26 public firms currently match both the software & saas focus and Florida geography. Narrow your search faster than browsing the full directory.
Firms
26
Deal range
$500K–$1.8B
Top cities
Tampa, Miami
Updated
3/14/2026
When you know both your sector and location, you want results that match — not a generic list. This page combines both filters.
Every profile listed here has enriched research and is publicly visible. No placeholder entries.
Advisor profile
$5M–$100M · St. Petersburg, FL
Lower middle market M&A advisory firm distinguished by advisors who have all built and sold their own businesses, delivering superior closing rates (83% vs. 25% industry) with 95% of clients receiving multiple offers.
Advisor profile
$5M–$75M · Coral Gables, FL
Boutique investment bank specializing in specialty finance and financial payments advisory, serving underbanked consumer lending and fintech capital raising.
Advisor profile
$10M–$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
$5M–$500M · Ponte Vedra Beach, FL
FINRA-registered boutique investment bank specializing in M&A advisory, capital raising, and structured financing for software, fintech, healthtech, and emerging technology companies.
Advisor profile
$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 · Boynton Beach, FL
Florida-based business brokerage and M&A advisory firm specializing in lower middle market transactions across technology, manufacturing, education, and healthcare sectors, led by industry-recognized professionals with CBI and M&AMI certifications.
Advisor profile
$5M–$500M · Miami, FL
Independent investment banking firm specializing in cross-border mergers, acquisitions, and financial restructuring in Latin America and the Caribbean, with 20+ year track record of 70+ transactions across financial services, industrial, energy, and technology sectors.
Advisor profile
$20M–$500M · Miami, FL
Miami-based boutique investment bank serving institutional clients and ultra-high net worth individuals with M&A advisory and capital raising expertise focused on Latin American cross-border transactions.
Advisor profile
$10M–$250M · Tampa, FL
Global investment banking firm founded in 1973, specializing in technology-driven M&A advisory for cybersecurity, space, media/telecom, software, and fintech sectors with 1,000+ completed transactions across 60+ countries.
Advisor profile
$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–$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
$10M–$250M · Miami, FL
Independent Miami-based investment bank founded in 2010, specializing in lower-middle market M&A, restructuring, and healthcare transactions with deep Chapter 11 bankruptcy expertise.
Advisor profile
$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
$10M–$300M · Tampa, FL
Boutique healthcare M&A specialist focused exclusively on pharma services, diagnostics, and healthtech. Claims to close more health sciences deals than competitors 10x its size, with 200+ healthcare transactions and 20+ deals annually.
Advisor profile
$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–$250M · Neptune Beach, FL
Boutique M&A advisory firm specializing in sell-side and buy-side transactions for B2B tech, financial services, and industrial companies in the lower and core middle market.
Advisor profile
$10M–$250M · Tampa, FL
Boutique middle-market investment bank specializing in sell-side M&A advisory for companies $10M-$250M TEV, with deep expertise in healthcare, technology, industrials, and business services, and strong relationships across top-tier PE sponsors.
Advisor profile
$10M–$200M · Boca Raton, FL
Boutique investment banking firm specializing in capital markets, SPAC underwriting, and M&A advisory for growth companies in the $10M-$200M range, with international offices and institutional relationships.
Advisor profile
$10M–$500M · Boca Raton, FL
Research-driven investment bank serving middle-market and emerging growth companies since 1984, with expertise in healthcare, aerospace & defense, and technology. Specializes in capital markets transactions including follow-on offerings, private placements, and M&A advisory, supported by proprietary Channelchek investor platform and award-winning equity research team.
Advisor profile
$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
$5M–$100M · Miami Beach, FL
Boutique investment banking and broker-dealer firm providing M&A advisory, capital raising, PE fund placement, and debt restructuring to small-to-mid market business owners in the lower middle market.
Advisor profile
$1M–$250M · Tampa, FL
Tampa-based investment banking and M&A advisory firm specializing in healthcare, AI/quantum technology, financial services, alternative energy, natural resources, and real estate, with expertise in capital raising, private placements, and secondary market transactions.
Advisor profile
$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
$25M–$1.8B · Winter Park, FL
Winter Park-based boutique investment bank specializing in hospitality, real estate, healthcare, and financial services M&A with principal-led advisory and cross-border transaction experience.
Advisor profile
$1M–$100M · Munich, Germany and Orlando, FL
Boutique M&A advisory firm specializing in sports, entertainment, and technology transactions, with bi-continental operations in Munich and Orlando and integrated with LEAD's global sports and health tech platform.
Advisor profile
$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.