27 public firms currently match both the financial services focus and Florida geography. Narrow your search faster than browsing the full directory.
Firms
27
Deal range
$100K–$2B
Top cities
Miami, Tampa
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
$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
$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
$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
$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
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
$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
$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
$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
$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
$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
$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
$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
$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
$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–$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
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
$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
$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
$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
$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
$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
$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
$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.