Acquisition Opportunity of a M&A Boutique Firm

NOT DISCLOSED, NOT DISCLOSED

Asking Price	$250,000	Year Established	2002
Annual Revenue	$325,000	Reason for Selling	Retirement from M&A Profession
Annual P/L	$100,000	Attention	Business Owner
Annual Cash Flow	$0	Listing Number	994593
# of Employees	6	Business Category	Services: Financial, Accounting, Insurance

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:

<p>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<br></p>

Market Competition and Expansion:

<p>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.  </p><p> </p><p>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.  </p><p>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.  </p><p> </p><p><br></p>

Additional Details: