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.

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
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
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
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
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
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
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
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

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
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
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
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
First Water Finance logo

First Water Finance

🇺🇸 609 Main St 25th Flr

First Water Finance is a financial services provider specializing in FP&A and corporate finance solutions, offering innovative managed services, project consulting, and talent acquisition for finance leaders and small to midsize businesses. With a focus on enhancing finance capabilities and fostering community connections, it delivers proprietary methodologies and strategic support to optimize financial functions and drive growth.

financial services
FP&A
corporate finance
community
consulting
transaction advisory
talent acquisition
financial modeling
cash management
risk management
growth strategy
mergers and acquisitions
Company size: 2-10
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
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
Parcrest Advisors logo

Parcrest Advisors

🇺🇸 125 Park Ave 25th Floor

Parcrest Advisors specializes in investment banking, offering expertise in cross-border and domestic mergers and acquisitions, capital raising, corporate finance, and restructuring advisory services. The firm stands out with its focus on diverse sectors, including automotive aftermarket, software, technology, e-commerce, and fintech.

investment banking
mergers
acquisitions
capital raising
corporate finance
restructuring
advisory
automotive
e-commerce
fintech
technology
Company size: 11-50
Founded: 2016
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
ClientFirst Strategy, Inc. logo

ClientFirst Strategy, Inc.

🇺🇸 10 YARDLEY DR Dix Hills, New York 11746, US

ClientFirst Strategy specializes in investment banking, focusing on innovative financial solutions and strategic advisory services tailored to meet the unique needs of its clients.

investment banking
financial advisory
mergers
acquisitions
capital raising
corporate finance
valuation
underwriting
Company size: 2-10
White Collar Combat logo

White Collar Combat

🇺🇸 Scottsdale, Arizona, US

White Collar Combat specializes in business consulting and services, focusing on optimizing financial performance and driving growth for clients in manufacturing, technology, and defense. Leveraging expertise in investment banking and corporate finance, the firm offers innovative solutions in mergers and acquisitions, financial consulting, and strategic advisory.

business consulting
financial consulting
mergers
acquisitions
strategic advisory
investment banking
valuation
turnaround
restructuring
growth
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
Skyway Capital Markets, LLC logo

Skyway Capital Markets, LLC

🇺🇸 100 North Tampa Street Suite 3550

Skyway 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.

investment banking
M&A
advisory
corporate finance
valuation
restructuring
growth capital
private equity
Company size: 11-50
Founded: 2002

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