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Capability

M&A advisory

Suppliers
17
States & provinces
13
Countries
3

17 m&a advisory suppliers across 13 states and provinces in 3 countries. Profiles show capabilities, materials, certifications, and facility locations so you can compare shops and build a shortlist.

Suppliers

ADEPTATION LLC

EVANSTON, IL

Adeptation helps businesses outperform by leading the strategy, planning, and execution of initiatives that power business, brand, data, and technology transformations, as well as complex enterprise transactions. Its expertise spans 25+ enterprise transactions, 3 IPOs, multiple corporate rebrands, product launches and repositionings, and dozens of technology implementations. The firm describes itself as Board and C-Suite Advisors and Operators working with programmatic M&A enterprises and strategic capital firms.

brand and communications strategybrand transformationBusiness Transformationcorporate entity standupdata transformationdivestiture communicationsenterprise transactionsleadership developmentproduct launchesTechnology Transformation

AERTWORKS LLC

SAN CLEMENTE, CA

AERTWORKS is a global advisory that helps technology companies develop and execute strategies for innovation, growth, transformation, and exit. It offers CEO advisory, strategy development, global expansion, exit planning, growth optimization, and workshops, and provides creative services including brand review and launch/market entry planning. It was started in 2013 as CADREBEL and has since evolved into a full CEO and M&A advisory.

brandingCEO advisoryexit planningglobal expansionGrowth & Optimizationmarket entry planningmedia planningstrategy developmentworkshops

A.J. ARENBURG FINANCIAL, LLC

ST PETERSBURG, FL

A.J. Arenburg Financial is a boutique investment banking and M&A advisory firm focused on lower middle market businesses. It works directly with business owners and management teams to prepare, position, and execute transactions with institutional buyers, advising companies with $10M–$250M in revenue on business valuation, financial preparation, and running a disciplined sale process with private equity, family offices, and accredited investors.

Business Valuationbuyer outreachcapital advisoryexit planningfinancial due diligencetransaction execution

A&O Shearman is a global law firm formed in 2024 via the merger of Allen & Overy and Shearman & Sterling. With nearly 4,000 lawyers globally, the firm advises on English law, U.S. law and the laws of dynamic markets, serving clients on complex, multijurisdictional matters across sectors including energy, life sciences, technology, financial services and private capital.

corporate governance advisoryfinancial services regulationlegal advisorylegislative draftinglitigationRegulatory Compliancerestructuring and insolvency

Alliance Technologies helps international advanced manufacturing companies accelerate strategic growth in the American market through direct operational management and expert guidance. It offers solutions for getting started in the Americas, restructuring and managing American operations, advising boards of directors, and accelerating growth through M&A, serving markets including semiconductor manufacturing, medical device and diagnostic imaging, electronic production, inspection and test, scientific and laboratory equipment, and solar and renewable ener

board advisoryfinancial compliance (GAAP, IFRS)market analysis and industry researchoperational managementregulatory compliance (OSHA, FDA, UL, CSA)sales/distribution channel developmentStrategic marketing

TIER 1 IN: CORPORATE, COMMERCIAL, M&A, BANKING AND FINANCE, CAPITAL MARKETS ACCORDING TO THE LEGAL 500 EMEA 2026 MORE ABOUT US HOW WE ARE DIFFERENT Top-tier law firm in all of our key practices Band 1 in: Banking & Finance, Competition & Antitrust – Chambers Europe 2026 Tier 1 in: Corporate, Commercial, M&A, Banking & Finance, Capital Markets – The Legal 500 EMEA 2026 Among Top-6 Ukrainian law firms We were shortlisted among the Top-6 law firms in Ukraine for “National Law Firm of the Year” of the IFLR Europe Awards 2026 Fully operational despite the war We remained fully operational throughout the war. Having relocated some of our personnel abroad, we are able to continue working on deals despite the power shortages in Ukraine. Selected Projects Redcliffe Partners, together with K&L Gates LLP, has achieved a resounding victory for Ukrainian Railways (Ukrzaliznytsia) in a commercial.

Arbitrationbanking and finance lawcapital markets lawcompetition and antitrust lawlegal counsel

AWR LLOYD LLC

WOODSTOCK, VA

AWR Lloyd is a specialist strategy and M&A advisory firm focused on the Asia-Pacific and Middle East regions, with a 26-year track record delivering bespoke strategic advice, M&A support and industry intelligence. The firm has completed over 500 assignments and is represented in the UK, Australia, Hong Kong, Singapore, Vietnam, Thailand, Indonesia, India, Sri Lanka, Oman and the UAE with principal offices in Bangkok, Jakarta, Ho Chi Minh City, Mumbai and Abu Dhabi.

due diligenceindustry researchstrategy consultingTransactions advisoryvaluation

BOSTON MANTRA LLC

SHREWSBURY, MA

Boston Mantra LLC is a boutique M&A advisory and management consulting firm headquartered in Boston, Massachusetts, specializing in healthcare and life science deals. It offers modular service platform design, buy-side and sell-side M&A advisory, business valuation, business exit consulting, and pre/post-transaction integration support.

business exit consultingBusiness Valuationestate planningManagement consultingpost-merger integrationpre-merger integrationtax compliancevaluation analysis

C4 HOLDING CO, LLC

IRVINE, CA

C4 Solutions is a growth partner for MSPs, IT service providers, VARs, telecom companies, SaaS, and tech firms. Founded by operators with over 25 years of experience building and exiting technology companies, C4 helps owners grow through managed marketing, sales systems, and M&A advisory, powered by its C4OS business operating system.

AEOdeal sourcingGEOLinkedIn marketingmanaged marketingPaid mediasales process engineeringSEOvaluation preparationvCFO servicesvCMO servicesvCSO servicesYouTube content

CastleOak Securities, L.P. is a boutique investment bank founded in 2006, serving corporate, governmental and institutional clients. It is an independent, minority-owned financial services provider managed by Wall Street veterans, with approximately 75 professionals across 6 offices. The firm focuses on capital markets, sales & trading, and financial advisory, and has assisted clients on public offerings totaling over $5 trillion.

Capital raising advisoryDebt underwritingElectronic bond tradingEquity tradingEquity underwritingFixed income sales & tradingMoney market fund accessShare repurchase executionStructured finance underwriting

DigiSpark Advisory LLC is a consulting firm whose teams deliver investor and senior executive-level engagements across Business Advisory, Growth, and Technology Transformation. Its advisors bring over two decades of experience in Big4 consulting, M&A, and operational realms, helping clients define problems, create customer profiles, highlight value propositions, navigate risks, and build digital roadmaps to improve operational efficiency and decision-making.

Business advisoryDigital roadmap creationStrategic GrowthTechnology Transformation

EIDE BAILLY LLP

FARGO, ND

Eide Bailly is a top 20 accounting and advisory firm serving the middle market and high growth organizations across the United States and internationally. Founded in 1917, the firm has more than 100 years in business and 3,500+ partners and professionals across 50+ offices in the U.S. and India. It helps leaders improve performance, manage risk, and make confident strategic decisions across finance, operations, and technology.

AI advisoryassuranceattest servicesauditBusiness advisoryData Analyticsfractional CFO servicesoutsourced accountingTax planningtechnology implementation

FCI ADVISORY LLC

MC LEAN, VA

FCI Advisory is a federal advisory and delivery firm founded in 2020 in McLean, Virginia. It combines strategy, technology, and execution across six integrated service lines for federal agencies and growing businesses, and is a GSA Schedule holder with CMMC Level 1 and ISO 9001:2015 certifications and Virginia SWaM small business status.

budget & cost analysischange enablementcloud modernizationcybersecurity compliancedashboards & reportingenterprise PMOGrants managementinternal controlslifecycle managementML data labelingoperating model designpre-cleared COTS & SaaS resalepredictive modelingprocurement enablementproposal captureService Desk OperationsSOW & requirements

Fractal is a specialized energy storage and renewable energy consulting and engineering firm that provides expert evaluation, technical design, financial analysis and independent engineering of energy storage and hybrid projects. It supports the full life cycle of energy storage or hybrid projects from conception to operations, and has worked on hundreds of utility-scale projects.

commissioning supportdue diligenceenergy storage consultingfinancial modelinghybrid system designindependent engineeringinterconnection studiesowner's engineeringperformance testingTechnical Design

JMIN is a virtual intellectual property law firm whose professionals include veteran IP attorneys and patent agents with backgrounds in other law firms, in-house law departments, university tech transfer offices, and research facilities. The firm guides clients through patent, trademark, and copyright ownership and monetization in domestic and foreign markets, and operates as a virtual law firm with locations including Atlanta, GA and New York, NY.

copyright protectioncorporate & business transactionsIP strategyIP transactionspatent prosecutiontrademark protectionVC due diligence

JW Strategic Advisors (JWSA) is an M&A and finance advisory firm. Its founder Jack is an experienced board director and strategic advisor who has helped organizations in defense, cybersecurity, and national security navigate decisions in M&A, growth investments, and governance, with 70+ M&A and investment transactions totaling $6.4B+.

board governancefinance advisoryrisk managementstrategic advisory

KPMG REVIZIJA D.O.O.

SKOPJE, CENTAR

KPMG is a professional services organization that combines deep skills, experience, advanced technologies and integrated approaches to help clients drive success. It provides audit, advisory (deal advisory, forensic, consulting), tax and legal services to public and private sector organizations across industries including automotive, banking, industrial manufacturing, infrastructure, insurance, mining & metals, oil & gas and real estate.

advisoryassuranceauditconsultingdeal advisoryfinancial due diligenceforensiclegal servicestax advisorytax compliancetransfer pricingvaluations

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