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Explore the leading financial consulting firms in the US in 2025, specializing in diverse sectors like investment banking, financial services, and business consulting. From Cornhusker Capital's focus on middle-market investment banking in Omaha to Frak Finance's innovative solutions for SaaS and eCommerce in Chicago, each firm provides unique advisory services tailored to distinct industries. Notable players like Matheson Financial Advisors cater to the AEC sector, while International Finance Institute offers top-notch finance education in New York. This list highlights firms excelling in M&A, corporate finance, and strategic consulting across key economic hubs like New York, Los Angeles, and Atlanta.
Frak Finance specializes in providing comprehensive financial services, including bookkeeping, accounting, and fractional CFO solutions, tailored specifically for SaaS, eCommerce, and small to medium-sized businesses. With a focus on trust and expertise, they offer innovative advisory services in areas such as M&A, risk management, and tax strategy.
An award-winning global investment banking firm specializing in corporate finance and cross-border mergers and acquisitions, offering comprehensive advisory services including deal execution, valuation, and capital raising for lower-middle and middle-market businesses. With a team of experienced M&A professionals, it aims to streamline the buying and selling process, leveraging strong local relationships and extensive industry expertise.
Sheridan Partners specializes in corporate finance and CFO advisory services, utilizing advanced technologies to enhance financial and operational performance for businesses. With a team of seasoned professionals, the firm offers a comprehensive range of services including IPO readiness, M&A consulting, and corporate governance, focusing on tailored solutions for complex financial challenges.
Cornhusker Capital specializes in middle market investment banking, offering a comprehensive range of advisory services including mergers and acquisitions, capital raising, and business valuation. The firm distinguishes itself with its focus on private businesses and expertise in financial restructuring and portfolio valuation.
Specializing in investment banking, this firm offers innovative exit strategy planning, deal sourcing for private equity, and comprehensive financial analysis and modeling, positioning itself as a strategic partner for private companies seeking capital advisory and M&A solutions.
Indiana Capital Partners
🇺🇸 Greater Bloomington , Indiana 47401, USIndiana Capital Partners specializes in capital markets and corporate finance advisory services, focusing on mergers and acquisitions for businesses in Indiana. Their tailored approach supports local companies in navigating complex financial landscapes.
International Finance Institute
🇺🇸 90 Park Avenue New York, NY 10016, USSpecializing in financial services education, this institute offers hands-on training in investment banking, financial modeling, and corporate valuation, led by seasoned experts. Its accredited programs and global accessibility provide a unique opportunity for professionals to advance their careers in finance through practical, real-world learning experiences.
Millennium Financial is a boutique firm specializing in corporate financial advisory, offering services such as valuation expansion, capital raising, and cross-border advisory with a focus on innovative strategies for navigating the Chinese market.
Aesir Partners LLC
Aesir Partners LLC specializes in investment management, offering full-service advisory in mergers and acquisitions, corporate valuation, and healthcare management. The firm distinguishes itself through its deep expertise in finance and accounting, providing comprehensive solutions for complex financial challenges.
Bocq Advisory
🇺🇸 Little Italy New York, NY, USBocq Advisory specializes in financial services, focusing on corporate finance education and mentorship. It uniquely empowers aspiring professionals by providing free resources, insights, and a supportive network to enhance their skills and career opportunities in investment banking and financial modeling.
Skyway Capital Markets, LLC
🇺🇸 100 North Tampa Street Suite 3550Skyway Capital Markets is a full-service investment bank specializing in M&A advisory and growth capital solutions for the lower middle market. With a focus on delivering results, it offers a range of services including corporate finance, valuation, and restructuring, positioning itself as a versatile partner for diverse financial needs.
A leading financial advisory firm specializing in business valuation, investment banking, and ESOP advisory, offering tailored solutions for middle market businesses and private equity groups. Notable for its expertise in both institutional M&A processes and facilitating employee stock ownership plans, it provides comprehensive support in corporate finance and acquisitions.
Pursant, LLC is a middle market advisory firm specializing in investment banking and financial consulting, offering a comprehensive suite of services that includes M&A advisory, capital market financing, and business value enhancement. Their innovative approach combines deep immersion processes and extensive networks to optimize leadership performance and enhance enterprise value throughout the lifecycle of a business.
Training The Street specializes in professional training and coaching within the finance industry, offering advanced, instructor-led courses in financial modeling, valuation, and accounting. Utilizing innovative teaching methods and interactive multimedia, it provides tailored training solutions that bridge theoretical finance concepts with real-world applications.
Aspect Consumer Partners
🇺🇸 38 Keyes Avenue Suite 113Aspect Consumer Partners is a boutique advisory firm specializing in mergers and acquisitions, strategic, and corporate finance within the consumer industry, including sectors like food & beverage and sustainable living. As a certified B Corp, it emphasizes a commitment to social and environmental performance while providing expert transaction services in strategy, analysis, valuation, and negotiation.
Star North Capital Group | a Star North Holdings Group Company
🇺🇸 4660 La Jolla Village Dr 100A full-service M&A advisory firm specializing in the sale, acquisition, and valuation of small to mid-market businesses with revenues between $1M to $50M, leveraging innovative synergies to empower clients in the financial services industry.
FalconFi specializes in providing entrepreneurial finance services tailored for angel, VC, and PE-backed firms, offering expertise in financial modeling, fundraising support, and corporate development. Their innovative approach includes optimizing KPI strategies and implementing finance technology solutions to enhance financial operations for startups and growing businesses.
Specializing in business consulting and services, this firm enhances decision-making for start-ups and small to medium-sized businesses by providing expert corporate finance and M&A solutions through a quantified approach. Its innovative focus on measurable outcomes distinguishes it in the competitive landscape of financial services.
Bravery Group specializes in bespoke M&A and corporate strategy advisory services, focusing on analytics, digital marketing, and technology sectors. Its innovative approach simplifies complex processes, aiming to maximize valuation and ensure successful integration for its clients.
Glendale Capital Partners, LLC
🇺🇸 5 Plant Ave Suite 1Glendale Capital Partners specializes in investment banking, focusing on mergers and acquisitions for middle-market companies with annual revenues between $10 and $300 million. Their unique approach leverages extensive financial expertise to provide comprehensive capital advisory services tailored to entrepreneur-led businesses across various industries.
Watermark Advisors, LLC
🇺🇸 531 S. Main St. Greenville, SC 29601, USWatermark Advisors, LLC is a boutique investment bank specializing in mergers and acquisitions, capital raises, valuation, and corporate strategy, offering tailored financial solutions with a focus on personalized service and expertise in complex transactions.
Clare Advisors specializes in mergers and acquisitions and financial advisory services tailored for creatively driven businesses in the advertising, marketing, media, and business services sectors. With a proven track record of over 20 successful transactions, they offer unique expertise in buy-side and sell-side advisory, corporate development, and operational efficiency.
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