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National advisor directory

Technology and software M&A advisors and exit planners

Browse advisors whose public profiles list technology and software. Compare transaction versus planning focus, industry descriptions, offices, and source links.

Use this collection to research advisors whose public profiles include technology and software businesses. Read the actual service descriptions to distinguish software, technology services, and broader industry coverage. Ask for relevant published examples before treating a broad technology label as a fit for your company.

535 published profiles match this collection. These profiles list this industry; that does not establish that every firm specializes exclusively in it. Counts describe this directory, not the entire market.

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  • Check the profile's representation focus: sellers, buyers, or both.
  • Compare the published summary, industry focus, source links, and review date with your needs.
  • Ask the firm to confirm relevant experience, engagement coverage, team, deliverables, and fees.

The selections below start with profiles listing fewer industry categories, then sort alphabetically. This helps you explore more focused profiles; it does not verify specialist expertise. These are not rankings or endorsements. Firms listed as both brokers and M&A advisors appear in the M&A group. Search the directory for more matching profiles; geographic searches can also include firms with published engagement coverage.

M&A advisors and brokers with M&A services (307)

Accel Exit Advisors logo

Accel Exit Advisors

Brentwood, TN

Business broker and M&A advisorBuy-side and sell-sideNationwide

Accel Exit Advisors is a business advisory firm based in Brentwood, TN providing Business Brokerage, Sell-Side Advisory, Business Valuation and Buyer Advisory. The firm has experience in Technology. The firm works with clients nationwide. The firm states: “businesses between $50,000-$15,00,000.”

Engagement coverage
Nationwide
Industry focus
Technology and software

Kyle Robeson

Reviewed

View profile
Adams Wealth Partners logo

Adams Wealth Partners

Mechanicsburg, PA

M&A advisorSell-side

Adams Wealth Partners is a M&A and transaction advisory firm based in Mechanicsburg, PA.

Engagement coverage
Mechanicsburg, PA
Industry focus
Technology and software

David Adams

Reviewed

View profile
B
Business broker and M&A advisorBuy-side and sell-side

Bloom Global Inc., Mergers & Acquisitions is a business advisory firm based in San Francisco, CA providing Business Brokerage, Sell-Side Advisory, Exit Planning and Buyer Advisory. The firm has experience in Technology.

Engagement coverage
San Francisco, CA
Industry focus
Technology and software

Reviewed

View profile
B

Blue Water Brokerage

Myrtle Beach, SC

Business broker and M&A advisorSell-side

Blue Water Brokerage is a business advisory firm based in Myrtle Beach, SC providing Business Brokerage and Sell-Side Advisory. The firm has experience in Technology.

Engagement coverage
Myrtle Beach, SC
Industry focus
Technology and software

William Burch

Reviewed

View profile
B

Bravery Group

Atlanta, GA

M&A advisorSell-side

Bravery Group is a M&A and transaction advisory firm based in Atlanta, GA.

Engagement coverage
Atlanta, GA
Industry focus
Technology and software

Bob Morris

Reviewed

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Business Advisors Group At Florida Business Opportunities logo
Business broker and M&A advisorBuy-side and sell-side

Business Advisors Group At Florida Business Opportunities is a business advisory firm based in Sarasota, FL providing Business Brokerage, Sell-Side Advisory, Business Valuation and Exit Planning. The firm has experience in Technology.

Engagement coverage
Sarasota, FL
Industry focus
Technology and software

Brian Dumas

Reviewed

View profile

Exit advisors and exit planners (187)

A

Atruity

Sarasota, FL

Exit advisor or exit plannerSell-side

Atruity is a exit planning and business-transition advisory firm based in Sarasota, FL.

Engagement coverage
Sarasota, FL
Industry focus
Technology and software

Tim Meinhardt

Reviewed

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Centerline Wealth Advisors logo
Exit advisor or exit plannerSell-side

Centerline Wealth Advisors is a business advisory firm based in Louisville, KY providing Exit Planning. The firm has experience in Technology.

Engagement coverage
Louisville, KY
Industry focus
Technology and software

Andrew Arnold

Reviewed

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Cornell Global LLC logo
Exit advisor or exit plannerSell-side

Cornell Global LLC is a exit planning and business-transition advisory firm based in Wilton, CT.

Engagement coverage
Wilton, CT
Industry focus
Technology and software

John Weidner

Reviewed

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Crestwell Group logo

Crestwell Group

Rancho Santa Fe, CA

Exit advisor or exit plannerSell-side

Crestwell Group is a exit planning and business-transition advisory firm based in Rancho Santa Fe, CA.

Engagement coverage
Rancho Santa Fe, CA
Industry focus
Technology and software

Rancho Santa Fe

Reviewed

View profile
C

CTW

Roseville, CA

Exit advisor or exit plannerBuy-side and sell-side

CTW is a exit planning and business-transition advisory firm based in Roseville, CA.

Engagement coverage
Roseville, CA
Industry focus
Technology and software

Brian Hoblit

Reviewed

View profile
D
Exit advisor or exit plannerSell-side

Dragonfly Operating Partners is a exit planning and business-transition advisory firm based in Portage, IN.

Engagement coverage
Portage, IN
Industry focus
Technology and software
Typical business value / transaction range
$20 million–$100 million

Erich Squire

Reviewed

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Business brokers (41)

B2B CFO logo

B2B CFO

Sugar Land, TX

Business brokerSell-side

B2B CFO is a business advisory firm based in Sugar Land, TX.

Engagement coverage
Sugar Land, TX
Industry focus
Technology and software

Kim Sherman

Reviewed

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Callan Family Office logo

Callan Family Office

Location not publicly listed

Business brokerSell-sideNationwide

Callan Family Office is a business advisory firm. The firm serves clients nationwide.

Engagement coverage
Nationwide
Industry focus
Technology and software

Reviewed

View profile
C

Chenmark

Portland, ME

Business brokerSell-side

Chenmark is a business advisory firm based in Portland, ME providing business-sale advisory services. The firm has experience in Technology.

Engagement coverage
Portland, ME
Industry focus
Technology and software

Peter Allison

Reviewed

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Cornerstone3Inc. logo

Cornerstone3Inc.

Whistler Point Rd. Woodbury, MN

Business brokerSell-side

Cornerstone3Inc. is a business advisory firm based in Whistler Point Rd. Woodbury, MN.

Engagement coverage
Whistler Point Rd. Woodbury, MN
Industry focus
Technology and software

Paul Cronin

Reviewed

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H
Business brokerSell-side

Hampton Square Wealth Management LLC is a business advisory firm based in Andover, NJ.

Engagement coverage
Andover, NJ
Industry focus
Technology and software

Scott MacKenzie

Reviewed

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Key Financial Inc. logo

Key Financial Inc.

West Chester, PA

Business brokerSell-sideNationwide

Key Financial Inc. is a business advisory firm based in West Chester, PA. The firm serves clients nationwide.

Engagement coverage
Nationwide
Industry focus
Technology and software

Eric Fuhrman

Reviewed

View profile

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M&A advisorsExit plannersBusiness brokers