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 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 CM&AP CBI

Brian Stephens

Legacy Venture Group
Brandon, FL 33511
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M CBI

Bradley Marlor

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

Ryan Cave

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

Kent Cooper

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

Bill Nicholson

Exit Strategy Advisors (Sunbelt Dallas Metro)
Dallas, TX 75204
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M CM&AP CBI

Trent Lee

FIRST CHOICE BUSINESS BROKERS, INC
Las Vegas, NV 89146-0389
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M CM&AP CBI

Robert McCormack

Murphy McCormack Capital Advisors
Lewisburg, PA 17837-9252
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M CBI

William Loftis

Blue River Financial Group
Bloomfield Hills, MI 48302
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M CM&AP

Michelle Seiler Tucker

Seiler Tucker
New Orleans, LA 70130
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M CBI

Walter Szymanski

Cream Ridge, NJ 08514-1829
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M CM&AP

Michael Camerota

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

Katrina Loftin, CBI, M&AMI

AKT Enterprises
Reno, NV 89509
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M CM&AP CBI

Laura Ward

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

Paul Ihrig

Agency Brokerage Consultants
Rockledge, FL 32955-5720
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M CBI

Robert Amerine

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

Clint Fiore

Texas Business Buyers
Kerrville, TX 78028-2110
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M CBI

Pino Bacinello

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

Keith Chapman

Horizon Business Group
Tyler, TX 75711-7580
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M CBI

James Benincasa

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

Willem Smit

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

Michael Wildeveld

Veld Mergers & Acquisitions
Irvine, CA 92614
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M CBI

George Chamblee III

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

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

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

Vasilis Georgiou

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

Marshall Pollock

P&H BUSINESS BROKERS INC
Carlsbad, CA 92011-1045
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M CM&AP CBI

Michael Davidson

BizEx
Marina Del Rey, CA 90292-7930
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M CM&AP

Greg Carpenter

M&A Business Advisors
Campbell, CA 95008
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M CBI

Michael Naprawa

IBC Business Brokers Inc
Nanaimo, BC V9T 6H1
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M CM&AP CBI

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

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

MATT COLETTA, CBB,CBI,M&AMI

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

Brenda Sali

Coastal Business Intermediaries
Rockledge, FL 32955-5720
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M CBI

Mike Adhikari

Illinois Corporate Investments, Inc.
Lincolnshire, IL 60069-3030
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M CBI

Sean Brelsford

Agency Brokerage Consultants
Melbourne, FL 32901
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M CBI

Gregg Kunz CBI

Rocky Mountain Business Advisors, Inc.
Denver, CO 80202-5428
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M CBI

Lou Vescio

Coastal Business Intermediaries
Rockledge, FL 32955-5720
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M CBI

Michael Mensch

Agency Brokerage
Melbourne, FL 32901
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M CBI

Bradley Kirkpatrick

Cornertone Business Services, Inc
Tipton, IA 52772-9470
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M CBI

David Barr

Venture Opportunities, Inc.
Dallas, TX 75238
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M CM&AP CBI

Russell Cohen

Murphy Business
Cooper City, FL 33328
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M CBI

Bob Allen

BTI Group
Rancho Mirage, CA 92270-5600
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M CBI

Lee Allen

BTI Group
Rancho Mirage, CA 92270-5600
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M CBI

Ian Houghton

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

Stephen Wain

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

Michelle Dunn

Gateway Mergers & Acquisitions
Carrollton, TX 75006-6286
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M CM&AP

Jay Inbar

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

Christopher Caron

Blue River Financial Group
Bloomfield Hills, MI 48302
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CM&AP

Victor Danett

Blue River Financial Group
Bloomfield Hills, MI 48302
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CM&AP

Tolunay Duyur

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

Michael Pfeffer

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

Nivedita Buzzetta

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

Jason Ward

TruView Business Advisors
Houston, TX 77002-8121
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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

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 CBI

Saxon Parker

Advocate Business Advisors Ltd
Whistler, BC V8E0G2
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CM&AP

DJ Waddell

Green & Co Business Brokers
Sarasota, FL 34240
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CM&AP

James Davidson

Avant Transaction Advisory
Newport Beach, CA 92660
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CM&AP

Richard Green

Green & Co. Business Brokers
Sarasota, FL 34240
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CM&AP CBI

Steve Merritt

Transworld Business Advisors of Houston
Houston, TX 77024
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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 Adisors
Houston, TX 77042-1360
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CM&AP

Ilian Obregon

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

Baris Guler

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

Steven Niehaus

Edison Business Advisors
Bonita Springs, FL 34135-7526
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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
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 CBI

Wayne Wright

Wright Business Advisors
Arvada, CO 80007
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CM&AP

Jason Werner

Ethos Business Advisors, LLC
Alpharetta, GA 30009-1508
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CM&AP

David Melton

Melton Advisors
Chattanooga, TN 37421
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CM&AP

Aron Heikali

Oberon Securities
Los Angeles, CA 90049-6610
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CM&AP CBI

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

Pablo Langesfeld

Transworld Business Brokers
Miami, FL 33178
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CM&AP CBI

Enrique Romero

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

Camille McLaughlin

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

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

Eric Landis

M&A Business Advisors
Newport Beach, CA 92660-7522
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CBI

Dustin Zeher

13179 Kinnicutt Dr
Woodbridge, VA 22192-5652
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CBI

Sara Vaziri

Zoom Business Brokers
Cerritos, CA 90703
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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 Intermediaries/The CBI Team
Springdale, AR 72762-6685
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CBI

Jon Holbert

The CBI Team
Springdale, AR 72762-6685
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CBI

Robert Heffner

AdvantEdge Advisors
Missoula, MT 59808-6946
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CBI

Erica Lewandowski

Coastal Business Intermediaries
Rockledge, FL 32955-5720
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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

Matthew FitzGibbon

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

Leon Parker CBI

New Hampshire Business Sales, Inc.
Concord, NH 03301-5321
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CBI

Steve Fylypchuk

Murphy Business Alberta
Calgary, AB T3A 5K8
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CBI

Jeffrey Elder

International Business Exchange
Sunrise Beach, TX 78643-9308
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CBI

Shreeraj Parikh

Stride Ally Business - A Professionally Licensed Business Sale, M&A Services Group
Fullerton, CA 92835-4112
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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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Rick & Krebs

Business Sales Group
Heber City, UT 84032
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Michelle Tedder

Merger & Acquisition Specialists LLC
Little Rock, AR 72211
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Dr. Fernando Acosta DM/IST MBA MSIM

First Choice Business Brokers Phoenix
Phoenix, AZ 85004-2391
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Benjamin Strake

Premier Business Brokers
Saint Louis, MO 63146-4122
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Royce Clemens

Murphy McCormack Capital Advisors
York, PA 17404
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chantal gakwaya

Globecore Re Corp
Orlando, FL 32836-5405
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Andy Fischer

Murphy Business and Financial Services
Hollywood, FL 33021
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George Rosen

Contango Investments, Inc.
Orlando, FL 32808-3861
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Gary Pennington

PLF Business Advisors, LLC
Beaufort, SC 29902
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Russell Kitzberger

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

Hargrove Realty Group
Frisco, TX 75035-2298
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Andre Martineau

Sunbelt Network
Beaufort, SC 29902
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Aaron Kirchner

Equity1 Advisory Corp
Franklin, TN 37064-2552
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Graeme Woods

Business By eXp Commercial
East Petersburg, PA 17520-0067
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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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Anthony Rodarte

Venture Capricorn Inc
Austin, TX 78759-7439
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Josh Tolley

Owner
Houston, TX 77043
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Hitesh Patel

Transworld Business Advisors
Camp Hill, PA 17011
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Bruce Harrison

Whiting Harrison, LLC
Roanoke, VA 24014-1664
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Cliff Gardner

ECP Ventures
Double Oak, TX 75077-7340
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Harry Haigley

Business Value Center, Inc.
St. Petersburg, FL 33701
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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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M. Will Fischtein

Beacon Mergers & Acquisitions
Toronto, ON M3B 3N2
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Tina Zeng

KW Commercial
Costa Mesa, CA 92626
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Tyler Evans

So-Cal Business Brokers
San Marcos, CA 92069-9512
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Greg Knox, CFA

CGK Business Sales
Austin, TX 78746-5642
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Roxanne Reid

Capital Valuations
Fredericton, Nb, NB E3A 5S4
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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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Johnathan Choe

Transworld Business Advisors of Oregon Central
Bend, OR 97703
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Georg von Greiff

Abalaris Business Ventures
Tampa, FL 33606-2837
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Kevin Dougherty

KD-Partners, LLC
Kennebunkport, ME 04046
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AJ Ramsey

Transworld Business Advisors - Eastern N
Cary, NC 27519
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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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Jui Trivedi

Next Point
Rochester, NY 14604-2612
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Adriana Sargent

Sunbelt of Sacramento/Reno
El Dorado Hills, CA 95762
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Bill Kleinschrodt

Transworld Business Advisors
Mobile, AL 36602-3811
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Michael Brennan

Shoreline Equity Partners
Ponte Vedra Beach, FL 32082-6277
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Joshua Carnes

Lion Business Brokers
Austin, TX 78759
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Joseph Guarino

LINK Business - Pennsylvania East
Lancaster, PA 17603-2766
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‘JT’ Tatem

TransWorld Business Advisors Upstate SC & Asheville WNC
Greenville, SC 29601-2755
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Mark Gaffin

The Gaffin Group
Northbrook, IL 60062-7902
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Tom Caltrider

Hawaii Business Sales
Honolulu, HI 96814
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Evan Meester

Results Business Advisors
Omaha, NE 68154-3537
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Dan Gibson

Exit Equity LLC
Edmonds, WA 98020-8496
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Rocco Martino

OceanM19
Hinsdale, IL 60521-3463
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Adam Ray

BizNexus, Inc.
Boston, MA 02127-1504
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Greg Wood

Murphy Business & Financial Corporation
Waterloo, N2V 2C2
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Eugene Wallace

Family Business Advisers
Oregon City, OR 97045-0257
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Scot Cockroft

Sigma Mergers & Acquisitions
Addison, TX 75001-5145
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Jason Hullender

IAG M&A Advisors
Addison, TX 75001-4356
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Deedy Vincent

Cornerstone Realty Group of Wilmington, NC, LLC
Wilmington, NC 28405-8338
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Mark Tzalka

https://pacificbusinessadvisors.net
Agoura Hills,, CA 91301
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Sanjay Ahuja

Sunbelt Business Brokers & Advisors of Boston/Providence
Marlborough, MA 01752-5900
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Ryan Clark

Veld Mergers & Acquisitions
Los Angeles, CA 90069-2271
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Brian Zoberg

Suncoast Business Consultants
Pembroke Pines, FL 33027
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Conrad Greene

The Lafayette Group, LLC
Scottsdale, AZ 85252-3620
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William Bruce, ABI SVA

William Bruce Business Sales & Acquisitions, LLC
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Greg Roberti

Westwood-Benson
Vancouver, WA 98662-6857
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Paul Visokey

Stony Hill Advisors
Stamford, CT 06903
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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 & Acquisitions
Scottsdale, AZ 85254
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Charles Harvey Jr

International Business Exchange Inc
Austin, TX 78708-1948
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