What Everingham & Kerr does

Everingham & Kerr, Inc. is a privately held merger and acquisition advisory firm founded in 1988 and headquartered in Mount Laurel, New Jersey. The firm specializes in providing intermediary services for lower middle market companies and entrepreneurs, facilitating transactions including buy-side and sell-side advisory, management buyouts, divestitures, mergers, private equity placements, and credit facilities. Its documented transaction history spans manufacturing, distribution, healthcare services, technology, and commercial services, with deal announcements documented from 2013 through 2026.

The firm operates a traditional professional services model, generating revenue through engagement-based advisory fees on closed transactions and financing arrangements. It employs 11-50 professionals and serves a regional US market concentrated in the Mid-Atlantic, Southeast, and Northeast. The go-to-market approach is sales-led and relationship-driven, relying on referrals, a network of private equity partnerships (including Brook Venture Partners, HealthEdge Investment Partners, Audax Group, New Heritage Capital, and Waypoint Capital Partners), and thought-leadership content distributed via a long-running newsletter program.

Everingham & Kerr maintains no technology products, proprietary platforms, or software offerings. Its competitive positioning rests on 35+ years of brand longevity, an established two-sided network of qualified buyers and sellers, and demonstrated expertise in lower middle market transaction execution. Pricing is not publicly disclosed and engagements are structured on a custom basis. The firm is independently owned with no institutional backing, parent company, or external funding history.

Name

Everingham & Kerr

Legal name

Everingham & Kerr, Inc.

Website

https://everkerr.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Short description

Everingham & Kerr is a privately held M&A advisory firm founded in 1988, providing intermediary services for lower middle market companies and entrepreneurs across the Mid-Atlantic, Southeast, and Northeast US.

Ownership category

akta.pro rank

Product category

Mergers & Acquisitions Advisory

NAICS

Miscellaneous Intermediation (523910)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

Buy-Side M&A Advisory (FSAEAGAB), M&A Advisory (Buy-side/Sell-side) (BPAHADAC), Fairness Opinions & Independent Financial Advice (BPAHAOAF)

Keywords

• Mergers and acquisitions advisory
• Lower middle market
• Sell-side advisory
• Buy-side advisory
• Transaction consulting

Headquarters

HQ city

Mount Laurel

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Revenue model

1. M&A Advisory Services: Provides intermediary services for mergers and acquisitions, including buy-side and sell-side advisory, management buyouts, and financing arrangements for lower middle market transactions.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Everingham & Kerr is a merger and acquisition advisory firm that provides intermediary services for lower middle market companies and entrepreneurs. The firm facilitates buy-side and sell-side advisory engagements, management buyouts, private equity placements, and credit facility arrangements. It acts as an objective intermediary connecting privately-held companies and business owners with qualified transaction counterparties.

Product overview

Everingham & Kerr is a merger and acquisition advisory firm that provides intermediary services for lower middle market companies and entrepreneurs. The company does not offer distinct technology products or software platforms—it delivers advisory services facilitating transactions such as acquisitions, mergers, management buyouts, private equity placements, and credit facilities. The firm lists completed transactions across various industries including manufacturing, distribution, healthcare services, technology, and commercial services, acting as an intermediary between buyers and sellers in the lower-middle market segment.

Differentiator

Problem solved

Functional benefit

Products and services

• Sell-Side M&A Advisory Intermediary advisory services for business owners and companies seeking to sell their businesses, including valuation, deal structuring, buyer identification, and negotiation support for lower middle market transactions.
• Buy-Side M&A Advisory Advisory services for companies and entrepreneurs pursuing acquisitions, including target identification, valuation, due diligence coordination, and transaction execution for lower middle market deals.
• Management Buyout Advisory Intermediary services facilitating management buyouts of companies, including structuring, financing arrangements, and negotiation support for the buying management team.
• Private Equity Placement Advisory services arranging private equity capital for lower middle market companies, including identifying investors, preparing offering materials, and negotiating terms.
• Credit Facility Arrangement Advisory services arranging debt financing for lower middle market companies, including credit facilities and senior debt/mortgage financing for transactions.
• Valuation & Transaction Consulting Business valuation and transaction consulting services supporting mergers, acquisitions, divestitures, and business sales for lower middle market companies.

Segments2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• Benchmark International: Privately-held M&A advisor focused on lower middle market transactions across multiple sectors. Directly competitive in the same niche, serving private business owners with similar buy-side and sell-side mandates.
• Cornerstone Business Services: Mid-market M&A advisory and business brokerage. Comparable geographic focus (Mid-Atlantic) and focus on lower middle market owner-led transactions.
• Morgan & Westfield: Lower middle market M&A advisory and business brokerage serving business owners across the US. Comparable buy-side/sell-side mandates and target customer profile.
• Transworld Business Advisors: Lower middle market business brokerage and M&A advisor with franchise-driven footprint. Highly comparable service offering, target customer (business owners and entrepreneurs), and transaction value range.
• VR Business Sales / Mergers & Acquisitions: Network of mid-market business brokers and M&A intermediaries. Operates in the same transaction value range, serving similar owner-operator seller clients with similar professional services revenue model.
• Sunbelt Business Advisors: Largest dedicated lower middle market M&A advisory network in North America. Directly comparable given identical focus on owner-led businesses, similar transaction size range, and similar referral-driven origination model.
• Generational Group: M&A advisory firm focused exclusively on privately-held middle market businesses, often family-owned. Strongly comparable given shared buyer/seller matchmaking function and lower middle market focus.
• Murphy Business & Financial Corporation: Mid-market business brokerage and M&A franchise network. Operates in the same lower middle market segment, providing intermediary services for buyers and sellers of established small and mid-sized businesses.

Broad incumbents

• Houlihan Lokey: Large global investment bank with a dedicated middle market M&A practice. Overlapping capabilities in M&A advisory but operates at broader scale and serves larger transaction values than Everingham & Kerr's core segment.
• Robert W. Baird & Co. Diversified financial services firm with significant middle market M&A practice. Provides overlapping M&A advisory services but as part of a much broader institutional platform rather than as a LMM specialist.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Everingham-Kerr-992533997444973

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Everingham & Kerr