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.
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.
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.
Specializing 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.
Matheson Financial Advisors is a boutique investment banking and corporate finance advisory firm specializing in providing comprehensive services such as business valuations, mergers and acquisitions consulting, and ownership transition planning for architecture, engineering, environmental, and construction firms. Its unique focus on the AEC sector positions it as a dedicated partner for industry-specific financial advisory needs.
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.
Watermark 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.
A 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.
Brockway Street Consulting specializes in management consulting focused on Mergers and Acquisitions, helping organizations enhance their capabilities in analyzing and integrating accretive deals while building top-tier M&A functions.
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.
Peritus Partners Inc. specializes in IT services and consulting, guiding businesses towards enhanced market valuation and facilitating growth through mergers, acquisitions, or initial public offerings. Their innovative approach focuses on strategic operational improvements to elevate clients to the next level of success.
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.
Novahill Advisors is a boutique investment banking firm specializing in senior-level, independent M&A advisory services for small and middle-market public and private entities. With a focus on personalized corporate finance solutions, it offers a wide range of services including mergers and acquisitions, divestitures, and strategic advisory, supported by a transatlantic network for enhanced cross-border transactions.
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.
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.
A leading expert in mergers and acquisitions for the insurance industry, specializing in the buying and selling of independent insurance agencies. The firm offers unique services such as agency valuations and comprehensive advisory solutions for both sell-side and buy-side transactions.
Riparian Partners is a premier middle market M&A advisory firm specializing in investment banking services, including mergers, acquisitions, and strategic financial advisory. With over 100 years of collective experience, it offers innovative transactional support tailored to privately held companies across North America.
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.
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.
BPL Associates, LLC offers specialized financial advisory services focused on private, small, and mid-cap telecom and high-tech sectors, providing expertise in strategic consulting, mergers and acquisitions, valuation, and financial restructuring. Their tailored approach positions them as a key partner for companies navigating complex financial landscapes.
JD Ford & Company specializes in investment banking, focusing on providing exit options for founder and family-led businesses through services such as sell-side M&A, business valuations, and strategic consulting. With expertise in negotiating complex transactions, the firm delivers tailored solutions for succession planning and capital formation, ensuring premium outcomes for clients across various business cycles.
StonePine Advisors specializes in business consulting services, focusing on entrepreneurial finance, financial planning and analysis (FP&A), and mergers and acquisitions (M&A). The firm employs a data-driven approach to provide strategic insights and optimize financial performance, enabling businesses to achieve sustainable growth through precise forecasting, budgeting, and cash flow optimization.
Your Legacy Partners specializes in investment banking, offering tailored business valuations, consulting, and M&A advisory services for mid-sized companies with revenues between $5M and $75M, positioning itself as a boutique firm that delivers personalized and strategic financial guidance.
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