563 public firms currently signal active focus in healthcare services. Use this page to scan concentration by state, compare size orientation, and branch into more specific local views.
Firms
563
Deal range
$25K–$43B
Top cities
New York, Los Angeles
Updated
3/14/2026
The Healthcare 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
$50K–$500K · Tysons Corner, Virginia
Established business broker and M&A advisory firm serving small-to-mid-market business owners in the Mid-Atlantic region, specializing in owner-operator businesses with expertise in laundromats, service businesses, and retail, having completed 850+ transactions worth $3B+.
Advisor profile
$500K–$5M · Orlando, FL
Orlando-based business brokerage serving Main Street and lower middle market business owners. Offers comprehensive exit planning, complimentary valuations, and SBA lending support. Led by Carrie Duvall, a former SBA lender and multi-million-dollar producer recognized by IBBA and BBF.
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
$10M–$150M · New York, NY
Strategic growth advisory firm serving the lower middle market ($10M-$150M TEV) with proprietary AI-enabled growth assessment tools, comprehensive buyer network of 5,000+ investors, and operational expertise spanning sell-side and buy-side M&A, recapitalizations, and growth capital raises.
Advisor profile
$10M–$250M · Charlotte, NC
Formerly independent M&A advisor specializing in IT services and technology-enabled business services, acquired by Houlihan Lokey in 2023. Closed 170+ transactions with deep expertise in Microsoft ecosystem, healthcare IT, and cross-border transactions.
Advisor profile
$250K–$10M · Mississauga, ON
Award-winning Canadian business brokerage and M&A advisory firm specializing in Main Street and lower middle market transactions ($250K-$10M+) across all Canadian sectors, with 300+ completed deals and 18-person team.
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
$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
$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
$5M–$250M · Aurora, Colorado
Entrepreneur-owned investment bank founded in 1989 serving family-owned and entrepreneurial middle market companies with bulge bracket quality services, over $1B in transaction value, and expertise across healthcare, industrials, technology, consumer products, and real estate.
Advisor profile
$5M–$250M · Denver, Colorado
Veteran-owned boutique investment bank founded in 1979, specializing in sell-side M&A for aerospace, manufacturing, and industrial companies in the $5M-$250M TEV range. Track record of 1,100+ engagements with value increases of 10-217%.
Advisor profile
$2M–$30M · Tampa, FL (with office in Miami, FL)
Tampa and Miami-based M&A advisory firm specializing in confidential sell-side and buy-side advisory for small to medium-sized private businesses in Florida, with institutional-quality process and global buyer networks.
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
$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
$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
$500K–$50M · Stuart, FL
Florida-based business brokerage and M&A advisory firm specializing in confidential sale of businesses across manufacturing, distribution, services, and professional practices, with $280M+ in combined transactions and deep expertise in pest control, healthcare, and lower middle market transactions.
Advisor profile
$500K–$2.8B · Boston, MA
Boston-based strategic M&A advisory and business transformation firm specializing in sell-side M&A, growth strategy, and operational turnarounds for middle-market companies ($20M-$1.5B) in technology, manufacturing, defense, and professional services.
Advisor profile
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
$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 · 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
$5M–$50M · Albuquerque, NM
Nationally recognized M&A advisory firm serving the lower middle market since 1994, specializing in manufacturing, healthcare, and transportation sectors with $2B+ in completed transactions across 250+ deals.
Advisor profile
$25M–$300M · New York, NY
Specialist lower middle-market M&A advisory firm with 30 years of technology sector expertise, focused on software, IT services, and healthcare IT companies valued between $25M-$300M.
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
$1M–$25M · Arlington, TX
Specialized M&A advisor for propane, oil & gas, and energy distribution businesses. 300+ engagements since 1997 with 85% close rate. Founded by former Union Pacific Pipeline executive Don Hankins.
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
$10M–$250M · Seattle, WA
Boutique middle market investment bank founded in 1986, led by former operators who have built and sold companies. Completed 220+ transactions serving entrepreneurs and family businesses in the Pacific Northwest across manufacturing, healthcare, home services, and business services.
Advisor profile
$10M–$500M · Dallas, TX
Dallas-based M&A advisory firm specializing in middle-market sell-side transactions for privately-held companies with $10M-$500M revenue across diverse industries.
Advisor profile
$5M–$50M · Dallas, TX
Boutique M&A advisory firm serving lower middle market companies ($5M-$50M) since 1983, with deep expertise in manufacturing, business services, and strategic transactions.
Advisor profile
$250K–$5M · Fort Wayne, IN
Main Street M&A and business brokerage firm specializing in owner-operator business sales, valuations, and exit planning across the Midwest, with particular expertise in healthcare services, skilled trades, and manufacturing.
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
$5M–$250M · New York, NY
Boutique middle market M&A advisory firm specializing in confidential, proprietary deal origination for business owners and PE sponsors through targeted search and transaction advisory services, with particular depth in aerospace, defense, transportation and logistics.
Advisor profile
$5M–$250M · Riverside, CA (HQ) / Irvine, CA / Las Vegas, NV / Washington, DC
National ESOP and M&A advisory specialist focused on founder-owned businesses seeking sustainable employee ownership transitions, with deep expertise in lower/core middle-market companies ($5M-$100M+).
Advisor profile
$50M–$1B · Boston, MA
Leading boutique technology investment bank specializing in M&A advisory for SaaS and software companies, #1 ranked tech M&A advisor since 2009 with 560+ transactions and $28B+ aggregate deal value.
Advisor profile
$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
$10M–$100M · Birmingham, MI
Independent Midwest boutique investment bank specializing in sell-side M&A advisory for founder-owned manufacturing, consumer products, and industrial businesses, with 450+ transactions and deep PE/strategic buyer relationships.
Advisor profile
$5M–$100M · Charlotte, NC
Charlotte-based middle market investment bank with 27-year track record advising on sell-side M&A, founder-friendly with hands-on senior banking and strong buyer relationships across PE and strategic buyers.
Advisor profile
$10M–$250M · Birmingham, MI
Independently owned middle market investment bank with 310+ completed transactions since 2009, specializing in industrials and manufacturing M&A with 92% sell-side completion rate and global reach across Detroit, Frankfurt, and Shanghai offices.
Advisor profile
$100M–$500M · Melbourne, Victoria
Independent Australian corporate advisory firm specializing in M&A, equity and debt capital markets advice for ASX-listed and significant private companies, with particular expertise in franchise retail, healthcare services, and infrastructure sectors.
Advisor profile
$1M–$50M · Overland Park, Kansas
Premier business brokerage and M&A advisory firm serving the lower middle market since 1998, specializing in Main Street and lower mid-market business sales with deep expertise in healthcare, business services, manufacturing, distribution, and consumer products.
Advisor profile
$10M–$250M · Kansas City, MO
Boutique M&A advisory firm specializing in lower-middle-market transactions ($10M-$250M TEV) across manufacturing, food & beverage, healthcare, and industrial services, known for senior-level involvement and hands-on operating experience.
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
$15M–$1B · Phoenix, AZ
National boutique investment bank specializing in M&A advisory and capital raises for middle market companies with $15M-$200M in revenue, founded by 15+ year M&A veteran Matthew Greeson.
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
$5M–$500M · El Segundo, CA
Middle market investment bank with $20B+ transaction experience, known for relationship-driven advisory across M&A, capital raising, and special situations—8 M&A Deal of the Year awards in last 9 years.
Advisor profile
$5M–$200M · San Ramon, CA
Middle-market M&A advisory firm specializing in sell-side transactions ($5M-$200M) across manufacturing, environmental services, healthcare, field services, and technology sectors. Known for buyer identification expertise and 20%+ value uplift delivery.
Advisor profile
$10M–$250M · Jupiter, FL
Boutique investment bank serving lower-middle market company sales and acquisitions ($10M-$200M revenue), founded by experienced business operators with 25+ year track record of 300+ M&A transactions and $3B+ in transaction value.
Advisor profile
$1M–$325M · Laguna Hills, CA
Independent M&A advisory and investment banking firm serving entrepreneurs and business owners across manufacturing, healthcare, technology, and distribution sectors.
Advisor profile
$10M–$100M · San Francisco, CA
Boutique investment banking firm specializing in early-stage company advisory, including capital raising, M&A exit guidance, and financial strategy for technology startups and emerging consumer brands.
Advisor profile
$20M–$2.5B · New York, NY
Independent investment banking firm with $50B+ transaction experience, specializing in middle-market M&A with particular expertise in food & beverage, consumer products, and cross-border transactions across North America, Europe, Latin America, and Asia.
Advisor profile
$10M–$250M · Chicago, IL
Chicago-based lower middle market M&A advisor with integrated debt advisory and growth equity services, ranking #6 on Axial's Top 25 LMM Investment Banks.
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
$2M–$75M · Austin, TX
Specialized technology M&A advisory firm focused on software, IT services, cloud, and healthcare technology companies in the $2M-$75M revenue range, founded by operators with 20+ years of transaction experience.
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
$25M–$500M · New York, NY
Independent New York boutique investment bank specializing in sell-side M&A advisory for mid-market companies ($25M-$500M TEV) across consumer products, healthcare, industrial, and retail sectors with $4B+ in completed transactions.
Advisor profile
$500K–$10M · St. Laurent, Quebec
Montreal-based business brokerage and M&A advisory firm specializing in Quebec SME exits, offering Value Builder-certified exit planning and global buyer network access.
Advisor profile
$10M–$100M · Newport Beach, CA
Operationally focused M&A advisory firm specializing in sell-side transaction advisory, quality of earnings, and financial due diligence for founder-owned middle-market companies ($10M-$100M TEV).
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
$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
$25M–$1B · Chicago, IL
Leading middle market investment bank with 25+ years of experience advising on sell-side, acquisition, ESOP, and capital raising transactions across manufacturing, healthcare, aerospace, and business services.
Advisor profile
$1M–$50M · Burnsville, Minnesota
Minnesota-based business broker and M&A advisor specializing in main-street to middle-market transactions ($1-50M), known for transparent below-market fee structures and owner-empowering service models.
Advisor profile
$3M–$150M · Philadelphia, PA
Philadelphia-based lower middle market M&A advisor specializing in sell-side representation for manufacturing, distribution, electronics, and industrial services companies ($3M-$150M revenue). Known for thorough buyer outreach, operator-level expertise, and seller-focused process management generating 5-15 offers per engagement.
Advisor profile
$5M–$250M · Boston, MA and Los Angeles, CA
Boutique investment bank specializing in buy-side M&A advisory, leverage buyout structuring, and growth capital solutions for lower-middle market companies ($5M-$250M), with expertise in healthcare, hospitality, and multi-location expansion.
Advisor profile
$5M–$75M · Studio City, CA
Boutique capital raising specialist for middle market M&A and corporate financings, providing debt and equity sourcing for acquisitions, recapitalizations, and growth transactions. Acquired by Palm Tree LLC in January 2023.
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–$250M · Madison, WI
Leading middle market investment bank specializing in sell-side and buy-side M&A advisory, capital sourcing, and transaction services across healthcare, manufacturing, food & beverage, technology, and specialty sectors. FINRA-registered with 180+ professionals and hundreds of completed transactions.
Advisor profile
$1M–$50M · Austin, TX
Austin-based boutique M&A advisory firm founded in 2017, specializing in lower middle market sell-side and buy-side transactions for founder-owned businesses throughout Central Texas.
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
$10M–$500M · Manhattan Beach, CA
Boutique investment banking firm specializing in M&A advisory, recapitalizations, and capital raising for entrepreneur and family-owned companies in the $10M-$500M revenue range, with 30+ years of combined experience.
Advisor profile
$1M–$50M · Needham, MA
Family-run business brokerage firm specializing in $1M-$50M business sales across New England, ranked #21 in Axial's 2025 Top 25 Lower Middle Market Business Brokers, known for institutional-quality marketing and low seller financing outcomes.
Advisor profile
$5M–$250M · Nashville, TN
Boutique M&A investment bank serving private emerging growth and middle market companies ($5M-$250M), specializing in buy-side/sell-side M&A, capital raising, and strategic advisory with bulge bracket expertise and personalized service.
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 · Stamford, CT
Independent investment banking firm specializing in sell-side M&A, recapitalizations, and corporate finance advisory for family-owned and closely-held businesses in the $10M-$250M range across multiple industries.
Advisor profile
$10M–$250M · Boston, MA & Beachwood, OH
Independent middle market investment bank specializing in sell-side M&A for business services, consumer, industrials, and healthcare companies, known for senior-level execution and deep buyer relationships.
Advisor profile
$500K–$20M · Des Moines, IA (primary) and Tucson, AZ (secondary)
Business brokerage and coaching firm serving main street and lower middle market companies ($500K-$20M) since 1999, with 100+ transactions completed across manufacturing, distribution, retail, and business services.
Advisor profile
$50K–$15M · Benowa, QLD
Australia's leading business brokerage with national coverage, specializing in the sale and acquisition of small to mid-sized businesses across childcare, retail, hospitality, healthcare, and business services sectors.
Advisor profile
$5M–$250M · Tampa, FL
Global #1-ranked independently-held M&A advisory firm with 450+ professionals, $11B+ transaction volume, and 193 annual deal closings across 12+ industries worldwide.
Advisor profile
$25M–$300M · Baltimore, MD
Baltimore-based independent investment bank specializing in M&A advisory and financial advisory for middle market companies ($25M-$300M TEV) with deep expertise in transportation/logistics, industrial manufacturing, consumer services, and business services.
Advisor profile
$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
$25M–$5B · New York, NY
Independent merchant bank established in 1990, providing M&A advisory and private equity investing with $250+ billion in aggregate transaction value across technology, healthcare, industrials, and business services.
Advisor profile
$5M–$250M · 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
$1M–$50M · Boynton Beach, FL
Florida-based business brokerage and M&A advisory firm specializing in lower middle market transactions across technology, manufacturing, education, and healthcare sectors, led by industry-recognized professionals with CBI and M&AMI certifications.
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
$30M–$400M · Portsmouth, NH
Independent M&A advisory boutique established 1935, specializing exclusively in Entrepreneur Owner-Managers. Hundreds of transactions totaling $5B+ in enterprise value, $30M-$400M+ deal sizes. Known for institutional-quality process, values alignment, and deep industry expertise in manufacturing, healthcare, and industrial services.
Advisor profile
$5M–$250M · Chicago, IL
Middle-market sell-side M&A advisor with 26+ years and 70+ completed transactions across industrials, consumer products, logistics, e-commerce, education/technology, and healthcare.
Advisor profile
$1M–$50M · Santa Monica, CA
California-based M&A advisory and business brokerage firm specializing in the sale of small to medium-sized businesses ($1M-$50M) across 11+ industries, with 24+ advisors, 12,000+ registered buyers, and institutional-quality transaction processes.
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
$5M–$250M · Bloomfield Hills, MI
Nationally recognized middle market M&A advisor with dual buy-side and sell-side practices, strong PE relationships, and deep expertise across manufacturing, industrial automation, software, and healthcare sectors.
Advisor profile
$5M–$100M · Washington, D.C.
Boutique M&A transaction support and due diligence firm led by Big 4 alumni, providing quality of earnings, net working capital analysis, and financial due diligence services on both buy-side and sell-side transactions.
Advisor profile
$25M–$250M · Southfield, MI
Boutique investment banking firm specializing in sell-side and buy-side M&A advisory, recapitalization, and restructuring for middle-market companies ($10M-$250M TEV) across industrials, healthcare, business services, and consumer sectors.
Advisor profile
$500K–$10M · Orlando, FL
Florida-based business brokerage and M&A advisory firm serving Main Street businesses ($500K-$10M TEV) with industry-agnostic expertise, recognized for hundreds of completed transactions and leadership in the International Business Brokers Association.
Advisor profile
$3M–$70M · Royal Oak, MI
Boutique lower middle market investment bank specializing in buy-side, sell-side, and financing advisory for businesses with $3M-$70M revenue.
Advisor profile
$1M–$250M · Irvine, CA
Full-service investment bank focused on mid-market and emerging companies navigating IPOs, capital raises, M&A advisory, and restructuring. Known for client-focused relationship banking and diverse transaction expertise.
Advisor profile
$5M–$250M · San Francisco, CA
Bay Area boutique investment bank specializing in sell-side and buy-side M&A for manufacturing and business services companies with $5M-$100M enterprise value, known for hands-on senior engagement and comprehensive buyer networks.
Advisor profile
$3M–$15M · Miami, FL
Florida-based private equity firm focused on lower middle market investments ($10M-$100M revenue), partnering with founder and family-owned businesses across healthcare services, infrastructure, consumer products, and business services since 2006.
Advisor profile
$5M–$250M · Dayton, Ohio
Dayton-based M&A advisory firm specializing in dealerships, manufacturing, and mid-market business owner exits, with 45+ completed transactions and 35+ years of dealership-specific expertise. Acquired by First Financial Bank in January 2023.
Advisor profile
$5M–$100M · Charlotte, NC
Charlotte-based boutique M&A advisory firm founded in 2018, specializing in exit strategy planning and sell-side representation for lower middle market companies in technology, business services, and healthcare sectors.
Advisor profile
$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
$5M–$250M · Omaha, NE
Market-leading boutique investment bank providing sell-side M&A advisory and capital raising to family-owned and privately held middle-market companies with focus on healthcare, transportation, manufacturing, and business services.
Advisor profile
$25M–$100M · Henderson, Kentucky
Specialized M&A advisor for family-owned businesses transitioning to private equity, focused on residential services, business services, healthcare, and franchise sectors with a relationship-driven approach.
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
$3M–$50M · Dedham, Massachusetts
Founder-led boutique M&A advisory firm specializing in lower middle market transactions ($5M-$50M TEV) across manufacturing, healthcare, technology, and business services with 150+ deals closed and 87% success rate.
Advisor profile
$2M–$25M · Boise, Idaho
National M&A advisory and business brokerage firm specializing in lower-middle market transactions under $10M, ranked #7 on Axial's 2024 Top 25 Business Brokers with 80+ tracked deals across industrials, construction, healthcare, and business services.
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–$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
$50M–$300M · New York, NY
Former New York boutique investment bank (2000-2016) specializing in SPAC underwriting, reverse mergers, and PIPE transactions for small-cap technology, healthcare, and energy companies seeking alternative paths to public markets.
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–$500M · Atlanta, GA
Independent Atlanta-based investment banking firm specializing in middle-market sell-side and buy-side M&A advisory for founder-owned and private equity-backed companies across consumer, manufacturing, healthcare, and business services sectors.
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
$1M–$150M · New York, NY
New York-based boutique M&A advisory firm specializing in lower-to-core middle market transactions for founder-owned companies in business services, healthcare, logistics, consumer products, and apparel.
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
$10M–$200M · Charlotte, NC
Industry-focused boutique M&A advisor specializing in healthcare services, automation/technology-enabled services, and business & industrial services, with 36+ years of experience, 250+ transactions, and $1.2B+ in transaction value.
Advisor profile
$2M–$50M · Augusta, GA
Southeastern-based M&A advisory firm serving the lower middle market ($2M-$50M revenue) with focus on Georgia and South Carolina. Industry-agnostic but with team expertise in manufacturing, healthcare, technology, and business services. Founded in 2023 by certified advisors with deep operational backgrounds.
Advisor profile
$1M–$40M · Naperville, IL
Naperville, Illinois-based M&A advisory firm specializing in $1M-$40M revenue businesses, operating on a pure success-fee basis with no upfront costs. Led by former business owner Jim Beno (CBI, M&AMI), the firm has deep expertise in manufacturing, industrial services, construction, and business services across 30+ states.
Advisor profile
$550K–$3M · Fourways, Johannesburg
South Africa's leading lower-to-middle market M&A advisory and business brokerage firm, specializing in professional exit strategies for privately held businesses through institutional Value Maximiser processes.
Advisor profile
$5M–$500M · Southlake, Texas
Southlake, Texas-based business brokerage and M&A advisory serving main street and lower middle market companies ($5MM-$500MM revenue) with international reach, multilingual team, and expertise in franchising, E-2/EB-5 investor visas, and cross-border transactions.
Advisor profile
$200K–$100M · Campbell, CA
Largest business brokerage in the Western US, specializing in selling lower and middle-market businesses with revenues up to $100M. Operating since 1981 with 7,000+ completed transactions across manufacturing, distribution, retail, restaurants, healthcare, and business services.
Advisor profile
$2M–$20M · Concord, NH
New England lower mid-market M&A advisor specializing in $2M-$20M revenue companies across manufacturing, distribution, and business services, now part of Touchstone Advisors.
Advisor profile
$500K–$25M · Rancho Cucamonga and Redondo Beach, CA
Southern California-based business broker and M&A advisor specializing in small to lower middle market transactions, with deep expertise in manufacturing, healthcare services, and industrial business sales. 100+ deals, 19 years, team of experienced operators.
Advisor profile
$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
$10M–$150M · St. Louis, Missouri
National boutique investment bank specializing in M&A advisory and ESOP transactions for founder-owned and family businesses in the lower-middle market, with $7B+ in completed ESOP transactions and 100+ M&A deals.
Advisor profile
$350K–$22M · Tracadie-Sheila, NB & Sainte-Béatrix, QC
Bilingual SME business broker serving Atlantic Canada and Quebec with 14+ years of experience, specializing in family business succession planning and regional market expertise.
Advisor profile
$5M–$250M · Newport Beach, CA
Specialized investment banking firm founded in 2001, providing M&A advisory, capital raise, and fairness opinion services to private middle market companies across healthcare, technology, consumer, and industrial sectors.
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–$150M · Baltimore, MD
FINRA-registered investment banking firm specializing in M&A advisory and capital raising for healthcare operating companies and healthcare real estate, with deep expertise in senior living, skilled nursing, and behavioral health transactions.
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
$5M–$50M · Orlando, Florida
One of the Southeast's oldest M&A advisory firms (founded 1986), specializing in lower middle market business sales ($5M-$50M) with deep expertise in trade services (HVAC, roofing, plumbing, home services) and strong buyer relationships across private equity and strategic acquirers.
Advisor profile
$5M–$150M · Phoenix, AZ
Phoenix-based M&A advisory firm with 20+ years of experience advising lower-middle-market business owners on sell-side transactions, capital raises, and strategic alternatives across manufacturing, healthcare, and business services.
Advisor profile
$10M–$250M · Montgomery, AL
FINRA-registered M&A advisory firm specializing in sell-side transactions for family-owned and closely-held businesses generating $10M-$250M in annual revenue, with particular expertise in manufacturing, healthcare, and business services.
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
$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
$2M–$50M · Chicago, IL
Chicago-based M&A advisory firm founded in 2014, specializing in sell-side transactions for privately-held healthcare, facility services, and industrial businesses in the $2M-$50M range. Completed 205+ transactions representing $400M+ in value.
Advisor profile
$50M–$500M · Chicago, IL
Premier minority-owned investment bank with 25-year history providing M&A and capital advisory to middle-market companies ($50M-$500M), supported by integrated capital markets platform.
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
$5M–$250M · Calabasas, CA
Specialized boutique M&A advisor for lower middle market family-owned and founder-led companies, with deep expertise in industrial manufacturing, aerospace/defense, and business services. Known for senior-level advisory, hands-on process management, and multiple value-creation approaches.
Advisor profile
$5M–$100M · Mt. Laurel, NJ
Lower-middle market M&A advisor (founded 2002, $5M-$100M TEV) specializing in sell-side advisory for manufacturing, distribution, healthcare, and business services companies across NJ/PA/FL region. Known for proprietary Best Offer Marketing™ system, 85% close rate in 12 months, and operator-led partnership approach.
Advisor profile
$5M–$100M · Mt. Laurel, NJ
Lower middle market M&A advisory firm since 2002, specializing in $5M-$100M revenue manufacturing and distribution businesses with 85% sell-through rate (5x industry average) and $500M+ in aggregate transaction value.
Advisor profile
$500K–$100M · Mission Viejo, CA
California's premier M&A advisory firm since 2003, specializing in sell-side transactions for manufacturing, construction, healthcare, and service businesses from $500K to $100M+. Known for rapid closings, comprehensive buyer networks, and hands-on founder-led deal execution.
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
$10M–$100M · Nashville, TN
Lower middle market private equity firm providing debt and equity capital to business services, healthcare services, and industrial services companies since 2009. Manages $590M across 4 funds with 30+ platform investments and 75+ tuck-in acquisitions. NOTE: This is a PE firm/investor, not an M&A advisor.
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
$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
$6M–$250M · Seattle, WA
Seattle-based boutique investment bank specializing in M&A advisory, capital raising, and valuation services for lower middle market companies across consumer, technology, healthcare, and industrial sectors.
Advisor profile
$5M–$100M · Orlando / Winter Park, FL
Relationship-oriented lower-middle market M&A advisory firm founded in 1993 by David Simon, with 100+ transactions and diverse buyer network across Florida and Southeast region.
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
$25M–$500M · Boston, MA
Leading middle-market investment banking firm specializing in M&A advisory, capital raising, and financial advisory services for business owners and PE sponsors in the $25M-$500M transaction range across 12 primary industry sectors.
Advisor profile
$10M–$250M · New York, NY
Nearly 100-year-old merchant bank bringing an owner's mindset to middle-market M&A, specializing in family-owned and closely held businesses in manufacturing, consumer products, and business services.
Advisor profile
$10M–$250M · Cleveland, OH
Cleveland-based independent boutique investment bank providing custom M&A advisory, capital raising, and strategic consulting for middle-market companies across manufacturing, healthcare, business services, and consumer sectors, with 50+ completed transactions and deep operational expertise.
Advisor profile
$1M–$50M · Beverly, MA
Lower middle market M&A advisory firm founded in 1991, specializing in sell-side transactions for privately held businesses with $1M-$50M in revenue. Partner-led service with 250+ completed transactions across manufacturing, distribution, business services, and technology sectors.
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
$15M–$400M · Southfield, MI
Sophisticated middle-market M&A advisory and investment banking firm specializing in healthcare, manufacturing, and business services transactions in the $15M-$400M range.
Advisor profile
$10M–$1B · Seattle, WA
One of the largest independent advisory-only investment banks in the U.S., serving founder, family-owned, and PE-backed companies up to $1B TEV with deep sub-vertical expertise across 7 industry verticals and 550+ completed transactions since 1999.
Advisor profile
$10M–$250M · Miami, FL
Independent Miami-based investment bank founded in 2010, specializing in lower-middle market M&A, restructuring, and healthcare transactions with deep Chapter 11 bankruptcy expertise.
Advisor profile
$10M–$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–$120M · Woodland Hills, CA
Premier investment banking firm serving lower middle market companies ($5M-$120M TEV) with 30+ completed transactions across manufacturing, food & beverage, healthcare services, and business services. FINRA-registered broker-dealer with principals averaging 25+ years of experience.
Advisor profile
$2M–$50M · Los Angeles, CA
Full-service M&A advisory firm and business brokerage specializing in confidential sales of founder-owned businesses valued $2M-$50M across manufacturing, distribution, services, healthcare, and technology sectors in California and Nevada.
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
$1M–$15M · Manchester, NH
Boutique investment banking firm serving lower middle market companies in Northern New England with M&A advisory, business valuation, and strategic consulting services.
Advisor profile
$10M–$200M · Baltimore, Maryland
Boutique investment banking firm serving the Mid-Atlantic lower middle market since 2005, with 150+ transactions and $4.7B+ in value. Specializes in government contracting, engineering & construction, healthcare, business services, and distribution through holistic lifecycle partnerships.
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
$20M–$500M · New York, NY
Buy-side focused investment bank specializing in targeted search acquisitions for private equity firms, with 75+ transactions and $7B+ in value since 1995. Known for one-to-one, non-auction deal origination and co-investment approach.
Advisor profile
$10M–$250M · Houston, TX
FINRA-registered middle-market investment bank specializing in complex M&A, distressed transactions, and capital raising for energy, manufacturing, healthcare, and business services companies. Known for operational expertise and exhaustive buyer outreach.
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
$10M–$250M · St. Louis, MO
Top-tier independent investment banking firm specializing in sell-side and strategic M&A advisory for mid-market companies ($10M-$250M), known for achieving above-market valuations and exhaustive buyer outreach.
Advisor profile
$5M–$100M · Orlando, FL
Specialized investment banking firm focused on small and micro-cap M&A advisory and capital raising, with 185+ completed transactions and $2B+ in experience since 1999.
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
$10M–$250M · New York, NY
Boutique investment bank founded in 2004 specializing in M&A advisory for lower middle market companies in cleantech, healthcare, industrials, and business services, with 175+ transactions completed across 22 countries.
Advisor profile
$20M–$250M · Atlanta, GA
Healthcare-focused M&A advisory firm (acquired by Fifth Third Securities in 2018) specializing in behavioral health, physician services, and healthcare staffing transactions in the lower middle market.
Advisor profile
$7M–$250M · Scottsdale, AZ
Scottsdale-based investment bank serving the lower and core middle market with Wall Street expertise and a human-centric approach to M&A advisory, capital raising, and debt restructuring.
Advisor profile
$10M–$300M · Atlanta, GA
Atlanta-based boutique M&A advisory firm specializing in the middle market since 1997, with unrivaled expertise in the Green Industry (landscape, lawn care, tree care). 250+ transactions completed, $5B+ in total value, and 125+ Green Industry deals—more than any other firm.
Advisor profile
$5M–$250M · Bozeman, MT
Boutique M&A advisory firm specializing in outdoor recreation and consumer lifestyle brands, with 165+ exits facilitated since 1991 from Bozeman, Montana.
Advisor profile
$500K–$50M · Springdale, Arkansas
Arkansas's largest business brokerage firm with 30+ years experience and 800+ transactions closed, specializing in confidential business sales across the lower middle market ($500K-$50M) in Arkansas, Oklahoma, Tennessee, and Missouri.
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
$5M–$50M · Guaynabo, PR
Puerto Rico-based boutique investment bank with operational DNA, specializing in lower middle market M&A advisory across Puerto Rico, the Caribbean, and Latin America. 60+ transactions, $800M+ in value.
Advisor profile
$10M–$100M · Boston, MA
Boston-based middle market investment bank founded in 2000, providing sector-specialized M&A advisory with 100+ transactions and $15B+ in aggregate value. Expertise in Industrial Technology, Business Services, Healthcare & Life Sciences, and Flavor Technology.
Advisor profile
$10M–$250M · Columbus, OH
Middle market M&A advisor specializing in buy-side and sell-side transactions ($10M-$250M) with deep sector expertise in fire/life safety, business services, and industrials. Founded 2008, ~40 professionals, 200+ completed transactions.
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
$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
$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
$1M–$25M · Toronto, Ontario
Toronto-based business brokerage specializing in the sale of complex, technical businesses in the Canadian lower middle market, known for their 'Sale Ready' preparation program and 250-step sale process.
Advisor profile
$1M–$20M · Dallas, TX
Faith-driven M&A advisory firm serving lower middle market business owners in distribution, manufacturing, and B2B services, with commitment to integrity, compassion, and honoring the seller's life's work.
Advisor profile
$1M–$100M · Irvine, CA
Lower middle market M&A advisor with $1M-$100M revenue focus, success-only fee model (no retainers), and deep expertise in healthcare services, manufacturing, and contracting businesses. National footprint with 7 offices across the US.
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
$1M–$30M · Maitland, FL
Family-owned M&A advisory and business brokerage specializing in $1M-$30M transactions across Florida and the Southeast, with 650+ facilitated sales and 27+ years of founder expertise.
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–$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
$500K–$10M · Ashland, VA
Virginia-based business brokerage combining CPA expertise with sell-side advisory for Main Street and lower middle market transactions, ranked #11 in Axial's 2024 Top 25 Business Brokers.
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
$1M–$100M · London, United Kingdom
Modern M&A advisory for sub-$100M businesses founded by entrepreneurs frustrated with brokers and investment banks. Success-based fees, operator perspective, selective engagements across UK/US/Canada.
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
$20M–$2B · Bedford Hills, NY
Boutique M&A advisory firm specializing in sell-side transactions for closely-held and family-owned companies ($20M-$2B), with emphasis on pre-transaction strategic planning and institutional-quality process execution.
Advisor profile
$10M–$300M · Huntersville, NC
Charlotte-based boutique M&A advisory specializing in sell-side and buy-side advisory for lower middle market manufacturing, distribution, and business services companies ($10M-$250M+).
Advisor profile
$5M–$50M · 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
$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
$5M–$250M · Los Angeles, CA
Independent investment banking firm specializing in lower middle market M&A advisory, capital raising, and valuations for companies in 10+ industry sectors, with demonstrated expertise across healthcare, technology, manufacturing, consumer, and business services.
Advisor profile
$10M–$150M · Richmond, Virginia
Independent investment banking firm specializing in sell-side M&A advisory for lower middle market companies ($10M-$150M TEV), known for meticulous process management, extensive buyer outreach, and senior banker leadership across business services, manufacturing, distribution, and healthcare sectors.
Advisor profile
$25M–$500M · Phoenix, AZ
Premier independent M&A advisory firm specializing in middle-market transactions ($25M-$250M+), with 900+ completed deals, 35+ years of operating experience, and specialized expertise across manufacturing, industrial services, healthcare, and business services.
Advisor profile
$5M–$50M · Glen Allen, VA
Virginia-based boutique M&A advisory firm specializing in middle-market sell-side and financing advisory ($5M-$50M) for manufacturing, distribution, services, and healthcare businesses, known for institutional process discipline and integrity-first approach.
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
$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
$20M–$250M · Boston, MA
Boston-based boutique M&A advisor specializing in sell-side transactions for middle-market businesses ($20M-$250M TEV), known for founder-led expertise, institutional-quality processes, and deep sector knowledge in manufacturing, business services, and healthcare.
Advisor profile
$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
$10M–$500M · Frisco, TX
Long-tenured boutique M&A advisory firm specializing in lower-middle market transactions ($10M-$500M) across manufacturing, industrial services, energy, business services, and technology sectors. Founder-led by CEO Eric White since 1995.
Advisor profile
$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–$1.2B · New York, NY
Full-service investment bank specializing in transformative M&A advisory and capital markets for middle-market companies, platforms, and growth issuers across staffing, healthcare, technology, and diversified industries.
Advisor profile
$2M–$15M · Las Vegas, NV
Las Vegas-based boutique consulting firm specializing in exit planning, value enhancement, and M&A advisory for closely held lower middle market businesses, emphasizing preparation-first approach and holistic operational improvement.
Advisor profile
New York, NY
Independent, sector-focused investment banking firm specializing in M&A, equity financing, and corporate finance advisory for mid-market companies across education, media, consumer, business services, and healthcare.
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–$250M · Beachwood, OH
Independent M&A advisory firm specializing in sell-side, buy-side, and capital advisory for lower middle market business owners. Founded 2000, FINRA-registered, 25+ years experience, 250+ transactions, national reach with Cleveland base.
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
$5M–$50M · Bonita Springs, FL
Southwest Florida's most awarded and highest credentialed business brokerage, specializing in main street and lower-middle-market M&A with 340+ transactions totaling over $462M. Known for exhaustive buyer outreach and operational expertise.
Advisor profile
$2M–$3M · New York, NY
Values-driven search fund targeting $2-3M EBITDA lower-middle market acquisitions, focused on preserving founder legacy while enabling operational improvements and stakeholder value creation.
Advisor profile
$5M–$100M · Milwaukee, WI
Boutique M&A advisory and valuation firm specializing in middle-market business sales ($5M-$100M revenue) across manufacturing, distribution, healthcare, and business services, with 150+ completed transactions and institutional-quality auction processes.
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
$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–$250M · New York, NY
Partner-owned middle-market investment bank with 30+ years of M&A advisory expertise, 400+ completed transactions, and deep specialization in healthcare services, industrials, and business services.
Advisor profile
$1M–$50M · Roseville, CA
California-focused M&A advisory firm serving the lower middle market with a pre-exit planning philosophy. 500+ transactions completed, specializing in manufacturing, trades, automotive, and service businesses across California.
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
$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
$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
$2M–$250M · Coeur d'Alene, ID
Technology-driven marketplace platform for lower middle market business sales ($2M-$250M+) connecting vetted sellers with buyers and facilitating through a network of professional M&A advisors.
Advisor profile
$5M–$100M · Petaluma, CA
California-based M&A advisory and business valuation firm serving $5-100M revenue companies since 2002, with deep expertise in manufacturing, industrial automation, and distribution. Completed 100+ transactions with strong technical industry knowledge.
Advisor profile
$500K–$5M · Victoria, BC
Victoria, BC-based sell-side M&A advisor specializing in exit planning and transaction support for lower middle market businesses, emphasizing education, value enhancement, and confidential process management for founder-owned companies.
Advisor profile
$1M–$50M · Park City, UT
Business broker and value advisory firm that combines 12-36 month value improvement programs with sell-side representation, helping owners achieve 2X-7X+ enterprise value increases before sale.
Advisor profile
$5M–$250M · Birmingham, MI
Midwest-based boutique investment bank specializing in sell-side M&A advisory for middle-market manufacturing, industrial, and business services companies, combining institutional banking experience with operational expertise.
Advisor profile
$100K–$35M · Las Vegas, NV
One of the largest business brokerage organizations in the U.S., specializing in main street and lower middle market business sales since 1994. National network of 278 brokers across 119 territories with $15B+ in listed businesses.
Advisor profile
$10M–$250M · Washington, DC
Global middle-market investment bank founded in 1982, specializing in M&A advisory across 11 industries with 100+ professionals, $10M-$250M transaction focus, and 46 global partners across 36 countries.
Advisor profile
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 · 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
$5M–$250M · Wayne, PA
Philadelphia-based middle-market M&A advisor specializing in Healthcare IT, Healthcare Services, Technology (especially TEMS), and Business Services. 25-year track record, founder-led team with operational expertise, emphasis on long-term client relationships and value creation.
Advisor profile
Over $10M · Murchison, Texas / Portland, Oregon
Boutique management consulting firm specializing in succession planning, leadership development, and strategic advisory for family-owned and closely-held businesses across the US.
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
$25K–$5M · Fuquay-Varina, NC
Community bank specializing in SBA lending (7(a), 504, USDA) and business advisory services for small business growth across North Carolina, South Carolina, and Virginia.
Advisor profile
$25M–$500M · Charlotte, NC and New York, NY
Established lower-to-core middle market M&A advisory firm (founded 2005) with 400+ completed transactions, strong buyer relationships with Quad-C, Ridgemont, and other leading PE firms, and deep expertise in business services, logistics, healthcare, manufacturing, and consumer sectors.
Advisor profile
$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
$5M–$100M · Dallas, Texas
Dallas-based M&A advisory firm specializing in sell-side representation for established privately held middle market businesses, with 25+ years of transaction experience and particular expertise in manufacturing, distribution, and healthcare sectors.
Advisor profile
$500K–$50M · Las Vegas, NV
National business brokerage and M&A firm specializing in Main Street and lower middle market transactions ($500K-$50M), known for a preparation-first approach that achieves 87% success rates and 94% of asking price.
Advisor profile
$500K–$10M · Meridian, Idaho
Regional M&A and business brokerage firm specializing in Main Street and lower middle-market business sales ($500K-$10M+) across construction, retail, automotive, logistics, and manufacturing sectors in the Mountain West.
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
$50K–$50M · Phoenix, AZ
Phoenix franchise office of First Choice Business Brokers, a national business brokerage with 119 territories and $15B+ in listings, serving Main Street and lower middle market businesses from $50K-$50M transaction value.
Advisor profile
$50K–$35M · Seattle, WA
Seattle-area business brokerage firm specializing in main street and lower middle market business sales, offering buy-side and sell-side representation with national franchise network backing.
Advisor profile
$10M–$250M · Denver, CO / Seattle, WA
Boutique middle market investment bank founded 2010, specializing in M&A advisory and capital raising for founders and mid-market companies ($10M-$100M+) in technology, aerospace & defense, manufacturing, healthcare, and business services.
Advisor profile
$2M–$20M · Portsmouth, NH
New England M&A and business brokerage firm specializing in emerging/middle market transactions ($2-20M), with dual divisions for buy-sell advisory and dedicated M&A services. Founder-led with 10+ years transaction experience.
Advisor profile
$5M–$50M · Daytona Beach, FL
Full-service business intermediary and valuation firm specializing in main street M&A for founder-owned and professionally-managed businesses in the $5M-$50M range. Known for institutional process rigor, expert valuations, legal sophistication, and professional buyer networks.
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
$20M–$250M · Hanover, NH
Buy-side M&A advisory boutique specializing in sourcing middle market acquisitions ($20M-$250M EV) for private equity, family offices, and strategic acquirers across manufacturing, healthcare, consumer, and industrial sectors.
Advisor profile
$25M–$250M · Greenwood Village, CO
Award-winning boutique investment bank specializing in sell-side M&A advisory for middle-market companies ($25M-$250M+) across business services, consumer, healthcare, industrial, and technology sectors.
Advisor profile
$5M–$250M · Birmingham, AL
Relationship-driven M&A advisory serving founder-led and family-owned businesses in lower middle market, with deep expertise in industrial services, business services, technology, healthcare, and consumer sectors. 150+ completed transactions.
Advisor profile
$10M–$250M · Chattanooga, Tennessee
Independent boutique M&A advisory firm specializing in sell-side transactions for business owners in the lower middle market ($10M-$250M), with deep expertise in manufacturing, industrial services, and professional services.
Advisor profile
$25M–$300M · New York, NY
Global cross-border M&A advisory firm specializing in transactions for multinational corporations, family offices, and financial sponsors across Europe, Americas, and Asia. Known for deep regional expertise, cultural acumen, and multi-stage negotiation persistence.
Advisor profile
$10M–$250M · Leawood, KS
Boutique M&A advisory firm with 34+ years of experience advising middle market companies ($10M-$250M TEV) on sell-side transactions, recapitalizations, and acquisitions across manufacturing, technology, healthcare, and industrial services.
Advisor profile
$10M–$150M · Charlotte, NC; Charleston, SC; Scottsdale, AZ; New York, NY
Lower-middle market M&A advisory and corporate finance firm specializing in healthcare, manufacturing, and industrial services advisory for companies with $10M-$150M revenue and $2M+ EBITDA
Advisor profile
$10M–$250M · New York, NY
Boutique investment banking partnership founded in 1996, specializing in M&A, capital raising, and restructuring advisory for middle-market companies ($20M-$2B revenue) across diversified industries.
Advisor profile
$500K–$5M · Pensacola, FL
Licensed Florida and Alabama business brokerage firm serving the Gulf Coast since 1992, specializing in Main Street and lower-middle market business sales in construction trades, home services, healthcare, and business services with 30+ years of experience and 24+ completed transactions.
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
$10M–$250M · Los Angeles, CA
FINRA-registered broker-dealer platform sponsoring 225+ independent investment bankers for M&A and capital raising transactions. $11B+ in transaction volume across 2,000+ deals since 2001.
Advisor profile
$10M–$500M · New York, NY
Boutique international advisory firm specializing in sophisticated cross-border M&A and strategic advisory for multinational corporations and emerging market investors, with particular expertise in Energy Transition, Industrial Optimization, and Aerospace sectors.
Advisor profile
$1M–$50M · Harvard, MA
New England-based boutique business brokerage and M&A advisory with 45+ years and 100+ transactions completed. Owner-operator advisors specialize in lower middle market sell-side transactions across manufacturing, healthcare, distribution, and business services.
Advisor profile
$5M–$500M · Mamaroneck, NY
Boutique investment banking firm specializing in M&A advisory, capital formation, and SPAC advisory for middle-market, privately held businesses across diverse industries since 1984.
Advisor profile
$25M–$250M · Southport, Connecticut
Boutique M&A advisory firm specializing in founder-led and family-held businesses valued $25M-$250M, known for senior banker attention, institutional sell-side processes, and specialized industry expertise.
Advisor profile
$10M–$250M · Mission Woods, KS
Midwest-focused private equity firm combining institutional-grade experience with authentic Midwest values, specializing in niche manufacturing, business services, consumer retail, and healthcare with a proven add-on acquisition strategy.
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–$300M · Birmingham, Michigan
Leading middle-market investment bank advising family-owned and PE-backed businesses on M&A, with deep expertise in aerospace & defense, automotive, business services, and manufacturing.
Advisor profile
$30M–$9.4B · Los Angeles, CA
Boutique Los Angeles investment bank specializing in sell-side M&A and advisory for founder-owned and family-owned middle-market companies, known for hands-on senior banker involvement and client-first culture.
Advisor profile
$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
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–$250M · Dallas, TX
Founder-led Dallas middle-market investment bank specializing in disciplined M&A advisory, capital raises, and fairness opinions for growth and innovation companies across software, healthcare, and industrial sectors.
Advisor profile
$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–$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–$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–$250M · Richmond, Virginia
Global investment bank specializing in M&A advisory for middle-market companies ($10M-$250M), known for institutional-quality processes, exhaustive buyer outreach, and operator expertise.
Advisor profile
$500K–$10M · Kahului, Hawaii
Hawaii's premier business brokerage since 2006, exclusively serving Hawaii-based businesses with $500K-$10M in revenue. Led by former Fortune 500 executive Tom Caltrider (CBI, CEPA), HBS has completed 70+ transactions across all islands including Maui, Oahu, Big Island, Molokai, and Lanai.
Advisor profile
$10M–$250M · San Francisco, CA
Independent sponsor (not an M&A advisor) that invests in lower-middle market consumer, business services, and distribution companies. Provides flexible capital structures and operational partnerships to founder and family-owned businesses seeking partial liquidity or growth capital.
Advisor profile
$50K–$2M · Simi Valley, CA
Specialized healthcare business brokerage founded by clinician-entrepreneur, focusing on home health, hospice, and practice sales with clinical and operational expertise.
Advisor profile
$15M–$350M · Minneapolis, MN
Middle market investment bank specializing in sell-side M&A advisory for lower/core middle market businesses ($15M-$350M TEV), founded by former Lazard Middle Market Managing Directors with deep sector expertise and senior-led process commitment.
Advisor profile
$10M–$250M · Jacksonville, FL
FINRA-registered investment banking and M&A advisory firm with 48 years of experience serving middle-market private companies ($10M-$250M enterprise value) across manufacturing, healthcare, and distribution sectors, with particular depth in metals, building products, and healthcare services
Advisor profile
$5M–$100M · Campbell, CA
Silicon Valley-based M&A advisory firm specializing in $5M-$100M transactions across manufacturing, construction, distribution, and business services, with 500+ closed transactions and $5B+ in aggregate deal value.
Advisor profile
$10M–$150M · Chicago, IL
FINRA-registered M&A advisory firm serving lower-middle market businesses with integrated valuation expertise, conflict-free positioning, and 25+ years of founder/partner-level M&A experience.
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
$1M–$50M · Addison, TX
Nationwide business intermediary M&A advisory firm serving lower middle market businesses ($1M-$50M revenue) with 20,000+ buyer network, $3B+ in transaction value, and comprehensive sell-side advisory services since 2009.
Advisor profile
$250K–$3M · Nanaimo, BC
British Columbia business brokerage firm led by Michael Naprawa, M&AMI, specializing in the sale of privately-held businesses in the $250K-$3M range across manufacturing, construction, retail, and services sectors.
Advisor profile
$1M–$100M · Denver, CO
National M&A advisory firm with 1,200+ transactions and 86% closing rate, specializing in privately held middle-market companies valued at $1M-$100M across manufacturing, energy, technology, and business services.
Advisor profile
$350K–$4M · Montreal, Quebec
Montreal-based business brokerage firm specializing in confidential business sales and acquisitions for Canadian small and medium-sized enterprises, with particular expertise in food & beverage, retail, manufacturing, and business services sectors.
Advisor profile
$15M–$500M · Los Angeles, CA
Full-service investment bank serving middle market M&A transactions with institutional process quality, strong platform-building capability, and specialized expertise in business services, healthcare, and consumer sectors.
Advisor profile
$500K–$32.5M · New York, NY
Business brokerage and M&A advisory firm serving the lower middle market since 1997, with 100+ completed transactions across healthcare, manufacturing, distribution, and business services in the Northeastern United States.
Advisor profile
$2M–$50M · Woodstock, GA
Values-based M&A advisory firm since 1991, specializing in lower middle market transactions across healthcare services, trades, technology, and manufacturing. Closed 22 deals representing $2.5B in past 12 months with integrity-first philosophy.
Advisor profile
$500K–$5M · Lakewood Ranch, FL
Florida-based business brokerage specializing in small to mid-market business sales, acquisitions, valuations, and E-2 visa-linked business purchases. Personal, relationship-driven service with operational expertise across restaurants, healthcare, franchises, and professional services.
Advisor profile
$10M–$250M · Oklahoma City, OK
Boutique middle-market investment bank specializing in M&A advisory and owner transitions for founder-owned businesses ($10M-$250M revenue), with particular expertise in petroleum services, manufacturing, healthcare, and aviation aftermarket sectors.
Advisor profile
$25M–$250M · Dallas, Texas
Boutique investment banking firm specializing in sell-side M&A and corporate finance for lower-middle-market companies ($25M-$250M revenue), founded in 2005 and based in Dallas, TX, with deep expertise in manufacturing, healthcare, business services, and construction sectors.
Advisor profile
$1M–$10M · Bloomfield Hills, MI
Michigan-based boutique M&A advisory firm specializing in confidential full-service business sales and valuations for privately held small to mid-size companies valued at $1M-$10M, known for founder-led advisory and transparent, client-first approach.
Advisor profile
$350K–$10M · Austin, TX
Austin-based M&A advisory firm led by George Giles (CM&AP, CBI) specializing in main street and lower middle market business sales with a coaching-first approach that prioritizes value building and readiness assessments before bringing businesses to market.
Advisor profile
$1M–$25M · Cedar Park, TX
Lower-middle-market M&A advisory and business brokerage firm specializing in sell-side transactions for independent businesses and family-owned companies in the $1M-$25M+ TEV range, with deep strength in manufacturing, industrial services, and business services.
Advisor profile
$10M–$250M · Los Angeles, CA
Los Angeles-based middle-market M&A advisor specializing in consumer brands, software, healthcare, industrials, and media. Owned by MUFG; known for human-centric deal approach and sector-specific expertise.
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
$25M–$500M · San Francisco, CA
Full-service investment bank combining capital markets capabilities with focused M&A advisory across technology, healthcare, real estate, business services, and industrial sectors. Acquired by Citizens Financial Group in 2021.
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
$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
$1M–$10M · Bellevue, WA
Bellevue, WA-based business brokerage and commercial real estate firm operating under the Keller Williams franchise, serving lower middle market companies across the Puget Sound region with broad industry coverage.
Advisor profile
$10M–$100M · Boston, MA
Boutique investment bank founded in 1978, providing M&A advisory and private placement services to emerging growth and middle-market companies across food & beverage, manufacturing, technology, and media sectors.
Advisor profile
$1M–$50M · Green Bay, WI
Green Bay, Wisconsin-based M&A advisory firm specializing in sell-side transactions for manufacturing, distribution, business services, and healthcare businesses in the $1M-$50M revenue range. Founded by John P. Kelly, CBI, M&AMI, with a team that has closed 49 transactions at an 89% success rate.
Advisor profile
$5M–$100M · Westlake Village, CA
Full-service M&A advisory firm specializing in lower middle-market California businesses with $5M-$100M in revenue. Success-fee based model with 250+ completed transactions across manufacturing, distribution, healthcare, technology, and business services.
Advisor profile
$10M–$100M · Irvine, CA
Boutique investment bank providing M&A advisory and capital raise services to middle-market companies, with 350+ transactions closed and deep expertise across aerospace & defense, building materials, business services, and technology sectors.
Advisor profile
$5M–$100M · Los Angeles, CA
Los Angeles-based M&A advisory firm specializing in sell-side transactions for lower-middle market businesses ($5M-$100M revenue), with deep expertise in manufacturing, aerospace/defense, IT services, and professional services. Known for 86% close rate, institutional-quality processes, and pre-sale value maximization.
Advisor profile
$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
$100K–$40M · Springfield, MO
Southwest Missouri's premier business brokerage firm since 1982, specializing in sell-side advisory for main street and lower middle market businesses ($100K-$40M) with 223 transactions and $201M in aggregate value over the past decade.
Advisor profile
Larkspur, CA
Global investment banking and advisory boutique with merchant bank model, combining M&A advisory services with direct private equity investment through BayStar Capital funds.
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
$10M–$250M · Menlo Park, CA
Silicon Valley-based M&A advisory firm with 30+ years of experience specializing in technology, software, and IT services transactions, known for principal-only partner involvement and personalized 24/7 engagement management.
Advisor profile
$5M–$250M · Columbus, OH
Boutique healthcare investment bank founded in 2003, specializing in lower middle market M&A and capital raising for behavioral health, senior housing, RCM, and healthcare IT companies nationwide.
Advisor profile
$2M–$50M · Tampa, FL
Florida-based business brokerage firm specializing in $2M-$50M revenue business sales, with expertise in construction trades, healthcare practices, and environmental services. Led by Brian Stephens, MBA, CVA.
Advisor profile
$5M–$50M · Lincolnshire, IL
Boutique M&A advisory firm launched in 2025 by Mowery & Schoenfeld, offering integrated investment banking, tax, and wealth management services to middle-market companies in manufacturing, healthcare, technology, and consumer products.
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
$3M–$75M · Chicago, IL
Independent global mid-market investment bank specializing in M&A and debt advisory for $3M-$73M companies, with deep expertise in healthcare services (particularly physical therapy and dental), industrials, and business & technology services. 170+ professionals across 13 offices, closing 80+ deals annually.
Advisor profile
$1M–$30M · Orange County, CA
Full-service business brokerage and lower middle market M&A advisory firm serving privately held businesses with $1M-$30M in revenue across California, Nevada, and Texas.
Advisor profile
$5M–$100M · Westlake Village, CA
Boutique investment banking firm specializing in middle-market M&A advisory for owner-operated businesses in aerospace, manufacturing, construction, healthcare, and industrial sectors. Founded 1999, experienced in sell-side processes, recapitalizations, and management buyouts.
Advisor profile
$5M–$50M · New York, NY
Manhattan-based investment bank serving small and mid-cap companies since 2005, offering institutional-quality M&A advisory with global reach across 30 countries and $4 billion in aggregate transaction value.
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–$250M · Wayzata, MN
Boutique investment banking firm founded in 1998, specializing in sell-side M&A for closely held family- and founder-owned businesses in the $10M-$250M range. Known for exhaustive buyer outreach and emotionally intelligent approach to selling a life's work.
Advisor profile
$10M–$150M · West Hartford, CT
Lower middle market M&A advisor with 30+ years of experience, 450+ completed transactions, and $2B+ in client liquidity. Operates as part of Mariner Wealth Advisors, combining sell-side M&A expertise with integrated wealth planning.
Advisor profile
$10M–$200M · Richmond, Virginia
Independent boutique investment banking firm founded in 2007, specializing in sell-side M&A for closely-held private companies in the $10M-$200M range, with particular depth in healthcare services, business services, and specialty manufacturing.
Advisor profile
$3M–$50M · Delray Beach, FL
The leading M&A advisory firm exclusively serving outpatient rehabilitation clinics, with 150+ transactions representing 400+ clinics and $500M+ in total payouts to owners.
Advisor profile
$5M–$100M · New York, NY
Full-service investment bank specializing in emerging growth and small-cap companies, combining capital markets expertise with M&A advisory for healthcare, technology, and consumer businesses.
Advisor profile
$10M–$250M · Atlanta, GA
Atlanta-based M&A advisory firm serving the lower middle market since 2005, known for operating experience at the senior level and deep expertise in packaging, manufacturing, distribution, and food & beverage sectors.
Advisor profile
$10M–$250M · Wadsworth, OH
Cleveland-based middle market investment bank founded in 2000, specializing in $10M-$250M transactions across industrials, business services, and consumer sectors. Known for boutique-level principal engagement with institutional-quality processes and global buyer reach through Globalscope partnership.
Advisor profile
$10M–$300M · Westlake Village, CA
Middle market investment bank providing M&A advisory and valuation services to founder and family-owned businesses with $15M-$300M in revenues, combining deep valuation expertise with exhaustive buyer outreach.
Advisor profile
$2M–$500M · Dallas, Texas
Dallas-based boutique investment bank pioneering the Sniper Process®, a buyer-paid alternative to traditional M&A auctions for middle-market companies with $2M+ EBITDA across all industries except oil & gas and real estate.
Advisor profile
$2M–$150M · Newport Beach, CA
Lower-middle market M&A advisory firm founded in 2005, specializing in AEC/engineering, healthcare diagnostics, and logistics sectors with 41+ transactions representing $2B+ in value.
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
$3M–$100M · Fort Myers, FL
Healthcare-exclusive M&A advisory firm with 160+ transactions since 2006, specializing in home-based care, behavioral health, and autism/I/DD services. Operator-led team with deep expertise across healthcare subsectors.
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 · Santa Monica, CA
Boutique investment bank specializing in middle market M&A with deep expertise in consumer products, food & agriculture, business services, and cross-border transactions. Over 400 completed transactions and $25B in deal value since 2006.
Advisor profile
$2M–$200M · Sydney, Australia (multiple offices across Australia)
Australia's leading business brokerage firm specializing in mid-market transactions ($2M-$200M) since 1996, with 1,000+ completed transactions and nationwide coverage across 15+ offices.
Advisor profile
$1M–$50M · Westfield, NJ
North America's largest business brokerage network specializing in lower middle market M&A and Main Street business transitions, with $4.3B in transaction volume and 125+ offices across US and Canada.
Advisor profile
$1M–$50M · Clearwater, FL
North America's leading business brokerage franchise network with 125+ offices, specializing in lower middle market M&A advisory and main street business sales. Over $4.3 billion in completed transactions since 1994.
Advisor profile
$1M–$20M · Clearwater, FL
Largest network of business brokers and M&A advisors in North America, specializing in lower middle market M&A (EBITDA $1M+) with 38+ offices across US and Canada and $4.3B+ in completed transactions.
Advisor profile
$10M–$100M · Lewisburg, PA
Independent, boutique M&A firm serving lower middle market, family-owned companies for 20+ years with a relationship-centered, patient approach to business transitions.
Advisor profile
$1M–$25M · Louisville, KY
Full-service M&A advisory and business brokerage firm serving the lower middle market across Kentucky, Ohio, and Tennessee, combining local operator expertise with national franchise resources.
Advisor profile
$500K–$30M · Vancouver, BC
British Columbia's leading commercial real estate and business brokerage firm, providing M&A services for lower middle market companies ($500K-$30M) with unique expertise in transactions involving real estate components. Part of NAI Global's worldwide network of 7,000+ professionals across 55+ countries.
Advisor profile
$500K–$10M · Bedford, NH
New Hampshire's largest commercial real estate brokerage with a dedicated M&A and business brokerage practice, offering 50+ years of local expertise combined with global reach through NAI Global's 375+ office network.
Advisor profile
$5M–$50M · Dallas, TX
Dallas-based business valuation and M&A advisory firm specializing in middle-market transactions for trades, contractors, and service businesses with deep expertise in appraisal and deal structuring.
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
$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
$3M–$50M · Peachtree City, GA
Atlanta-based boutique investment bank specializing in sell-side M&A advisory for small and lower middle-market businesses, with a 95% success rate and 238+ completed transactions since 2006.
Advisor profile
$1M–$25M · New Bedford, MA
New England-based M&A advisory and business brokerage firm specializing in $1M-$25M transactions, with 200+ completed sales across manufacturing, distribution, food, electrical trades, and business services since 2000.
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
$15M–$250M · Atlanta, GA
Privately held investment bank and multi-family office founded in 2012, specializing in sell-side M&A for manufacturing, industrial services, building products, and consumer goods businesses in the $15M-$250M range. Completed 200+ transactions with senior banker attention throughout every engagement.
Advisor profile
$10M–$250M · New York, NY
Boutique investment banking firm dedicated exclusively to healthcare services M&A, with deep expertise in gastroenterology, emergency medicine, and physician practice management transactions since 1999.
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
$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–$1B · San Francisco, CA
The leading consumer-focused M&A advisory firm with 350+ transactions and $100B+ in deal value, specializing in restaurants, food & beverage, fitness, and beauty & wellness sectors.
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–$10M · Chicago, IL / Columbus, OH / Warren, PA
Lower middle market debt provider with $1B+ in commitments and 200+ transactions, financing PE-backed acquisitions, recapitalizations, and growth investments for companies with $2M-$10M EBITDA.
Advisor profile
$5M–$100M · Alexandria, VA
Boutique investment bank founded in 2002, specializing in Healthcare IT/Digital Health M&A advisory for lower middle market companies, with over $7 billion in transaction experience and significant cross-border capabilities.
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
$10M–$250M · San Diego, CA
Specialized middle market investment bank focused exclusively on sell-side M&A advisory for closely-held businesses in Business Services, Consumer, Healthcare, Life Sciences, Manufacturing & Distribution, and Technology sectors.
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
$200K–$5M · Kenmore, WA
Specialized practice transition advisor with 20+ years of experience and 200+ completed healthcare practice sales across dental, veterinary, chiropractic, and medical verticals nationwide.
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 · Southfield, MI
Middle-market investment bank with 30+ years of experience and 300+ completed engagements, specializing in sell-side M&A for plastics & packaging, industrials, and distribution companies, with global reach through CFI membership.
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
$500K–$20M · San Antonio, TX
San Antonio-based M&A advisory firm serving $2M-$20M revenue businesses across Texas, combining Fortune 500 deal rigor with personalized business brokerage. Specializes in professional services, healthcare, retail, and technology-enabled businesses.
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–$50M · Los Angeles, CA (primary) with offices in Las Vegas, Bangkok, Vancouver BC, Milan
Boutique M&A advisory firm specializing in healthcare (52 verticals) and EMRA sectors. Performance-only model with no retainers, 30-day renewable agreements. $7.5B+ in closed transactions since 1989 as affiliate of American Healthcare Capital.
Advisor profile
$5M–$50M · Vancouver, BC
Award-winning boutique M&A advisory firm serving Western Canada's lower middle market since 2005, specializing in sell-side transactions for businesses with $5M+ revenue across manufacturing, construction, distribution, and primary industries.
Advisor profile
$5M–$50M · Vancouver, BC
Award-winning boutique M&A advisory firm serving Western Canada's lower middle market since 2004, specializing in business sales with $5M+ enterprise values through a proprietary systematic process and global buyer network.
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–$250M · Williamsville, NY
Disciplined, regional M&A advisory firm specializing in sell-side transactions for founder-owned and family-owned manufacturing, industrial, and aerospace & defense businesses in the $20M-$150M+ range, with 500+ transactions since 1992 and genuine operational expertise.
Advisor profile
$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–$500M · Chicago, IL
Ranked #1 lower middle market investment bank by Axial (Q3 2025), Peakstone Group specializes in M&A advisory and capital raising for $10M-$500M revenue companies across 16 industries, with 40+ professionals, 10 offices nationwide, and hundreds of transactions completed.
Advisor profile
$15M–$120M · Denver, CO
Advisor profile
$1M–$50M · Charlevoix, MI
Michigan-based exit planning and business brokerage firm specializing in Main Street business sales and succession planning for owners over $1M in annual revenue.
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
$10M–$250M · Southfield, Michigan
Top-20 accounting firm's investment banking arm with 30+ years experience, 300+ engagements, and deep expertise in Plastics & Packaging, Healthcare, and Industrials across the lower middle market.
Advisor profile
$10M–$100M · Raleigh, NC
Partnership-focused lower middle market PE firm with $3.5B+ raised, 200+ portfolio companies, and dual strategies in structured capital and control buyouts targeting $10M-$100M revenue businesses.
Advisor profile
$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
$50M–$500M · San Francisco, CA
Mission-driven boutique investment bank specializing in higher education, healthcare, and nonprofit advisory services. Founded 1987 with offices in San Francisco and New York.
Advisor profile
$1M–$25M · St. Louis, MO
Full-service business acquisition firm specializing in confidential sale and purchase of privately held companies with $1M+ earnings, utilizing a proprietary 15-step methodology and multi-office presence across St. Louis, Las Vegas, and Florida.
Advisor profile
$5M–$250M · Minneapolis, MN
Minneapolis-based sell-side M&A advisory firm specializing in middle-market transactions for manufacturers, industrial services, healthcare, and technology companies. Founded 2003 with 20+ years of transaction experience.
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
$50M–$500M · Boston, MA
Boston-based full-service investment bank specializing in M&A advisory, capital raising, and strategic growth for emerging technology and media companies, with 24 years of experience and deep expertise in SaaS, retail/ecommerce, MediaTech, AdTech, and GovCon sectors.
Advisor profile
$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 · Bannockburn, IL
Middle market M&A advisory firm specializing in sell-side and buy-side transactions for business services, industrial, manufacturing, retail, technology, healthcare, and consumer companies in the $10M-$250M+ enterprise value range, with deep expertise in janitorial/facility services and founder-operated businesses.
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–$250M · St. Louis, Missouri
St. Louis-based middle-market investment bank specializing in M&A advisory for manufacturing, industrial services, and food & consumer companies with $10-250M revenues.
Advisor profile
$5M–$250M · Cincinnati, OH
Independent, lower middle market M&A advisor focused on personalized advisory and operational optimization across manufacturing, software, healthcare, and business services verticals.
Advisor profile
$1M–$100M · Wilmington, DE
Wilmington-based boutique investment bank specializing in middle-market M&A for companies $1M-$100M in sales, with 40 years of buy-side and sell-side transaction experience across technology, healthcare, manufacturing, and business 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
$25M–$350M · Chicago, IL
Premier Chicago-based boutique M&A advisory specializing in middle-market transactions ($25M-$350M TEV) with distinctive distressed M&A expertise, selling companies "not as-is, but as-best" through competitive buyer outreach.
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–$200M · Fairhope, Alabama
Lower middle market M&A advisory firm specializing in Southeastern businesses with $5M-$200M revenue, bringing 29 years of experience through predecessor The Reed Group, Inc. (1996). Focus on quality over quantity, selective representation of manufacturing, trades, construction, and distribution companies.
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
$1M–$50M · Anchorage, AK
M&A advisory for small and lower middle market businesses from entrepreneurs who've built, operated, and sold companies themselves—not career advisors. Based in Anchorage with national reach.
Advisor profile
$500K–$100M · Omaha, NE
Omaha-based business brokerage with 70+ transactions completed since 2013, specializing in selling privately held companies under $100M across manufacturing, distribution, healthcare, and business services. Voted Omaha's #1 Business Brokerage for 9 consecutive years.
Advisor profile
$5M–$100M · Providence, RI
Boutique middle-market M&A advisor specializing in sell-side transactions for manufacturing, healthcare services, and distribution businesses in the $5M-$100M range, known for senior partner engagement and 30+ years of operational expertise.
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
$2M–$40M · Denver, Colorado
Regional M&A advisory firm specializing in lower middle market business sales ($2M-$40M revenue) with a 96% success rate, founded by and staffed with experienced business owners across Colorado, Wyoming, and New Mexico.
Advisor profile
$1M–$50M · Carmichael, California
California-focused lower middle market M&A advisor specializing in $2M-$100M revenue businesses across manufacturing, construction, distribution, and healthcare sectors. Founder-led firm with 73+ completed transactions since 2006, emphasizing California regulatory expertise and confidential sell-side processes.
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
$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
Middle market investment bank specializing in capital raising for acquisitions, recapitalizations, and refinancings across corporate and PE sponsor clients, with 35+ years of experience and access to 700+ institutional capital providers.
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
$2M–$100M · Greater Sudbury & Barrie, Ontario
Independent Ontario-based boutique M&A advisory serving the lower middle market ($2M-$100M revenue) with deep regional expertise, exhaustive buyer outreach, and a strict confidentiality-first approach.
Advisor profile
$10M–$500M · New York, NY
Independent, 50+ year-old M&A advisory firm specializing in middle-market sell-side transactions ($10M-$500M) across healthcare, industrials, business services, consumer products, and logistics—known for senior-level expertise and client-centric, relationship-driven approach.
Advisor profile
$1M–$15M · Athens, GA
Founder-led lower middle market M&A advisory specializing in healthcare, industrials, and business services. No-retainer model with 50+ completed transactions across 10 states.
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
$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
$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–$250M · Waltham, MA
Boston-area boutique investment bank specializing in sell-side and buy-side M&A advisory for family-owned and privately-held businesses ($10M-$100M+ enterprise value) across manufacturing, industrial services, healthcare, and business services sectors.
Advisor profile
$5M–$200M · San Diego, CA
Southern California-based M&A advisory firm serving lower middle market business owners ($5M-$200M revenue) with institutional-quality sell-side, buy-side, and capital raising services. 30+ years of founder-operated excellence with a remarkable 97%+ deal close rate.
Advisor profile
$5M–$50M · Nashville, TN
Boutique M&A advisory firm specializing in sell-side advisory for founder-owned companies in healthcare services, software/SaaS, business services, and distribution sectors in the $5M-$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
$5M–$250M · Los Angeles, CA
AI-enabled investment bank focused exclusively on software and IT services M&A, with 200+ transactions and $20B+ in completed deals since 2009.
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
$5M–$100M · Cooper City, FL
Boutique Florida M&A advisory firm specializing in $5M-$100M lower middle-market transactions with 700+ deals and deep vertical expertise in healthcare, home services, and manufacturing.
Advisor profile
$250K–$3M · Tucson, AZ
Tucson-based business brokerage serving Arizona since 1990, specializing in confidential business sales and acquisitions in the $250K-$3M range across restaurants, services, healthcare, distribution, and light industrial sectors.
Advisor profile
$500K–$10M · Laguna Hills, CA
A unique MaaS advisory firm and network of intermediaries known for BIZCOMPS®, the authoritative database of 17,655+ Main Street and lower middle market transactions totaling $4.8B+, serving businesses under $10M in enterprise value.
Advisor profile
$10M–$500M · New York, NY
Specialized technology and software-focused M&A advisory firm founded in 2009, ranked #1 advisor for sell-side software deals in 2020, acquired by Lincoln International in 2022.
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–$250M · Houston, TX
Texas-based middle-market M&A advisory firm with 30 years of experience, specializing in sell-side and buy-side M&A for manufacturing, industrial, construction, and energy businesses in the $10M-$250M range. Known for institutional-quality process management and strong founder relationships.
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
$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–$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
$1M–$50M · Trevose, PA
Premier lower middle market M&A advisory firm serving $2M-$50M revenue companies, with deep expertise in manufacturing, healthcare, real estate, and business services. Operator-led team with 50+ completed transactions.
Advisor profile
$1M–$10M · Jacksonville, FL
Business valuation and exit planning firm serving Florida business owners, affiliated with Gateway Business Advisors for M&A transactions. Focus on valuation analysis, exit preparation, and value optimization advisory rather than direct deal execution.
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
$1M–$10M · Phoenix, Arizona
Physician-owned healthcare M&A firm specializing in medical practice transitions for $1M–$10M revenue practices. Led by the IBBA's only MCBI-certified healthcare specialist with 85% success rate and 24-state coverage.
Advisor profile
$1M–$10M · Atlanta, Georgia
Advisor profile
$1M–$50M · Las Vegas, NV
Las Vegas-based business brokerage and M&A advisory firm specializing in lower middle market transactions ($1M-$50M) with expertise in construction, healthcare, manufacturing, and technology sectors.
Advisor profile
$500K–$50M · Centerville, OH
Leading Dayton/Cincinnati business brokerage serving Main Street and lower middle market companies ($500K-$50M revenue) since 2005. Part of global Sunbelt Network with 200+ offices worldwide. Specializes in manufacturing, distribution, business services, and healthcare transactions.
Advisor profile
$50K–$50M · Independence, OH
The world's largest business brokerage network with 250+ offices and 1,400+ brokers, specializing in Main Street and lower middle market transactions ($50K-$50M).
Advisor profile
$300K–$5M · Calgary, AB
Calgary's leading business brokerage serving Main Street businesses with enterprise values from $300K-$5M, offering confidential sale processes with 98% purchaser success rate and access to national buyer network.
Advisor profile
$50K–$50M · Rancho Cucamonga, CA
Business brokerage firm serving California's Inland Empire, part of the global Sunbelt Network, specializing in Main Street and lower middle market business sales ($50K-$50M) across manufacturing, healthcare, services, and retail sectors.
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
$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
$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
$700K–$250M · New York, NY
Award-winning M&A firm specializing in lower middle market transactions across 7 industries. 80+ brokers, 40,000+ buyer database, 80+ closed deals, $250M+ in deal volume. Success-only fee structure.
Advisor profile
$10M–$500M · New York, Boston, Atlanta
Middle-market M&A advisory firm specializing in complex transactions for lower and core middle-market companies, with particular depth in business services, consumer, healthcare, and industrials sectors. 450+ transactions completed; 75% PE-focused.
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
$1M–$25M · Tallahassee, FL
Business brokerage division of established commercial real estate firm (founded 1990), providing integrated business sale and real estate transaction services to small and mid-sized companies across the Southeastern US.
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
$500K–$25M · Franklin, Tennessee
Boutique Tennessee business brokerage and M&A advisory firm serving the lower middle market with a success-only fee model—no retainers or upfront charges. Specializes in Main Street through $25M transactions across manufacturing, healthcare, business services, and retail.
Advisor profile
$10M–$500M · United States
Independent M&A advisory and management consulting firm specializing in sell-side and buy-side advisory, capital raising, and strategic advisory for lower and core middle market companies, founded on ethics-first principles.
Advisor profile
$5M–$500M · Pittsburgh, PA
Leading sell-side M&A advisor exclusively serving health care services businesses since 1998, with nearly 400 transactions and $5B+ in deal value across behavioral health, home care, hospice, HME, infusion, and health care staffing.
Advisor profile
$500K–$10M · Springdale, Arkansas
Full-service business brokerage firm serving the lower middle market across Arkansas, Oklahoma, Tennessee, and Missouri for over 30 years with nearly 900 completed transactions.
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
$5M–$100M · Greenville, SC
Established lower middle-market M&A advisory firm with 30+ years of experience, IMAP membership, and top-decile closing rates across hundreds of transactions.
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
$500K–$5M · Lake Oswego, OR
Oregon-based business brokerage firm specializing in small business transactions under $5M, offering personalized sell-side advisory services with CBI-certified expertise.
Advisor profile
$500K–$10M · Scottsdale, AZ
Scottsdale-based business brokerage and commercial real estate firm specializing in main street and lower middle market transactions since 1984, with dual expertise in business sales and real estate assets.
Advisor profile
$10M–$350M · Atlanta, GA
Atlanta-based boutique investment bank specializing in M&A advisory and capital raising for private, family-owned, and founder-led middle-market businesses ($10-350M revenue). Known for institutional-quality processes, operational credibility, and deep understanding of family business dynamics.
Advisor profile
$50K–$3.2M · Reno, Nevada
Northern Nevada's trusted business broker and M&A advisor specializing in small-to-mid-market business acquisitions, sales, and exit planning for entrepreneurs across diverse industries.
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
$3M–$100M · Tysons Corner, VA
Award-winning boutique M&A advisory firm specializing in sell-side transactions for lower middle market businesses since 2006, with 850+ deals closed, $3.5B+ in transactional value, and a 95% close rate.
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–$50M · Burlington, Ontario
Ontario-based boutique M&A advisory firm and business valuation consultant specializing in founder-owned and family-controlled businesses ($5M-$50M TEV) across food & beverage, manufacturing, distribution, and professional services. Led by ASA-credentialed Managing Partner with deep sector expertise and relationships with strategic and PE buyers.
Advisor profile
$3M–$40M · Albany, NY
Boutique M&A advisory and business brokerage firm specializing in sell-side M&A for owner-operated businesses ($3M-$40M revenue) across upstate New York and New England, known for owner-operator credibility and regional expertise.
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
$10M–$250M · Columbia, Maryland
Leading lower middle market investment bank specializing in M&A advisory for family-owned and entrepreneurial businesses, with 525+ transactions and $30B+ in transaction value. #1 ranked on Axial 2025.
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
$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
$5M–$100M · Clinton, CT
Premier boutique M&A advisory firm serving the lower middle market with $5M-$100M enterprise value focus, specializing in manufacturing, distribution, and business services transactions across New England and the Northeast. 20+ years, 500+ transactions completed.
Advisor profile
$5M–$100M · Clinton, CT
Boutique M&A advisory firm serving the lower middle market ($5M-$100M TEV) with over 20 years of experience, specializing in manufacturing, healthcare, distribution, and business services throughout the Northeast. Known for sealed-auction competitive process and comprehensive exit planning.
Advisor profile
$3M–$250M · Edina, MN
Boutique Minneapolis-based M&A advisory firm specializing in sell-side advisory for lower middle market businesses ($3M-$250M+ revenue) in manufacturing, business services, healthcare, and distribution across Minnesota and Wisconsin.
Advisor profile
$10M–$75M · Dallas, TX
Dallas-based boutique investment banking firm specializing in middle-market M&A advisory ($10M-$75M), founded 2015 by experienced institutional bankers, with track record across healthcare, manufacturing, technology, and environmental services.
Advisor profile
$5M–$250M · West Palm Beach, Florida
World's largest business brokerage firm with 45+ years of experience, 15,000+ transactions, and 250+ offices globally. Middle market M&A division handles $5M-$250M transactions across manufacturing, construction, distribution, healthcare, and business services.
Advisor profile
$500K–$15M · Phoenix, AZ
Phoenix office of the world's largest business brokerage franchise, specializing in main street and lower middle market business sales with $1M-$70M revenue focus across healthcare, business services, consumer services, and construction industries.
Advisor profile
$500K–$50M · Houston, TX
Leading business brokerage franchise serving Texas, New Mexico, and Wyoming with $500K-$50M transaction expertise across manufacturing, healthcare, oilfield services, and business services.
Advisor profile
$500K–$10M · Greenville, NC
A top-10 globally ranked Transworld franchise office serving Eastern North Carolina from Raleigh to the Coast, specializing in main street and lower middle market business sales with deep manufacturing, distribution, and construction expertise.
Advisor profile
$95K–$2M · Raleigh, NC
Business brokerage and M&A advisory firm specializing in small to mid-market business sales ($95K-$2M+) in the Research Triangle, with 45+ years of network expertise and integrity-driven approach.
Advisor profile
$500K–$10M · Houston, TX
Houston-based boutique M&A advisory firm specializing in confidential sales of Main Street and lower middle market businesses ($500K-$10M). Known for buy-side expertise, financial rigor, confidentiality discipline, and strategic business advisory beyond transaction execution.
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
$3M–$500M · Stamford, CT
Boutique investment bank specializing in sell-side and buy-side M&A for middle-market companies ($3M+ EBITDA), known for senior banker accountability, restructuring expertise, and cross-border capability across manufacturing, industrial services, technology, and specialty sectors.
Advisor profile
$10M–$75M · Seattle, WA
Boutique M&A advisory specializing in facilities services and building maintenance transactions ($10-$75M), with 45 years of deep industry expertise and 300+ completed transactions.
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
$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
$3M–$15M · El Segundo, CA
Lower middle market private equity firm (independent sponsor) targeting $3-15M EBITDA companies in business services, industrials, and consumer sectors. Founded 2025. NOT an M&A advisor—this firm is a capital provider/buyer.
Advisor profile
$5M–$50M · Kula, Maui, HI
Boutique Hawaii-based investment bank specializing in private placements, capital raises, and M&A advisory for small and mid-market businesses in the Pacific region.
Advisor profile
$1M–$25M · New York, NY
NYC-based business brokerage firm specializing in Main Street and lower middle market transactions ($1M-$20M revenue), led by serial entrepreneur Vishal Bharucha with expertise in manufacturing, e-commerce, professional services, and technology sectors.
Advisor profile
$1M–$25M · San Antonio, TX
Business brokerage and M&A advisory serving lower middle market companies ($1M-$25M TEV) in Texas and Oklahoma, with 75+ completed transactions and professional intermediaries holding CBI and M&AMI designations.
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
$200K–$10M · Fort Lauderdale, FL
North America's largest business brokerage franchise network since 1979, specializing in $200K-$5M transactions for family-owned and founder-operated businesses across all industries, with 50+ offices providing local expertise backed by national resources.
Advisor profile
$5M–$250M · Atlanta, GA
Independent boutique investment bank advising founder-owned and family-owned middle-market businesses ($5M-$250M TEV) on M&A, capital raising, and strategic advisory services across Business Services, Consumer, Healthcare, Industrial, and Technology sectors.
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
$1M–$250M · Yankton, SD
Boutique M&A advisory firm serving lower-middle market business owners in the $1M-$250M range, with particular strength in valuation methodology, business improvement advisory, and regional relationships across the Upper Midwest.
Advisor profile
$1M–$425M · New York, NY
Specialized buy-side M&A advisory firm with 650+ transactions ($14B+) across middle market, focused on identifying and facilitating acquisitions for PE firms and strategic buyers through proprietary DealStar Acquisition Search Process.
Advisor profile
$5M–$75M · Miami, FL
Boutique Miami-based investment banking firm specializing in M&A advisory, capital raising, and restructuring for lower middle-market companies ($5M-$75M+) in the US, Latin America, and Caribbean, with 25+ years experience and $800M+ in completed transactions.
Advisor profile
$5M–$100M · Portland, OR
Boutique investment banking firm specializing in sell-side M&A advisory for founder-owned manufacturing, technology, business services, and healthcare companies in the $5M-$100M range, with 35+ years of Pacific Northwest market expertise and principal investing capability.
Advisor profile
$5M–$20M · Irvine, CA
Lower middle market M&A advisory firm specializing in $5M-$20M TEV transactions, with 1,150+ completed deals since 2002. Four-principal team with founder-operator perspective, 80%+ success rate, and expertise across construction, manufacturing, healthcare, and business services.
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
$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
$500K–$25M · Dallas, TX
Dallas-based business brokerage firm founded in 1982, specializing in lower middle market business sales with 1,429+ completed transactions over four decades.
Advisor profile
$5M–$50M · Burlingame, CA
Independent investment bank founded in 1996, serving founder-owned businesses in the $5M-$50M range with senior-level M&A advisory, financial restructuring, and corporate finance services across technology, business services, healthcare, and manufacturing sectors.
Advisor profile
$10M–$250M · Atlanta, GA
Middle market M&A advisory firm with 30+ years experience serving business owners in sell-side transactions, PE recaps, and strategic acquisitions across diverse verticals from $10M-$100M+.
Advisor profile
$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–$500M · San Francisco, CA
Boutique investment bank (1998-2023) specializing in M&A advisory for emerging growth and small to mid-market companies, with particular expertise in technology, software, and digital media transactions.
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
$25M–$5B · San Diego, CA
Independent boutique investment bank specializing in sell-side M&A advisory for middle-market companies, with particular depth in consumer, restaurant, and industrial sectors throughout the Western US.
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
$2M–$30M · Seattle, WA
Pacific Northwest business brokerage firm serving $2M-$30M revenue companies with performance-based success fees, 3,000+ buyer network, and systematic sell-side processes.
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
$10M–$250M · Dallas, Texas
Dallas-based middle market investment bank specializing in sell-side M&A for businesses with $10M-$250M in revenue, generating well over $1 billion in client liquidity since the 1990s.
Advisor profile
$500K–$25M · Roswell, GA
Georgia-Florida business brokerage and M&A advisor serving small to mid-sized businesses since 2009, with expertise in sell-side representation, buy-side acquisitions, and financial intermediation across diverse industries.
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
$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
$100K–$5M · Toronto, ON
Dental and healthcare real estate advisory firm specializing in lease negotiations, practice startups, and practice transitions. An exclusive Henry Schein partner with 40+ years of collective experience.
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–$250M · Westport, CT
FINRA-registered middle market investment bank specializing in $20M-$250M sell-side M&A for founder-owned businesses, with deep expertise in healthcare, manufacturing, technology, and government services. Recognized by Axial as a Top 50 Healthcare M&A Advisor.
Advisor profile
$5M–$50M · New York, NY
New York-based family office and advisory firm with 45+ years of experience in real estate investment and strategic financial consulting, combining principal investment capacity with transaction advisory services.
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
$1M–$100M · Munich, Germany and Orlando, FL
Boutique M&A advisory firm specializing in sports, entertainment, and technology transactions, with bi-continental operations in Munich and Orlando and integrated with LEAD's global sports and health tech platform.
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
$5M–$100M · Houston, Texas
Houston-based investment bank providing M&A advisory and capital raising services with a quantitative approach, specializing in energy, environmental services, and industrial businesses in the lower middle market since 1998.
Advisor profile
$2M–$50M · Fargo, ND
Boutique M&A advisory firm founded in 2015, providing sale advisory, private placements, and strategic advisory services to middle market companies with demonstrated expertise in dental marketing and healthcare services.
Advisor profile
$30M–$500M · Palo Alto, CA
Global independent investment bank specializing in M&A and financings for emerging growth technology companies in the $30M-$500M enterprise value segment, with deep expertise in software, hardware, semiconductors, health tech, and digital media.
Advisor profile
$1M–$10M · Sarasota, FL
Sarasota-based boutique M&A advisory and business brokerage specializing in integrated exit planning, valuation, and transaction management for $1M-$10M EBITDA businesses, founded by serial entrepreneur Doug Sullivan.
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
$500K–$10M · Balmain, NSW
Australia's leading business brokerage with 47,000+ buyers and ~700 completed transactions. National team of 40+ brokers specializing in $1M+ business sales across healthcare, professional services, manufacturing, retail, and accommodation sectors.
Advisor profile
$1M–$50M · Melbourne, Australia
Australia's most successful agency for selling $1M+ businesses with a unique Triple Guarantee, 47,000+ buyer database, and specialist expertise in healthcare, accommodation, and manufacturing sectors across all Australian states.
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
$5M–$100M · Mamaroneck, NY
Independent FINRA/SEC-registered investment bank serving lower middle-market companies ($5M-$100M TEV) across technology, healthcare, consumer, and industrial sectors, with specialized cross-border capabilities in Israel/Europe and Caribbean/Latin America.
Advisor profile
$5M–$100M · Singapore (with San Jose, CA presence)
Boutique investment bank founded in 2008, providing M&A advisory, business valuation, and corporate finance services to early and growth stage companies in healthcare and technology sectors, with cross-border presence in Singapore and the United States.
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.
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.