ billion in transactions completed since founding.
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
$2M–$10M · Hinsdale, IL
Chicagoland-based single-family investment office making direct private equity investments in niche manufacturing, business services, and food & ingredients. Targets companies with $10-100M revenue and $2-10M EBITDA. Not a sell-side M&A advisor—a capital provider and buyer.
Advisor profile
$2M–$20M · Ponte Vedra Beach, FL
Southeastern PE and institutional investment firm specializing in mid-market acquisitions ($2M-$20M revenue) with deep operational expertise in business services, distribution, payment processing, and technology platforms.
Advisor profile
$3M–$15M · Revelstoke, BC
Lower middle market M&A advisory serving $5M-$25M revenue businesses across North America, led by Scott Duke—a serial entrepreneur with 18+ years of transaction experience who built and sold a company to private equity.
Advisor profile
$10M–$250M · Tucson, AZ
Independent valuation advisory firm providing fairness opinions, purchase price allocation, and complex securities valuation for M&A transactions. Acquired by WilliamsMarston in July 2022.
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
$10M–$500M · Los Angeles, CA
Boutique investment bank specializing in M&A advisory, capital raising, and strategic transactions for minority-owned and emerging businesses, technology, cannabis, media, and digital assets companies, founded 2003.
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
$5M–$250M · New York, NY
Founder-centric M&A and capital raising advisory for early-stage and small-to-medium companies, founded by serial entrepreneur Alejandro Cremades and M&A specialist Michael Seversen.
Advisor profile
$10M–$300M · Stamford, CT
Premier independent investment banking firm specializing in M&A advisory for insurance agents, brokers, carriers, and registered investment advisors since 1962. Founded in 1962, with 100+ completed transactions and dedicated partner-led advisory model.
Advisor profile
$10M–$150M · Birmingham, AL
Birmingham-based M&A advisory firm specializing in lower-middle-market manufacturing, foundries, healthcare, and industrial services with 50+ years of experience and deep operational expertise.
Advisor profile
$5M–$650M · New York, NY
Full-service investment banking firm specializing in equity financing, M&A advisory, and fairness opinions for growth-stage companies, SPACs, and real estate syndications.
Advisor profile
$10M–$250M · Washington, D.C.
Boutique energy and infrastructure M&A advisor specializing in lower-middle-market divestitures, acquisitions, and capital raising for oil & gas, midstream, renewables, and industrial infrastructure companies.
Advisor profile
$1M–$100M · Santa Monica, CA
Lower middle market M&A advisory and business brokerage firm specializing in sell-side advisory, buy-side transactions, and strategic M&A across insurance, technology, manufacturing, healthcare, and professional services sectors. Success-fee driven with 50+ annual deal closings.
Advisor profile
$10M–$5B · New York, NY
New York-based boutique capital markets advisory specializing in structured finance, securitizations, and strategic advisory for asset-backed lenders, specialty finance, fintech, and commercial real estate platforms.
Advisor profile
$10M–$100M · Cranberry Township, PA
Lower middle market investment bank specializing in sell-side M&A and capital raising for founder-owned technology and financial services companies valued $10M-$100M+. Known for exhaustive buyer outreach and founder-first advisory approach.
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
$1M–$50M · Grimsby, Ontario, Canada
Canada's exclusive M&A Worldwide representative serving mid-sized business owners since 1974 through the proprietary COSATA® Three-Phase Process™, with 1,500+ assignments completed including 450+ business sales.
Advisor profile
$10M–$250M · Chicago, IL
Chicago-based investment bank specializing in debt capital markets, M&A advisory, and capital raising for lower-middle-market companies and private equity sponsors seeking capital-efficient structures and competitive financing.
Advisor profile
Over $50M · New York, NY
Global investment banking division of Société Générale providing integrated M&A advisory and capital markets solutions to corporations, financial institutions, and investment funds across multiple sectors.
Advisor profile
$10M–$500M · Chicago, IL
Boutique financial advisory and investment banking firm specializing in complex restructurings, M&A, and distressed asset solutions for middle-market companies, with 700+ mandates and $160B+ in capitalization managed.
Advisor profile
$5M–$500M · New York, NY
Boutique investment banking firm providing M&A advisory and capital raising services to middle-market companies with $250+ billion in transaction experience and deep expertise in healthcare, manufacturing, technology, and business services.
Advisor profile
$5M–$8B · New York, NY
Independent capital markets and investment banking firm specializing in M&A advisory, capital solutions, and institutional distribution across energy, healthcare, business services, and financial sectors.
Advisor profile
$1M–$10M · Destin, FL
Florida-based business brokerage with 800+ completed transactions and $575M+ in deal value. Specializes in confidential, preparation-first sales of Main Street and lower middle market businesses ($300K-$2M+ EBITDA). No public listings—controlled, advisor-led transactions.
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
$50M–$2B · Austin, TX
Specialized M&A advisor for community and regional banks, with 300+ completed transactions over 30 years and deep expertise in banking valuations and regulatory approval processes.
Advisor profile
$10M–$500M · New York, NY and Oakland, CA (dual headquarters)
Independent non-bank financial services firm specializing in capital markets (corporate and municipal) with complementary M&A advisory practice for mid-market transactions. FINRA broker-dealer with 135+ professionals across 29 offices.
Advisor profile
$25M–$500M · Paradise Valley, Arizona
Institutional M&A and capital advisory boutique serving growth-stage technology, media, and digital economy companies, founded by 30+ year investment banking veteran Blake Warner.
Advisor profile
$5M–$100M · Lancaster, PA
Pennsylvania-based boutique M&A advisory firm specializing in lower-middle market transactions ($5M-$100M) for manufacturing, distribution, construction, and business services companies, led by 40+ years of banking and advisory experience.
Advisor profile
$5M–$100M · Miami Beach, FL
Boutique investment banking and broker-dealer firm providing M&A advisory, capital raising, PE fund placement, and debt restructuring to small-to-mid market business owners in the lower middle market.
Advisor profile
$1M–$250M · Tampa, FL
Tampa-based investment banking and M&A advisory firm specializing in healthcare, AI/quantum technology, financial services, alternative energy, natural resources, and real estate, with expertise in capital raising, private placements, and secondary market transactions.
Advisor profile
$5M–$500M · St. Louis, MO
Independent, woman-owned investment bank specializing in M&A advisory, corporate finance, and underwriting for healthcare, energy, and consumer businesses. Founded 1917, 13 offices, FINRA registered.
Advisor profile
$10M–$250M · Dallas, TX
Independent boutique investment bank specializing in sell-side M&A advisory for lower and mid-market private companies and public firms, known for institutional process rigor and extensive institutional buyer networks.
Advisor profile
$500K–$150M · Minneapolis, MN
World's largest seller of private companies with 200+ offices globally, providing business brokerage and M&A advisory services from $500K to $150M revenue. Deep expertise in accounting (50+ transactions since 2020), manufacturing, food & beverage, and distribution.
Advisor profile
$500K–$35M · North Palm Beach, FL
Florida's premier lower middle-market M&A advisory with 300+ transactions and $500M+ in closed volume. Specializes in $2M-$15M service, construction, and healthcare businesses through proprietary ClearView program with 1,200+ PEG relationships.
Advisor profile
$2M–$65M · Irvine, CA
FINRA-regulated investment banking and corporate advisory firm specializing in valuations, fairness opinions, capital raises (IPOs, secondaries, SPACs), and M&A advisory for mid-market companies across technology, healthcare, and industrial sectors.
Advisor profile
$15M–$500M · El Segundo, CA
Boutique investment bank specializing in senior banker-led M&A advisory for healthcare services and regional middle-market companies in the $15-$500M range, with 300+ transactions and $50B+ in aggregate deal value.
Advisor profile
$200M–$5B · New York, NY
Specialized boutique M&A advisor focused on telecommunications, digital infrastructure, and financial sponsor transactions, founded by UBS telecom veterans. 100+ transactions completed since 2009.
Advisor profile
$15M–$1B · El Segundo, CA
Specialized investment bank serving Native American Tribes with capital raising, M&A advisory, and strategic restructuring. 30+ years in tribal finance with $17B+ capital raised.
Advisor profile
$2M–$100M · McLean, Virginia
Boutique M&A advisory firm specializing in sell-side and buy-side transactions for founder-owned and family-owned businesses in the $2M-$100M revenue range across the Mid-Atlantic region.
Advisor profile
$10M–$250M · Chicago, IL
Chicago-based independent middle-market M&A advisory firm (2010-2024) specializing in sell-side advisory, recapitalizations, and wealth transition planning for family-owned manufacturers and service companies in the $10M-$250M range across the Midwest.
Advisor profile
$1M–$50M · Lexington, KY
Family-owned boutique M&A advisory and commercial real estate firm in Lexington, KY, led by J. Todd Clark, CCIM, with 35+ years of experience as both an advisor and principal investor.
Advisor profile
$50M–$2B · Montgomery, AL
Boutique investment bank specializing in municipal finance and government bond underwriting in the Southeast, with complementary M&A advisory services for mid-market corporate clients.
Advisor profile
$500M–$18.0B · New York, NY
Boutique global investment banking and advisory firm specializing in structured credit, capital markets, and M&A advisory for alternative asset managers, structured credit platforms, and financial institutions.
Advisor profile
$1M–$150M · Melville, NY
Lower middle market M&A advisory firm serving businesses with $1M-$150M revenue, founded in 2003, specializing in manufacturing, distribution, healthcare, and HVAC with institutional-quality sell-side processes.
Advisor profile
$1M–$50M · Springfield, MA
Multi-generational, family-owned M&A advisory firm serving small to mid-market businesses since 1979, with expertise across manufacturing, business services, food & beverage, and construction sectors throughout the Northeast.
Advisor profile
$25M–$500M · Greenwich, CT
Boutique investment bank specializing in capital raising and off-market deal sourcing for growth companies in healthcare, technology, real estate, and special situations.
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
$10M–$150M · Boston, MA
Boutique M&A advisory firm specializing exclusively in ATM, payment processing, self-service kiosk, and armored cash-in-transit industries. Founded by industry veteran Sam Ditzion, 20+ year track record of transaction facilitation.
Advisor profile
$1M–$25M · Anchorage, AK
Alaska-based CPA firm and M&A advisor specializing in lower middle market business sales, combining business valuation, forensic accounting, and tax expertise to serve Alaskan businesses across real estate, construction, transportation, healthcare, and government services sectors.
Advisor profile
$10M–$250M · Minneapolis, MN
National lower middle market M&A advisor with $4B+ in transactions, specializing in $10M-$150M revenue companies through its proprietary QuietAuction™ process. Former operators serving founders and family businesses with empathy and institutional-quality process rigor.
Advisor profile
$5M–$250M · New York, NY
Boutique investment bank specializing in M&A advisory for growth-stage companies in e-commerce, consumer products, fintech, and software, with $18B+ in transaction experience and particular depth in DTC brands and e-commerce business sales.
Advisor profile
$5M–$250M · Dallas, TX
Boutique investment bank specializing in sell-side M&A advisory for middle-market companies ($5M-$250M TEV) in business services, manufacturing, healthcare, and technology sectors.
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
$1M–$500M · New York, NY
Boutique full-service investment bank specializing in capital markets advisory, IPOs, and equity capital raising for emerging growth and small-cap companies, with institutional buy-side relationships and global reach.
Advisor profile
$250K–$20M · St. Louis
Independently owned office of the world's largest business brokerage network, specializing in $250K-$20M main street and lower middle market transactions across manufacturing, healthcare, and business services with certified valuations and disciplined exit planning.
Advisor profile
$5M–$75M · Cromwell, CT
Independent valuation and M&A advisory firm specializing in lower-middle market business transitions, combining 30+ years of expertise with valuation-first methodology for business owners.
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
$25M–$500M · Chicago, IL
Boutique investment banking firm specializing in ESOP and M&A advisory for founder-owned middle market companies (est. 250+ ESOP transactions with 98% closure rate). Deep expertise in ownership transition, employee ownership structures, and strategic alternatives for $25M-$500M+ businesses.
Advisor profile
$25M–$1.8B · Winter Park, FL
Winter Park-based boutique investment bank specializing in hospitality, real estate, healthcare, and financial services M&A with principal-led advisory and cross-border transaction experience.
Advisor profile
$5M–$100M · Lansing, MI
Boutique M&A advisory firm serving founder and family-owned businesses in the lower middle market ($5M-$100M TEV), founded by former operators who built, grew, and exited their own companies.
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
$50M–$1B · New York, NY
Specialized Ibero-American M&A boutique with 40+ years of transaction expertise, deep expertise in complex restructurings and cross-border deals for multinational corporations and family offices.
Advisor profile
$2M–$250M · San Francisco, CA
Boutique sell-side investment bank specializing in founder-led software, AI, and internet company M&A with 200+ completed transactions and deep strategic buyer relationships.
Advisor profile
$5M–$1B · Denver, CO
Independent Denver-based investment banking firm specializing in M&A advisory for middle-market companies ($5M-$1B), with particular expertise in telecommunications, automotive, and manufacturing sectors.
Advisor profile
$5M–$250M · Seattle, WA
Seattle and Toronto-based boutique M&A advisory firm serving high-growth technology companies, led by former CFO Karla Horwitz with $1.3B+ in transaction exits including PopCap Games (EA) and PlayFab (Microsoft).
Advisor profile
Pewaukee, WI
Boutique investment banking firm specializing in corporate recovery, restructuring, and M&A advisory for distressed companies, manufacturing, and complex capital structure optimization, with 363+ completed transactions since 2001.
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–$250M · Boulder, CO
Decentralized investment bank founded by former NASDAQ Vice Chairman David Weild IV ('Father of the JOBS Act'), serving life sciences, technology, clean energy, and financial services with 130+ deals completed across 50+ states.
Advisor profile
$10M–$500M · New York, NY
Specialized investment bank focused on non-bank financial services M&A, structured finance, and securitization since 1995. Known for creating first-of-their-kind financial structures and deep expertise in asset-based lenders, specialty lenders, and factors.
Advisor profile
$5M–$250M · Dallas, TX
Dallas-based M&A advisory firm specializing in lower middle market transactions, with particular expertise in manufacturing, transportation/logistics, financial services, and complex turnaround situations. Recognized by Axial as a Top 50 Consumer M&A Advisor.
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
$25M–$250M · Los Angeles, CA
Los Angeles-based conflict-free investment bank representing exclusively private business owners in sell-side M&A transactions, known for achieving 30-50% premium valuations through exhaustive buyer outreach and aggressive negotiation without buyer conflicts.
Advisor profile
$10M–$3.4B · Palo Alto, CA
Boutique investment bank specializing in growth company M&A, pre-IPO positioning, and international capital markets access, with particular depth in Asian technology and cross-border transactions.
Advisor profile
$10M–$23B · Chicago, IL
Global independent investment bank founded in 2006 by bulge bracket veterans, providing M&A and strategic advisory with 'Involvement Banking' philosophy—deep, persistent client engagement through exhaustive buyer outreach and institutional-quality process management.
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.
Advisor profile
Mumbai, India
Global deal execution support provider serving investment banks, M&A advisors, and PE firms with CIMs, financial models, valuations, and research services.
Advisor profile
$500K–$250M · Irvine, CA
California-based business brokerage and M&A advisory firm serving $500K-$250M revenue businesses across 33 states, specializing in cross-border transactions, capital gains preservation, and technology-driven buyer sourcing.
Advisor profile
$100K–$15M · Laguna Hills, CA
California-based business brokerage serving main street and lower middle market transactions ($100K-$15M), with 93+ completed deals across manufacturing, distribution, business services, restaurants, and route-based businesses.