Top Mergers and Acquisitions Advisory Experts 2025

ExecCap Advisors provides expert advisory services combining strategic capital advocacy and real-world operating experience. We guide executives through every step of Entrepreneurship Through Acquisition (ETA)—defining acquisition strategy, sourcing opportunities, securing capital partners, structuring deals, conducting due diligence, closing transactions, and scaling the business post-acquisition.

***Views expressed are my own and do not necessarily reflect those of EY or any of its member firms.*** M&A, integration, divestitures, and corporate transformation business leader who helps global strategic and investment businesses turn deals into value. I'm a Senior Director at EY-Parthenon in New York, where I advise. global companies, private equity firms, and strategic acquirers on M&A, divestitures, large scale corporate transformation, JV, and corporate strategies, commercial and operational due diligence, sign to close transaction management, synergies assessment and value creation, and post-merger integrations. Over the past decade-plus I've worked on transactions ranging from acquisitions and carve-outs to transformations and partnerships - across consumer and retail / CPR, technology, industrials, and financial services companies. Before EY-Parthenon, I spent several years in investment research at S&P Global and Netscribes, analyzing global companies. I'm a CFA charterholder and hold an MBA from NYU Stern, where I collaborated with Nobel Laureate Robert Engle on ESG research published on Nasdaq. I'm happy to comment on deal trends, why integrations succeed or fail, revenue and cost synergies, regulatory shifts like HSR, and how boards evaluate strategic transactions. I respond quickly and speak plainly — no jargon.

Thomas Allen is Co-founder and CEO of Practice Real Estate Group, a leading healthcare-focused commercial real estate brokerage based in Austin, Texas. Since founding PRG in 2014, Thomas has guided hundreds of healthcare professionals through critical real estate decisions that set the foundation for their practice success. Thomas specializes in helping healthcare entrepreneurs navigate complex real estate decisions, from first-time practice owners opening their initial location to established practitioners expanding multi-location operations. His clients consistently describe him as a smart, creative, and trustworthy advisor who goes beyond finding space to create strategic real estate partnerships focused on long-term practice success. In 2016, Thomas expanded his expertise by launching Practice Transitions Group (PTG), providing comprehensive practice sales and transition services to healthcare professionals. This dual expertise in both real estate and practice transitions gives Thomas unique insights into the complete lifecycle of healthcare businesses. With over a decade of experience in healthcare real estate, Thomas has established PRG as a trusted partner for healthcare professionals across multiple states. His data-driven approach to location selection and commitment to understanding each client's unique vision has helped practices achieve above-average success rates in competitive markets.

As EVP of M&A, Joe leads PRITCHETT's M&A integration practice which has consulted on acquisitions valued in total over $350 billion. He is the architect of PRITCHETT’s M&A integration methodology, an approach that has been used successfully by thousands of acquirers. Joe also conceived of and brought to market the Merger Integration Certification Workshop, the most successful M&A integration training program in the world. Plus, he created MergerIntegration.com which is now the most visited web site on M&A integration. MergerIntegration.com provides step-by step instruction on how to run integration projects and is populated with over 500 deliverables from PRITCHETT consulting engagements. Joe is the author of the books, Street Smart Moves for Selling your Business and What’s Next? He is also a licensed Certified Public Accountant.

Jui is the Managing Partner at Next Point, where she leads the firm’s operations and heads the Mergers & Acquisitions division. Specializing in strategic exits for the industrial, medical, and dental sectors, Jui guides business and medical practice owners through the complex process of planning and executing successful exits. She combines high-level strategy with practical execution to ensure a seamless transition for her clients. Her background includes a unique blend of corporate experience working with Fortune 100 companies in financial planning, joint venture management, and risk mitigation, as well as years of entrepreneurial experience. Jui leverages this expertise to advocate for her clients, ensuring they are informed and confident throughout every phase of the deal. Her experience as an entrepreneur gives her a deep understanding of the challenges her clients face, and she works diligently to represent their best interests, aligning strategies with their unique objectives. Jui’s passion lies in serving as a trusted partner to her clients, helping them make informed decisions and transition from their businesses with confidence. With nearly two decades of experience and hundreds of successful transactions, she is known for developing exit strategies that not only maximize value but also safeguard her clients’ long-term goals. She holds an MBA in Finance and is certified in Mergers & Acquisitions, as well as a Certified Exit Planning Advisor (CEPA).

MarTech infrastructure consultant focused on PE-backed mid-market companies. I advise private equity operating teams and portfolio company leadership on commercial data architecture, CRM strategy, and revenue operations. Former CMO-level operator with experience across B2B demand gen, email compliance, and marketing analytics.

I run a buy-side digital advisory firm that works exclusively for organizations selecting AI, software, and design service providers. Before founding Launch Day, I built and led Series Digital for a decade through its acquisition and served as CEO of DOOR3, a global consultancy modernizing critical business applications for Fortune 1000 companies. My background is technical —computational ontology, relational database architecture, and applied AI/LLM systems— layered with 20+ years of direct involvement on both the buyer and vendor sides of the services market. That combination means I evaluate technology decisions not just strategically but architecturally, from data models to contract terms. I've supported engagements with the US Department of Defense, the Department of Justice, The New York Times, Goldman Sachs, Sony, and Stanford University. I write and advise on AI adoption strategy, vendor selection, procurement dysfunction, and why most technology projects fail before a line of code is written.

I’m the Founder and Managing Director of Auxo Capital Advisors, a boutique middle-market investment banking and M&A advisory firm that works with founders and privately held companies on acquisitions, sales, and ownership transitions. In my advisory work I help founders evaluate exit options, understand how buyers determine valuation, and navigate the process of selling a business. I regularly write about middle-market deal trends, valuation methodology, and the differences between strategic buyers and private equity investors. My insights focus on helping business owners understand how buyers evaluate companies and what drives value in a transaction. Media inquiries and commentary requests are welcome

Ismael is Executive Chairman of FE International, a leading M&A advisory firm in the technology sector with over $46Bn in completed acquisitions. Wrixen’s previous background was in large-cap M&A investment banking, where he executed several high-profile public deals, namely in the technology sector.

I'm the founder and CEO of FE International: a tech-focused M&A advisory firm. Our team have closed over 1,500 deals with a combined value over $50bn throughout their careers working with investors and founders all over the globe.I'm also an investor and advisor to multiple businesses in the tech sector, spending my time helping them grow.Regularly featured speaking at conferences, industry publications, radio, TV, podcasts and other forms of interviews - always open to new opportunities to talk about the world of M&A.If you're interested in a no-obligation valuation for your business, feel free to reach out.

Filiberto Amati is a marketing and commercial leader specialising in growth strategy within consumer goods, with a particular focus on beverages, food, and adjacent categories. With close to 25 years of international experience across Europe and the Americas, he has built a career at the intersection of strategy, brand development, and commercial execution. He is the founder of Amati & Associates, where he works as a growth consultant, interim executive, and advisor to companies ranging from early-stage ventures to established global players. His work centres on designing and implementing growth strategies that translate into measurable commercial outcomes, particularly in complex or underperforming market environments. Filiberto’s experience includes senior roles at companies such as Procter & Gamble, Philips, Gruppo Campari, and Disaronno, where he progressed from regional and marketing leadership positions to general management responsibilities. He has operated across more than eight countries, managing diverse teams and overseeing market entry, brand positioning, and distribution strategies at scale. As an interim CEO and senior advisor, he has been responsible for building organisations from the ground up, including establishing commercial structures, marketing functions, and innovation pipelines. His work often focuses on aligning brand strategy with route-to-market execution, ensuring that growth plans are both strategically sound and operationally viable. Beyond delivery, Filiberto contributes to the academic and professional discussion on marketing and foresight. He has published research on consumption rituals, AI in design processes, and the future of business events, reflecting a continued interest in how consumer behaviour and market structures evolve. He holds an MBA from IESE Business School and a DBA from the Polish Academy of Sciences, combining formal academic training with practical leadership experience across global markets.

Experienced M&A Investment Banking professional known for honesty and a strategic approach to business transitions.

Shreya Mehta is the Founder of MergeX, a private market intelligence platform providing EBITDA multiples, industry KPIs and valuation benchmarking data across 100+ verticals. Her work sits at the intersection of M&A advisory, deal intelligence, and financial data infrastructure. She specializes in business valuation, private market M&A trends, exit strategy, and what drives valuation multiples across industries, giving founders and business owners access to data that was previously only available inside investment banks and PE firms.

Steven founded Catalyst Advisory to take the experience he gained by working in a family office advisory firm and apply the best practices learned there to other families under an independent umbrella. Catalyst works with the best insurance professionals, wealth management firms, and trusted advisors to solve problems for their clients. After spending the first decade of his career working with community and regional banks, helping them navigate statement compliance and distribution, and transitioning them to digital platforms, Steven followed his passion to help families and companies thrive by becoming an expert in all areas of life insurance and advanced planning. Steven’s expertise, experience and independent streak make Catalyst the ideal solution for families seeking to make the most of their financial legacy.

David Jacobs is a business broker specializing in software, SaaS, and tech-enabled service companies. He works with founders of businesses generating $2M–$20M in revenue who are exploring a sale or acquisition. Since 2019, David has advised owners through the exit process, working with private equity firms, family offices, and strategic buyers to create competitive acquisition processes. He frequently comments on SaaS valuations, exit preparation, buyer behavior, and common mistakes founders make when preparing to sell their companies. Website: davidjacobsbusinessbroker.com

Corporate Strategy Consultant focused on building market expansion strategies, M&A target identification, new product introduction, new investment opportunities and board communication. Worked on varied business sectors including Automotive, Sensors, Appliances and Industrial.Top Writer on Quora for 2017 and 2018. Interests in business and strategy topics.

Disclaimer: The views and opinions expressed here are solely my own and do not necessarily reflect those of my employer, colleagues, or any affiliated organizations. The information provided is for general informational purposes only and is not intended as financial, legal, or professional advice. While every effort is made to ensure the information is accurate and current, no guarantee is made regarding its completeness or reliability.

Technology Banker | Entrepreneur | InvestorAdvising SaaS & Fintech founders on strategic exits and maximizing valuation.Specialized in sell-side M&A for: * Fintech * Payments & POS Technology * B2B SaaSExtensive global network of strategic buyers, private equity firms, and fintech acquirers. Expertise in cross-border transactions, valuation positioning, and deal structuring to achieve optimal exit multiples.

Principal Advisor | Clarity for Founders & Execs at Growth Inflection Points | Global Teams • Strategic Leverage • High-Stakes Decisions I work with founders and executive teams when growth, complexity, or straight-up pressure has outpaced clarity. That's the moment when effort alone stops cutting it—the real bottleneck is decision quality, alignment, and execution that doesn't erode what made the company special. As a Principal Advisor, I step in to help leaders: Cut to the decision that actually matters — stripping away the noise so you see the leverage point clearly. Align structure, talent, incentives, and systems around it — including global teams when it amplifies strategy (not when it's just a cost play). Build execution that scales — without torching culture, margins, or momentum. My background: I've built and led global teams across India and the Philippines, designing outsourcing setups that serve long-term strategy instead of becoming operational drag. I've watched "cost savings" quietly kill velocity when leadership lost sight of priorities—lessons I bring to every engagement. Outsourcing isn't the goal. Strategic leverage is. The leaders (and media folks) I connect with aren't after generic advice or another vendor. They want unflinching judgment, ruthless alignment, and disciplined execution under real pressure—delivered with candor and zero fluff. If your story involves scaling pains, high-stakes decisions, global team dynamics, or turning complexity into momentum, I'm your source. Happy to provide quotes, insights, or go deeper on: - Decision-making at inflection points - Aligning incentives and structure for sustainable growth - Making global/outsourced teams a strategic asset (not a liability) - Preserving culture and margins while scaling fast Reach out anytime—let's get your piece stronger.