Top Financial services Mergers & Acquisitions Consulting Companies

Discover top Mergers & Acquisitions Consulting companies with proven expertise in the Financial services industry. Compare verified reviews, pricing, and capabilities to find the right partner on Edverise.

Ratings Updated: July 28, 2026

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19 Companies

Top Financial services Mergers & Acquisitions Consulting Companies

Auxo Capital AdvisorsProfile set up by Edverise AI
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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, United States
Location
Services Provided
50% Mergers & Acquisitions Consulting
30% Financial Advisory & Consulting
20% Business Consulting Services
AI Summary
“No AI summary available for this company yet.”
TruebluepartnersProfile set up by Edverise AI
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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
Avg Hourly Rate
10-49
Employees
San Francisco Bay Area, California, United States
Location
Services Provided
60% Mergers & Acquisitions Consulting
40% Financial Advisory & Consulting
AI Summary
“No AI summary available for this company yet.”
DBG AdvisorsProfile set up by Edverise AI
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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, United States
Location
Services Provided
70% Mergers & Acquisitions Consulting
30% Business Brokerage Services
AI Summary
“No AI summary available for this company yet.”
F
Fry Trowbridge & Associates CPA's PCProfile set up by Edverise AI
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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
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
“No AI summary available for this company yet.”
OpnRoadProfile set up by Edverise AI
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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, Canada
Location
Services Provided
59% Mergers & Acquisitions Consulting
25% Business Strategy & Planning
16% Succession Planning
AI Summary
“No AI summary available for this company yet.”
Raises.comProfile set up by Edverise AI
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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
“No AI summary available for this company yet.”
Luft Advisory ServicesProfile set up by Edverise AI
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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
Avg Hourly Rate
2-9
Employees
Services Provided
69% CFO Services
16% Financial Planning
15% Mergers & Acquisitions Consulting
AI Summary
“No AI summary available for this company yet.”
A
Aaditya InternationalProfile set up by Edverise AI
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We are investment bankers specializing in feasibility studies and business intelligence, and we assist in facilitating joint ventures and acquisitions. We have successfully completed multiple joint ventures and feasibility studies, and we are close to finalizing several acquisition proposals. Our co…
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
2-9
Employees
New Delhi, Delhi, India
Location
Services Provided
100% Business Intelligence (BI) Dashboard Development
57% Engineering Services
43% Mergers & Acquisitions Consulting
AI Summary
“No AI summary available for this company yet.”
Quest - Advisory, Business Succession & M&AProfile set up by Edverise AI
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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, United States
Location
Services Provided
39% Succession Planning
30% Mergers & Acquisitions Consulting
20% Business Valuation Services
11% Estate Planning Services
AI Summary
“No AI summary available for this company yet.”
PCE Investment Bankers, Inc.Profile set up by Edverise AI
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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, United States
Location
Services Provided
39% Mergers & Acquisitions Consulting
30% Business Consulting Services
20% Business Valuation Services
11% Employee Benefits Consulting
AI Summary
“No AI summary available for this company yet.”

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