Top Financial services Mergers & Acquisitions Consulting Companies

Discover Mergers & Acquisitions Consulting companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

20 Companies

Top Financial services Mergers & Acquisitions Consulting Companies

Exit Mergers & Acquisitions
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Are you prepared to make an exit? When you decide to sell your agency or business, finding trustworthy assistance can be challenging. We specialize in the buying and selling of marketing agencies and various local businesses. With a network of over 3,000 pre-qualified buyers and investors, we can he
Highlights
$250,000+
Min Project Size
2-9
Employees
Raytown, Missouri, Us
Services Provided
60% Mergers & Acquisitions Consulting
25% Business Brokerage Services
15% Business Valuation Services
AI Summary
“Exit Mergers & Acquisitions specializes in buying and selling marketing agencies and local businesses, offering exit strategies, valuations, and a structured 7-step process to ensure smooth transactions.”
Auxo Capital Advisors
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Auxo Capital Advisors is a founder-led firm that specializes in M&A advisory for lower middle-market and middle-market companies throughout the United States. Our focus is on sell-side M&A, buy-side acquisition advisory, and valuation services. We utilize high-quality financial modeling, strategic p
Highlights
$250,000+
Min Project Size
2-9
Employees
Charlotte, North Carolina, Us
Services Provided
50% Mergers & Acquisitions Consulting
30% Financial Advisory & Consulting
20% Business Consulting Services
AI Summary
“Auxo Capital Advisors specializes in M&A advisory for middle-market companies across diverse sectors, delivering strategic sell-side, buy-side, and valuation services with disciplined execution and value preservation.”
DBG Advisors
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DBG Advisors is a firm that specializes in Merger & Acquisitions Advisory and Business Brokerage. Our primary goal is to assist founders, owners, and executives in assessing, enhancing, and realizing the full value of their businesses when it's time to sell. We provide a comprehensive array of servi
Highlights
$250,000+
Min Project Size
2-9
Employees
Richardson, Texas, Us
Services Provided
70% Mergers & Acquisitions Consulting
30% Business Brokerage Services
AI Summary
“DBG Advisors offers merger and acquisition advisory and business brokerage services to lower middle-market business owners, helping optimize value and facilitate successful sales.”
Truebluepartners
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We offer mergers and acquisitions (M&A) advisory services and facilitated private capital financing to entrepreneurs, business owners, and operators in the Information Technology sector, assisting them in acquiring, expanding, funding, or monetizing their businesses.
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
San Francisco Bay Area, California, Us
Services Provided
60% Mergers & Acquisitions Consulting
40% Financial Advisory & Consulting
AI Summary
“Truebluepartners provides comprehensive M&A advisory and private capital financing services to entrepreneurs and businesses, enabling growth, investment, and strategic transitions within the Information Technology sector.”
OpnRoad
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Our team offers guidance to North American business owners generating $2 to $25 million in revenue on mergers and acquisitions, as well as strategies for growth and exit planning.
Highlights
2-9
Employees
Revelstoke, British Columbia, Ca
Services Provided
59% Mergers & Acquisitions Consulting
25% Business Strategy & Planning
16% Succession Planning
AI Summary
“OpnRoad provides expert consulting and financial advisory services to North American business owners, specializing in mergers and acquisitions, growth strategies, and exit planning for mid-sized companies.”
PCE Investment Bankers, Inc.
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Since 1997, PCE has provided discerning clients with the expertise of a comprehensive investment bank alongside the personalized service of a boutique firm. We offer a wide array of services, including growth strategies, exit events, valuations, and employee stock ownership plans (ESOPs), ensuring t
Highlights
10-49
Employees
Winter Park, Florida, Us
Services Provided
39% Mergers & Acquisitions Consulting
30% Business Consulting Services
20% Business Valuation Services
11% Employee Benefits Consulting
AI Summary
“Since 1997, PCE Investment Bankers provides expert investment banking services with personalized boutique firm attention, offering growth strategies, valuations, exit planning, and ESOP solutions for business owners.”
F
Fry Trowbridge & Associates CPA's PC
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We are a comprehensive Certified Public Accounting firm offering a range of services including financial statement preparation, consulting, payroll, tax services, mergers and acquisitions, and business valuation.
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Services Provided+1 Services
39% Accounting Services
20% Business Consulting Services
15% Payroll Services
15% Mergers & Acquisitions Consulting
AI Summary
“Fry Trowbridge & Associates CPA's PC is a full-service Certified Public Accounting firm providing financial statements, consulting, payroll, tax services, mergers, acquisitions, and business valuation expertise.”
Luft Advisory Services
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As a premier provider of Fractional CFO services, Luft Advisory Services collaborates with your team to navigate complex financial matters, creating pathways for sustainable growth and operational excellence across a variety of industries. We seamlessly integrate with your business, offering a range
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided
69% CFO Services
16% Financial Planning
15% Mergers & Acquisitions Consulting
AI Summary
“Luft Advisory Services offers expert Fractional CFO solutions across diverse industries, enhancing financial management, strategic planning, and operational efficiency for startups, private firms, and family funds.”
Quest - Advisory, Business Succession & M&A
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At Quest, our knowledgeable business advisors concentrate on maximizing personal wealth and increasing business value. We provide a variety of services designed to meet your individual and business requirements, such as mergers and acquisitions, succession planning, and family office assistance. Our
Highlights
10-49
Employees
Davidson, North Carolina, Us
Services Provided
39% Succession Planning
30% Mergers & Acquisitions Consulting
20% Business Valuation Services
11% Estate Planning Services
AI Summary
“Quest offers expert business advisory services focused on wealth maximization, mergers and acquisitions, succession planning, and family office assistance to support business and personal success.”
Raises.com
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Quickly secure over $10 million for your new fund, roll-ups, or acquisitions, while becoming part of a new wave of founders who are saving both time and money.
Highlights
$5,000+
Min Project Size
10-49
Employees
Services Provided
69% Business Formation
20% Wealth Management
11% Mergers & Acquisitions Consulting
AI Summary
“Raises.com helps founders efficiently raise over $10 million for funds, roll-ups, or acquisitions, streamlining capital securing to save time and money in financial ventures.”

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