Boxwood Partners
- Company typePrivate
- Founded2010
- HeadquartersRichmond, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Boxwood Partners firmographics
Firmographics- Name
- Boxwood Partners
- Legal name
- Boxwood Partners, LLC
- Website
- https://boxwoodpartnersllc.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Boxwood Partners industry classification
Industry- Product category
- Middle-Market M&A Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Services-Management Services (8741)
- akta.pro primary industry
- Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)
Keywords
Where Boxwood Partners is headquartered
LocationHeadquarters
- HQ city
- Richmond
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Boxwood Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- M&A Advisory Fees: Boxwood Partners generates revenue through M&A advisory services, typically earning success fees upon transaction completion, advisory retainers, and engagement-based fees for sell-side advisory work. The firm serves as exclusive financial advisor on transactions, with terms generally remaining undisclosed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | M&A Advisory Services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Boxwood Partners product offering
Product offeringCore offering
Boxwood Partners provides M&A advisory services to business owners and private equity groups in the middle market, including sell-side advisory, transaction structuring, valuation, negotiation support, and deal execution. The firm specializes in the franchising, consumer services, business services, food & beverage, and industrials sectors, with a particular focus on franchise systems such as those within the Neighborly franchise portfolio.
Product overview
Boxwood Partners is a boutique investment bank offering unified M&A advisory services to middle-market business owners and private equity groups. The firm does not operate a software product platform; its single core offering is advisory services for transactions, with specialized expertise in franchising, consumer services, business services, food & beverage, and industrial sectors. The company has advised on 80+ transactions valued at approximately $7 billion aggregate since 2015.
Differentiator
Problem solved
Functional benefit
Products and services
- M&A Advisory Services
Quantifiable outcome
- ~$7 billion in aggregate transaction value
- +4 more outcomes
Companies that use Boxwood Partners
Customer profileNamed customers10 records
Segments3 records
Ideal customer profiles3 records
Boxwood Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Boxwood Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- North Point AdvisorsminorCo-financial advisor with Boxwood Partners on the WellBiz Brands acquisition by Transom Capital Group. Represents a peer-advisor collaboration rather than an ongoing partnership.
Scale indicators6 records
Recent moves8 records
Expansion highlights5 records
Boxwood Partners competitors and assessment
Company assessmentDirect peers
- North Point Advisors: Cleveland-based boutique middle-market M&A advisor that co-advised with Boxwood on the WellBiz Brands transaction to Transom Capital. Closely comparable boutique size, lower-middle-market focus, and consumer/franchise sector overlap make it the most direct comparable peer.
- Capstone Partners: Boston-based middle-market M&A advisory firm with a broad sector coverage including consumer, business services, and franchising. Comparable in deal-size focus and middle-market sell-side advisory model.
- Allegiance Capital Corporation: Dallas-based boutique middle-market M&A advisor focused on sell-side engagements for owner-led businesses. Comparable boutique model, deal-size profile, and sector breadth in business services and consumer.
- Generational Equity: Dallas-based middle-market M&A advisory firm specializing in sell-side transactions for privately held businesses. Comparable scale, target customer (private business owners), and lower-middle-market positioning.
- Seale & Associates: Washington DC-area boutique middle-market M&A advisor serving consumer, business services, and franchise sectors. Similar boutique structure with comparable focus on owner-led sell-side mandates.
- Calder Capital: Detroit-based boutique lower-middle-market M&A advisor focused on sell-side transactions for small to mid-sized businesses. Comparable boutique model and target customer profile of private business owners.
- Viking Mergers & Acquisitions: Lower-middle-market M&A advisor focused on transactions in the $1M–$50M range. Comparable boutique model serving private business owners with sell-side advisory services.
Emerging players
- Worldwide Business Brokers: Franchise-focused M&A intermediary specializing in franchise resales and smaller franchise system transactions. Comparable franchise-sector focus but generally smaller deal sizes than Boxwood's middle-market franchisee engagements.
Broad incumbents
- Houlihan Lokey: Global middle-market investment bank with strong consumer and franchise M&A practices. Significantly larger and broader in scope, but competes for the upper end of Boxwood's franchise and consumer services sell-side mandates.
- Lincoln International: Global middle-market M&A advisor with active consumer and business services verticals. Much larger scale and broader sector coverage, but operates in overlapping deal-size ranges on the upper end of Boxwood's franchise and consumer mandates.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Boxwood Partners social profiles
Digital presenceBoxwood Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Boxwood Partners leadership team
Management profileNumber of profiles
Profiles3 records
Boxwood Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Boxwood Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Boxwood Partners
What does Boxwood Partners do?
Boxwood Partners provides M&A advisory services to business owners and private equity groups in the middle market, including sell-side advisory, transaction structuring, valuation, negotiation support, and deal execution. The firm specializes in the franchising, consumer services, business services, food & beverage, and industrials sectors, with a particular focus on franchise systems such as those within the Neighborly franchise portfolio.
Is Boxwood Partners a public or private company?
Boxwood Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Boxwood Partners founded?
Boxwood Partners was founded in 2010. It employs 11 to 50 people.
Where is Boxwood Partners based?
Boxwood Partners is headquartered in Richmond, United States, in the North America region.
How does Boxwood Partners make money?
One revenue line is on record: M&A Advisory Fees.
Who are Boxwood Partners's main competitors?
Direct peers on record are North Point Advisors, Capstone Partners, Allegiance Capital Corporation, Generational Equity, Seale & Associates, Calder Capital and Viking Mergers & Acquisitions. Worldwide Business Brokers is listed as an emerging player. Broad incumbents are Houlihan Lokey and Lincoln International.
Does Boxwood Partners have an API?
No public API is recorded for Boxwood Partners.
What industry is Boxwood Partners in?
Boxwood Partners's product category is Middle-Market M&A Advisory. Its primary akta.pro industry code is BPAHAOAG, Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs). Its NAICS code is 523940 and its SIC code is 8741.