500 public firms currently signal active focus in process manufacturing. Use this page to scan concentration by state, compare size orientation, and branch into more specific local views.
Firms
500
Deal range
$50K–$23B
Top cities
New York, Chicago
Updated
3/14/2026
The Process Manufacturing 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
$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
$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
$5M–$100M · Newport Beach, California
Newport Beach-based boutique investment bank specializing in sell-side M&A for food, beverage, and consumer products companies in the lower middle market ($5M-$100M revenue range).
Advisor profile
$10M–$150M · Ocean City, NJ
Specialized M&A advisory firm focused exclusively on environmental and energy industries for 25+ years, with deep expertise in waste management, recycling, oil & gas, and water treatment sectors in the $10M-$150M revenue range.
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
$10M–$250M · Stamford, CT
Independent, employee-owned investment bank specializing in cross-border M&A, capital markets, and special situations transactions with deep expertise in metals & mining, agriculture, defense & security, and energy transition sectors.
Advisor profile
$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
$10M–$150M · New York, NY
Boutique investment banking and M&A advisory firm founded in 1998, providing personalized M&A advisory services to middle-market business owners with focus on business services, manufacturing, and financial services sectors.
Advisor profile
$3M–$100M · Bellevue, WA
Pacific Northwest-focused M&A advisory firm specializing in sell-side advisory for manufacturing, distribution, and service companies with $3M-$100M revenue, known for operational expertise and disciplined 7-step process.
Advisor profile
$5M–$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
$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
$15M–$500M · Chicago, IL
Independent boutique investment bank specializing in capital advisory and private placements for middle-market companies and real estate ventures seeking growth capital, acquisitions, and recapitalizations.
Advisor profile
$500K–$100M · Los Gatos, CA
Northern California business broker specializing in lower-middle-market M&A for distribution, manufacturing, and service businesses with revenues of $500K-$100M.
Advisor profile
$10M–$250M · New York, NY
Veteran-owned investment bank with M&A advisory capabilities specializing in aerospace, defense, industrial, and consumer sectors in the middle market.
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
$50M–$500M · Houston, TX
Houston-based M&A advisory boutique founded in 2007, specializing exclusively in upstream, midstream, downstream, chemicals, and power transactions with $50M-$500M enterprise value. Senior bankers average 25+ years of energy experience as both advisors and operators.
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
$100K–$10M · Houston, TX
Texas-based business brokerage firm with 1,000+ transactions completed since 1976, specializing in selling privately-held businesses valued between $100K and $10M across manufacturing, distribution, retail, and business services.
Advisor profile
$20M–$200M · Minneapolis, MN
Minneapolis-based boutique M&A advisor specializing in $20M-$200M revenue companies across manufacturing, logistics, and technology, known for personal principal-level engagement and exhaustive buyer processes.
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–$500M · New York, NY
Specialized investment banking firm exclusively focused on agribusiness M&A since 1983, with deep expertise in seed genetics, agricultural chemicals, and consolidation transactions across the sector.
Advisor profile
$10M–$500M · New York, NY
Independent New York-based investment banking firm with 33+ years of experience advising middle-market companies ($20M-$1B revenue) on M&A, capital raising, and restructuring across industrial, healthcare, technology, and consumer sectors.
Advisor profile
$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
$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
$5M–$2B · Miami, FL
Specialized financial advisory firm providing restructuring, financing, and distressed M&A advisory for complex situations, with deep expertise in real estate and energy sectors.
Advisor profile
$1M–$100M · Kennesaw, GA
Boutique M&A advisory firm led by Pat McDonald, specializing in B2B services, manufacturing, and distribution companies up to $100M TEV, with over 36 years of lower middle market experience.
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
$1M–$250M · Mandeville, Louisiana
Specialist M&A advisory firm exclusively focused on construction materials industry (ready-mixed concrete, aggregates, concrete products, asphalt). 125+ transactions, 700+ valuations, 44+ states coverage.
Advisor profile
$3M–$100M · Maumee, OH
Boutique M&A advisory firm specializing in lower middle market manufacturing and industrial businesses ($3M-$100M revenue) with 30+ years of partner expertise and 35+ completed transactions in precision manufacturing, aerospace, automotive suppliers, and industrial services.
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
$5M–$50M · Louisville, Kentucky
Boutique M&A advisory firm specializing in lower middle market transactions ($5M-$50M+) for manufacturing, distribution, professional services, and business services companies, with 50+ closed deals and 92% close rate.
Advisor profile
$50K–$5M · Lehi, UT
Utah's premier business brokerage firm specializing in small business sales with 500+ transactions completed since 2003. Known for extensive CBI-certified team, active SBA financing assistance, and main street business expertise.
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–$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
$10M–$6B · Independence, Missouri
Mid-market M&A advisor specializing in sell-side and buy-side transactions for companies valued $10M-$6B, with founder-operator team and focus on energy, manufacturing, and industrial services.
Advisor profile
$1M–$100M · Bloomfield Hills, MI
Boutique M&A advisory firm specializing in lower middle market transactions for manufacturing, technology, and specialty finance companies, with founder-led engagement and 40+ years of transaction experience.
Advisor profile
$5M–$100M · 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
$20M–$500M · West Palm Beach, Florida
Specialized boutique investment bank focused on cross-border M&A between the United States and Europe, with particular expertise in France-US transactions. Transactions range from $20M-$500M with 150+ completed deals worth $17B+.
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
$5M–$75M · Oklahoma City, Oklahoma
Oklahoma-based M&A advisory and business broker specializing in small-to-mid-market exits in oilfield services, industrial manufacturing, and energy companies, with 20+ years of founder-operator experience.
Advisor profile
$5M–$50M · Dallas, TX
Boutique M&A advisory firm specializing in lower middle-market transactions ($5M-$50M) for business owners and corporate clients across business services, manufacturing, technology, and energy sectors.
Advisor profile
$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
$1M–$25M · Bend, OR
Sell-side business brokerage and M&A advisory exclusively representing $1M-$25M revenue businesses, with proactive outreach to 250+ buyers per engagement and pure success-fee compensation.
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–$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
$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
$5M–$100M · Des Moines, IA
Des Moines-based investment banking firm specializing in M&A advisory, business valuation, and ESOP consulting for Midwest middle-market manufacturing, distribution, and construction companies.
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 · Fort Wayne, IN
Indiana-based M&A advisory firm founded in 1983, specializing in sell-side transactions for manufacturing, distribution, and business services companies in the $1M-$50M range, with 40+ years of experience and 20+ year affiliation with Generational Equity.
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–$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
$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
$10M–$150M · Chicago, IL
Chicago-based boutique investment bank specializing in sell-side and buy-side M&A for middle-market companies in building products, chemicals & materials, food & beverage, and industrials sectors.
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
$5M–$100M · San Francisco, CA
Boutique sell-side M&A advisor for middle-market companies ($5M-$100M+) in the Western US, founded by respected principals with 30+ years each, known for deep PE relationships and non-traditional buyer sourcing.
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
$500K–$20M · Winnipeg, MB
Winnipeg-based M&A advisory serving lower middle market businesses ($500K-$20M TEV) throughout Western Canada since 2004, with deep expertise in insurance brokerage, manufacturing, construction, and family business transitions.
Advisor profile
$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
$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
$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
$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
$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
$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
$5M–$300M · Miami, FL
Established boutique M&A advisory firm specializing in founder-owner exits in the lower-to-middle market ($5M-$300M), with 47 years of consistent transaction execution and deep relationships across manufacturing, retail, and business services sectors.
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–$150M · Guilford, CT
Boutique M&A advisory firm specializing in electronics interconnect, manufacturing, and industrial sector transactions, known for negotiation expertise and sector-specific deal tracking.
Advisor profile
$1M–$5M · Minnetonka, MN
Midwestern private equity firm with 20-year track record investing in and partnering with lower middle-market businesses ($1-5M EBITDA) across business services, manufacturing, and niche sectors. Known for founder-friendly partnerships, operational expertise, and flexible transaction structures.
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
$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
$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
$10M–$1.5B · New York, NY
Boutique investment banking and M&A advisory firm with 40+ years of Wall Street experience specializing in complex M&A, integration advisory, and strategic transactions in energy, mining, technology, and transportation sectors.
Advisor profile
$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
Kingwood, TX
Business brokerage firm founded in 2009 specializing in main street business transactions with 70+ years combined team experience. Focus on win-win transactions with thorough transition planning for businesses under $5M in value.
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
$250K–$5M · Tulsa, OK
Tulsa-based business brokerage firm affiliated with Sunbelt network, specializing in sell-side advisory for manufacturing and lower middle market businesses since 1996.
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
$500K–$10M · Birmingham, AL
Independent business brokerage and M&A advisory firm specializing in sell-side and buy-side advisory for main street and lower-middle-market businesses in the Southeast, with 32-year track record and expertise in manufacturing, automotive, HVAC, and service sectors.
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
$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
Over $5M · Dallas, TX
Dallas-based boutique M&A advisory firm specializing in on-demand hourly consulting for sellers and buyers in already-identified transactions across manufacturing, distribution, and business services.
Advisor profile
$5M–$250M · 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
$5M–$100M · Dallas, TX
Dallas-based boutique investment banking and merchant banking firm focused exclusively on energy and natural resources, providing strategic advisory, capital raising, and M&A services to micro-cap and small-cap energy companies.
Advisor profile
$500K–$15M · Lyman, South Carolina
Independent business brokerage and M&A advisory serving Carolinas lower middle market since 2003, combining operational turnaround expertise with exit strategy planning for businesses up to $15M revenue.
Advisor profile
$20M–$500M · Milwaukee, Wisconsin
Middle-market investment banking firm specializing in $20M-$500M M&A transactions, particularly in industrials, business services, and consumer sectors. A CIBC subsidiary combining boutique-level attention with global resources, having completed 200+ transactions worth $20B+ in the last five years.
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
$40M–$5B · Chicago, IL
Global independent investment banking advisory firm founded by former Lazard, Morgan Stanley, and Deutsche Bank partners, specializing in cross-border M&A, restructuring, and capital raising for manufacturing, healthcare, and TMT sectors.
Advisor profile
$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
$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
$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
$1M–$100M · Grand Rapids, MI
Nationally recognized lower middle-market M&A advisory firm ($1-100M EV) specializing in sell-side, buy-side, and valuation services for manufacturing, construction, distribution, and service businesses. Known for technology-driven buyer outreach and high-volume deal execution.
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
$10M–$250M · Cleveland, OH
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
$3M–$50M · Irvine, CA
Investment banking and financial advisory firm founded in 1992, specializing in private placements, M&A, and growth financing for emerging companies with over $230 million in assisted transactions.
Advisor profile
$10M–$275M · Norwalk, Connecticut
Norwalk-based boutique corporate finance advisor specializing in M&A and financing for lower-middle market companies ($5M-$300M range) across manufacturing, logistics, healthcare, and specialty finance.
Advisor profile
$5M–$250M · Asheville, NC
Boutique investment bank specializing exclusively in automotive aftermarket and autotech M&A, known for complex multi-party transaction expertise and deep industry buyer networks.
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 · New York, NY
Boutique M&A advisory firm specializing in privately negotiated, confidential transactions for privately held middle market companies since 2007, with deep expertise in personal care contract manufacturing, industrial services, and telecommunications infrastructure.
Advisor profile
$25M–$250M · Southport, CT
Boutique M&A advisory firm specializing in $25M-$250M founder-led and family-held businesses, with deep expertise in manufacturing, HVAC, food & beverage, and consumer products across 38+ years of transactions.
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
$5M–$100M · Greenwich, CT
Specialized investment bank focused exclusively on energy and mining sectors since 2001, providing creative capital structures, technical due diligence, and principal investment for natural resource companies worldwide.
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
$3M–$150M · Schaumburg, IL
Established middle market M&A advisor since 1954 with 2,400+ transactions completed. No upfront fees, senior-level-only service, deep expertise in transportation, IT, and manufacturing sectors for $3M-$150M businesses.
Advisor profile
New York, NY
Manhattan-based financial advisory and valuation firm combining M&A transaction expertise with defensible valuation analysis, litigation support, and restructuring advisory since 1988.
Advisor profile
$10M–$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
$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
$5M–$50M · Loveland, CO
Colorado-based boutique M&A advisory firm specializing in lower middle-market energy and industrial services companies since 2002, with deep expertise in oilfield services, manufacturing, and transportation logistics.
Advisor profile
$50M–$500M · Chicago, Illinois
Chicago-based middle market investment bank specializing in sell-side M&A for family-owned and privately held businesses in the $50M-$500M range, with deep expertise across agriculture & food, industrial manufacturing, healthcare products, software, and business services sectors.
Advisor profile
$10M–$500M · Geneva, Switzerland
Global midmarket M&A advisory firm with 500+ professionals across 34 countries, specializing in cross-border transactions. Founded in 2004, closed 300+ deals worth EUR 19 billion+ in 2025. Expertise across business services, consumer, healthcare, industrials, technology, and energy sectors.
Advisor profile
$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
$1M–$25M · New Bedford, MA
New England-based business intermediary firm specializing in $1M-$25M sell-side transactions for manufacturing, distribution, and business services across Massachusetts, Rhode Island, and Connecticut.
Advisor profile
$1M–$10M · Seattle, WA
Boutique lower-middle-market M&A advisory firm specializing in sell-side transactions for manufacturing, construction, and B2B services businesses, with a founder-operator perspective on intrinsic business value.
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
$2M–$80M · Chicago, IL
Debt placement firm specializing in senior debt and mezzanine financing for middle-market companies. NOT an M&A advisor—outsources sell-side representation to affiliates.
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
$500K–$30M · Brattleboro, VT
New England's largest regional business brokerage and M&A advisor since 1976, having completed approximately 1,200 transactions ranging from $500K to $30M. Specializes in manufacturing, distribution, retail, hospitality, and service businesses throughout Vermont, New Hampshire, Massachusetts, and Maine.
Advisor profile
$1M–$100M · Walnut, CA
Los Angeles-based M&A advisory specializing in business exits ($1M-$100M+) and IPO incubation for growth companies, with expertise in e-commerce, cross-border transactions, and operational turnaround.
Advisor profile
$10M–$500M · El Segundo, CA
Full-service M&A advisory and investment banking firm specializing in middle market transactions ($10M-$500M) across manufacturing, aerospace & defense, healthcare, technology, and transportation, combining investment banking execution, deal sourcing/origination, private capital investing, and independent valuation services.
Advisor profile
$10M–$250M · Southport, CT
Boutique M&A advisory firm specializing in environmental services, aerospace/defense, manufacturing, and maritime industries. Award-winning advisor with 20+ years experience facilitating transactions for middle-market companies ($10M-$250M TEV).
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
$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
$5M–$100M · Paris, New York
Franco-American boutique M&A advisory firm specializing in cross-border mid-market transactions (€5M-€100M) across technology, industrial, and consulting sectors with offices in Paris and New York.
Advisor profile
$10M–$600M · Charlotte, NC
Middle-market M&A advisor (part of Forvis Mazars) specializing in sell-side advisory, due diligence, and transaction services for businesses valued $1M-$600M and PE funds with $500M-$20B AUM.
Advisor profile
$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
$10M–$250M · Huntersville, NC
Institutional M&A advisory firm specializing in sell-side advisory, buy-side representation, and capital raising for lower middle market companies ($10M-$250M TEV) with particular expertise in distribution, business services, industrial, and technology sectors.
Advisor profile
$10M–$300M · Huntersville, NC
Charlotte-based boutique M&A advisory specializing in sell-side and buy-side advisory for lower middle market manufacturing, distribution, and business services companies ($10M-$250M+).
Advisor profile
$5M–$50M · 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
$250K–$50M · Scottsdale, AZ
Arizona-based boutique M&A advisory and business brokerage firm serving Main Street and lower middle market transactions ($500K-$10M EBITDA) with a flat-fee model and integrated deal team approach.
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
$1M–$20M · Calgary, Alberta
Calgary-based boutique M&A advisory firm providing hands-on guidance for business owners transitioning their companies through sale or acquisition, with access to international buyer networks through the Business Succession Group.
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–$1.5B · Grosse Pointe Farms, MI
Specialized investment banking firm focused on automotive suppliers and financial institutions, with institutional-quality deal execution and deep industry expertise across both sectors.
Advisor profile
$500K–$10M · Newport Beach, CA
Southern California M&A advisory and business brokerage specializing in confidential sell-side advisory for manufacturing, distribution, and service-oriented businesses in the $1M-$50M revenue range.
Advisor profile
$25M–$500M · New York, NY
Boutique investment bank specializing in restructuring, M&A advisory, and liability management for complex, transformational transactions in the $25M-$250M range and above.
Advisor profile
$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
$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–$1.5B · New York, NY
Global M&A advisory firm specializing in industrial technology and life sciences companies, with 275+ industrial and 100+ life sciences transactions completed since 1992.
Advisor profile
$500K–$10M · Raleigh, NC
Raleigh, NC-based business brokerage firm specializing in main street and lower middle market transactions ($500K-$10M). Founded in 2003, with 484 completed transactions across 51 industries. Led by Jeff Snell, Lifetime Master Certified Business Intermediary.
Advisor profile
$5M–$100M · Dallas/Fort Worth, TX
Dallas-based boutique investment bank specializing in sell-side and buy-side M&A advisory for family-owned and founder-owned companies in manufacturing, industrials, business services, and software/technology sectors with $5M-$100M in revenue.
Advisor profile
$1M–$25M · Lancaster, PA
Pennsylvania-based business intermediary advisory firm serving the lower middle market ($1M-$25M TEV) with comprehensive value-building services, business valuations, and sell-side M&A representation since 2015.
Advisor profile
$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
$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–$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–$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
$1M–$25M · Burlington, Ontario
Ontario-based business brokerage serving the Main Street to lower mid-market ($1M-$25M TEV), distinguished by deep entrepreneurial operating experience, comprehensive value enhancement, and access to 7,000+ buyers through custom identification and international networks.
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
$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 · Edmonds, WA
Female-owned M&A advisory and business brokerage firm serving the lower middle market ($5M-$100M TEV) since 2007, with expertise in manufacturing, technology, and business services transactions nationwide.
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$3M–$300M · Plano, TX
Boutique investment bank specializing in middle market M&A with 85+ transactions and $11B+ in deal value. Ranked #4 by Axial, Managing Partner-level attention, energy/industrial/technology expertise.
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
$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
$500K–$10M · Lakeland, FL
Central Florida M&A advisory firm serving $500K-$10M transactions since 2005, specializing in business sales with investment bank-style process and founder-centric advisory approach.
Advisor profile
$5M–$500M · Raleigh, NC
FMI Capital Advisors is a leading investment banking firm exclusively serving the built environment (engineering, construction, building materials, energy), with 800+ completed transactions and deep expertise in mid-market M&A and ownership transitions.
Advisor profile
$10M–$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
$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
$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
$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
$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
$1M–$2.5M · Clarklake, MI
Michigan-based corporate advisory firm specializing in business brokerage and M&A for manufacturing and industrial businesses in the $1M-$2.5M range, founded by former banking executive with 30+ years of financial services 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
$5M–$50M · Pittsburgh, PA
Pittsburgh-based family office investor focused on control equity acquisitions in lower middle market niche manufacturing, value-added distribution, and business services ($5M-$50M revenue target).
Advisor profile
$500K–$20M · Alpharetta, GA
Turnaround and restructuring advisory firm specializing in distressed small businesses, merchant cash advance restructuring, and financial stabilization through a structured three-phase framework.
Advisor profile
$5M–$50M · Chagrin Falls, Ohio
Lower middle market private equity firm focused on acquiring niche manufacturers and industrial distributors with $1M-$10M EBITDA, emphasizing people-centric value creation and hands-on operational partnership. NOTE: This is a PE buyer, not an M&A advisor.
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
$5M–$100M · Minneapolis, Minnesota
Preeminent lower-middle market M&A advisory firm specializing in sell-side transactions across manufacturing, healthcare, technology, and industrial services—recognized in Axial's Top 5 LMM League Tables.
Advisor profile
$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
$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
$5M–$100M · Boise, ID
Boutique investment banking firm specializing in sell-side M&A advisory and capital formation for small-to-medium businesses, with particular expertise in agriculture and farmland transactions.
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–$40M · Carrollton, TX
Leading DFW business brokerage firm specializing in lower middle market and main street business sales, with 20+ years serving Texas business owners and a 90% closing ratio.
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
$1M–$15M · Roswell, GA
Georgia-based business brokerage and M&A advisory firm founded in 1979, specializing in confidential sale of manufacturing, distribution, and service businesses with emphasis on privacy and long-term client relationships.
Advisor profile
$500K–$50M · Bethpage, NY
Boutique, commission-only M&A advisory firm specializing in technology, manufacturing, and distribution businesses with $500K-$50M+ EBITDA, known for founder expertise, personalized service, and platform-based buyer network.
Advisor profile
$10M–$200M · Irvine, CA
West Coast middle-market investment bank (founded 1984) specializing in sell-side M&A advisory for manufacturing, software/SaaS, distribution, aerospace, and services companies in the $10M-$200M revenue range.
Advisor profile
$700K–$10M · Sudbury, MA
Eastern Massachusetts business brokerage firm specializing in confidential transactions for small-to-mid-market business owners ($700K-$10M revenue), known for professional marketing and discreet handling.
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
$5M–$500M · Milwaukee, WI
Specialized M&A advisory firm exclusively focused on chemicals, specialty materials, and life sciences industries. 150+ completed transactions with deep expertise in complex chemical industry deals.
Advisor profile
$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
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
$10M–$100M · Charlotte, NC
Investment banking affiliate of a 135+ person CPA firm providing integrated exit planning and M&A advisory for $10M-$100M privately-held companies, leveraging comprehensive tax, accounting, and transaction advisory services.
Advisor profile
$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
$25M–$350M · Houston, TX
Leading middle market M&A advisory firm specializing in sell-side transactions for entrepreneurs and family businesses in manufacturing, industrial services, energy, and professional services sectors ($25M-$350M+ TEV). 760+ transactions since 1990 with 100% referral-based business model.
Advisor profile
$15M–$200M · Stamford, CT
Lower-middle market private equity firm specializing in family-owned manufacturing, industrial services, and engineered products companies with $15M-$200M revenues.
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
$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
$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 · Tulsa, OK
National M&A advisory firm founded in 1986, specializing in sell-side representation for founder-owned businesses in the $1M-$100M+ range across energy, manufacturing, distribution, and business services. 1,200+ transactions with 86% closing rate.
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
$1M–$100M · Lincolnshire, IL
Lower middle market M&A advisory firm specializing in manufacturing, distribution, and service businesses with $1-$100M enterprise value, backed by 40+ years of operational experience.
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
$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 · Seattle, WA
Boutique investment bank serving founder-owned middle-market companies ($10M-$250M TEV) with global reach through CDI Global partnership, specializing in technology, manufacturing, and business services transactions.
Advisor profile
$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–$300M · Chicago, IL
Middle-market investment bank founded in 2001, specializing in M&A advisory and capital raising for manufacturing, distribution, building products, energy, and real estate companies with $10M-$300M transaction values. Known for operational expertise, dedicated research capability, and institutional-quality processes.
Advisor profile
$10M–$75M · Dallas, TX
Dallas-based private equity firm (not an M&A advisor) investing $10M-$75M in founder-owned manufacturing, industrial, and business services companies.
Advisor profile
$25M–$500M · Long Beach, CA
Specialized aerospace and defense investment bank exclusively focused on M&A advisory for privately held businesses in the $25M-$500M range, with deep expertise across the A&D value chain from precision manufacturing and surface treatment to space propulsion and government services.
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
$2M–$20M · Chesterfield, MO
Midwest boutique investment firm advising founder-owned and family businesses ($2M-$20M revenue) on sell-side M&A. Founder-led, personally managed transactions.
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
$650K–$3M · Chicago, IL
Chicago-based acquisition company seeking to acquire one lower-middle market business in engineering, manufacturing, or technology. Founder-led, search fund model with strong operational expertise.
Advisor profile
$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
$5M–$100M · Chicago, IL
Boutique investment bank exclusively focused on MedTech M&A, with deep expertise in medical device contract manufacturing, orthopedics, and surgical instrumentation. The firm's buy-side heritage gives them unique "buyer's eye" insight for sell-side engagements.
Advisor profile
$25M–$300M · Dallas, Texas
Dallas-based lower middle market M&A advisor with 300+ transactions and $2B+ in aggregate value, ranked #8 in Axial's 2023 Top 25 LMM Investment Banks. Known for exhaustive buyer outreach and 92.5% success rate with clients typically closing above initial valuation ranges.
Advisor profile
$10M–$250M · Chicago, IL
Specialist investment bank founded in 2009, focused exclusively on food and agriculture M&A and capital raising. 200+ transactions representing $15+ billion in total consideration, with deep expertise across farm inputs, processing, distribution, and grocery retail.
Advisor profile
$10M–$250M · Cleveland, OH
Boutique Cleveland-based M&A advisor specializing in residential services, commercial & industrial services, and specialty manufacturing with 500+ transactions closed and 60+ years of combined expertise.
Advisor profile
$10M–$100M · Metairie, Louisiana
New Orleans-based M&A advisory firm founded in 1994, specializing in sell-side and buy-side transactions for family-owned and closely-held businesses across manufacturing, forest products, energy services, transportation, and healthcare industries in the Gulf South region.
Advisor profile
$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
$10M–$1B · Woburn, MA
Nationally recognized boutique investment bank specializing in lower middle market M&A with 93.2% closing rate and no-retainer policy; 200+ transactions completed across construction, manufacturing, food & beverage, and business services.
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
$10M–$100M · New York, NY
Lower-middle market private equity firm specializing in family-owned manufacturing, distribution, and industrial services businesses with long-term hold periods and founder-friendly partnership approach.
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–$200M · Austin, TX
International investment banking firm specializing in lower middle market M&A advisory for manufacturing, industrial, distribution, and specialty services businesses, with 350+ completed transactions since 2010.
Advisor profile
$5M–$100M · Westlake Village, CA
Los Angeles-based M&A advisory and business brokerage firm specializing in lower middle market manufacturing, distribution, and business services. Founded by Lutz Lehann (CEPA, CM&AP, M&AMI), the firm combines 30+ years of international business experience with hands-on exit planning to help business owners achieve successful exits.
Advisor profile
$5M–$50M · Durham, NC
Newly founded (2024) sell-side M&A advisory firm specializing in lower mid-market transactions for blue-collar and industrial businesses, built on a lean operating model and success-based fee structure.
Advisor profile
$10M–$100M · Tampa, FL
Lower middle market private equity firm ($10M-$100M revenue focus) with 160+ transactions across 60+ industries, emphasizing operational value creation and platform consolidation strategies in niche manufacturing and industrial services.
Advisor profile
$50M–$5B · Chicago, IL
The largest independent investment bank solely dedicated to the clean economy, providing M&A, capital markets, and strategic advisory across utility-scale renewable power, distributed energy, low-carbon molecules, and sustainable technologies since 1999.
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–$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
$500K–$5M · Weston, FL
Boutique M&A advisory and business brokerage serving Florida small and mid-sized businesses, with bilingual capability and cross-border transaction expertise between U.S. and Latin American markets.
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
$10M–$250M · Atlanta, Georgia
Atlanta-based M&A advisory firm specializing in lower-middle-market sell-side transactions for family- and founder-owned businesses since 1991, with 500+ transactions completed and $500M+ in total value created.
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
$5M–$50M · Raleigh, NC
Leading lower-middle market M&A advisory firm specializing in $5M-$50M blue-collar and essential services businesses, with 450+ transactions completed since 2001 and a 95% success rate.
Advisor profile
$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–$20M · Winston-Salem, NC
Leading M&A advisor and business broker in North Carolina's Piedmont Triad region, specializing in manufacturing, industrial services, distribution, and construction businesses with an exceptional 81% closing ratio.
Advisor profile
$500K–$10M · Mukwonago, WI
Wisconsin business brokerage franchise specializing in lower middle market M&A and main street business sales, with focus on manufacturing, construction, retail, and business services transactions from $500K to $10M+ enterprise value.
Advisor profile
$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
$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–$250M · Austin, TX
Technology-focused investment banking firm providing M&A and capital raising advisory services for SaaS, specialty manufacturing, and tech-enabled businesses in the $10M-$250M range, with global reach from regional offices across the U.S.
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
$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
Over $500K · Lincoln, NE
Lincoln-based full-service business brokerage specializing in confidential sales and acquisitions of main-street businesses across Nebraska and surrounding regions, founded by experienced entrepreneurs with hands-on operating background.
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–$250M · Charlotte, NC
Specialized investment banking firm focused exclusively on food, forestry, and agribusiness M&A, running discreet sell-side processes and comprehensive buy-side advisory for middle-market companies across the entire value chain from inputs to downstream products.
Advisor profile
$2M–$15M · Fort Lauderdale, FL
Independent sponsor and alternative asset manager acquiring and operating U.S. manufacturing and distribution businesses under a long-term hold model, with 6 acquisitions in 3 years and Axial's #1 ranking for 2025.
Advisor profile
$100K–$5M · Eugene, OR
Oregon-based main street business brokerage and certified appraisal firm specializing in businesses under $5M, with expertise in restaurants, retail, manufacturing, and automotive services across the Willamette Valley.
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
$1M–$50M · Tulsa, OK
Tulsa-based M&A advisory firm with 35+ years serving Oklahoma's lower middle market, specializing in manufacturing, energy, and industrial business sales with hands-on transaction management.
Advisor profile
$250K–$10M · Oakville, ON
Ontario-based business brokerage and M&A advisory firm specializing in lower middle market transactions ($250K-$10M) for industrial, manufacturing, distribution, and business services companies.
Advisor profile
$3M–$15M · Revelstoke, BC
Lower middle market M&A advisory serving $5M-$25M revenue businesses across North America, led by Scott Duke—a serial entrepreneur with 18+ years of transaction experience who built and sold a company to private equity.
Advisor profile
$10M–$250M · Tucson, AZ
Independent valuation advisory firm providing fairness opinions, purchase price allocation, and complex securities valuation for M&A transactions. Acquired by WilliamsMarston in July 2022.
Advisor profile
$5M–$100M · Springfield, MO
Springfield, MO-based M&A advisory firm and private capital investor focusing on lower middle market manufacturing, distribution, and industrial services businesses ($500K-$5M EBITDA) with emphasis on partnership, operational expertise, and long-term value creation.
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
$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
$50M–$1B · Annapolis, MD / London, UK
Specialized private investment bank focused on cross-border transactions and project finance in emerging markets, with 35+ years of experience and pioneering expertise in BOT/BOO infrastructure financing.
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
$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
$20M–$250M · New York, NY
Boutique middle market investment bank specializing in M&A advisory and capital raising for consumer and industrial businesses in the lower and core middle market ($25M-$250M), known for high-touch advisory and dedicated senior attention.
Advisor profile
$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
$20M–$400M · Charlotte, NC
Specialized aerospace and defense investment banking firm with 30+ years advising middle-market companies ($20M-$400M) on M&A, company sales, and valuations with deep regulatory and buyer relationship expertise.
Advisor profile
$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–$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
$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
$10M–$250M · Washington, D.C.
Boutique energy and infrastructure M&A advisor specializing in lower-middle-market divestitures, acquisitions, and capital raising for oil & gas, midstream, renewables, and industrial infrastructure companies.
Advisor profile
$1M–$100M · Santa Monica, CA
Lower middle market M&A advisory and business brokerage firm specializing in sell-side advisory, buy-side transactions, and strategic M&A across insurance, technology, manufacturing, healthcare, and professional services sectors. Success-fee driven with 50+ annual deal closings.
Advisor profile
$500K–$5M · Gibbsboro, NJ
New Jersey-based business brokerage serving the $500K-$5M lower middle market with unique expertise combining business disposition and commercial real estate services under one roof.
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 · Minneapolis, MN
Boutique lower-middle market investment bank specializing in sell-side and buy-side M&A advisory for manufacturing, distribution, technology, and business services companies, known for institutional processes and family business expertise.
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
$10M–$500M · San Diego, CA
Independent sell-side investment bank serving founder-led and family-owned businesses in the lower middle market ($10M-$500M), with deep expertise in manufacturing, technology, and professional services.
Advisor profile
$2M–$250M · Cleveland, OH
Lower-middle market investment banking firm specializing in M&A advisory for founder-led manufacturing, distribution, chemicals, and building products companies up to $250M revenue, known for human-centered approach and legacy transition focus.
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–$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
$5M–$500M · Portsmouth, NH
Boutique New England M&A advisory firm specializing in lower middle market exits, with particular expertise in ESOP transactions, value growth consulting, and family business succession planning.
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
$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
$5M–$4B · Pittsburgh, PA
Boutique investment bank specializing in M&A advisory, capital raising, and restructuring for middle-market companies, with 40-year track record in manufacturing, technology, and PE advisory
Advisor profile
$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
$10M–$75M · Cleveland, OH
Private equity firm founded in 1999, investing $10-75M revenue B2B companies in aerospace & defense, environmental services, healthcare manufacturing, and specialized industrials. SEC-registered investment adviser with 25+ years of experience and Axial Top 50 recognition.
Advisor profile
$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
$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
$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
$100K–$5M · Simi Valley, CA
Southern California business brokerage firm specializing in Main Street and lower middle market business sales, with deep expertise in manufacturing, distribution, professional services, and retail sectors.
Advisor profile
$1M–$10M · Destin, FL
Florida-based business brokerage with 800+ completed transactions and $575M+ in deal value. Specializes in confidential, preparation-first sales of Main Street and lower middle market businesses ($300K-$2M+ EBITDA). No public listings—controlled, advisor-led transactions.
Advisor profile
$1M–$100M · Grand Rapids, MI
Tech-enabled lower-middle market M&A advisor specializing in sell-side and buy-side transactions ($1-100M), known for broad buyer outreach (200-350+ contacts) generating average 15+ competitive offers, creating premium outcomes for business owners across service, manufacturing, construction, and emerging tech sectors.
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–$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–$100M · Lancaster, PA
Pennsylvania-based boutique M&A advisory firm specializing in lower-middle market transactions ($5M-$100M) for manufacturing, distribution, construction, and business services companies, led by 40+ years of banking and advisory experience.
Advisor profile
$300K–$37M · San Marcos, CA
Southern California-based business brokerage specializing in sell-side M&A for manufacturing, service, distribution, e-commerce, and hi-tech businesses in the $1M-$5M transaction range, with 600+ deals closed and a 90%+ success rate.
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
$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
$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
$500K–$5M · Lancaster, PA
Pennsylvania-based business brokerage firm founded in 1999, specializing in confidential sale of main street and lower middle market businesses with 80%+ success rate and intensive, owner-centric approach.
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–$100M · Akron/Cleveland, Ohio
Specialized M&A advisory firm for lower-middle market manufacturing and industrial companies ($1M-$100M revenue) across the Great Lakes and Midwest, founded on operational expertise and seller-first methodology.
Advisor profile
$1M–$10M · Atlanta, Georgia
Advisor profile
$500K–$150M · Minneapolis, MN
World's largest seller of private companies with 200+ offices globally, providing business brokerage and M&A advisory services from $500K to $150M revenue. Deep expertise in accounting (50+ transactions since 2020), manufacturing, food & beverage, and distribution.
Advisor profile
$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
$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
$1M–$50M · Guatemala City, Guatemala
Regional M&A advisory firm specializing in lower mid-market transactions across Central America, combining Sunbelt Business Brokers global network with local expertise and systematic value-building methodology.
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
$5M–$150M · Milwaukee, WI
Independent middle-market M&A advisory firm specializing in sell-side advisory for family- and founder-owned businesses across manufacturing, industrial, packaging, technology, and consumer sectors.
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
$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
$15M–$75M · Chicago, IL
Chicago-based family office investing in North American manufacturing businesses with $2M-$10M EBITDA, led by Madison Dearborn Partners co-founder Samuel Mencoff. Permanent capital deployed through operational partnerships emphasizing long-term value creation and strategic growth.
Advisor profile
$10M–$250M · Dallas, TX
Dallas-based boutique M&A advisory firm specializing in proprietary lower middle market transactions in manufacturing, industrial services, and business sectors since 2001.
Advisor profile
$1M–$25M · Broomall, PA
Philadelphia-area business brokerage firm founded in 2003, specializing in confidential sales of lower middle market companies ($1M-$25M TEV) across manufacturing, distribution, business services, and technology sectors.
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
$1M–$50M · Lexington, KY
Family-owned boutique M&A advisory and commercial real estate firm in Lexington, KY, led by J. Todd Clark, CCIM, with 35+ years of experience as both an advisor and principal investor.
Advisor profile
$5M–$250M · Ridgewood, NJ
Boutique middle-market M&A advisory firm with 40+ years of experience, 650+ transactions, and $8B+ transaction value. Specializes in manufacturing, technology, and business services.
Advisor profile
$10M–$2.0B · Southlake, TX
The leading boutique M&A advisor exclusively focused on the construction materials industry (aggregates, ready-mix concrete, cement), with 75+ transactions totaling $10B+ and unmatched buyer relationships.
Advisor profile
$1.5M–$50M · Edmond, Oklahoma
Oklahoma's premier business brokerage and M&A advisory firm specializing in facilitating middle market business sales and acquisitions with nearly 700 completed transactions and deep seller exit planning expertise.
Advisor profile
$5M–$100M · New York, NY
Boutique middle-market investment banker specializing in M&A, capital solutions, and restructuring for business services, consumer, food and beverage, and manufacturing companies.
Advisor profile
$1M–$20M · Decatur, AL / Sanford, FL
Southeast-based business brokerage and M&A advisory firm serving business owners with confidential sales, valuations, and buyer matching for companies valued $1M-$20M across diverse industries including manufacturing, services, food products, and logistics.
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
$1M–$150M · Melville, NY
Lower middle market M&A advisory firm serving businesses with $1M-$150M revenue, founded in 2003, specializing in manufacturing, distribution, healthcare, and HVAC with institutional-quality sell-side processes.
Advisor profile
$1M–$25M · New Bedford, MA
New England-based business advisory firm specializing in lower middle market M&A transactions ($1M-$25M), with 40+ years of experience and deep expertise in manufacturing, distribution, and business services across Massachusetts, Rhode Island, and the broader New England region.
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
$500K–$10M · Colorado Springs, CO
Colorado's premier business intermediary firm since 1982, having completed 1,000+ transactions across manufacturing, distribution, retail, and business services with a 90% success rate.
Advisor profile
$1M–$50M · Springfield, MA
Multi-generational, family-owned M&A advisory firm serving small to mid-market businesses since 1979, with expertise across manufacturing, business services, food & beverage, and construction sectors throughout the Northeast.
Advisor profile
$15M–$250M · Coppell, TX
Dallas-based boutique M&A advisor specializing in sell-side transactions for middle-market manufacturing, distribution, and industrial services companies in the $15M-$250M revenue range, known for competitive bidding processes and pre-sale planning.
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
$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
$1M–$50M · Vaughan, Ontario
Boutique business brokerage firm serving the lower middle market in Southern Ontario, specializing in $1M-$50M transactions across manufacturing, distribution, and consumer services.
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
$30M–$75M · Draper, Utah
Lower-middle market PE firm specializing in founder-friendly control investments in industrial services, specialty manufacturing, and technology ($5M-$30M EBITDA, $30M-$75M per platform). 12-year track record with $1.6B+ AUM, proven add-on acquisition strategy, and strong founder alignment.
Advisor profile
$1M–$250M · Worcester, MA
Specialist M&A advisor for lower middle market manufacturing and business services firms, combining operational expertise with institutional valuation and buyer network access.
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
$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
$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
$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
$20M–$200M · Greenwich, CT
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
$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
$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–$25M · Grimsby, Ontario, Canada
Operator-led M&A advisory for manufacturing, distribution, and service businesses ($3M-$50M revenue). Emphasizes preparation and positioning over transaction speed, leveraging Business Succession Group alliance for North American buyer reach.
Advisor profile
$5M–$75M · Cromwell, CT
Independent valuation and M&A advisory firm specializing in lower-middle market business transitions, combining 30+ years of expertise with valuation-first methodology for business owners.
Advisor profile
$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
$10M–$500M · San Francisco, CA
Boutique technology-focused investment bank specializing in SaaS, Internet, and digital media M&A advisory and capital raising for growth-stage and lower-middle-market companies.
Advisor profile
$5M–$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
$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
$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
$10M–$250M · Minneapolis, Minnesota
Minneapolis-based boutique M&A advisory firm specializing in sell-side transactions for founder-owned middle-market businesses ($10M-$250M TEV) across consumer products, manufacturing, food & agriculture, and business services. Known for exhaustive buyer outreach and institutional-quality processes.
Advisor profile
$2M–$50M · Boston, MA
Boston-based boutique investment bank specializing in M&A advisory for middle-market businesses ($2M-$50M), with expertise in manufacturing, technology, and cross-border transactions.
Advisor profile
$5M–$100M · Lansing, MI
Boutique M&A advisory firm serving founder and family-owned businesses in the lower middle market ($5M-$100M TEV), founded by former operators who built, grew, and exited their own companies.
Advisor profile
$25M–$250M · Tampa, FL
Boutique M&A advisory firm specializing in middle-market mergers, acquisitions, and divestitures for industrial and distribution companies, known for disciplined process execution and institutional-quality advisory services.
Advisor profile
$10M–$100M · Charlotte, NC
Full-service middle-market investment bank founded in 2008, headquartered in Charlotte, NC, specializing in M&A advisory, capital raising, and restructuring for owner-operator businesses valued $10M-$250M, with particular strength in manufacturing and industrial services.
Advisor profile
$1M–$150M · Charlotte, NC
One of the largest lower middle-market M&A advisors in the Southeast, with 950+ transactions completed since 1996. Specializes in selling businesses valued from $1M to $150M across HVAC, construction, manufacturing, distribution, business services, and technology. Maintains 18 offices with 85% closing rate (3x industry average) and achieves 96% of asking price for sellers.
Advisor profile
$10M–$150M · San Francisco, CA
San Francisco-based boutique investment bank focused on emerging growth and lower-middle-market M&A advisory, founded by Anne Vrolyk with 30+ years of predecessor firm history.
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
$5M–$100M · Greenville, SC
Boutique M&A advisory firm specializing in comprehensive preparation, transaction, and integration advisory for lower middle market manufacturing and industrial businesses in the Southeast, founded 2002.
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
$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
$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
$10M–$250M · Austin, TX
Middle-market investment bank founded in 2003, providing M&A advisory and capital placement services for companies with $10MM-$250MM TEV, with integrated fractional C-suite capabilities and deep Texas market presence.
Advisor profile
$2M–$2B · Milford, CT
Boutique investment bank providing Fortune 500-caliber M&A services to $5M-$300M revenue companies in manufacturing, industrial automation, and aerospace/defense, with 75+ transactions exceeding $5B in value.
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.
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$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.
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$10M–$250M · Nashville, TN
Independent middle-market investment bank specializing in sell-side M&A for aerospace, defense, manufacturing, and distribution companies, known for running hyper-competitive processes averaging 13 offers per transaction.
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$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.
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$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.
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$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.
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$50M–$5B · New York, NY
Specialized investment banking firm focused exclusively on chemical and life science industries for 31 years, combining deep industry expertise, proprietary research, and senior-level execution.
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$10M–$40M · Charlotte, NC
Private equity firm investing $3M-$8M EBITDA commercial and industrial companies with 5-15 year partnership approach. NOT an M&A advisor—they are buyers, not seller representatives.
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$10M–$250M · Seattle, WA
Seattle-based boutique investment bank founded in 1991, specializing in M&A advisory for middle market companies with deep expertise in Alaska seafood, building products, manufacturing, and distribution/logistics.
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$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.
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$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.
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$500K–$10M · North Huntingdon, PA
Pennsylvania-based business brokerage serving the lower middle market and main street segments, part of the global Sunbelt Network with 300+ offices. Specializes in manufacturing, distribution, and industrial sectors with 10-15% success fees and transactions ranging from $500K to $10M.