Seller's Contact Information

  • RE:  Acquisition Opportunity Of A M&A Boutique Firm
  • Contact:  Business Owner
Listing Update!
Update: Acquisition Opportunity Of A M&A Boutique Firm is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry.

Business Overview:

The owner of an established boutique M&A advisory firm, whose footprint in the Southern U.S. resides in one of the fastest growing regions in the U.S., is pursuing a sale of the Company. The Company provides both buy-side and sell-side M&A advisory services primarily to industrials, distribution and business services through a unique approach that positions clients for a greater likelihood of ROI capture from their transaction. It has successfully represented nearly 100 clients in M&A, valuation, private capital services over its’ history. There are many valuable assets that will be sold in this transaction. We have prepared a confidential information memorandum that describes this acquisition opportunity in greater detail for interested parties. Thank you for your consideration.

Property Features and Assets:

Assets for Sale: 1. Trade name, logo & tag line 2. Website 3. Service mark /copyright for M&A services 4. Educational content for live events for Sellside & Buyside M&As 5. Online training course* 6. Server files for clients, prospects, processes 7. Network contact information for referral sources, clients & prospects covering multi-state region 8. Custom built engagement dashboard with extensive detail on COIs 9. Vision+Mission+Culture large plexiglass wall board 10. Valuation templates 11. Business development strategies 12. Report covers with logo /embossed logos

Market Competition and Expansion:

Our competitors are comprised of business brokers, accounting firms, other M&A boutique firms, large investment banking firms and arms of commercial banks, and to a lesser extent bulge bracket firms.  

Boutique M&A advisory firms have established themselves as vital players across most segments of the investment banking industry. Focused on specialized sectors and relationship-driven service, these firms offer an appealing alternative to global banks. Their lean operations and lower overhead make them cost-competitive during periods of market volatility. Axial Markets data shows that over 400 boutique advisors were active nationwide in Q1 2025. These firms handled over 3,000 sell-side deals via the Axial platform.  

Our "prime market" for sell-side M&A is $121MM and our "prime market" for buy-side M&A is $190MM, for a combined $311MM.  This core market is a tri-state region with a focus on lower-middle market M&A transactions.  Our potential market with our scalable business model covers a much larger footprint across the fastest growing regions of the country.  

Reason for Selling:

Retirement from M&A Profession. Kindly ask the seller for more information.

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Documents:

Relevant Links:

Opportunity Update!

Exciting update: Acquisition Opportunity Of A M&A Boutique Firm has a new owner due to high interest! More opportunities await. Explore our site for other listings or sign up here for email alerts. Find your perfect business opportunity today!

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