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
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
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
Watermark Advisors, LLC logo

Watermark Advisors, LLC

🇺🇸 531 S. Main St. Greenville, SC 29601, US

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.

investment banking
mergers
acquisitions
capital raising
valuation
corporate strategy
financial advisory
Company size: 11-50
Founded: 2002
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
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
Clare Advisors logo

Clare Advisors

🇺🇸 Washington, US

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.

financial advisory
mergers
acquisitions
buy-side
sell-side
corporate development
business valuation
operational efficiency
fundraising
management compensation
Company size: 2-10
Founded: 2014
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
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
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

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
Bravery Group logo

Bravery Group

🇺🇸 Atlanta, Georgia 30339, US

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.

M&A advisory
strategic readiness
corporate strategy
performance improvement
valuation
integration
digital marketing
media consulting
agency advisory
commerce strategy
operational leadership
Company size: 2-10
Founded: 2021
Resultant Capital logo

Resultant Capital

🇺🇸 14 Wall Street New York, New York 10005, US

Resultant Capital specializes in capital advisory and mergers & acquisitions, offering comprehensive services that include debt and equity financing, target identification, due diligence, and integration planning. The firm uniquely connects the US market with opportunities in Europe and Africa, enhancing clients' capital-raising efforts and strategic M&A objectives.

capital advisory
mergers
acquisitions
financing
debt
equity
valuation
due diligence
negotiation
integration
strategic planning
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
Connect Capital Group LLC logo

Connect Capital Group LLC

🇺🇸 Los Angeles, US

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.

investment banking
exit strategy
deal sourcing
financial analysis
valuation
capital advisory
M&A analysis
financial consulting
investment sourcing
deal structuring
Company size: 2-10
Brockway Street Consulting logo

Brockway Street Consulting

🇺🇸 261 N Brockway St Palatine, Illinois 60067, US

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.

consulting
management
mergers
acquisitions
integration
analysis
strategy
organizational development
corporate finance
Company size: 1
Founded: 2022
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
Corporate Investment logo

Corporate Investment

🇺🇸 3807 Spicewood Springs Rd Suite 102

Specializing in business sales and mergers and acquisitions, this financial advisory firm focuses on lower middle-market businesses with revenues between $2 million and $20 million. With a commitment to maximizing value and personalized guidance from senior advisors, it offers expert support throughout the M&A process.

financial advisory
business sales
mergers
acquisitions
business brokerage
M&A advisory
middle-market
dealmakers
strategic advisory
lower middle-market
Company size: 2-10
Founded: 1984
Peritus Partners Inc. logo

Peritus Partners Inc.

🇺🇸 HQ San Jose, CA 95120, US

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.

IT consulting
business operations
market valuation
growth strategy
liquidity events
mergers
acquisitions
IPO
corporate strategy
financial advisory
Company size: 2-10
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
CFOshare logo

CFOshare

🇺🇸 3001 Brighton Blvd Denver, Colorado 80216, US

CFOshare specializes in providing professional financial strategy and services tailored for small businesses, offering corporate-quality accounting, financial planning, and advanced analytics. Their innovative approach enables even the smallest enterprises to access comprehensive financial management tools, including forecasting, budgeting, and business intelligence development.

financial strategy
accounting
forecasting
analytics
cash flow
budgeting
business valuation
mergers
acquisitions
bookkeeping
financial planning
process design
Company size: 11-50
Founded: 2017

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