Finance & Insurance M&A Advisors

two gentleman shaking hands

Whether you’re considering getting into the finance industry or ready to embark on something new, specialized M&A Source advisors have the expertise to assist you in reaching the closing table. Finance and insurance M&A advisors are knowledgeable about the ins and outs of this sector and can help you find an opportunity that fits you.

How a Finance & Insurance Advisor Can Help You

Even a straightforward sale is wracked with paperwork and negotiations. Do yourself a favor, and work with the experts. When you enlist an M&A Source advisor, you can put their experience to work, leaving you time to focus on the day-to-day. Browse knowledgeable advisors and start finding your partner for what’s ahead below.

 

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M&AMI CM&AP CBI

Steven Niehaus

Edison Business Advisors
Bonita Springs, FL 34135-7526
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M&AMI CBI

Tony Khoury

Transworld Business Advisors of Eastern NC
Greenville, NC 27835
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M&AMI CM&AP CBI MCBI

Brian Stephens

Legacy Venture Group
Brandon, FL 33511
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M&AMI CBI

William Loftis

Blue River Financial Group
Bloomfield Hills, MI 48302
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M&AMI CBI

Keith Chapman

Horizon Business Group
Tyler, TX 75711-7580
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M&AMI CM&AP CBI

Russell Cohen

South Florida M&A Advisors
Boca Raton, FL 33431
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M&AMI CM&AP

Michelle Seiler Tucker

Seiler Tucker
New Orleans, LA 70130
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M&AMI CM&AP

Willem Smit

Business Hunters International Pty Ltd
Boksburg, 1459
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M&AMI CM&AP CBI

Paul Ihrig, M&AMI, CBI, CM&AP

Transworld Business Advisors
Orlando, FL 32803
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M&AMI CBI

Gregg Kunz CBI M&AMI

Rocky Mountain Business Advisors, Inc.
Denver, CO 80202-5483
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M&AMI CM&AP CBI

Brenda Sali

Coastal Business Intermediaries
Rockledge, FL 32955-5720
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M&AMI CBI

AJ Ramsey

RRG
Cary, NC 27519
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M&AMI

Roland Davis

Davis Business Appraisers
Chesapeake, VA 23320-9456
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M&AMI CM&AP CBI

Matt Manavi, MBA, CBI, CBB, CM&AP, M&AMI

Transworld Business Advisors of Orange
Orange, CA 92868
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M&AMI CBI

Bradley Marlor

Utah Business Consultants
South Jordan, UT 84095-1507
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M&AMI CM&AP CBI

Ryan Cave

Sunbelt Business Brokers of South Florida
North Palm Beach, FL 33408
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M&AMI CM&AP CBI

Jason Ward

TruView Business Advisors
Houston, TX 77002-8121
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M&AMI CM&AP CBI

Steve Merritt

Transworld Business Advisors of Houston
Houston, TX 77024
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M&AMI CM&AP CBI

Kent Cooper

Capstone Commercial M&A Advisors
Cocoa Beach, FL 32931-3834
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M&AMI CM&AP

Bill Nicholson

Exit Strategy Advisors - Sunbelt Dallas Metro
Dallas, TX 75204
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M&AMI CM&AP CBI

Baris Guler

VR Business Brokers, M&A
Boca Raton, FL 33431
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M&AMI CM&AP CBI

Trent Lee

FIRST CHOICE BUSINESS BROKERS, INC
Las Vegas, NV 89145
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M&AMI CM&AP CBI

Robert McCormack

Murphy McCormack Capital Advisors
Lewisburg, PA 17837-9252
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M&AMI

Katie Smarilli

Smarilli Strategic Partners
Lancaster, PA 17601-5643
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M&AMI CBI

Erica Lewandowski

Coastal Business Intermediaries
Rockledge, FL 32955-5720
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M&AMI CM&AP

Michael Camerota

Touchstone Advisors, LLC
Enfield, CT 06082-1974
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M&AMI CBI

Katrina Loftin, CBI, M&AMI

M&A Business Advisors
Reno, NV 89511
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M&AMI CM&AP

Laura Ward

Kingsbridge Capital Partners
Kansas City, MO 64108-2408
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M&AMI CBI

Robert Amerine

The FBB Group, Ltd.
Colorado Springs, CO 80903-3857
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M&AMI CM&AP CBI MCBI

Pino Bacinello

Pacific Mergers and Acquisitions Inc.
Vancouver, BC V6C 2T6
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M&AMI CBI

James Benincasa

BLS Consulting
Burnsville, MN 55337-6841
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M&AMI CM&AP CBI

Michael Wildeveld

Veld Mergers & Acquisitions
Irvine, CA 92614
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M&AMI CBI

George Chamblee III

First Business Resources, Inc.
Dallas, TX 75230-2009
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M&AMI CBI

Faraaz Ali, MBA, CBI, M&AMI, CM&AA

The Raivax Group, Inc.
Vienna, VA 22182-4050
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M&AMI CBI

Vasilis Georgiou

Crossroads Business Brokers, Inc.
Irvine, CA 92618-3047
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M&AMI CBI

Marshall Pollock

Transworld Business Advisors San Diego North
Carlsbad, CA 92011-1045
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M&AMI CM&AP CBI

Enrique Romero

The Midessa Group
Odessa, TX 79762-8100
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M&AMI CM&AP CBI

Michael Davidson

BizEx
Santa Monica, CA 90401
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M&AMI CM&AP

Greg Carpenter

Horizon M&A Advisors
Campbell, CA 95008
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M&AMI CM&AP CBI

Eric Gall, MBA, CM&AP, CBI, ABI, M&AMI

Edison Business Advisors
Bonita Springs, FL 34135
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M&AMI CBI

MATT COLETTA, CBB,CBI,M&AMI

M&A Business Advisors
Calabasas, CA 91302-1502
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M&AMI CBI

Mike Adhikari

Illinois Corporate Investments, Inc.
Lincolnshire, IL 60069-3062
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M&AMI CBI

Sean Brelsford

Agency Brokerage Consultants
Melbourne, FL 32901
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M&AMI CBI MCBI

Lou Vescio

Coastal Business Intermediaries
Rockledge, FL 32955-5720
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M&AMI CBI

Michael Mensch

Agency Brokerage
Melbourne, FL 32901
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M&AMI CBI

David Barr

Venture Opportunities, Inc.
Dallas, TX 75238
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M&AMI CBI

Bob Allen

BTI Group
Rancho Mirage, CA 92270-5600
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M&AMI CBI

Lee Allen

BTI Group
Rancho Mirage, CA 92270-5600
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M&AMI CM&AP CBI

Ian Houghton

Pacific Mergers and Acquisitions Inc.
Vancouver, BC V6C 2T6
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M&AMI CBI

Stephen Wain

Calder Associates, Inc.
Mt. Laurel, NJ 08054
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M&AMI CBI

Michelle Dunn

Gateway
Carrollton, TX 75006-6286
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M&AMI CM&AP

Jay Inbar

Inbar Group,Inc-Busines Brokers and M&A services.
New York, NY 10001
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CM&AP CBI

Chris Gutierrez

FL Business Sales | Mergers & Acquistions
Lakeland, FL 33801
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CM&AP

Josh Tolley

Owner
Houston, TX 77043
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CM&AP CBI

Tim Gregory

Kingsley Group
Springfield, MO 65804-7221
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CM&AP CBI MCBI

Tanya Popov

Inix Consulting and Brokerage
Bloomfield Hills, MI 48304-5104
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CM&AP CBI

Nivedita Buzzetta

Edison Business Advisors
Bonita Springs, FL 34135-7526
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CM&AP CBI

Lou Sabbagh

Budget Business Brokers and Intercap USA
Houston, TX 77027-4433
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CM&AP CBI

Dr. Fernando Acosta

First Choice Business Brokers Phoenix
Phoenix, AZ 85004-2391
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CM&AP

Matt Slappey

Southeast Business Advisors
Lakemont, GA 30552-2625
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CM&AP

Stephen Harrison

Pavilion Business Services
Abbotsford, BC v2s2e1
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CM&AP CBI

Jeffrey Jump

Jump International Business Brokers LLC
Pinellas Park, FL 33781
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CM&AP

Pratik Shah

Knowcraft Analytics Pvt. Ltd.
Ahmedabad, 380051
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CM&AP

Michael Sauer

Kandem
Bozeman, MT 59718
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CM&AP

Maria Caudle

Spectrum Corporate Resources Eureka Biz Services
Tustin, CA 92780
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CM&AP CBI MCBI

Gerard Perillo III

Shark Team brokered by eXp Commercial
Destin, FL 32541-4789
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CM&AP CBI

Dan Tomlin

Transworld Business Advisors, Jacksonville
Jacksonville, FL 32223-2730
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CM&AP

Aaditya Shah

Transworld Business Advisors Richmond VA
Glen Allen, VA 23059-7019
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CM&AP CBI

Kingsley Allison

Link Business NYC
White Plains, NY 10601-1832
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CM&AP

Tully Ryan

Murphy Business Services of Eastern North Carolina
Edenton, NC 27932-1841
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CM&AP

Seth McCormick

Marsh Creek Advisors
Atlanta, GA 30388
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CM&AP

Ilian Obregon

Astor Walker & Co.
Miami, FL 33137
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CM&AP CBI

Nicholas Fares

NEO Business Advisors
Avon, OH 44011-5749
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CM&AP

Michael Pfeffer

Edison Business Advisors
Bonita Springs, FL 34135-7526
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CM&AP

Trevin Rasmussen

Bristol Group
Boise, ID 83702-5983
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CM&AP

Jeff Kalil BCA

VR Business Brokers of St. Louis
Saint Louis, MO 63127-1039
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CM&AP

James Davidson

Avant Transaction Advisory
Newport Beach, CA 92660
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CM&AP

Johnathan Choe

Transworld Business Advisors of Oregon Central
Bend, OR 97702-1758
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CM&AP

Young Bebus

WeCare Advisory Partner Inc.
Little Canada, MN 55117
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CM&AP CBI

Wayne Blease

Transworld Business Advisors of Houston
Houston, TX 77042-1360
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CM&AP

Tom Caltrider

Hawaii Business Sales
Honolulu, HI 96814
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CM&AP CBI

David Harris

Front Range Business
Boulder, CO 80303-4200
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CM&AP

Greg Williams

APEX Business Advisors
Overland Park, KS 66210-2111
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CM&AP

Rodney Wolfe

Murphy Business & Financial - Boise
Boise, ID 83702-5983
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CM&AP

Jason Hullender

IAG M&A Advisors
Addison, TX 75001-4356
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CM&AP CBI MCBI

Tawnya Gilreath

LA Business Pros brokered by EXP Commercial
Palm Desert, CA 92260-3820
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CM&AP CBI

Aldrin Fernandes

A R Business Brokers, Inc.
Mississauga, ON L4W 4J4
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CM&AP CBI

Camille McLaughlin

CANADEST BUSINESS BROKERS INC.
Tracadie, NB E1X 1C9
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CM&AP CBI

Steve Fylypchuk

Murphy Business Alberta
Calgary, AB T3A 5K8
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CM&AP CBI MCBI

Neal Isaacs

VR Business Brokers - Raleigh
Raleigh, NC 27615-6433
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CM&AP

Jon Roman

Transworld Business Advisors- Atlanta
Atlanta, GA 30338-6709
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CBI

Tyler Evans

So-Cal Business Brokers
San Marcos, CA 92069-9512
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CBI

Matthew FitzGibbon

FitzGibbon Alexander, Inc.
Orlando, FL 32819-7225
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CBI

Lauren Altschuler, CBI

Touchstone Advisors, LLC
West Hartford, CT 06119-1333
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CBI

David Carson

Sunbelt Business Brokers of South Florida
North Palm Beach, FL 33408-4611
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CBI

Jeffrey Elder

International Business Exchange
Austin, TX
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CBI

Jerry Myers

VR BUSINESS SALES, Springfield-Branson MO Office
Springfield, MO 65804-6580
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CBI

Dana Cole, CBI, CBB

Southwest Business Brokerage LLC, Dba Sound Business Brokers of Arizona
Tucson, AZ 85711
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CBI

Jessica Fialkovich

Transworld Business Advisors of Colorado
Greenwood Village, CO 80111
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CBI

Dustin Zeher

13179 Kinnicutt Dr
Woodbridge, VA 22192-5652
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CBI

James Shin

First Choice Business Brokers Seattle Metro
Seattle, WA 98105
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CBI

Dean LoBrutto

ValueCap Inc.
Rochester, NY 14623
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CBI

Dave Godwin

Confidential Business IntermediariesThe CBI Team
Springdale, AR 72762-6685
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CBI

Jon Vincent

Strategic Business Brokers, LLC
Wilmington, NC 28405-8338
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CBI

Lauren Drummond- Dale

Coastal Consultants LLC
Diberville, MS 39540-9004
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CBI

Andrew Cross CBI CM&AA

Exit Your Way®
Park City, UT 84098-7502
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CBI

Jeffrey Lefebvre

George and Company
Harvard, MA 01451
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CBI

Warren Burkholder Jr.

NEVRG
Portland, OR 97212-4098
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CBI

Chris Falco

Falco Sult
Redmond, WA 98052-3543
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CBI

Don Montgomery

True North Mergers & Acquisitions
Surrey, BC V4A2X1
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CBI

Ronald Wiebe

INVESTIPRISE Inc.
Montreal, QC H4T 1T3
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Michael Stavrinakis

NA
Charleston, SC 29407-7222
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William Bruce

William Bruce Business Sales & Acquisitions, LLC
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Todd Bailey

Transworld Business Advisors of Wichita
Wichita, KS 67218
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Paige Esfandiari

M&A Business Advisors
Westlake Village, CA 91362-3824
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Drew Whelchel

DCW Group Business Advisors
Spring Branch, TX 78070-6043
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Scot Cockroft

Sigma Mergers & Acquisitions
Addison, TX 75001-5145
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Claudio Vilas

Sunbelt Business Brokers of South Florida
Weston, FL 33327-2040
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Georg von Greiff

Abalaris Business Ventures
Tampa, FL 33606-2837
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Richard Chess

Chess Law Firm
Richmond, VA 23235-6874
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charles bedard

ERGO Comps
Houston, TX 77007
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Jon Holbert

The CBI Team
Springdale, AR 72762-6685
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Jason Sanders

First Midwest Advisors
Clarklake, MI 49234
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Gladys Wanyeki

CFO Anx, LLC
Marietta, GA 30068-2837
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Mike Mairs

MDR & Associates
Frisco, TX 75034
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Jeffrey Nyman

First Choice Business Brokers Inc
Las Vegas, NV 89145
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Brian Agnew

Volition | BAS+
Austin, TX 78732-6152
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Geoffrey Warrell

LINK Fort Worth
Fort Worth, TX 76137
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James Lindner

Sunbelt Business Brokers of Manhattan
New York, NY 10016-5034
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Kimberly Beddor

Transworld Business Advisors of NE Tennessee
Talbott, TN 37877-8676
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Royce Clemens

Murphy McCormack Capital Advisors
York, PA 17404
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Barimore Maring

First Choice Business Brokers
Fargo, ND 58103-5700
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Greg Knox, CFA

CGK Business Sales
Austin, TX 78746-5642
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Drew Siebert

Optimum Transitions
Louisburg, KS 66053
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Ryan Hemmert

Washington Business Brokers LLC
Seattle, WA 98199-2303
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Karen Schorkopf

Tennessee Business Brokers & M&A Advisors
Franklin, TN 37064-6152
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Josh Jones

Utah Business Consultants
South Jordan, UT 84095-1507
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Sal Majzoub

Transworld Business Advisors Quebec
Montreal, QC H3B 4W8
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John Wahl

Live Oak Bank
Wilmington, NC 28403-6244
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Jacob Cook

AAI Financial Group
Yakima, WA 98908-1899
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Sunil Shenoy

Murphy Business & Financial Services LLC
Boca Raton, FL 33431-4163
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Jui Trivedi

Next Point
Rochester, NY 14604-2612
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Blake Taylor

Synergy Business Brokers
New Rochelle, NY 10801-2808
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Jamison Rounds

ValueVisor LLC
Yankton, SD 57078-2021
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‘JT’ Tatem

TransWorld Business Advisors Upstate SC & Asheville WNC
Greenville, SC 29601-2755
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Celine Dufresne

Murphy BusinessFlorida Business Transfer Specilaists, Inc.
Lakeland, FL 33801-6205
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Scott Hislop

Transworld Business Advisors
Bloomington, MN 55431
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Mike Miller

International Business Exchange Inc
Cedar Park, TX 78613-2189
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Jeff Greenspan

Financial Modeling Service
Gainesville, FL 32607-3731
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Ben Strake

Premier Business Brokers
Saint Louis, MO 63146-4122
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Richard Liuag

Liuag Enterprises Inc
Corona, CA 92883
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Felipe Mardakis

Hallefeld Realty, PLLC
Orlando, FL 32809-3051
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Michelle Tedder

Merger & Acquisition Specialists LLC
Little Rock, AR 72211-3567
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Gary Pennington

PLF Business Advisors, LLC - Enlign Advisors
Beaufort, SC 29902-6817
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Russell Kitzberger

KW Commercial & Business Brokerage, Keller Williams Seven Hills Realty
Cincinnati, OH 45236-2908
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Andre Martineau

Sunbelt Network
Beaufort, SC 29902
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Graeme Woods

G.S. Woods Financial Solutions LLC
Forest Hill, MD 21050
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John Gleason

AICPA
Halfmoon, NY 12065-8403
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Zoran Sarabaca

Xcllusive Business Sales
Balmain, NSW 2041
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Michael Lewis

Wellington Charles Advisors, LLC
Little Rock, AR 72223
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James Myers

Hanna Business Advisors
Solon, OH 44139-8717
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Hitesh Patel

Transworld Business Advisors
Camp Hill, PA 17011
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Cliff Gardner

ECP Ventures
Double Oak, TX 75077-7340
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Robert Clements

Benchmark Business Group, LLC
Des Moines, IA 50312-5309
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Choon Ng

Xcllusive Business Sales
Vic 3101, VIC 3101
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Kimberly Knoble

BIB Group
Fort Wayne, IN 46825
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Philip Webb

Transworld Business Advisors of North Central Alabama
Birmingham, AL 35209
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Nolan Duck

DBG Advisors
Richardson, TX 75081
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Kevin Murray

BusinessSellerCenter.com
Cheshire, CT 06410-2860
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Dennis Wallace

Sunbelt Business Advisors Las Vegas
Las Vegas, NV 89102
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Tina Zeng

KW Commercial
Costa Mesa, CA 92626
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Waldemar Halek

Transworld Business Advisors of Ontario
Toronto, ON M8X 2X3
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Paul Lonsford

Lonsford Financial - Sunbelt Business Network
Plano, TX 75024
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Kevin Dougherty

KD-Partners, LLC
Kennebunkport, ME 04046
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Rob Anderson

Equity Group of Michigan, LLC.
Grandville, MI 49418-2078
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William Rary

Waterway, Inc.
Roswell, GA 30077-1005
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Orlando Rivera J.D.

ASPIRA Business Brokers & Advisors
Cherry Hill, NJ 08034-1516
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Hank Beresin

First Street Business Brokers
Portsmouth, NH 03801-4299
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Bill Kleinschrodt

Transworld Business Advisors
Mobile, AL 36602-3811
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Joshua Carnes

Lion Business Advisors
Austin, TX 78746
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Joseph Guarino

LINK Business - Pennsylvania East
Lancaster, PA 17603-2766
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Evan Meester

Results Business Advisors
Omaha, NE 68154-3537
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Dan Gibson

Exit Equity LLC
Sisters, OR 97759
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Brian Wendler

NBVS
Dallas, TX 75287-7412
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Rocco Martino

OceanM19
Hinsdale, IL 60521-3463
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Adam Ray

BizNexus, Inc.
Boston, MA 02210
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Eugene Wallace

Family Business Advisers
Murchison, TX 75778-0358
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Deedy Vincent

Cornerstone Realty Group of Wilmington, NC, LLC
Wilmington, NC 28405-8338
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Sanjay Ahuja

Sunbelt Business Brokers & Advisors of Boston/Providence
Marlborough, MA 01752-5900
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Conrad Greene

The Lafayette Group, LLC
Scottsdale, AZ 85252-3620
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Greg Roberti

Westwood-Benson
Vancouver, WA 98662-6857
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Paul Visokey

Stony Hill Advisors
New Canaan, CT 06840
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George Raftopoulos

ROI Cubed, LLC
Portsmouth, NH 03801-6810
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Paul Corrigan

Rosetta Valuations, LLC
Quincy, MA 02169-4507
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Ian MacLachlan

Business Team-SJ
Campbell, CA 95008
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David Long

Arizona Business Sales Advisors
Tempe, AZ 85281
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Charles Harvey Jr

International Business Exchange Inc
Austin, TX 78734
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