Top M&A Advisory Firms in Florida - Axial

Benchmark International is a global M&A firm that provides business owners with creative, value-maximizing solutions for growing and exiting their businesses. Benchmark International has handled over $11 billion in transaction value across various industries from offices across the world. With decades of M&A experience, Benchmark International’s transaction teams have assisted business owners with achieving their objectives and ensuring the continued growth of their businesses. The firm has also been named the Investment Banking Firm of the Year by The M&A Advisor and the Global…

The Mertz Taggart DifferenceThe team at Mertz Taggart has successfully completed over 140 healthcare services transactions since 2006. We also have experience owning/operating a health care company, which we believe gives Mertz Taggart a different perspective when representing our clients.From the first contact we have with you as a prospective client, you’ll find our approach differs from that of other M&A firms. We believe that your representation in the sale of a business should be client-centric, and that every step should move you closer to your goal. By taking time to understand…

TREP Advisors is an sell-side advisory firm focused on succession solutions for business owners worldwide.We know that owners want to understand the future options for their business. We believe the owner succession plan is the single most important business decision an owner will make to achieve the freedom they deserve, which is why we helped owners liquidate more than $140 million in equity from their businesses in 2024.TREP gets 95% of its business via referrals. We are a team of 20 professionals, many of whom have owned their businesses and walked in the owner's shoes. We are…

At RVR, we've earned our reputation as trusted advisors for small to mid-market companies and their owners by using our personal experience in building and sale of businesses we have grown ourselves. At RVR our expertise covers all aspects of the activities needed to successfully build a business – planning, sales, operations, finance and accounting, regulation, and overall administration, among others. We partner with our entrepreneurs and stay by their side at each step of the process until the journey is completed.Since the beginning, RVR Consulting Group has walked in the same shoes…

Boxwood Partners, LLC, is a boutique investment bank based in Jupiter, Florida with offices in Richmond, Virginia. Our professionals combine a unique blend of senior-level transaction advisory and business operating experience with proven process execution skills to give our clients a distinct advantage in the market. Moreover, our extensive relationships within the global capital and buyer communities (including U.S. and international private equity groups, corporations, hedge funds, and lenders) along with other important transaction-related service providers such as consultants, attorneys,…

We have served as a trusted partner to businesses in the HVAC, Plumbing and Mechanical contractors, providing a range of services including valuation, accounting, research and financial analysis. Our goal is to serve not simply as a business brokerage, but as a success strategy firm, driving superior outcomes for our clients. We achieve this in particular by leveraging the strong relationships we have forged over in our niche industry focus.We’re equally comfortable representing sellers and buyers – our only objective is to help you accomplish your goals efficiently and professionally.…

Cross Keys Capital has offices in Fort Lauderdale, Florida, and Chicago, Illinois. With a team of more than 20 professionals, we provide our clients with a full suite of investment banking advisory services including sell-side and buy-side M&A, recapitalizations, restructurings, and capital raising. At the onset, we perform comprehensive diligence and analyses on our clients to identify key deal factors, including the quality of the management team, the stability and track record of the business, the strength and testing of the company’s financial profile, and its competitive positioning.

Align Business Advisory Services ("Align") is a nationwide Mergers & Acquisitions Advisory firm focused on the lower-middle-market. Their team of industry professionals align buyers and sellers in successful transactions, providing advice and guidance before, during, and after the transaction.The firm is based in Orlando, Florida, with locations throughout the country such as Philadelphia, Chicago, San Francisco, Denver, and Dallas. Align's mission is to provide lower-middle-market businesses with enterprise expertise and innovative and personalized service. We provide concierge service to…

Aberdeen Advisors is a lower mid-market merger and acquisition firm. Aberdeen focuses on selling companies in the Southeast United States generating around $ 5 million to $ 100 million in annual revenues. At Aberdeen Advisors, our advisors have personally owner or operated a business that have gone through the sales process. That means we have first-hand knowledge of the process and understand the complexities of navigating the sale.

CDI Global has advised on mergers and acquisitions for middle-market crossborder transactions for over 40 years. We are known for our experienced international personnel and our in-depth business development expertise. CDI has successfully partnered and collaborated with clients globally, in vertical sectors that span virtually every major industry that moves commerce, including technology, finance, retail, construction, industrial manufacturing, chemicals, oil & gas, healthcare & pharmaceuticals, food & agriculture and aerospace.We understand the prime importance of making informed choices…

We are Professional Merger & Acquisition Advisors, serving privately held businesses in the lower to middle market. With over 40 years experience and billions in transactions, we bring a broad base of knowledge and vast network of resources to each business we represent. We become an extension of your team, leading and coordinating all aspects of the sale or recapitalization process with a focus on maximizing value, minimizing risk and proactively courting the right potential buyers. Our proven, multi-faceted approach yields a comprehensive analysis of your business and provides a clear, step…

We specialize in helping our clients buy and sell small businesses. With over 70 years of combined experience building, operating, and selling businesses, we deeply understand the unique challenges that business owners face during the exit process.Our proven 6-step process is designed to help business owners achieve a successful sale by:           •          Developing effective exit strategies tailored to your…

Vision Point Capital is Florida’s premier advisory firm dedicated to simplifying complex business valuations, M&A transactions, and ESOP transactions for business owners and their advisors. With over 80 years of combined experience, we’ve successfully served thousands of clients across the full M&A lifecycle.The Vision Point Capital team represents business owners from a variety of backgrounds, sectors, and geographies. With headquarters in Florida and regional offices in the Midwest, our advisors are well-positioned to provide a bespoke, hands-on approach to guiding clients and…

Mergers & AcquisitionsRecapitalizationsGrowth CapitalExit Strategy PlanningStrategic AdvisoryValuations

First Boca Associates, Inc. (FBA) is a mid-market merger and acquisition niche specialist. FBA maintains relationships with a global network of well-funded buyers and investors primarily focused on the acquisition, merger, or recapitalization of all or part of mid-market, US-based companies (revenue over $10 million or EBITDA over $2 million).FBA has spent the past 20 years establishing relationships with a broad spectrum of qualified investors, including private equity and institutional funds, strategic investors, and family offices. We are in active daily communication with buyers regarding…

ACQUIVEST Financial Group is a boutique mergers & acquisitions advisory firm, catering to businesses with annual revenues from $1M to $150M.Specialties: mergers & acquisitions, valuation services, sell-side and buy-side engagements

Astor Walker & Co. is a full service M&A Advisory firm with global reach, in-depth market insight and broad execution capabilities. We are the trusted advisor to top decision-makers and help our clients achieve superior outcomes by providing thoughtful, caring advice while acting with honor and integrity. ServicesWe guide clients through the complex financial and strategic challenges that they face during each stage of their business life cycle. As a leading advisory-focused independent Advisory Firm, we are able to serve as a trusted advocate to our clients across a number of…

Middle Market advisory firm specializing in mergers and acquisitions, private placements of debt/equity, advisory assignments and business valuations. Our team has collectively closed over 100 transactions with more than $1 billion in value.

CRES Corp International provides M&A Advisory and Investment Banking services to second-stage companies in Florida and throughout the East coast up thru the North East. We focus on lower middle market companies, typically with Revenues between $5 mil and $50 mil, EBITDA between $750k and $5 mil, and enterprise value up to $50 million. The businesses are typically still founder owned with no previous institutional money.We prefer to work with entrepreneur-friendly investors that are focused on executing fair and reasonable transactions with founders to create win-win scenarios.