220 public firms currently signal active focus in professional services. Use this page to scan concentration by state, compare size orientation, and branch into more specific local views.
Firms
220
Deal range
$25K–$5B
Top cities
New York, Boston
Updated
3/14/2026
The Professional Services view shows how this specialization is distributed across the public advisor universe. It is a faster way to scan depth than moving through the full directory.
Every profile listed here has enriched research and is publicly visible. No placeholder entries.
Advisor profile
$50K–$500K · Tysons Corner, Virginia
Established business broker and M&A advisory firm serving small-to-mid-market business owners in the Mid-Atlantic region, specializing in owner-operator businesses with expertise in laundromats, service businesses, and retail, having completed 850+ transactions worth $3B+.
Advisor profile
$250K–$10M · Mississauga, ON
Award-winning Canadian business brokerage and M&A advisory firm specializing in Main Street and lower middle market transactions ($250K-$10M+) across all Canadian sectors, with 300+ completed deals and 18-person team.
Advisor profile
$1M–$25M · San Ramon, CA
California-based M&A advisory firm founded in 1984, specializing in sell-side transactions for founder-owned and family-held businesses in the $1M-$25M range across manufacturing, distribution, business services, healthcare, and specialty sectors.
Advisor profile
$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
$2M–$30M · Tampa, FL (with office in Miami, FL)
Tampa and Miami-based M&A advisory firm specializing in confidential sell-side and buy-side advisory for small to medium-sized private businesses in Florida, with institutional-quality process and global buyer networks.
Advisor profile
$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–$500M · New York, NY
Pure-play life sciences M&A advisor with 25+ years specializing in healthcare services, diagnostics, pharma/biotech tools, and medical devices. Global reach with US and European teams.
Advisor profile
$500K–$50M · Stuart, FL
Florida-based business brokerage and M&A advisory firm specializing in confidential sale of businesses across manufacturing, distribution, services, and professional practices, with $280M+ in combined transactions and deep expertise in pest control, healthcare, and lower middle market transactions.
Advisor profile
$500K–$2.8B · Boston, MA
Boston-based strategic M&A advisory and business transformation firm specializing in sell-side M&A, growth strategy, and operational turnarounds for middle-market companies ($20M-$1.5B) in technology, manufacturing, defense, and professional services.
Advisor profile
$10M–$250M · New York, NY
Boutique strategic advisory firm specializing in customized guidance for entrepreneur-led, family-owned healthcare, life sciences, and medical device companies in the $10M-$250M range, emphasizing independence, integrity, and senior-level expertise.
Advisor profile
$25M–$500M · Wilson, Wyoming
Global strategic advisory firm founded in 1999, specializing in cross-border M&A, capital strategy, and institutional partnerships for mid-market transactions ($25M-$250M+) across 30+ industries.
Advisor profile
$250K–$5M · Fort Wayne, IN
Main Street M&A and business brokerage firm specializing in owner-operator business sales, valuations, and exit planning across the Midwest, with particular expertise in healthcare services, skilled trades, and manufacturing.
Advisor profile
Hackensack, NJ
Independent wealth management firm specializing in alternative investments, tax optimization, and fiduciary advisory services for high-net-worth individuals, business owners, and retirees seeking non-correlated returns and sophisticated estate planning.
Advisor profile
$5M–$250M · Riverside, CA (HQ) / Irvine, CA / Las Vegas, NV / Washington, DC
National ESOP and M&A advisory specialist focused on founder-owned businesses seeking sustainable employee ownership transitions, with deep expertise in lower/core middle-market companies ($5M-$100M+).
Advisor profile
$50M–$1B · Boston, MA
Leading boutique technology investment bank specializing in M&A advisory for SaaS and software companies, #1 ranked tech M&A advisor since 2009 with 560+ transactions and $28B+ aggregate deal value.
Advisor profile
$5M–$100M · Irving, TX
Regional Texas-based boutique M&A advisory firm specializing in lower middle market transactions ($5M-$100M+), with expertise in strategic sales, private equity transactions, and management transitions for privately held companies.
Advisor profile
$2M–$125M · New York, NY
Specialist investment banking firm raising capital for mining and critical minerals companies, with deep sector expertise and access to institutional investors.
Advisor profile
$15M–$1B · Phoenix, AZ
National boutique investment bank specializing in M&A advisory and capital raises for middle market companies with $15M-$200M in revenue, founded by 15+ year M&A veteran Matthew Greeson.
Advisor profile
$100M–$3B · New York, NY
Boutique investment bank founded by four Goldman Sachs partners, specializing in M&A, strategic advisory, and capital raising for financial services institutions globally, with 180+ transactions and $315B in transaction value since 2017.
Advisor profile
$25M–$500M · New York, NY
Boutique special-situations advisory and capital firm providing restructuring, interim management, board governance, and M&A advisory to mid-market companies ($25M-$500M+) navigating distress, transformation, or complex transactions.
Advisor profile
$10M–$150M · Arlington, VA
Middle-market M&A advisory firm specializing in buy-side and sell-side advisory for software, technology, and business services companies, known for people-first approach and institutional execution.
Advisor profile
$5M–$200M · San Ramon, CA
Middle-market M&A advisory firm specializing in sell-side transactions ($5M-$200M) across manufacturing, environmental services, healthcare, field services, and technology sectors. Known for buyer identification expertise and 20%+ value uplift delivery.
Advisor profile
$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
$3M–$50M · Houston, TX
Houston-based M&A advisory firm specializing in lower middle market transactions for closely-held businesses, with strength in staffing, business services, and professional services sectors.
Advisor profile
$10M–$500M · Newbury
Employee-owned specialist sell-side corporate finance advisor supporting ambitious privately owned businesses (£1m+ EBITDA targeting £10m+ exits) across healthcare, food & beverage, industrials, technology, and compliance sectors.
Advisor profile
$250M–$5B · Greenwich, CT
Global emerging markets investment bank specializing in debt capital markets and corporate advisory for Latin American and Eastern European entities, with team expertise drawn from Morgan Stanley, Nomura, and Deutsche Bank.
Advisor profile
$5M–$250M · Boston, MA and Los Angeles, CA
Boutique investment bank specializing in buy-side M&A advisory, leverage buyout structuring, and growth capital solutions for lower-middle market companies ($5M-$250M), with expertise in healthcare, hospitality, and multi-location expansion.
Advisor profile
$25M–$250M · Brentwood, TN
Nashville-based merchant banking platform providing M&A advisory and investment banking services to middle-market healthcare and technology companies, with 200+ transactions and $17B+ in transaction value.
Advisor profile
$1M–$50M · Austin, TX
Austin-based boutique M&A advisory firm founded in 2017, specializing in lower middle market sell-side and buy-side transactions for founder-owned businesses throughout Central Texas.
Advisor profile
$10M–$250M · New York, NY
Boutique investment bank providing transaction-oriented M&A advisory to small and medium-sized privately held companies in the lower-to-middle market, with particular expertise in business services and professional services sectors.
Advisor profile
$5M–$500M · St. Louis, Missouri
Specialized M&A advisor to the security alarm industry with 32 years of experience, 260+ completed transactions, and $27B in transaction value.
Advisor profile
New York, NY
Boutique investment bank specializing in strategic advisory and capital raising for media, entertainment, leisure, and branded consumer products companies, with particular expertise in music catalogues, theatre properties, and entertainment platform transactions.
Advisor profile
$500K–$20M · Winnipeg, MB
Winnipeg-based M&A advisory serving lower middle market businesses ($500K-$20M TEV) throughout Western Canada since 2004, with deep expertise in insurance brokerage, manufacturing, construction, and family business transitions.
Advisor profile
$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
$1M–$50M · Santa Monica, CA
California-based M&A advisory and business brokerage firm specializing in the sale of small to medium-sized businesses ($1M-$50M) across 11+ industries, with 24+ advisors, 12,000+ registered buyers, and institutional-quality transaction processes.
Advisor profile
$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
$25M–$150M · San Jose, CA
Boutique Silicon Valley-based M&A, private equity, and ESOP advisory firm specializing in middle-market business owner succession planning and liquidity events with an unbiased, integrated approach to transaction structuring.
Advisor profile
$25M–$100M · Henderson, Kentucky
Specialized M&A advisor for family-owned businesses transitioning to private equity, focused on residential services, business services, healthcare, and franchise sectors with a relationship-driven approach.
Advisor profile
Over $5M · New York, NY
NYC-headquartered investment bank specializing in M&A advisory for software, technology-enabled marketing, IT services, and B2B information companies. Founded 2020 by Akhavan & Barthelme. 34+ transactions with strong PE and strategic buyer relationships.
Advisor profile
$25M–$250M · Denver, CO
Independent middle-market investment bank specializing in tailored sell-side M&A advisory for technology, healthcare, title services, and industrial businesses in the lower-middle market.
Advisor profile
$5M–$500M · Miami, FL
Independent investment banking firm specializing in cross-border mergers, acquisitions, and financial restructuring in Latin America and the Caribbean, with 20+ year track record of 70+ transactions across financial services, industrial, energy, and technology sectors.
Advisor profile
$10M–$250M · Bronxville, NY
Boutique investment banking firm exclusively focused on M&A advisory for media and information industries, with 20+ years of specialized expertise in newspaper publishing, book publishing, and information services transactions.
Advisor profile
$10M–$1.5B · New York, NY
Boutique investment banking and M&A advisory firm with 40+ years of Wall Street experience specializing in complex M&A, integration advisory, and strategic transactions in energy, mining, technology, and transportation sectors.
Advisor profile
$5M–$500M · Los Angeles, CA
Los Angeles-based boutique M&A advisory firm specializing in middle market transactions ($5M-$500M TEV) for founder-owned and emerging companies, with 35+ years of experience and senior banker engagement on every deal.
Advisor profile
$5M–$250M · Conshohocken, PA
FINRA-registered middle-market investment bank specializing in M&A advisory and capital raising for specialty finance, healthcare, and business services companies. 400+ transactions, $30B+ aggregate value since 1991.
Advisor profile
$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
$250K–$10M · Cheshire, CT
Connecticut-based business brokerage and exit planning firm specializing in lower middle market businesses ($500K-$5M TEV), offering business growth consulting combined with comprehensive sale preparation services.
Advisor profile
Over $5M · Dallas, TX
Dallas-based boutique M&A advisory firm specializing in on-demand hourly consulting for sellers and buyers in already-identified transactions across manufacturing, distribution, and business services.
Advisor profile
$350K–$22M · Tracadie-Sheila, NB & Sainte-Béatrix, QC
Bilingual SME business broker serving Atlantic Canada and Quebec with 14+ years of experience, specializing in family business succession planning and regional market expertise.
Advisor profile
$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
$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
$50M–$500M · Chicago, IL
Premier minority-owned investment bank with 25-year history providing M&A and capital advisory to middle-market companies ($50M-$500M), supported by integrated capital markets platform.
Advisor profile
$5M–$75M · San Diego, CA
San Diego-based valuation and M&A advisory firm serving emerging growth and founder-owned companies under $75M enterprise value, with deep expertise in technology, healthcare, consumer, and industrial sectors.
Advisor profile
$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
$5M–$250M · Scottsdale, AZ
Full-service capital advisory firm specializing in M&A advisory, capital markets solutions, and asset management for middle-market transactions in aerospace & defense, financial services, and real estate.
Advisor profile
$5M–$100M · Orlando / Winter Park, FL
Relationship-oriented lower-middle market M&A advisory firm founded in 1993 by David Simon, with 100+ transactions and diverse buyer network across Florida and Southeast region.
Advisor profile
$25M–$500M · Beverly Hills, CA
Independent boutique investment bank specializing in sell-side M&A and financial advisory for lower/core middle market companies ($25M-$250M TEV). Known for senior-level resources on every deal and exhaustive buyer outreach processes.
Advisor profile
$25M–$500M · Boston, MA
Leading middle-market investment banking firm specializing in M&A advisory, capital raising, and financial advisory services for business owners and PE sponsors in the $25M-$500M transaction range across 12 primary industry sectors.
Advisor profile
$10M–$500M · Vienna, VA
Leading mid-market M&A advisory firm specializing in privately-held "not-for-sale" transactions and CUSO growth, with 30 years of experience and $2B+ in completed transactions.
Advisor profile
New York, NY
Manhattan-based financial advisory and valuation firm combining M&A transaction expertise with defensible valuation analysis, litigation support, and restructuring advisory since 1988.
Advisor profile
$1M–$15M · Manchester, NH
Boutique investment banking firm serving lower middle market companies in Northern New England with M&A advisory, business valuation, and strategic consulting services.
Advisor profile
$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
$10M–$300M · Atlanta, GA
Atlanta-based boutique M&A advisory firm specializing in the middle market since 1997, with unrivaled expertise in the Green Industry (landscape, lawn care, tree care). 250+ transactions completed, $5B+ in total value, and 125+ Green Industry deals—more than any other firm.
Advisor profile
$5M–$50M · Guaynabo, PR
Puerto Rico-based boutique investment bank with operational DNA, specializing in lower middle market M&A advisory across Puerto Rico, the Caribbean, and Latin America. 60+ transactions, $800M+ in value.
Advisor profile
$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
$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
$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–$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–$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
$20M–$2B · Bedford Hills, NY
Boutique M&A advisory firm specializing in sell-side transactions for closely-held and family-owned companies ($20M-$2B), with emphasis on pre-transaction strategic planning and institutional-quality process execution.
Advisor profile
$10M–$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
$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
$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
$50M–$500M · New York, London, Paris, Munich, San Francisco, Los Angeles, Berlin, Dubai
Global technology investment bank specializing in M&A and growth financing for tech companies, with 500+ completed transactions and 100+ senior professionals across eight tech sectors.
Advisor profile
$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
$2M–$250M · Lake Forest, IL
Boutique lower middle market M&A advisor specializing in $2-$250M businesses with 75% closing ratio, multi-office platform, and deep expertise in healthcare, manufacturing, and business services transactions.
Advisor profile
$50M–$1.2B · New York, NY
Full-service investment bank specializing in transformative M&A advisory and capital markets for middle-market companies, platforms, and growth issuers across staffing, healthcare, technology, and diversified industries.
Advisor profile
$2M–$15M · Las Vegas, NV
Las Vegas-based boutique consulting firm specializing in exit planning, value enhancement, and M&A advisory for closely held lower middle market businesses, emphasizing preparation-first approach and holistic operational improvement.
Advisor profile
New York, NY
Independent, sector-focused investment banking firm specializing in M&A, equity financing, and corporate finance advisory for mid-market companies across education, media, consumer, business services, and healthcare.
Advisor profile
$5M–$2B · Atlanta, GA
Atlanta-based healthcare investment banking firm specializing in M&A advisory for middle-market healthcare companies in home health, hospice, physician services, and healthcare IT.
Advisor profile
$5M–$500M · New York, NY
Premier healthcare-focused investment bank providing exclusive M&A advisory and capital raising services to healthcare companies, with 200+ transactions and $90B+ in cumulative transaction value.
Advisor profile
$5M–$50M · Bonita Springs, FL
Southwest Florida's most awarded and highest credentialed business brokerage, specializing in main street and lower-middle-market M&A with 340+ transactions totaling over $462M. Known for exhaustive buyer outreach and operational expertise.
Advisor profile
$2M–$3M · New York, NY
Values-driven search fund targeting $2-3M EBITDA lower-middle market acquisitions, focused on preserving founder legacy while enabling operational improvements and stakeholder value creation.
Advisor profile
$10M–$100M · Arlington, Virginia
Arlington-based sell-side M&A advisor (founded 2017) specializing in cross-border and venture-backed transactions. NOTE: Founder convicted of wire fraud December 2024 (20-year sentence April 2025); firm operationally dormant as of 2023.
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
$10M–$250M · Columbia, MD
Middle-market investment bank specializing in M&A advisory, valuations, and corporate finance for aerospace, defense, and government services companies, with $9B+ in transaction value and deep relationships with defense PE firms and strategic acquirers.
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
$50M–$5B · New York, NY
Sports, media, and entertainment investment bank advising on team acquisitions, media rights, and entertainment M&A. Merged from Evolution Media Capital and M. Klein & Company.
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.
Advisor profile
$500K–$5M · Victoria, BC
Victoria, BC-based sell-side M&A advisor specializing in exit planning and transaction support for lower middle market businesses, emphasizing education, value enhancement, and confidential process management for founder-owned companies.
Advisor profile
$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
$5M–$250M · Wayne, PA
Philadelphia-based middle-market M&A advisor specializing in Healthcare IT, Healthcare Services, Technology (especially TEMS), and Business Services. 25-year track record, founder-led team with operational expertise, emphasis on long-term client relationships and value creation.
Advisor profile
Over $10M · Murchison, Texas / Portland, Oregon
Boutique management consulting firm specializing in succession planning, leadership development, and strategic advisory for family-owned and closely-held businesses across the US.
Advisor profile
$10M–$250M · Fort Lauderdale, FL
Boutique investment bank specializing in M&A advisory, recapitalizations, and special situations for middle market companies ($10M-$200M+ TEV) with particular expertise in healthcare, oil & gas, business services, and distressed transactions.
Advisor profile
$5M–$500M · New York, NY
Specialized investment bank focusing exclusively on Life Sciences M&A, financing, and corporate partnering with deep scientific and transactional expertise across biotech, pharma, medical devices, diagnostics, and specialty chemicals.
Advisor profile
$25K–$5M · Fuquay-Varina, NC
Community bank specializing in SBA lending (7(a), 504, USDA) and business advisory services for small business growth across North Carolina, South Carolina, and Virginia.
Advisor profile
$50M–$600M · New York, NY
Boutique investment bank specializing in M&A advisory for mid-market consumer and merchandising brands, including beauty, apparel, specialty retail, and direct-to-consumer. 50+ years of sector expertise with 875+ advisory assignments completed.
Advisor profile
$500K–$10M · Meridian, Idaho
Regional M&A and business brokerage firm specializing in Main Street and lower middle-market business sales ($500K-$10M+) across construction, retail, automotive, logistics, and manufacturing sectors in the Mountain West.
Advisor profile
$500K–$35M · Las Vegas, NV
National business brokerage and M&A advisory firm specializing in Main Street and lower middle market business sales, with 30+ years of experience, $15B in managed transactions, and 278 brokers across 119 territories.
Advisor profile
$50K–$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
Los Angeles, CA
National litigation support and legal services firm providing comprehensive 'File Thru Trial' solutions including court filing, eFiling, service of process, court reporting, eDiscovery, and investigations. Note: First Legal is NOT an M&A advisory firm.
Advisor profile
$2M–$20M · Portsmouth, NH
New England M&A and business brokerage firm specializing in emerging/middle market transactions ($2-20M), with dual divisions for buy-sell advisory and dedicated M&A services. Founder-led with 10+ years transaction experience.
Advisor profile
$5M–$50M · Daytona Beach, FL
Full-service business intermediary and valuation firm specializing in main street M&A for founder-owned and professionally-managed businesses in the $5M-$50M range. Known for institutional process rigor, expert valuations, legal sophistication, and professional buyer networks.
Advisor profile
$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–$500M · Washington, DC
FINRA-registered investment bank specializing in M&A advisory, capital raising, and institutional-grade services for blockchain, cryptocurrency, and fintech companies. Combines traditional investment banking expertise with crypto-native market knowledge.
Advisor profile
$1M–$30M · Middle Sackville, Nova Scotia
Canadian M&A advisory firm specializing in small-to-medium business acquisitions and dispositions with 40+ completed transactions and results 3x industry average, focused on hospitality, retail, services, and real estate sectors across Canada.
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
$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
$10M–$150M · Reading, Pennsylvania
Reading, PA-based boutique investment bank specializing in M&A advisory, capital raising, and ESOP services across depository institutions, insurance, manufacturing, healthcare, technology, and business services sectors.
Advisor profile
$10M–$500M · Palo Alto, CA
Silicon Valley-based technology investment bank specializing in M&A advisory and capital raising for mid-market software, cloud, FinTech, and deep technology companies globally, with 300+ completed transactions and strong relationships with Tier-1 PE firms and Fortune 500 acquirers.
Advisor profile
$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
$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–$500M · Los Angeles, CA
Full-service investment bank serving middle market M&A transactions with institutional process quality, strong platform-building capability, and specialized expertise in business services, healthcare, and consumer sectors.
Advisor profile
$500K–$5M · Lakewood Ranch, FL
Florida-based business brokerage specializing in small to mid-market business sales, acquisitions, valuations, and E-2 visa-linked business purchases. Personal, relationship-driven service with operational expertise across restaurants, healthcare, franchises, and professional services.
Advisor profile
$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
$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
$500K–$5M · Lihue, HI
Hawaii's oldest and most established business brokerage, specializing in the sale of small and main street businesses throughout the Hawaiian Islands with 20+ years of local market expertise.
Advisor profile
$10M–$250M · Mill Valley, CA
Boutique investment bank founded in 2007, specializing in M&A advisory and private capital raising for technology, media, life sciences, and clean-tech companies with operations through specialized divisions including Inverness Advisors and WestCape Advisors.
Advisor profile
$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
$5M–$100M · Los Angeles, CA
Los Angeles-based M&A advisory firm specializing in sell-side transactions for lower-middle market businesses ($5M-$100M revenue), with deep expertise in manufacturing, aerospace/defense, IT services, and professional services. Known for 86% close rate, institutional-quality processes, and pre-sale value maximization.
Advisor profile
$25M–$100M · Kansas City, Missouri
Boutique lower middle-market M&A advisory serving business owners up to $100M in revenues across 50+ industries, with focus on founder-friendly preparation and 100% close rate for properly prepared transactions.
Advisor profile
$10M–$250M · Arlington, VA
Boutique investment bank focused exclusively on aerospace, defense, and government services M&A with over 250 completed transactions and 20+ years of ADS sector experience.
Advisor profile
$10M–$275M · New York, NY
Technology-focused investment banking and strategic advisory firm with 25+ years of experience, specializing in cybersecurity, enterprise software, and digital technology M&A for companies in the $10M-$275M range.
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
$2M–$50M · Tampa, FL
Florida-based business brokerage firm specializing in $2M-$50M revenue business sales, with expertise in construction trades, healthcare practices, and environmental services. Led by Brian Stephens, MBA, CVA.
Advisor profile
$500K–$10M · Carlsbad, CA
San Diego-based business broker and M&A advisor specializing in professional sell-side advisory for owner-operated and family businesses in the $500K-$10M+ range, with 10+ annual closings and $10M+ transaction volume.
Advisor profile
$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
$10M–$250M · Philadelphia metro area, PA
Specialized M&A advisory firm focused exclusively on legal and compliance technology sectors, with 250+ transactions and $50B+ in TEV since 2003.
Advisor profile
$2M–$150M · Newport Beach, CA
Lower-middle market M&A advisory firm founded in 2005, specializing in AEC/engineering, healthcare diagnostics, and logistics sectors with 41+ transactions representing $2B+ in value.
Advisor profile
$10M–$100M · Mount Kisco, NY
Lower middle market investment bank specializing in M&A advisory, capital raising, and alternative fund placement for founder-owned companies ($10M-$100M range), with domestic and international processing capabilities.
Advisor profile
$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
$1M–$50M · Westfield, NJ
North America's largest business brokerage network specializing in lower middle market M&A and Main Street business transitions, with $4.3B in transaction volume and 125+ offices across US and Canada.
Advisor profile
$1M–$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
$5M–$50M · Dallas, TX
Dallas-based business valuation and M&A advisory firm specializing in middle-market transactions for trades, contractors, and service businesses with deep expertise in appraisal and deal structuring.
Advisor profile
Little Rock, AR
Independent registered investment advisor specializing in comprehensive wealth management and family office services for business owners post-sale, with expertise in M&A advisory coordination and multi-generational wealth planning.
Advisor profile
$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
$2M–$10M · Chicago, IL / Columbus, OH / Warren, PA
Lower middle market debt provider with $1B+ in commitments and 200+ transactions, financing PE-backed acquisitions, recapitalizations, and growth investments for companies with $2M-$10M EBITDA.
Advisor profile
$5M–$100M · Bloomfield Hills, MI
Midwestern-based private equity firm that acquires majority interests in lower middle market family/founder-owned businesses in B2B services, technology, and niche industrial sectors.
Advisor profile
$2M–$20M · Ponte Vedra Beach, FL
Southeastern PE and institutional investment firm specializing in mid-market acquisitions ($2M-$20M revenue) with deep operational expertise in business services, distribution, payment processing, and technology platforms.
Advisor profile
$10M–$250M · Multi-office: Atlanta GA, Chicago IL, Denver CO, New York NY, Orlando FL
Leading middle-market M&A advisory, ESOP, and valuation firm with 500+ transactions ($15B+ closed M&A), expertise across 11 industries, and 25+ years serving business owners in the $10M-$250M range.
Advisor profile
$500K–$20M · San Antonio, TX
San Antonio-based M&A advisory firm serving $2M-$20M revenue businesses across Texas, combining Fortune 500 deal rigor with personalized business brokerage. Specializes in professional services, healthcare, retail, and technology-enabled businesses.
Advisor profile
$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
$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
$500K–$5M · Madison, CT
Connecticut-based business broker specializing in small business sales ($500K-$5M), restaurants, food service, and multi-unit franchises, operated by experienced consultants who provide operational guidance beyond traditional brokerage.
Advisor profile
$50M–$500M · San Francisco, CA
Mission-driven boutique investment bank specializing in higher education, healthcare, and nonprofit advisory services. Founded 1987 with offices in San Francisco and New York.
Advisor profile
$5M–$300M · Boston, MA
Specialized healthcare investment banking firm advising middle-market healthcare services companies on M&A, growth capital, and strategic advisory. Founded 2008 with offices in Boston, Minneapolis, and New York.
Advisor profile
$10M–$250M · Denver, CO
Dedicated healthcare investment bank serving physician practices, clinical research, and healthcare services companies exclusively in the $10M-$100M+ range.
Advisor profile
$10M–$5B · New York, NY
New York-based boutique capital markets advisory specializing in structured finance, securitizations, and strategic advisory for asset-backed lenders, specialty finance, fintech, and commercial real estate platforms.
Advisor profile
$150K–$30M · Mooresville, NC
Specialist broker for online business exits (SaaS, e-commerce, content, membership) in the sub-$10M market with 850+ transactions, $1B+ volume, and advisor-entrepreneurs who have personally built and sold online businesses.
Advisor profile
$1M–$50M · Anchorage, AK
M&A advisory for small and lower middle market businesses from entrepreneurs who've built, operated, and sold companies themselves—not career advisors. Based in Anchorage with national reach.
Advisor profile
$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
$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
$10M–$250M · Chicago, IL
Chicago-based investment bank specializing in debt capital markets, M&A advisory, and capital raising for lower-middle-market companies and private equity sponsors seeking capital-efficient structures and competitive financing.
Advisor profile
$10M–$100M · Peachtree City, GA
Atlanta-based boutique M&A advisory firm specializing in lower middle market founder-owned and family-owned company sales ($10M-$100M), with 90%+ LOI-to-close conversion rate and consistent industry recognition. Founder-operators with deep experience in specialty trade contracting, distribution, and light manufacturing.
Advisor profile
Over $50M · New York, NY
Global investment banking division of Société Générale providing integrated M&A advisory and capital markets solutions to corporations, financial institutions, and investment funds across multiple sectors.
Advisor profile
$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
$95K–$1.5M · Sandy, Utah
Utah-based M&A advisory and business brokerage firm specializing in Main Street business sales ($95K-$1.5M+) with finance-sophisticated founder-led team.
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
$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–$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
$5M–$200M · San Diego, CA
Southern California-based M&A advisory firm serving lower middle market business owners ($5M-$200M revenue) with institutional-quality sell-side, buy-side, and capital raising services. 30+ years of founder-operated excellence with a remarkable 97%+ deal close rate.
Advisor profile
$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
$250K–$3M · Tucson, AZ
Tucson-based business brokerage serving Arizona since 1990, specializing in confidential business sales and acquisitions in the $250K-$3M range across restaurants, services, healthcare, distribution, and light industrial sectors.
Advisor profile
$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
$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
$500K–$10M · Pembroke Pines, FL
South Florida business brokerage specializing in lower-middle market acquisitions and divestitures ($500K-$10M), with deep expertise in healthcare, hospitality, and E2/L1/EB5 visa-qualified international buyers.
Advisor profile
$15M–$500M · El Segundo, CA
Boutique investment bank specializing in senior banker-led M&A advisory for healthcare services and regional middle-market companies in the $15-$500M range, with 300+ transactions and $50B+ in aggregate deal value.
Advisor profile
$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 · United States
Independent M&A advisory and management consulting firm specializing in sell-side and buy-side advisory, capital raising, and strategic advisory for lower and core middle market companies, founded on ethics-first principles.
Advisor profile
$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
$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
$50K–$3.2M · Reno, Nevada
Northern Nevada's trusted business broker and M&A advisor specializing in small-to-mid-market business acquisitions, sales, and exit planning for entrepreneurs across diverse industries.
Advisor profile
$10M–$500M · Los Angeles, CA
Boutique investment bank specializing in music IP securitization, royalty financing, and entertainment asset monetization. Pioneer of Bowie Bonds and institutional-scale IP-backed securities.
Advisor profile
$25M–$500M · Pasadena, CA
Boutique middle-market M&A advisory firm specializing in sell-side transactions for entrepreneurs and family business owners, with deep expertise in automotive, parking technology, food & beverage, and software sectors.
Advisor profile
$5M–$100M · Dallas, TX
Boutique M&A advisory firm specializing in sell-side transactions for founder-owned businesses in $5M-$100M revenue range, known for founder-led operations, 90% listing success rate, and seller-centric process management.
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
$25M–$5B · New York, NY
Global life sciences investment banking boutique specializing in M&A advisory, capital markets, and strategic finance for pharma, biotech, medtech, and healthcare services companies. Now part of Stifel Financial (acquired March 2023).
Advisor profile
$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
$500K–$250M · Greenville, NC
World's largest business brokerage with 1000+ brokers across 250+ offices, specializing in buy-sell brokerage for small-to-mid-market businesses ($500K-$50M+) across all industries, backed by 45+ years of experience.
Advisor profile
$95K–$2M · Raleigh, NC
Business brokerage and M&A advisory firm specializing in small to mid-market business sales ($95K-$2M+) in the Research Triangle, with 45+ years of network expertise and integrity-driven approach.
Advisor profile
$3M–$500M · Stamford, CT
Boutique investment bank specializing in sell-side and buy-side M&A for middle-market companies ($3M+ EBITDA), known for senior banker accountability, restructuring expertise, and cross-border capability across manufacturing, industrial services, technology, and specialty sectors.
Advisor profile
$10M–$75M · Seattle, WA
Boutique M&A advisory specializing in facilities services and building maintenance transactions ($10-$75M), with 45 years of deep industry expertise and 300+ completed transactions.
Advisor profile
$5M–$50M · Kula, Maui, HI
Boutique Hawaii-based investment bank specializing in private placements, capital raises, and M&A advisory for small and mid-market businesses in the Pacific region.
Advisor profile
$500K–$25M · South Jordan, UT
Utah-based lower middle market and main street business brokerage specializing in confidential valuations, exit planning, and institutional M&A advisory for diverse owner-operated businesses.
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
$250K–$20M · St. Louis
Independently owned office of the world's largest business brokerage network, specializing in $250K-$20M main street and lower middle market transactions across manufacturing, healthcare, and business services with certified valuations and disciplined exit planning.
Advisor profile
$5M–$75M · Cromwell, CT
Independent valuation and M&A advisory firm specializing in lower-middle market business transitions, combining 30+ years of expertise with valuation-first methodology for business owners.
Advisor profile
$1M–$250M · Yankton, SD
Boutique M&A advisory firm serving lower-middle market business owners in the $1M-$250M range, with particular strength in valuation methodology, business improvement advisory, and regional relationships across the Upper Midwest.
Advisor profile
$5M–$150M · Raleigh, NC
Boutique M&A advisory firm in Raleigh, NC specializing in technology-based businesses, founded 1996, offering integrated M&A advisory with executive coaching and ongoing business strategy support.
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
$5M–$500M · San Francisco, CA
Boutique investment bank (1998-2023) specializing in M&A advisory for emerging growth and small to mid-market companies, with particular expertise in technology, software, and digital media transactions.
Advisor profile
$5M–$100M · San Francisco, CA
Boutique advisory firm specializing in M&A, capital, and strategic advisory for growth-stage technology and AI companies ($5M-$100M revenue). Senior-led, data-informed, specialized sector focus.
Advisor profile
$2M–$250M · San Francisco, CA
Boutique sell-side investment bank specializing in founder-led software, AI, and internet company M&A with 200+ completed transactions and deep strategic buyer relationships.
Advisor profile
$5M–$250M · Seattle, WA
Seattle and Toronto-based boutique M&A advisory firm serving high-growth technology companies, led by former CFO Karla Horwitz with $1.3B+ in transaction exits including PopCap Games (EA) and PlayFab (Microsoft).
Advisor profile
$1M–$250M · Beverly Hills, CA
Beverly Hills boutique investment bank specializing in capital raises and M&A for early-to-growth stage venture-backed companies in media tech, gaming, creator economy, and emerging technology.
Advisor profile
$30M–$500M · Palo Alto, CA
Global independent investment bank specializing in M&A and financings for emerging growth technology companies in the $30M-$500M enterprise value segment, with deep expertise in software, hardware, semiconductors, health tech, and digital media.
Advisor profile
$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.