Embarc Advisors
Embarc Advisors is a private M&A advisory and fractional CFO firm founded in 2018, serving startups and middle-market companies with sellside/buyside M&A, capital raise, and Quality of Earnings services on a differentiated hourly-fee model.
- Company typePrivate
- Founded2018
- HeadquartersWest Hollywood, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Embarc Advisors does
Embarc Advisors is a private M&A advisory and corporate finance consultancy founded in 2018 by Jay Jung, a former McKinsey consultant and Goldman Sachs investment banker. The firm provides Fortune 500-caliber advisory services — including sellside and buyside M&A, capital raising, fractional CFO/FP&A, and Quality of Earnings (QofE) due diligence — targeted at startups and middle-market companies ranging from pre-revenue to $500 million in revenue. The firm's differentiation rests on three pillars: an hourly-fee pricing model (in contrast to traditional success-fee structures), a senior-led team-based engagement model (the firm claims it works on a handful of projects rather than chasing 10 deals simultaneously), and a team of professionals drawn from Goldman Sachs, JP Morgan, Credit Suisse, McKinsey, and PwC with 65 years of combined institutional experience.
The core product portfolio consists of Mergers and Acquisitions Advisory (with distinct sellside and buyside sub-services), Capital Raise Advisory (venture capital, growth equity, venture debt, acquisition debt, growth debt, lines of credit, revenue-based financing), FP&A and Strategic CFO Advisory, and Financial Due Diligence / QofE, supplemented by Financial Modeling. The firm operates on an hourly rate basis for M&A engagements, charges $25,000-$40,000 per QofE engagement, and runs multi-year contracts for CFO/FP&A services to growth-stage businesses at $5M-$100M in revenue. There is no proprietary technology platform; differentiation is driven entirely by human expertise.
The go-to-market motion is sales-led and consultative, with free initial consultations and relationship/referral-driven deal sourcing. The firm operates as a remote-first organization with team members distributed across nine US metros (West Hollywood headquarters, San Francisco, Nashville, New York, Irvine, Dallas, Chicago, Miami, Austin), enabling nationwide deal coverage without the overhead of regional offices. The firm claims to have served 150+ companies, to attract 3-5x more leads than the industry average, and to close at an above-industry rate. Customer logos span technology (Heap, Weights & Biases, Moloco, xwing, Autodesk), private equity (Bain Capital, General Catalyst, B Capital Group), insurance (Allstate), real estate (LeaseLock), healthcare (MTI/MEG, TechMD), retail (Rich LTD), and manufacturing (Meg Technologies).
Embarc Advisors firmographics
Firmographics- Name
- Embarc Advisors
- Legal name
- Embarc Advisors
- Website
- https://embarcadvisors.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Embarc Advisors is a private M&A advisory and fractional CFO firm founded in 2018, serving startups and middle-market companies with sellside/buyside M&A, capital raise, and Quality of Earnings services on a differentiated hourly-fee model.
- Ownership category
- akta.pro rank
Embarc Advisors industry classification
Industry- Product category
- M&A and Corporate Finance Advisory
- NAICS
- Investment Banking and Securities Intermediation (52315), Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
- akta.pro secondary industries
- Corporate Finance & Capital Advisory (BPAHADAB), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)
Keywords
Where Embarc Advisors is headquartered
LocationHeadquarters
- HQ city
- West Hollywood
- HQ country
- United States
- HQ region
- North America
Offices9 records
Markets served
Embarc Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Others
Revenue model
- M&A Advisory Fees: Hourly rate fee model for M&A advisory services including sellside and buyside transactions. The model incentivizes best advice rather than deal closure, serving deals from $5M to over $100M.
- CFO/FP&A Services: Fractional CFO and financial planning & analysis services for growth-stage businesses between $5M and $100M in revenue. Delivered by M&A operators with Big 4 experience.
- Quality of Earnings (QofE) Assessments: Financial due diligence services with typical range of $25,000-$40,000 per engagement. All ex-Big 4 team with 10+ years experience per team member.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Hourly Rate Advisory Model |
| Other | Multi-year contract | Quality of Earnings Assessment |
| Other | Multi-year contract | CFO Advisory Services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Embarc Advisors product offering
Product offeringCore offering
Embarc Advisors is a lower middle market M&A and corporate finance advisory firm that provides sellside and buyside M&A advisory, debt and equity capital raise advisory, fractional FP&A and strategic CFO advisory, financial due diligence and Quality of Earnings analysis, and financial modeling. Services are delivered to startups, SMBs, and middle-market companies ranging from pre-revenue to $500 million in revenue, billed primarily on an hourly fee model.
Product overview
Embarc Advisors is an M&A and corporate finance advisory firm offering a unified suite of services. The core portfolio consists of Mergers and Acquisitions Advisory (encompassing both sellside and buyside sub-services), Capital Raise Advisory, FP&A and Strategic CFO Advisory, and Financial Due Diligence & Quality of Earnings services. Supporting these are Financial Modeling capabilities. The firm operates on an hourly fee model rather than traditional success-based fees, serving companies from pre-revenue to $500 million in revenue across industries.
Differentiator
Problem solved
Functional benefit
Products and services
- Mergers and Acquisitions Advisory Fortune 500-level M&A execution support covering sellside and buyside transactions, including negotiation, due diligence, net working capital targets, deal structure, and narrative crafting. Designed for founders, business owners, and middle-market companies pursuing strategic transactions.
- M&A Sellside Advisory Sell-side M&A advisory focused on maximizing value for founders and business owners, including integrated Quality of Earnings preparation. Billed on an hourly fee model.
- M&A Buyside Advisory Corporate development and M&A strategy support for startups and middle-market companies pursuing acquisitions as a growth strategy, equivalent to Fortune 500 or private equity-backed execution.
- Capital Raise Advisory Holistic capital raise advisory covering venture capital, growth equity, venture debt, acquisition debt, growth debt, lines of credit, and revenue-based financing for companies raising debt or equity capital.
- FP&A and Strategic CFO Advisory Fortune 500-caliber fractional CFO services for growth-stage businesses between $5M and $100M in revenue, including financial planning and analysis, strategic finance build, finance function continuity, budgeting, forecasting, board reporting, capital structure work, and diligence preparation.
- Financial Due Diligence and Quality of Earnings (QofE) Quality of Earnings analysis and financial due diligence for the lower middle market, including EBITDA normalization, GAAP compliance, proforma adjustments, and proof of cash. Delivered by an all ex-Big 4 team with 10+ years of experience per member, typically $25,000-$40,000 per engagement.
- Financial Modeling Effective budgeting, forecasting, and scenario analysis services that bridge the gap between strategy and tactical execution for clients.
Quantifiable outcome
- Above-industry M&A close rate
- +1 more outcomes
Companies that use Embarc Advisors
Customer profileNamed customers20 records
Segments5 records
Ideal customer profiles5 records
Embarc Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Embarc Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Collective 54minorEmbarc Advisors and Managing Partner Jay Jung partner with Collective 54, a community or platform for M&A professionals and entrepreneurs.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Embarc Advisors competitors and assessment
Company assessmentBroad incumbents
- Stout: Global advisory firm with a strong middle market M&A and valuation practice, including Quality of Earnings and financial due diligence services that directly overlap Embarc's offerings.
- Harris Williams: Established middle market M&A advisor with sector-focused practices; competes with Embarc on sellside mandates at the upper end of its $5M-$100M+ range, while also serving much larger transactions.
- Piper Sandler: Diversified investment bank with a significant middle market M&A franchise, competing with Embarc on sellside and buyside mandates and offering capital markets capabilities Embarc does not internally provide.
- Kroll: Financial and professional services firm offering M&A advisory, valuation, and due diligence services; competes with Embarc on QofE and lower middle market sellside/buyside mandates.
- Lazard: Global financial advisory firm with an active middle market practice, providing M&A and capital raise advisory to growth-stage and middle market companies that overlap with Embarc's client base.
Direct peers
- Morgan & Westfield: Lower middle market M&A advisory firm focused on sellside transactions for small to mid-sized businesses, with similar target deal sizes and customer profiles to Embarc.
- Woodbridge International: Lower middle market M&A advisor serving founder-led businesses across a wide range of industries, comparable to Embarc in deal size, target customer, and sellside orientation.
- Generational Equity: Lower middle market M&A advisor focused on selling founder-led businesses, directly comparable to Embarc's sellside practice in deal size range and target customer segment.
- Cascadia Capital: Middle market M&A advisor serving technology, consumer, and industrial businesses with sellside and buyside services, overlapping with Embarc in deal size, target customer profile, and sector coverage.
- Sources Partners: Lower middle market M&A advisory firm focused on sellside transactions for founder-led and family-owned businesses, directly comparable to Embarc's core sellside practice and target deal size range.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Embarc Advisors social profiles
Digital presenceEmbarc Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Embarc Advisors leadership team
Management profileNumber of profiles
Profiles13 records
Embarc Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Embarc Advisors 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 Embarc Advisors
What does Embarc Advisors do?
Embarc Advisors is a lower middle market M&A and corporate finance advisory firm that provides sellside and buyside M&A advisory, debt and equity capital raise advisory, fractional FP&A and strategic CFO advisory, financial due diligence and Quality of Earnings analysis, and financial modeling. Services are delivered to startups, SMBs, and middle-market companies ranging from pre-revenue to $500 million in revenue, billed primarily on an hourly fee model.
Is Embarc Advisors a public or private company?
Embarc Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Embarc Advisors founded?
Embarc Advisors was founded in 2018. It employs 11 to 50 people.
Where is Embarc Advisors based?
Embarc Advisors is headquartered in West Hollywood, United States, in the North America region.
How does Embarc Advisors make money?
Three revenue lines are on record. M&A Advisory Fees are the primary driver. The others are CFO/FP&A Services and quality of Earnings (QofE) Assessments.
Who are Embarc Advisors's main competitors?
Broad incumbents on record are Stout, Harris Williams, Piper Sandler, Kroll and Lazard. Direct peers are Morgan & Westfield, Woodbridge International, Generational Equity, Cascadia Capital and Sources Partners.
Does Embarc Advisors have an API?
No public API is recorded for Embarc Advisors.
What industry is Embarc Advisors in?
Embarc Advisors's product category is M&A and Corporate Finance Advisory. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 52315 and its SIC code is 8742.