18 public firms currently match both the software & saas focus and North Carolina geography. Narrow your search faster than browsing the full directory.
Firms
18
Deal range
$95K–$600M
Top cities
Charlotte, Raleigh
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
$10M–$250M · Charlotte, NC
Formerly independent M&A advisor specializing in IT services and technology-enabled business services, acquired by Houlihan Lokey in 2023. Closed 170+ transactions with deep expertise in Microsoft ecosystem, healthcare IT, and cross-border transactions.
Advisor profile
$5M–$100M · Charlotte, NC
Charlotte-based boutique M&A advisory firm founded in 2018, specializing in exit strategy planning and sell-side representation for lower middle market companies in technology, business services, and healthcare sectors.
Advisor profile
$10M–$200M · Charlotte, NC
Industry-focused boutique M&A advisor specializing in healthcare services, automation/technology-enabled services, and business & industrial services, with 36+ years of experience, 250+ transactions, and $1.2B+ in transaction value.
Advisor profile
$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
$1M–$25M · Brevard, NC
Alternative investment marketplace and FINRA-registered broker-dealer specializing in private placement capital raising for small-to-medium businesses, with $1.1B+ placed across 200+ transactions since 1997.
Advisor profile
$10M–$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–$50M · Raleigh, NC
Lower middle market M&A advisory firm specializing in sell-side advisory, capital sourcing, and strategic reviews with deep expertise in healthcare, pharmacy, technology, and manufacturing transactions. Over $3 billion in collective transaction value.
Advisor profile
$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
$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
$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
$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
$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
$15M–$250M · Charlotte, NC
Middle-market M&A advisory and investment banking firm specializing in insurance, healthcare, technology, and asset & wealth management transactions in the $15M-$250M+ range.
Advisor profile
$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
$500K–$10M · Greenville, NC
A top-10 globally ranked Transworld franchise office serving Eastern North Carolina from Raleigh to the Coast, specializing in main street and lower middle market business sales with deep manufacturing, distribution, and construction expertise.
Advisor profile
$95K–$2M · Raleigh, NC
Business brokerage and M&A advisory firm specializing in small to mid-market business sales ($95K-$2M+) in the Research Triangle, with 45+ years of network expertise and integrity-driven approach.
Advisor profile
$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
$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.