Top 22 financial consulting firms in the US

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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.

Cornhusker Capital logo

Cornhusker Capital

🇺🇸 1299 Farnam St Suite 300

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.

investment banking
mergers
acquisitions
capital raising
financial opinions
business valuation
portfolio valuation
debt placement
restructuring
Company size: 2-10
Founded: 2010
Frak Finance logo

Frak Finance

🇺🇸 Chicago, Illinois 60647, US

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.

bookkeeping
accounting
CFO
advisory
financial analysis
M&A
valuation
risk
tax
consulting
capital markets
financial modeling
Company size: 2-10
Founded: 2015
Riparian Partners, LLC logo

Riparian Partners, LLC

🇺🇸 2100 Financial Plaza Providence, RI 02903, US

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.

investment banking
mergers
acquisitions
divestitures
recapitalization
advisory
financial modeling
investments
finance
specialty finance
M&A
Company size: 2-10
Founded: 1993
Matheson Financial Advisors, Inc. logo

Matheson Financial Advisors, Inc.

🇺🇸 1451 Dolley Madison Blvd Suite 220

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.

investment banking
corporate finance
mergers and acquisitions
business valuation
ownership transition
financial advisory
ESOPs
deal structuring
financial due diligence
AEC sector
Company size: 2-10
Founded: 2003
MergersCorp logo

MergersCorp

🇺🇸 40 Wall St Suite #2725

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.

investment banking
mergers
acquisitions
corporate finance
deal execution
valuation
capital raising
strategic advisory
due diligence
business brokerage
financial modeling
exit strategy
Company size: 51-200
Sound Advisory logo

Sound Advisory

🇺🇸 500 Yale Avenue North Seattle, WA 98109, US

Sound Advisory specializes in financial services, offering business valuation, ESOP advisory, and corporate finance solutions tailored for closely-held middle market firms. With extensive experience in independent valuations and ownership transition strategies, it provides strategic insights and innovative financial solutions to meet clients' unique objectives.

business valuation
ESOP advisory
corporate finance
ownership transition
financial advisory
mergers
acquisitions
Company size: 2-10
Founded: 2016
Applied Economics logo

Applied Economics

🇺🇸 400 Galleria Pkwy SE Suite 1950

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.

valuation
investment banking
mergers
acquisitions
corporate finance
ESOP
capital raise
sell side advisory
Company size: 11-50
Founded: 1998
Pursant, LLC logo

Pursant, LLC

🇺🇸 2801 Lakeside Drive Suite 100

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.

M&A
capital markets
financial consulting
business valuation
leadership coaching
transaction advisory
quality of earnings
enterprise value
exit strategy
market intelligence
finance optimization
financial planning
Company size: 11-50
Founded: 2010
International Finance Institute logo

International Finance Institute

🇺🇸 90 Park Avenue New York, NY 10016, US

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.

financial services
investment banking
financial modeling
corporate valuation
mergers
acquisitions
leveraged buyouts
private equity
finance training
investment courses
hedge fund training
Company size: 11-50
Founded: 2005
Star North Capital Group | a Star North Holdings Group Company logo

Star North Capital Group | a Star North Holdings Group Company

🇺🇸 4660 La Jolla Village Dr 100

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.

financial services
mergers
acquisitions
valuation
corporate finance
financial advisory
investment banking
business consulting
M&A boutique
Company size: 11-50
Founded: 2021
Novahill Advisors, LLC logo

Novahill Advisors, LLC

🇺🇸 211 N Union St Suite 100

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.

investment banking
M&A
mergers
acquisitions
divestiture
private placement
restructuring
due diligence
valuation
fairness opinions
strategic advisory
Company size: 2-10
Founded: 2002
Hancock Advisors logo

Hancock Advisors

🇺🇸 3740 Davinci Ct Peachtree Corners, Georgia 30092, US

Hancock Advisors specializes in financial services, offering expertise in corporate finance, transaction advisory, valuations, and litigation support. With a comprehensive range of investment banking services, it uniquely positions itself to assist business owners and private equity firms in navigating complex financial transactions and maximizing shareholder value.

financial services
due diligence
valuation
M&A
advisory
transaction advisory
litigation support
investment banking
capital generation
shareholder value
corporate finance
Company size: 11-50
Regent Financial logo

Regent Financial

🇺🇸 17595 Harvard Ave Suite C

Regent Financial operates in the financial services industry, specializing in client-focused investment banking that offers a comprehensive suite of bespoke financial services aimed at accelerating business growth. Their innovative approach includes expertise in corporate finance analysis, Mergers & Acquisitions advisory, and capital restructuring, positioning them as a valuable partner for businesses seeking tailored financial solutions.

investment banking
corporate finance
enterprise valuation
mergers and acquisitions
capital raise
financial advisory
risk management
credit analysis
restructuring
post-merger integration
debt financing
equity financing
Company size: 11-50
Founded: 2017
Bushido Strategic Advisory logo

Bushido Strategic Advisory

🇺🇸 46 West Avon Road Suite 201

Bushido Strategic Advisory specializes in providing tailored corporate finance advisory services for the insurance industry, leveraging over 20 years of expertise in investment banking and private equity. Their innovative approach includes offerings such as fractional CFO leadership, due diligence for acquisitions, and strategic guidance for mergers and acquisitions, catering specifically to industry professionals and investors.

financial advisory
fractional CFO
mergers
acquisitions
insurance
insurtech
private equity
due diligence
financial operations
corporate finance
Company size: 1
Founded: 2019
Park Lane logo

Park Lane

🇺🇸 PO Box: 1515 7th Street Suite 125

Specializing in investment banking for the sports industry, Park Lane offers comprehensive financial advisory services, including mergers and acquisitions, corporate finance, and restructuring. Their unique approach combines deep financial expertise with exceptional access, tailored to meet the needs of sports leagues, teams, and investors.

investment banking
sports finance
financial advisory
mergers
acquisitions
corporate finance
restructuring
capital raising
franchise valuations
due diligence
real estate
Company size: 2-10
Founded: 2005
WaveCrest Securities logo

WaveCrest Securities

🇺🇸 205 Powell Pl Brentwood, Tennessee 37027, US

WaveCrest Securities is a boutique investment bank specializing in capital raising, mergers and acquisitions, advisory, and corporate finance services, offering tailored financial solutions with a focus on personalized client relationships.

investment banking
capital raising
mergers
acquisitions
advisory
corporate finance
Company size: 2-10
Indiana Capital Partners logo

Indiana Capital Partners

🇺🇸 Greater Bloomington , Indiana 47401, US

Indiana 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.

capital markets
corporate finance
advisory
M&A
investment
financing
valuation
equity
debt
transactions
Company size: 2-10
Founded: 2019

1stWEST Mergers & Acquisitons

1stWEST Mergers & Acquisitions is a boutique investment banking firm specializing in the buying and selling of companies, offering tailored financial services to facilitate strategic transactions. Its focused approach allows for personalized service and expertise in navigating complex mergers and acquisitions.

investment banking
mergers
acquisitions
financial advisory
corporate finance
due diligence
valuation
deal structuring
Company size: 11-50
IMAP - International Mergers and Acquisitions Partnership logo

IMAP - International Mergers and Acquisitions Partnership

🇺🇸 1209 Orange St Wilmington, Delaware 19801, US

IMAP specializes in providing mergers and acquisitions advisory services for mid-sized companies globally, leveraging a vast network of over 450 professionals to deliver entrepreneurial and unbiased guidance. With a proven track record of closing more than 2,200 transactions valued at $130 billion in the past decade, it is recognized as a leading advisor in the mid-market segment.

mergers
acquisitions
mid-market
corporate finance
debt advisory
company sales
cross-border
advisory services
Company size: 201-500
Founded: 1973
Texas Corporate Capital Advisors logo

Texas Corporate Capital Advisors

🇺🇸 100 CRESCENT CT Dallas, Texas 75201, us

A boutique investment banking firm specializing in financial advisory services, particularly in mergers and acquisitions and corporate finance for middle market public and private entities, offering experienced professionals and objective advice for quantifiable results.

investment banking
financial advisory
mergers
acquisitions
corporate finance
middle market
public companies
private companies
Company size: 11-50
Founded: 2001
Branison Group LLC logo

Branison Group LLC

🇺🇸 146 Tupelo Lane Guilford, CT 06437, US

Branison Group specializes in providing merger and acquisition advisory services, focusing on delivering insightful and integrity-driven corporate finance solutions for business owners, corporate executives, and private equity groups.

investment banking
M&A
advisory
corporate finance
private equity
mergers
acquisitions
financial advisory
Company size: 2-10
Founded: 2004
FON Advisors logo

FON Advisors

🇺🇸 3033 Wilson Blvd Suite 230

FON Advisors specializes in investment banking and financial advisory services, focusing on the aerospace, defense, and government services sectors. The firm combines industry expertise with a comprehensive suite of solutions, offering unique insights for business owners and investors in areas such as mergers and acquisitions, valuation, and capital-raising.

investment banking
financial advisory
valuation
management consulting
principal investing
aerospace
defense
government
mergers
acquisitions
capital-raising
corporate finance
Company size: 11-50

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