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

Bill Nicholson

ESA Mergers
Dallas, TX 75204
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M&AMI CM&AP CBI MCBI

Brian Stephens

Legacy Venture Group
Brandon, FL 33511
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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 CBI

Kevin Murray C.B.I. M&AMI

BusinessSellerCenter.com
Cheshire, CT 06410-2860
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M&AMI CBI

Michael Naprawa

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

Joel Duran, CM&AA, CM&AP, CEPA, CMSBB

Duran Advisors
Metairie, LA 70002
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M&AMI CM&AP CBI

Michael Davidson

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

Steven Niehaus

Edison Business Advisors
Fort Myers, FL 33919
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M&AMI CM&AP CBI

MATT COLETTA, LCBB,LCBI,M&AMI,CM&AP

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

Ray Elwood

Business Brokers Corporation
Ashland, NE 68003-1845
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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 CBI

William Loftis

Blue River Financial Group
Bloomfield Hills, MI 48302
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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 MCBI

Gregg Kunz CBI M&AMI

Rocky Mountain Business Advisors, Inc.
Denver, CO 80202-5428
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M&AMI CM&AP CBI

Jason Ward

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

AJ Ramsey

Transworld Business Advisors - ENC
Cary, NC 27519
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M&AMI CBI

Erica Lewandowski

Agency Brokerage Consultants
Melbourne, FL 32901
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M&AMI CM&AP

Laura Ward

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

Linnea Westlake

Linnea Westlake Advisory, Inc.
San Marcos, CA 92078-5226
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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

Mike Adhikari

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

Gerard Perillo III

Shark Team brokered by lpt Realty LLC
Destin, FL 32541-4789
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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 CM&AP CBI

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

California Mergers and Acquisitions
Orange, CA 92868
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M&AMI CBI

James Benincasa

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

Vasilis Georgiou

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

Rupesh Bharad

Transworld Business Advisors of Richmond VA
Glen Allen, VA 23059-2663
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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

Ron Johnson

Ron Johnson Business Sales & Valuations
Reno, NV 89508
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M&AMI CBI MCBI

Steven Beal

Beal Business Brokers & Advisors
Winnipeg, MB R3M 2L6
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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

Roland Davis

Davis Business Appraisers
Chesapeake, VA 23322-4670
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M&AMI CM&AP CBI MCBI

Pino Bacinello

Pacific Mergers and Acquisitions Inc.
Vancouver, BC V6E 2K3
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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 CBI

Stephen Wain

Calder Associates, Inc.
Wesley Chapel, FL 33543
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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 CBI

Enrique Romero

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

Moon Kim

V-AID Business Investment
Farmers Branch, TX 75234-7684
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M&AMI CM&AP CBI

Todd Bailey

Transworld Business Advisors of Wichita
Wichita, KS 67218
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M&AMI CM&AP CBI

David Carson

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

Lauren Altschuler, CBI

Touchstone Advisors, LLC
West Hartford, CT 06117
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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 CBI

Robert Amerine

The Rock Bridge Group
Colorado Springs, CO 80903-3857
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M&AMI CM&AP CBI

Michael Wildeveld

Veld Mergers & Acquisitions
Irvine, CA 92614
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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 CM&AP CBI MCBI

Brenda Sali

Coastal Business Intermediaries
Melbourne, FL 32901-1964
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M&AMI CBI

David Barr

Barr Enterprises LLC.
Dallas, TX 75238
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M&AMI CBI

Michelle Dunn

Gateway Mergers & Acquisitions
Carrollton, TX 75006
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M&AMI CM&AP

Jay Inbar

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

Trent Lee

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

Greg Carpenter

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

Clint Fiore

Dealonomy
Kerrville, TX 78028-2110
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CM&AP

Rodney Wolfe

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

Fernando Acosta

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

Denise Houghtaling, CMAP, CBI, CEPA, ABI, SVA

Southern Country Business Advisors
Saint James City, FL 33956
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CM&AP

Maria Caudle

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

Bob Tankesley

Exit Teams
Canton, GA 30115
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CM&AP

Rishy Mehrotra

Touchstone Advisors
East Norriton, PA 19401
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CM&AP

Christopher Sanders

Murphy Business and Financial Services
Naples, FL 34102
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CM&AP CBI

Dustin Zeher

13179 Kinnicutt Dr
Woodbridge, VA 22192-5652
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CM&AP CBI

Dan Tomlin

Transworld Business Advisors
Jacksonville, FL 32256
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CM&AP

Jon Roman

Transworld Business Advisors- Atlanta
Atlanta, GA 30328
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CM&AP

Young Bebus

WeCare Advisory Partner Inc.
Eagan, MN 55122
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CM&AP

Rich Hubschman

Ermeti Advisors
North Andover, MA 01845
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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 MCBI

Kingsley Allison

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

Duane Tucker

Green Valley, AZ 85622-8283
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CM&AP CBI

Fernando Mello MBA CBI CM&AP

Transworld Business Advisors
Fort Lauderdale, FL 33309
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CM&AP

Jean Guy Leclerc

Gateway Business Intermediaries
Ammon, NB E1G 4R1
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CM&AP

Semir Osmanovic

DH Brokerage
Ashland, VA 23005
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CM&AP

Joseph Moorman

Transworld Business Advisors RVA
Glen Allen, VA 23059-2663
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CM&AP

Patrick McAdams

Murphy Business of Waukesha
Mukwonago, WI 53149
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CM&AP

Mark Travis

IBG Business - Skylight
Syracuse, NY 13206
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CM&AP

Kimberly Knoble

BIB Group
Fort Wayne, IN 46825
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CM&AP

Choon Ng

Xcllusive Business Sales Melbourne
Vic 3101, VIC 3101
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CM&AP

George Rosen

Contango Investments, Inc.
Orlando, FL 32808-3861
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CM&AP CBI

Wayne Blease

Transworld Business Advisors South & West Texas
Houston, TX 77042-1360
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CM&AP

Trevin Rasmussen

Bristol Group
Boise, ID 83702-5983
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CM&AP CBI MCBI

Kevin Brooks

Sunbelt Business Brokers of Western Colorado
Grand Junction, CO 81501
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CM&AP

Lisa Young

Transworld Business Advisors- Atlanta
Atlanta, GA 30328
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CM&AP CBI MCBI

Aldrin Fernandes

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

Tom Milana

Transworld Business Advisors
Fort Lauderdale, FL 33309-2731
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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

Camille McLaughlin

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

Tyler Evans

So-Cal Business Brokers
San Marcos, CA 92069-9512
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CM&AP

James Davidson

Avant Transaction Advisory
Newport Beach, CA 92660
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CM&AP

Tom Caltrider

Hawaii Business Sales
Kahului, HI 96732
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CM&AP CBI

Ryan Cave

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

George Giles

Intemedior Business Advisors, LLC
Austin, TX 78750-1226
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CM&AP CBI

Steve Fylypchuk

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

Chris Gutierrez

FL Business Sales | M&A
Lakeland, FL 33801
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CM&AP CBI

John McLeod

NAI Commercial (BC) Canada
Vancouver, BC V6E 3C9
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CM&AP

James Albertson II

Green & Co. Business Brokers
Bradenton, FL 34208
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CM&AP

Michael Pfeffer

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

Fred Kaplan

Stony Hill Advisors
Maple Glen, PA 19002
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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

Matt Slappey

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

Jason Hullender

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

James Shin

First Choice Business Brokers Seattle Metro
Seattle, WA 98105
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CBI

Steve Santens

Montana 406 Business Brokers INC
Whitefish, MT 59937
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CBI

Ronald Wiebe

INVESTIPRISE Inc.
Montreal, QC H4T 1T3
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CBI

Steve Boylan

Valens M&A
Brookfield, WI 53005
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CBI

Dave Godwin

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

Matthew FitzGibbon

FitzGibbon Alexander, Inc.
Daytona Beach, FL 32114
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CBI MCBI

Dale Shepherd

Empire Business Associates Inc dba Capital Business Solutions
Kingsport, TN 37660
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CBI

Joshua Jones

Sapphire Mountain Group
Sandy, UT 84094-0744
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CBI

Jon Vincent

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

Lauren Drummond- Dale

Coastal Consultants LLC
Biloxi, MS 39530
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CBI

Warren Burkholder Jr.

NEVRG
Portland, OR 97212-4098
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CBI

Dana Cole, CBI, CBB

Southwest Business Brokerage LLC, Dba Sound Business Brokers of Arizona
Tucson, AZ 85718
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CBI

Andrew Cross CBI CM&AA

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

John Reger II

Capital Venture Consultants, Inc.
Buckhannon, WV 26201-8902
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CBI

Jeffrey Lefebvre

George and Company
Harvard, MA 01451
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CBI

Jeffrey Elder

International Business Exchange
Austin, TX
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CBI

Nolan Duck

DBG Advisors
Richardson, TX 75081
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CBI

Dean LoBrutto

ValueCap
Rochester, NY 14623
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CBI

Don Montgomery

True North Mergers & Acquisitions
Surrey, BC V4A 0C4
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Jonny Dallas

Buckeye Professional Business, LLC
Canton, OH 44718
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Chris Schmidt

Business Technology Consulting Group
Larsen, WI 54947
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Charles Harvey Jr

International Business Exchange Inc
Austin, TX 78734
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Scott Garrison

Planned Exits
Bakersfield, CA 93301
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Zaihua Daniel Hu

Crestory Capital
Walnut, CA 91789
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Investor

Craig Bunker

Tonka Bay Equity Partners
Minnetonka, MN 55305
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Alexander Alvarez

TRiBUS M&A Advisors
Fort Collins, CO 80521
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Karl Sigerist Jr.

The Shaughnessy Group
Toronto, ON M8V 2Z6
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Michael Hubsmith

True North Mergers & Acquisitions
Minneapolis, MN 55413
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"JT" J. Tatem

Transworld Business Advisors
West Palm Beach, FL 33411
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Mike Miller

International Business Exchange Inc
Cedar Park, TX 78613-2189
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David Nour

Avnir
Menlo Park, CA 94025
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Stephen Capizzi

Apex Exit Advisors, LLC
Alpharetta, GA 30022
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Tanner Noble

Transworld Business Advisors of South & West Texas
Lubbock, TX 79423
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Doreen Morgan

Sunbelt Atlanta
Atlanta, GA 30341
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Aaron Johnson

Transworld Business Advisors of Northeast Wisconsin
Oshkosh, WI 54902
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David Bernstein JD MBA

RLS Associates
Wilmington, DE 19808
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Tajik Edathil

KW Commercial & Business Brokerage
Bellevue, WA 98004
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Carlos Cardenas

WhiteHorse Capital Partners
Miami, FL 33172
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Dan Hansher

Cornerstone Business Services
Milwaukee, WI 53202
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Seth Ruhter

Arthur Berry & Company
Boise, ID 83706
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Russell Kitzberger

Commercial & Business Brokerage Group, Keller Williams Seven Hills Realty
Cincinnati, OH 45236-2907
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Greg Taylor

Trueblood Real Estate/Kentuckiana Real Estate Advisors
Louisville, KY 40241
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Conrad Greene

The Lafayette Group, LLC
Scottsdale, AZ 85252-3620
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Jun Li

HMI Business Services
Cambridge, MA 02139
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Monique Manley

Reliant M&A Advisors
Anchorage, AK 99503
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Mike Mairs

MDR & Associates
Frisco, TX 75034
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Kyle Bobinski

Structured Partners
St Petersburg, FL 33701
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Josh Rosenbaum

Exit Plan X, LLC
Gaithersburg, MD 20878
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Steve Hamoen

Keller Williams Commercial
Kitchener, ON N2K 3S2
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Carlos Mejia

Mejia & Associates
Weston, FL 33332
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Darrell Doust

Transworld Business Advisors of Phoenix
Scottsdale, AZ 85253
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Investor

Rob Regan

Boyne Capital
Miami, FL 33133
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Francisco Uriarte

Connelly Capital
San Juan, PR 00936
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Jazmine Pace

Apex business brokers
South Jordan, UT 84009
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Joel Steinberg

FinUltima Business Advisors Inc.
Vancouver, BC V6E 3P3
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Robert Shefferly III

Plante & Moran, PLLC
Clinton Township, MI 48038
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Niraj Shah

DKZ Equity
London, EC1V 2NX
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James Lively

Bray Ventures
Atlanta, GA 30318
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Eugene Wallace

Family Business Advisers
Murchison, TX 75778-0358
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Bradley Marlor

Utah Business Consultants
South Jordan, UT 84095-1507
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Investor

Samantha Papir

Emanate
New York, NY 10028
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Joe Cusack

Northern Arizona Business Brokers
Prescott, AZ 86301
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Jamison Rounds

ValueVisor LLC
Yankton, SD 57078-2021
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Blake Collins

Fortis
Indianapolis, IN 46240
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Investor

Christopher Nesbitt

Focus Acquisition Partners, LLC
Hanover, NH 03755
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Mike Stapleton

Stapleton Frost
Tampa, FL 33602
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Brian Wendler

NBVS
Dallas, TX 75287-7412
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Joe Diggs

Fidelity Bank
Fuquay Varina, NC 27526
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Ian MacLachlan

Business Team-SJ
Campbell, CA 95008
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Ben Strake

Premier Business Brokers
Saint Louis, MO 63146-4122
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Judd Appel

Lincolnshire Capital Advisors
Lincolnshire, IL 60069
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Mark Cardoza

First Choice Business Brokers Idaho
Sweet, ID 83670-5093
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Sara Vaziri

Zoom Business Brokers
Laguna Hills, CA 92653
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Jeffrey Jump

Jump International Business Brokers LLC
Clearwater, FL 33760
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Investor

Jonathan Ives

SCG Partners
Valley View, OH 44125
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Jonathan Smith

Northwest Bank
Columbus, OH 43219
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J. Todd Clark

The Clark Companies
Lexington, KY 40523-3052
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James Myers

Hanna Business Advisors
Solon, OH 44139-8717
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Robert Clements

Benchmark Business Group, LLC
Des Moines, IA 50312-5309
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Philip Webb

Transworld Business Advisors of North Central Alabama
Birmingham, AL 35209
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William Rary

Waterway, Inc.
Roswell, GA 30077-1005
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Jeff Bach

Bach Business Brokers
Wildwood, MO 63038
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Jacob Cook

AAI Financial Group
Yakima, WA 98908-1899
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Barimore Maring

First Choice Business Brokers
Fargo, ND 58103-5700
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Ryan Hemmert

Washington Business Brokers LLC
Seattle, WA 98199-2303
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Investor

Rocco Martino

OceanM19
Hinsdale, IL 60521-3463
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Investor

Sam Heredos

Weinberg Capital Group
Cleveland, OH 44124
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Joe Hochman

Northwest Business Brokers LLC
Sammamish, WA 98029
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Joseph Guarino

LINK Business - Pennsylvania East
Lancaster, PA 17603-2766
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Aaron Kassler

Morgan Stanley Wealth Management
Orlando, FL 32801
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Carlos Bispo

BLCG Consulting LLC
Windermere, FL 34786-0235
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Geoffrey Warrell

LINK Fort Worth
Fort Worth, TX 76137
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Robert Marcarelli

Pi Business Brokers
Madison, CT 06443-2532
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Edward Pratesi

Valuation & Transition Strategies, LLC
Cromwell, CT 06416-2023
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Dennis Wallace

Sunbelt Business Advisors Las Vegas
Las Vegas, NV 89102
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Waldemar Halek

Transworld Business Advisors of Ontario
Toronto, ON M8X 2X3
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Hank Beresin

First Street Business Brokers
Portsmouth, NH 03801-4299
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Celine Dufresne

Murphy Business/Florida Business Transfer Specilaists, Inc.
Lakeland, FL 33801-6205
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Investor

Lamar Stanley

Highland Rim Capital
Nashville, TN 37215
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Jon Holbert

The CBI Team
Springdale, AR 72762-6685
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Adam Ray

BizNexus, Inc.
Boston, MA 02210
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Karen Schorkopf

Tennessee Business Brokers & M&A Advisors
Franklin, TN 37064-6152
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Evan Meester

Results Business Advisors
Omaha, NE 68154-3537
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George Raftopoulos

ROI Cubed, LLC
Portsmouth, NH 03801-6810
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joe khoury

ZBB Corp.
Beverly Hills, CA 90213-4926
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charles bedard

ERGO Comps
Houston, TX 77007
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Michael Touey

Franprise Advisors
Palm Coast, FL 32137
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Scott Hislop

Transworld Business Advisors
Bloomington, MN 55431
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Jason Sanders

First Midwest Advisors
Clarklake, MI 49234
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Zoran Sarabaca

Xcllusive Business Sales
Balmain, NSW 2041
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Hitesh Patel

Transworld Business Advisors
Camp Hill, PA 17011
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Bill Kleinschrodt

Transworld Business Advisors
Mobile, AL 36602-3811
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Blake Taylor

Synergy Business Brokers
New Rochelle, NY 10801-2808
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David Long

Arizona Business Sales Advisors
Tempe, AZ 85281
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