145 public firms currently signal active focus in healthcare products. Use this page to scan concentration by state, compare size orientation, and branch into more specific local views.
Firms
145
Deal range
$450K–$43B
Top cities
New York, Boston
Updated
3/14/2026
The Healthcare Products 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
$450K–$2M · Pompano Beach, FL
Nationwide dental and medical practice advisory firm specializing in sell-side transitions for practices with $1MM+ revenue, leveraging modern technology and competitive buyer networks to maximize valuations at lower cost than traditional brokers.
Advisor profile
$1M–$25M · San Ramon, CA
California-based M&A advisory firm founded in 1984, specializing in sell-side transactions for founder-owned and family-held businesses in the $1M-$25M range across manufacturing, distribution, business services, healthcare, and specialty sectors.
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 · Midvale, UT
Specialized boutique investment bank providing M&A advisory and capital raising services to life sciences, biotech, and healthcare companies across the United States.
Advisor profile
$3M–$100M · Bellevue, WA
Pacific Northwest-focused M&A advisory firm specializing in sell-side advisory for manufacturing, distribution, and service companies with $3M-$100M revenue, known for operational expertise and disciplined 7-step process.
Advisor profile
$5M–$100M · St. Petersburg, FL
Lower middle market M&A advisory firm distinguished by advisors who have all built and sold their own businesses, delivering superior closing rates (83% vs. 25% industry) with 95% of clients receiving multiple offers.
Advisor profile
$10M–$500M · New York, NY
Pure-play life sciences M&A advisor with 25+ years specializing in healthcare services, diagnostics, pharma/biotech tools, and medical devices. Global reach with US and European teams.
Advisor profile
$10M–$250M · New York, NY
Boutique strategic advisory firm specializing in customized guidance for entrepreneur-led, family-owned healthcare, life sciences, and medical device companies in the $10M-$250M range, emphasizing independence, integrity, and senior-level expertise.
Advisor profile
$25M–$500M · New York, NY
Specialized investment banking firm exclusively focused on agribusiness M&A since 1983, with deep expertise in seed genetics, agricultural chemicals, and consolidation transactions across the sector.
Advisor profile
$10M–$500M · New York, NY
Independent New York-based investment banking firm with 33+ years of experience advising middle-market companies ($20M-$1B revenue) on M&A, capital raising, and restructuring across industrial, healthcare, technology, and consumer sectors.
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
$5M–$250M · New York, NY
Boutique investment banking firm specializing in M&A advisory for middle-market companies across consumer, industrial, healthcare, and technology sectors globally.
Advisor profile
$50M–$500M · San Francisco, CA
Specialist investment bank focused exclusively on life science M&A, partnerships, and capital raises, with 20+ years of experience advising biotech, medtech, and diagnostics companies.
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
$5M–$100M · Hague, NY
Boutique M&A advisor and venture capital investor specializing in education technology, for-profit education services, and technology sectors since 2002.
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
$1M–$250M · Denver, CO
Boutique investment bank specializing in capital formation and M&A advisory for small to lower middle-market companies, with deep institutional investor relationships and regional focus from Denver.
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
$10M–$150M · Austin, TX
Independent investment banking firm providing M&A advisory, growth capital, and structured finance solutions to privately-held businesses in technology, healthcare, consumer, and manufacturing sectors.
Advisor profile
$10M–$500M · Nashville, TN
Healthcare-focused boutique investment banking firm with 25+ years advising healthcare services, healthcare IT, and diagnostic companies on M&A and capital raising transactions.
Advisor profile
$25M–$250M · Brentwood, TN
Nashville-based merchant banking platform providing M&A advisory and investment banking services to middle-market healthcare and technology companies, with 200+ transactions and $17B+ in transaction value.
Advisor profile
$10M–$1B · Los Angeles, CA
Transnational boutique investment bank specializing in M&A advisory, capital raises, and corporate finance for middle market companies ($10M-$1B) with international expertise and technical depth.
Advisor profile
$2M–$350M · Millburn, NJ
Boutique middle-market investment bank specializing in sell-side M&A, capital raising, and transaction advisory for $2M-$350M deals, founded 2003 in New Jersey with senior-only partnership model.
Advisor profile
$10M–$250M · Boston, MA
Middle-market M&A advisory boutique with 200+ transactions and 10,000+ buyer relationships, specializing in sell-side advisory for manufacturing, healthcare, technology, and industrial businesses in the $20M-$250M range.
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 · Stamford, CT
Specialized healthcare and life sciences investment bank founded by Theodore W. Bernstein, offering M&A advisory with 25+ years of combined legal, banking, operating, and healthcare expertise.
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
$20M–$200M · Cupertino, CA
Specialized boutique investment bank combining deep technical expertise (PhDs in materials science, electrical engineering) with 25+ years of M&A advisory experience in semiconductors, MEMS, wireless systems, digital media, life sciences, and advanced materials. Small team (5-7) provides senior-level hands-on advisory for $20M-$200M technology transactions.
Advisor profile
$25M–$500M · Nashville, Tennessee
Nashville-based healthcare M&A boutique specializing in sell-side advisory, buy-side representation, and capital raising for healthcare services and healthcare technology companies in the $25M-$300M+ range, with 100+ completed transactions and 25+ years of partner-level expertise.
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
$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
$25M–$250M · Washington, DC & San Francisco, CA
Life sciences-focused boutique investment bank and growth capital firm specializing in M&A advisory and equity/debt financing for research tools, diagnostics, and biopharma services companies.
Advisor profile
$5M–$1B · Cleveland, OH
Leading independent investment bank serving global middle market in M&A, capital markets, and restructuring across eight core sectors (consumer, healthcare, industrials, infrastructure, services, technology, real estate, and financial sponsors).
Advisor profile
Atlanta, GA
Investor relations and capital markets advisory firm specializing in small-cap and micro-cap public healthcare companies, offering IPO advisory, investor targeting, and strategic communications.
Advisor profile
$40M–$5B · Chicago, IL
Global independent investment banking advisory firm founded by former Lazard, Morgan Stanley, and Deutsche Bank partners, specializing in cross-border M&A, restructuring, and capital raising for manufacturing, healthcare, and TMT sectors.
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–$75M · San Diego, CA
San Diego-based valuation and M&A advisory firm serving emerging growth and founder-owned companies under $75M enterprise value, with deep expertise in technology, healthcare, consumer, and industrial sectors.
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–$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
$10M–$300M · Solana Beach, CA
Middle-market investment bank specializing in sell-side M&A, recapitalizations, and corporate finance for multi-unit branded retail, franchisees, healthcare, and technology companies; 400+ deals, $12B+ 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–$250M · New York, NY
Boutique M&A advisory firm specializing in privately negotiated, confidential transactions for privately held middle market companies since 2007, with deep expertise in personal care contract manufacturing, industrial services, and telecommunications infrastructure.
Advisor profile
$50M–$500M · Chicago, Illinois
Chicago-based middle market investment bank specializing in sell-side M&A for family-owned and privately held businesses in the $50M-$500M range, with deep expertise across agriculture & food, industrial manufacturing, healthcare products, software, and business services sectors.
Advisor profile
$10M–$500M · Geneva, Switzerland
Global midmarket M&A advisory firm with 500+ professionals across 34 countries, specializing in cross-border transactions. Founded in 2004, closed 300+ deals worth EUR 19 billion+ in 2025. Expertise across business services, consumer, healthcare, industrials, technology, and energy sectors.
Advisor profile
$5M–$50M · New York, NY
Full-service investment bank and FINRA-registered broker-dealer specializing in PIPE transactions, private placements, and capital markets advisory for publicly traded and pre-IPO companies since 1996.
Advisor profile
$5M–$250M · Green Bay, WI
Lower middle market investment bank serving $5M-$250M revenue companies since 2001, known for Power of Multiple Offers™ methodology and 85% closing ratio through exhaustive buyer outreach.
Advisor profile
$10M–$250M · Los Angeles, CA
Global independent middle-market M&A advisor with 70+ years of experience, 3,500+ transactions, and offices across 16 countries. Specializes in sell-side, buy-side, and capital advisory for businesses in the $10M-$250M range.
Advisor profile
$25M–$500M · Boston, MA
Boston-based boutique investment bank founded in 1991, specializing in lower middle market M&A advisory with deep healthcare expertise (80%+ of transactions). Completed 350+ deals totaling $30B+ across healthcare services, medical devices, and healthcare IT.
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–$300M · Tampa, FL
Boutique healthcare M&A specialist focused exclusively on pharma services, diagnostics, and healthtech. Claims to close more health sciences deals than competitors 10x its size, with 200+ healthcare transactions and 20+ deals annually.
Advisor profile
$10M–$500M · Houston, TX
Nationally recognized boutique middle-market investment banking firm specializing in M&A advisory and financial advisory services for companies valued from $10M to $500M+, with deep expertise in manufacturing, energy services, and healthcare sectors.
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
$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
$25M–$100M · New York, NY
CEO-led specialty investment bank serving middle and lower middle market, with deep expertise in advanced industrials, technology, healthcare, and building materials M&A.
Advisor profile
$10M–$200M · Chicago, IL
Award-winning, independent middle-market investment bank specializing in sell-side M&A advisory for healthcare, consumer products, industrials, and business services; $8B+ transaction value closed.
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
$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–$2B · Atlanta, GA
Atlanta-based healthcare investment banking firm specializing in M&A advisory for middle-market healthcare companies in home health, hospice, physician services, and healthcare IT.
Advisor profile
$5M–$500M · New York, NY
Premier healthcare-focused investment bank providing exclusive M&A advisory and capital raising services to healthcare companies, with 200+ transactions and $90B+ in cumulative transaction value.
Advisor profile
$20M–$500M · Houston, TX
Independent investment bank serving middle-market M&A, capital raising, and restructuring with sector specialization in healthcare, energy, industrial infrastructure, and technology.
Advisor profile
$5M–$100M · New York, NY
Specialized healthcare investment banking boutique focused on biotech, pharmaceuticals, and life sciences companies seeking capital formation, M&A advisory, and strategic partnerships. Strong track record with 20+ transactions totaling $300M+.
Advisor profile
$20M–$150M · New York, NY
Boutique investment bank specializing in sell-side M&A advisory for healthcare and pharmaceutical-adjacent businesses, with 30+ years of combined experience from Goldman Sachs and JP Morgan leadership.
Advisor profile
$10M–$500M · Radnor, PA
Independent investment banking firm specializing in M&A advisory for middle-market and emerging growth companies across healthcare, technology, consulting & technology services, and industrial sectors, with 320+ completed transactions since 2003.
Advisor profile
$10M–$250M · Wayne, PA
Boutique M&A advisor specializing in healthcare IT, healthcare services, enterprise technology, and business services for $25M-$250M transactions, founded 2001 with 200+ deal experience across leadership team.
Advisor profile
$10M–$250M · Fort Lauderdale, FL
Boutique investment bank specializing in M&A advisory, recapitalizations, and special situations for middle market companies ($10M-$200M+ TEV) with particular expertise in healthcare, oil & gas, business services, and distressed transactions.
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
$50M–$600M · New York, NY
Boutique investment bank specializing in M&A advisory for mid-market consumer and merchandising brands, including beauty, apparel, specialty retail, and direct-to-consumer. 50+ years of sector expertise with 875+ advisory assignments completed.
Advisor profile
$5M–$50M · Pittsburgh, PA
Pittsburgh-based family office investor focused on control equity acquisitions in lower middle market niche manufacturing, value-added distribution, and business services ($5M-$50M revenue target).
Advisor profile
$5M–$100M · Minneapolis, Minnesota
Preeminent lower-middle market M&A advisory firm specializing in sell-side transactions across manufacturing, healthcare, technology, and industrial services—recognized in Axial's Top 5 LMM League Tables.
Advisor profile
$5M–$500M · Milwaukee, WI
Specialized M&A advisory firm exclusively focused on chemicals, specialty materials, and life sciences industries. 150+ completed transactions with deep expertise in complex chemical industry deals.
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
Minneapolis, MN
Operational consulting and transaction advisory firm serving PE sponsors and middle-market businesses with integrated Finance, Accounting, HR, and deal execution support across 35+ industries.
Advisor profile
$5M–$500M · New York, NY
Boutique investment bank founded in 1868, specialized as the #1 ranked PIPE/RD/CMPO placement agent since 1998, with deep expertise in biotechnology, healthcare, and emerging growth companies.
Advisor profile
$10M–$300M · Atlanta, GA
Healthcare-focused investment banking firm specializing in real estate, behavioral health facilities, and capital solutions for healthcare organizations and operators, with 20+ years of expertise and over $15B in transaction experience.
Advisor profile
$5M–$500M · Nashville, TN
Nashville-based boutique investment bank specializing in M&A advisory and capital raising for middle-market companies, with particular expertise in healthcare transactions, physician practice management, and healthcare technology.
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
$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–$300M · San Francisco, CA
San Francisco-based boutique M&A advisory firm specializing in mid-market technology, healthcare, digital media, and professional services transactions, with 300+ deals and founder-led engagement model.
Advisor profile
$10M–$250M · Mill Valley, CA
Boutique investment bank founded in 2007, specializing in M&A advisory and private capital raising for technology, media, life sciences, and clean-tech companies with operations through specialized divisions including Inverness Advisors and WestCape Advisors.
Advisor profile
$650K–$3M · Chicago, IL
Chicago-based acquisition company seeking to acquire one lower-middle market business in engineering, manufacturing, or technology. Founder-led, search fund model with strong operational expertise.
Advisor profile
$5M–$100M · Chicago, IL
Boutique investment bank exclusively focused on MedTech M&A, with deep expertise in medical device contract manufacturing, orthopedics, and surgical instrumentation. The firm's buy-side heritage gives them unique "buyer's eye" insight for sell-side engagements.
Advisor profile
$10M–$100M · Metairie, Louisiana
New Orleans-based M&A advisory firm founded in 1994, specializing in sell-side and buy-side transactions for family-owned and closely-held businesses across manufacturing, forest products, energy services, transportation, and healthcare industries in the Gulf South region.
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
$50M–$43B · New York, NY
Healthcare-dedicated boutique investment bank with 25 years of experience, 282 transactions representing $121 billion in value. Exclusively focused on M&A advisory, private placements, and strategic consulting for biopharma, healthcare services, life sciences, and healthcare technology companies.
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
$25M–$500M · New York, NY
Premier middle-market investment bank founded in 1985, exclusively focused on M&A advisory and capital raising for emerging growth companies in technology, healthcare, and disruptive industrial sectors, with $80B+ in completed transactions.
Advisor profile
$5M–$200M · Santa Monica, CA
FINRA-registered investment banking platform for independent bankers with $105B+ in transaction history, specializing in business services, IT, digital media, software, and healthcare transactions in the $5M-$200M range.
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
$5M–$250M · St. Louis, Missouri
Boutique middle market M&A advisory firm with 50 years of experience, specialized expertise in healthcare staffing and manufacturing, 70+ documented deals.
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
$2M–$50M · New York, NY
Boutique investment bank specializing in PIPE placements, reverse mergers, M&A advisory, and capital raises for emerging growth companies, particularly in healthcare and technology sectors.
Advisor profile
$20M–$250M · New York, NY
Boutique middle market investment bank specializing in M&A advisory and capital raising for consumer and industrial businesses in the lower and core middle market ($25M-$250M), known for high-touch advisory and dedicated senior attention.
Advisor profile
$1.5M–$100M · Portland, OR
Boutique investment banking firm specializing in capital raises and strategic advisory for growth-stage and public companies in life sciences, technology, and media sectors.
Advisor profile
$10M–$250M · Carmel, IN
Midwest-based M&A advisory firm specializing in sell-side transactions for middle market businesses ($10M-$250M), with deep expertise in healthcare, food & agriculture, and manufacturing.
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
$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
$5M–$300M · Boston, MA
Specialized healthcare investment banking firm advising middle-market healthcare services companies on M&A, growth capital, and strategic advisory. Founded 2008 with offices in Boston, Minneapolis, and New York.
Advisor profile
$10M–$250M · Denver, CO
Dedicated healthcare investment bank serving physician practices, clinical research, and healthcare services companies exclusively in the $10M-$100M+ range.
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–$500M · New York, NY
Specialized life sciences investment bank advising on M&A, licensing, and financing for biopharmaceutical, medical device, and biotech companies globally, with deep expertise in Israel-US transactions.
Advisor profile
$1M–$50M · Rockland, MA
Massachusetts-based M&A advisor and business broker specializing in $1M-$50M middle market transactions, with deep expertise in manufacturing, distribution, HVAC, and service businesses across New England and the Southeast.
Advisor profile
$10M–$250M · Newport Beach, CA
Relationship-driven investment bank specializing in M&A advisory and capital markets services for emerging growth companies across business services, healthcare, technology, consumer, energy, and industrial sectors.
Advisor profile
$10M–$250M · Sausalito, CA
Boutique advisory and investment banking firm specializing in M&A, capital raising, and strategic partnerships for technology, healthcare IT, media, and cybersecurity companies, with 30+ years of transaction experience.
Advisor profile
$10M–$250M · Pittsburgh, PA
Independent investment banking boutique specializing in M&A advisory, capital raising, and corporate finance for middle-market companies across healthcare, manufacturing, and IT services.
Advisor profile
$20M–$250M · Mill Valley, CA
Boutique investment bank specializing in corporate debt advisory, equity financing, and select M&A work for middle market companies ($50M-$500M enterprise value) seeking $20M-$250M in capital structuring.
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
West Conshohocken, PA
Boutique investment bank specializing in special situations M&A, Chapter 11 restructuring, and distressed asset sales for middle-market companies
Advisor profile
$25M–$2.7B · Boston, MA
Healthcare-exclusive investment bank with 30 years of expertise, $75B+ M&A track record, and market-leading position advising biopharma, healthcare services, medtech, and digital health companies globally.
Advisor profile
$25M–$500M · New York, NY
Premium consumer-focused M&A advisory firm with 25+ years of deep domain expertise in food & beverage, health & wellness, and home & auto categories. Part of Canaccord Genuity since 2021.
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
$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
$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
$10M–$300M · Sherborn, MA
Specialized boutique investment bank focused on M&A advisory and private placements in technology, consumer, and healthcare sectors, with deep industry expertise and broad buyer networks across the middle market.
Advisor profile
$5M–$250M · Tampa, FL
Tampa-based boutique investment bank specializing in sell-side M&A advisory for lower-middle-market founder and family-owned businesses, with deep expertise in manufacturing, industrials, technology, chemicals, and healthcare sectors.
Advisor profile
$50M–$3.5B · New York, NY
Global boutique investment bank specializing in complex M&A, restructurings, and corporate finance for Fortune 500 and middle-market companies, with particular expertise in media & entertainment, healthcare/optical, and technology sectors.
Advisor profile
$25M–$250M · Bethesda, MD
Independent boutique investment bank serving middle-market companies ($25M-$250M TEV) across technology, healthcare, energy/renewables, and emerging sectors, with senior-only engagement teams and deep operational experience among founding partners.
Advisor profile
$10M–$100M · Ambler, PA
Boutique lower middle market investment bank specializing in sell-side M&A advisory for founder-owned businesses, with emphasis on culture preservation and legacy protection. Serves companies with $10-$100M enterprise values across technology, manufacturing, healthcare, and business services sectors.
Advisor profile
$10M–$2B · Austin, TX
Boutique technology and energy M&A advisory founded by former Microsoft executives, specializing in upstream deal positioning and execution risk management for $10M-$2B transactions.
Advisor profile
$500K–$10M · Pembroke Pines, FL
South Florida business brokerage specializing in lower-middle market acquisitions and divestitures ($500K-$10M), with deep expertise in healthcare, hospitality, and E2/L1/EB5 visa-qualified international buyers.
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
$10M–$150M · Los Angeles, CA
Boutique global cross-border M&A advisor specializing in Japanese corporate acquisitions of North American and international targets, with 37 years of transaction execution across manufacturing, healthcare, food & beverage, and industrial sectors.
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
$500K–$10M · East Brunswick, NJ
Niche M&A advisor specializing in laboratory, diagnostic, and healthcare businesses since 2012. 70+ transactions closed. Operates proprietary marketplaces (LaboratoryForSale.com, ImagingCenters4Sale.com) with deep expertise in CLIA/COLA labs, environmental testing, and healthcare services.
Advisor profile
$25M–$250M · Los Angeles, CA
Global independent investment bank specializing in M&A advisory for premium consumer brands and digitally native companies, with 25+ years advising founders, families, and financial sponsors on transactions worth tens of billions.
Advisor profile
$10M–$150M · Tarrytown, NY
Strategic healthcare investment banking and M&A advisory firm specializing in founder-owned medical technology companies, with 30+ years of experience, 175+ completed transactions, and particular depth in ophthalmic devices and medical instruments.
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
$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
$3.5M–$500M · Evanston, IL
Global boutique investment bank specializing in emerging growth companies ($50M-$500M), with healthcare M&A, pre-IPO advisory, and strategic financing expertise. $7B+ transactions, 100+ companies, 45% IRR.
Advisor profile
$25M–$5B · New York, NY
Global life sciences investment banking boutique specializing in M&A advisory, capital markets, and strategic finance for pharma, biotech, medtech, and healthcare services companies. Now part of Stifel Financial (acquired March 2023).
Advisor profile
$10M–$200M · Boston, MA
Boutique Boston-based investment bank specializing in M&A advisory for consumer and healthcare companies in the $10M-$200M range, with 30+ years of sector expertise and extensive buyer networks across food & beverage, direct-to-consumer, retail, wellness, and pet care.
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
$1M–$50M · Brookfield, WI
Sell-side M&A advisory firm specializing in lower middle-market transactions ($1M-$50M revenue) across manufacturing, healthcare, and business services in Wisconsin and Northern Illinois.
Advisor profile
$10M–$500M · San Francisco, CA
Boutique technology-focused investment bank specializing in SaaS, Internet, and digital media M&A advisory and capital raising for growth-stage and lower-middle-market companies.
Advisor profile
$5M–$500M · Nashville, TN
Boutique healthcare investment bank specializing in M&A advisory, capital raises, and strategic advisory for healthcare companies with $5M-$500M enterprise value, combining operational healthcare expertise with deal structuring capability.
Advisor profile
$5M–$28B · Brentwood, TN
Global independent middle-market boutique investment bank offering M&A advisory, capital raising, and corporate finance with 30+ year track record and $5B+ transaction expertise.
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
$5M–$75M · Los Angeles, CA
FINRA-registered investment bank (CRD#39914) specializing in IPOs, private placements, and capital raises for microcap healthcare, technology, and emerging growth companies, with 200+ transactions completed since 1999.
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
$10M–$500M · New York, NY
Boutique investment bank specializing exclusively in health and wellness consumer products M&A, with deep expertise in nutrition/supplements, beauty/personal care, and functional foods. Founded by William Hood (former Houlihan Lokey Consumer Health practice leader) and Jill Staib (health & wellness operator).
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
$50M–$5B · New York, NY
Specialized investment banking firm focused exclusively on chemical and life science industries for 31 years, combining deep industry expertise, proprietary research, and senior-level execution.
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.
Advisor profile
$5M–$250M · Charleston, SC
Healthcare-exclusive investment banking boutique specializing in M&A advisory for urgent care, dental, physician practices, and healthcare IT in the lower middle market, with 37+ documented transactions and deep PE/strategic buyer relationships.