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
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
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
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
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
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
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
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
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
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
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
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
General Insurance Brokerage LLC logo

General Insurance Brokerage LLC

🇺🇸 6353 Mighty Eagle Way Sarasota, Florida 34241, US

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.

insurance
brokerage
mergers
acquisitions
valuation
advisory
consulting
sell-side
buy-side
agency
financial
independent
expert
transaction
market
agency
services
USA
firms
Company size: 2-10
Founded: 2013
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
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
Quantfi logo

Quantfi

🇺🇸 Dallas, US

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.

business consulting
corporate finance
mergers
acquisitions
private equity
venture capital
investor relations
capital markets
financial modeling
financial planning
valuation
fundraising
Company size: 11-50
Founded: 2023
BPL Associates, LLC. logo

BPL Associates, LLC.

🇺🇸 195 Plymouth Street Brooklyn, NY 11201, US

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.

financial advisory
telecommunications
mergers
acquisitions
valuation
restructuring
strategic consulting
Company size: 2-10
Founded: 2008
JD Ford & Company logo

JD Ford & Company

🇺🇸 650 S. Cherry St. Suite 1200

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.

investment banking
mergers
acquisitions
valuation
exit planning
capital formation
business consulting
financial advisory
marketability assessment
debt financing
equity financing
succession planning
Company size: 2-10
Founded: 1996
StonePine Advisors logo

StonePine Advisors

🇺🇸 Los Angeles, US

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.

business consulting
entrepreneurial finance
FP&A
mergers and acquisitions
financial modeling
cash flow
budgeting
forecasting
data analytics
KPI dashboarding
strategic advisory
valuation
Company size: 1
Your Legacy Partners logo

Your Legacy Partners

🇺🇸 Los Angeles, California 90254, US

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.

investment banking
business valuation
M&A advisory
consulting
mergers
acquisitions
financial advisory
Company size: 2-10

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