What Evalla Advisors does

Evalla Advisors LLC is a Los Angeles-based boutique investment bank founded in 2021 by Lori Murphree, specializing in M&A advisory, corporate development, capital raising, and debt financing for growth-stage businesses in the marketing services, MarTech/AdTech, and digital transformation sectors, targeting companies with enterprise values above $15 million. The firm is structured into a Transaction Team (Lori Murphree as Founder & Managing Partner, Tong Liu as Managing Partner, and Veersen Ghatge as Managing Director) and an Advisory Team of senior operating advisors and strategic board advisors with prior CEO, investment banking, and private equity experience at firms including Wells Fargo Securities, Madison Alley, Publicis Groupe, LBi International AB, Origin, McCracken Advisory Partners, and Pagemill Partners (Duff & Phelps).

The firm has no proprietary technology platform; its "product" is bespoke advisory engagements that combine financial, strategic, and cultural assessment to identify and negotiate optimal transactions for clients, with securities offered through Finalis Securities LLC (Member FINRA/SIPC) under a non-broker-dealer arrangement. The team differentiates on a "conscious capitalism" philosophy and sector specialization rather than technology, supported by content marketing through quarterly newsletters, AI-in-marketing research, and speaking engagements such as the ANA Advertising Financial Management Meeting.

Revenue is generated through transaction-based advisory and success fees on M&A mandates, with no publicly disclosed pricing, recurring retainer base, or subscription products. The client base includes marketing agencies, MarTech companies, digital transformation consultancies, and select opportunistic adjacencies (e.g., Gnomon's sale to Groupe EDH, OKRP's merger with Barkley, Red Tettemer's acquisition by Mod Op, Quiverr's sale to Advantage Solutions, Steril-Aire's sale to Madison Industries during COVID). Distribution is relationship-driven direct advisory sales targeting founders, executives, and investors, with a claimed global operating footprint despite a single Los Angeles headquarters.

Name

Evalla Advisors

Legal name

Evalla Advisors LLC

Website

https://evallaadvisors.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Evalla Advisors is a Los Angeles-based boutique investment bank founded in 2021 that provides M&A advisory, capital raising, and debt financing to growth-stage marketing agencies, MarTech companies, and digital transformation consultancies with enterprise values above $15 million.

Ownership category

akta.pro rank

Product category

Investment Banking & M&A Advisory

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industry

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

Keywords

• Mergers and acquisitions advisory
• Investment banking services
• Capital raising advisory
• Corporate development consulting
• Marketing services M&A

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. M&A Advisory Fees: Investment banking fees from mergers and acquisitions advisory services, including sell-side and buy-side transactions. Revenue is generated through advisory fees, success fees upon transaction completion, and potentially retainer arrangements for strategic advisory services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Evalla Advisors is an investment bank that advises founders, executives, and investors on mergers and acquisitions, strategic corporate development, capital raising, and debt financing. The firm focuses on growth businesses in marketing agencies, MarTech/AdTech, and digital transformation consultancies with enterprise values over $15 million, providing sell-side and buy-side advisory services through a holistic financial, strategic, and cultural assessment approach.

Product overview

Evalla Advisors is an investment bank that provides advisory services to founders, executives, and investors in the marketing services, MarTech, and digital transformation sectors. The firm offers a unified set of advisory services including sell-side and buy-side mergers and acquisitions, corporate development advisory, capital raising, and debt financing. They focus on growth businesses with enterprise values over $15 million. The firm operates at the intersection of marketing, technology, and business transformation, serving clients across marketing agencies (full-service, creative studios, media buying, performance marketing, social media, PR, eCommerce), MarTech/AdTech (CRM systems, customer data platforms, marketing automation, email marketing, demand/supply side platforms, ad exchanges), and digital transformation (digital transformation, agile transformation, UX design, custom software development, data science and analytics, product engineering, IT consulting). The firm does not offer a software product platform but rather provides professional advisory services facilitated through strategic relationships with Finalis Securities LLC for securities offerings.

Differentiator

Problem solved

Functional benefit

Products and services

• Mergers and Acquisitions Advisory (Sell-Side and Buy-Side)
• Strategic Corporate Development Advisory
• Capital Raising
• Debt Financing Advisory

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor.

• Groupe EDHminorOthersEvalla Advisors advised Gnomon, a digital-arts education institution, in its acquisition by Groupe EDH (a For-Profit-French Institution backed by Rothschild & Co's Five Arrows Principal Investments). Evalla negotiated LOI, managed diligence, and supported legal negotiations through successful closing.
• MindgruveminorOthersEvalla team member (Veersen Ghatge) led the sale of Levelwing to Mindgruve, which merged to become one of the world's fastest-growing independent agencies.
• MSQ PartnersminorOthersEvalla team members led MSQ's acquisition of SPCSHIP (creative agency) as part of MSQ's continued stateside expansion.

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Madison Alley: Boutique M&A advisory firm focused on digital marketing, media, and commerce transactions. Highly comparable as Veersen Ghatge and Robert Pickering both previously led the firm, and it serves the same marketing-services/MarTech client base.
• Results International: International M&A advisor focused on marketing, digital media, and technology services. Lori Murphree previously led growth efforts at Results International, and the firm competes for the same type of marketing-agency and MarTech sell-side mandates.
• Luma Partners: Leading boutique M&A advisor specialized in digital media, marketing, and advertising technology. Direct competitor for MarTech/AdTech sell-side and buy-side advisory mandates in the same vertical as Evalla.
• Petsky Prunier: Boutique M&A advisor focused on marketing, media, and technology-enabled services. Highly comparable given its dedicated marketing-services practice and similar enterprise-value target range.
• Progress Partners: Middle-market M&A advisory firm serving marketing services, digital media, and technology companies. Comparable in deal size, vertical specialization, and engagement model.
• Digital Capital Group: Boutique investment bank focused on digital media, marketing, and technology sectors. Competes for similar sell-side M&A mandates in the marketing services and digital transformation verticals.
• The Sage Group: Boutique investment bank focused on technology and digital marketing services M&A. Comparable in deal-size range, vertical specialization, and mid-market sell-side advisory positioning.

Broad incumbents

• Pagemill Partners (Duff & Phelps / Kroll): Now part of Kroll's investment banking practice (formerly Duff & Phelps), it provides M&A advisory to technology and marketing-services firms. Kevin Iudicello was previously a Managing Director at Pagemill, making it both a talent competitor and a direct peer.
• Oaklins: Global mid-market M&A advisory with a dedicated media, marketing, and technology team. Comparable at the deal-size range (over $15M EV) and competes for international marketing-services mandates.

Regional players

• M/C Partners: Sector-focused private equity and M&A advisor with deep marketing services and digital media experience. Comparable as a sector specialist but operates primarily as a principal investor/advisor rather than pure advisory.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/evalla-advisors

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

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 Evalla Advisors