Three Sixty Seven Advisors
Three Sixty Seven Advisors is a Tampa-based boutique investment bank providing sell-side M&A, buy-side M&A, and corporate debt advisory services to middle-market companies across six industry verticals, including business services, technology, healthcare, manufacturing, home services, and consumer goods.
- Company typePrivate
- Founded2019
- HeadquartersTampa, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Three Sixty Seven Advisors does
Three Sixty Seven Advisors is a privately held, boutique mergers and acquisitions advisory firm operating as Three Sixty Seven Advisory Solutions, LLC from Tampa, Florida. Founded in 2019 by Graham Woodard following his tenure in commercial banking at Valley National Bank, the firm provides sell-side M&A, buy-side M&A, and corporate debt advisory services to middle-market clients including large corporations, family-owned businesses, private-equity-backed companies, and individual entrepreneurs. The firm executes across six industry verticals — Business Services, Technology, Healthcare, Manufacturing and Distribution, Home Services, and Consumer Goods — with documented mandates spanning facility services, geotechnical engineering, commercial HVACR, robotics-enabled commercial cleaning, and roofing.
The firm's service offering spans the full transaction lifecycle: sell-side mandates include valuation, marketing materials production, buyer identification, due diligence management, and deal negotiation; buy-side mandates include target identification, screening, and acquisition strategy support; corporate debt advisory encompasses debt capital sourcing through relationships with traditional banks, asset-based lenders, and alternative capital providers. Pricing is engagement-based and quote-driven, with multi-year contract cadences typical of exclusive advisory mandates; deal economics follow standard middle-market advisory fee structures (success-based percentages of enterprise value). Recent visible transactions include the sale of McCarl's Services to United Building Solutions (AE Industrial Partners), the dual acquisitions of Sheer Services and EVO Door & Window by Persona Services Group, and ACES US Holding's acquisition of Meskel & Associates Engineering.
Three Sixty Seven Advisors operates without proprietary technology platforms and derives all revenue from professional services fees. The team comprises a Managing Principal, Managing Director, Senior Director, multiple Directors with sector specialization (corporate finance, sell-side M&A, buy-side), three Vice Presidents, Senior Associates, Associates, and a Senior Advisor who is a former C-level operator with a Certified Public Accounting credential. GTM motion is relationship-led direct sales with no external funding, institutional sponsors, or parent company disclosed; marketing relies on sector thought-leadership content (industry research reports across ten-plus verticals), LinkedIn presence, and PRWeb press distribution on closed deals. The firm is operating actively with a deal cadence that includes multiple closed transactions announced in early 2025.
Three Sixty Seven Advisors firmographics
Firmographics- Name
- Three Sixty Seven Advisors
- Legal name
- Three Sixty Seven Advisory Solutions, LLC
- Website
- https://threesixtyseven.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Three Sixty Seven Advisors is a Tampa-based boutique investment bank providing sell-side M&A, buy-side M&A, and corporate debt advisory services to middle-market companies across six industry verticals, including business services, technology, healthcare, manufacturing, home services, and consumer goods.
- Ownership category
- akta.pro rank
Three Sixty Seven Advisors industry classification
Industry- Product category
- Mergers and Acquisitions Advisory
- NAICS
- Investment Banking and Securities Intermediation (523150), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- 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
- Sell-Side M&A Advisory (FSAEAGAA), Buy-Side M&A Advisory (FSAEAGAB), Corporate Finance & Capital Advisory (BPAHADAB), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)
Keywords
Where Three Sixty Seven Advisors is headquartered
LocationHeadquarters
- HQ city
- Tampa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Three Sixty Seven Advisors 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: Professional services fees from serving as exclusive financial advisor on M&A transactions (both sell-side and buy-side). Revenue derived from advisory fees for helping companies navigate business sales, acquisitions, and mergers. Services include valuation discussions, buyer/seller research, offer evaluation, due diligence coordination, and closing support.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom engagement-based pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Three Sixty Seven Advisors product offering
Product offeringCore offering
Three Sixty Seven Advisors is a boutique M&A advisory firm that provides sell-side M&A advisory (exit planning, valuation, buyer identification, due diligence management, deal negotiation), buy-side M&A advisory (target identification, screening, and acquisition strategy), and corporate debt advisory (securing debt capital for growth, acquisitions, and refinancings) to middle-market companies across six industry verticals including Business Services, Technology, Healthcare, Manufacturing and Distribution, Home Services, and Consumer Goods.
Product overview
Three Sixty Seven Advisors is a boutique M&A advisory firm offering a unified platform of merger and acquisition services for middle-market companies. The core offering comprises three integrated service lines: Sell-Side M&A (guiding business owners through exit planning, valuation, buyer identification, and deal negotiation), Buy-Side M&A (helping clients identify and acquire target companies), and Corporate Debt Advisory (securing debt capital for growth and acquisitions). These services are delivered across eight industry verticals—Business Services, Technology, Healthcare, Manufacturing and Distribution, Home Services, and Consumer Goods—providing sector-specific expertise to middle-market companies, private equity firms, and entrepreneurs seeking M&A transaction support.
Differentiator
Problem solved
Functional benefit
Products and services
- Sell-Side M&A Advisory
Quantifiable outcome
- Exceptional close rate on transactions
Companies that use Three Sixty Seven Advisors
Customer profileNamed customers4 records
Segments7 records
Ideal customer profiles3 records
Three Sixty Seven Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Three Sixty Seven Advisors partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights5 records
Three Sixty Seven Advisors competitors and assessment
Company assessmentDirect peers
- MarshBerry: Boutique advisory firm specializing in M&A and growth consulting for the insurance, wealth management, and business services sectors. Comparable boutique scale with deep vertical specialization.
- Capstone Partners: Boutique middle-market M&A advisory firm with a multi-vertical industry focus similar to Three Sixty Seven, covering business services, healthcare, technology, and consumer sectors. Closely comparable on size, service mix (sell-side, buy-side, debt advisory), and target-client profile.
- Brown Gibbons Lang & Company: Middle-market investment bank providing M&A advisory and capital-raising services across diversified industrials, business services, and consumer sectors. Closely comparable in size, service mix, and target-client profile.
- Objective Capital Partners: Boutique middle-market M&A and corporate finance advisory firm serving business owners, PE firms, and family offices. Closely comparable boutique footprint, sector coverage approach, and fee model.
- PMCF (Plante Moran Corporate Finance): Middle-market M&A advisory firm affiliated with a large professional services platform, focused on industrial, business services, and consumer transactions. Comparable middle-market mandate profile and multi-vertical approach.
- Generational Group: Middle-market M&A advisory firm focused on sell-side transactions for founder-led and family-owned businesses, with broad vertical coverage. Comparable boutique scale and PE-backed buyer network positioning.
Broad incumbents
- Houlihan Lokey: Global investment bank with a substantial middle-market M&A advisory franchise across business services, healthcare, technology, and consumer. Competes for larger mandates in the same middle-market deal space.
- D.A. Davidson: Larger middle-market investment bank with dedicated M&A advisory, capital markets, and debt advisory practices. Competes for the same middle-market and PE-backed clients but at meaningfully greater scale and with broader geographic coverage.
- Kroll Corporate Finance: Global advisory firm with a dedicated middle-market M&A practice spanning sell-side, buy-side, and debt advisory. Overlaps with Three Sixty Seven on middle-market mandates but with broader geographic and sector reach.
Regional players
- Cornerstone Business Services: Boutique middle-market M&A advisory firm with comparable service offering and middle-market target client base. Similar scale and operating model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Three Sixty Seven Advisors social profiles
Digital presenceThree Sixty Seven Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Three Sixty Seven Advisors leadership team
Management profileNumber of profiles
Profiles11 records
Three Sixty Seven Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Three Sixty Seven 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 Three Sixty Seven Advisors
What does Three Sixty Seven Advisors do?
Three Sixty Seven Advisors is a boutique M&A advisory firm that provides sell-side M&A advisory (exit planning, valuation, buyer identification, due diligence management, deal negotiation), buy-side M&A advisory (target identification, screening, and acquisition strategy), and corporate debt advisory (securing debt capital for growth, acquisitions, and refinancings) to middle-market companies across six industry verticals including Business Services, Technology, Healthcare, Manufacturing and Distribution, Home Services, and Consumer Goods.
Is Three Sixty Seven Advisors a public or private company?
Three Sixty Seven Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Three Sixty Seven Advisors founded?
Three Sixty Seven Advisors was founded in 2019. It employs 11 to 50 people.
Where is Three Sixty Seven Advisors based?
Three Sixty Seven Advisors is headquartered in Tampa, United States, in the North America region.
How does Three Sixty Seven Advisors make money?
One revenue line is on record: M&A Advisory Fees.
Who are Three Sixty Seven Advisors's main competitors?
Direct peers on record are MarshBerry, Capstone Partners, Brown Gibbons Lang & Company, Objective Capital Partners, PMCF (Plante Moran Corporate Finance) and Generational Group. Broad incumbents are Houlihan Lokey, D.A. Davidson and Kroll Corporate Finance. Cornerstone Business Services is listed as a regional player.
Does Three Sixty Seven Advisors have an API?
No public API is recorded for Three Sixty Seven Advisors.
What industry is Three Sixty Seven Advisors in?
Three Sixty Seven Advisors's product category is Mergers and Acquisitions Advisory. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of FSAEAGAA, Sell-Side M&A Advisory. Its NAICS code is 523150 and its SIC code is 8742.