Beacon Equity Advisors

Name

Beacon Equity Advisors

Legal name

Beacon Equity Advisors, Inc.

Website

https://beaconequityadvisors.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Mergers and Acquisitions Advisory

NAICS

Investment Banking and Securities Intermediation (523150), Miscellaneous Intermediation (523910)

SIC

Investment Advice (6282)

akta.pro primary industry

Sell-Side M&A Advisory (FSAEAGAA)

akta.pro secondary industries

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)

Keywords

• Mergers and acquisitions advisory
• Sell-side advisory
• Business valuation services
• Business exit planning
• Middle market dealmaking

Headquarters

HQ city

Norwood

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. M&A Advisory Services: Sell-side M&A advisory services for closely held businesses, representing owners in the sale of their companies to maximize value in the marketplace.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Beacon Equity Advisors provides sell-side mergers and acquisitions advisory services to owners of closely held mid-sized manufacturing, distribution, and service businesses, typically in the $5M to $50M+ deal range. The core engagement covers business valuation, discreet marketing to a researched pool of strategic and private equity buyers, deal negotiation, and orchestration through closing. Supporting services include the proprietary Pothole Analysis™ pre-exit value enhancement program and Deal Bridge advisory for complex transactions.

Product overview

Beacon Equity Advisors is a sell-side M&A advisory firm (not a technology product company) offering a unified suite of advisory services for mid-sized business owners selling their companies. The core service portfolio includes four interconnected offerings: Valuation Services (assessing market and synergistic value), Market Services (discreet marketing to strategic buyers), Negotiate Services (orchestrating the sale process from start to close), and Deal Bridge Advisory (specialized advisory for complex transactions). Supporting these core services, Beacon provides the proprietary Pothole Analysis™ program for pre-exit value enhancement and publishes the book 'Think Like a Buyer.' The firm has been operating since 1985 and is headquartered in the New England area.

Differentiator

Problem solved

Functional benefit

Products and services

• Valuation Services Valuation services helping owners of closely held mid-sized businesses understand their market value as well as potential synergistic value in M&A transactions. Used as the first analytical step in the Beacon engagement process.
• Market Services Discreet marketing of the client's business to a researched pool of strategic, private equity, and entrepreneurial buyers using effective confidential methods. Used during the sell-side engagement to identify qualified buyers.
• Negotiate Services Buyer identification, negotiation, and orchestration of the business sale process from initial conversation through closing table. Used to guide business owners through the full transaction lifecycle.
• Deal Bridge Advisory Specialized deal advisory for complex M&A transactions in industrial, scientific, and software businesses, led by Director Jay Galasso. Targeted at clients requiring deeper technical and operational transaction expertise.
• Pothole Analysis™ Proprietary pre-exit review program analyzing 43 aspects of a business that owners can address in the years leading up to a sale to enhance value. Created by David Humphrey and trademarked by Beacon Equity Advisors.

Quantifiable outcome

• Represented hundreds of business owners in successful M&A transactions since 1985
• +1 more outcomes

Named customers8 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• EdgePoint Capital: Middle-market M&A advisory firm providing sell-side representation for closely held companies. Highly comparable to Beacon in target client, deal size band, and transaction-based fee model.
• Morgan & Westfield: M&A advisory and business brokerage serving small and lower middle-market companies across the US. Overlaps directly with Beacon in serving closely held manufacturing, distribution, and service business owners exiting via sale.
• Generational Group: One of the largest US sell-side M&A advisory firms focused on the lower middle-market. Beacon competes directly with Generational for mandates from owners of mid-sized manufacturing, distribution, and service businesses, with a comparable success-fee business model.
• Woodbridge International: Globally-focused lower middle-market M&A advisory firm. Comparable to Beacon in serving closely held business sellers with deal sizes in the $20-200M+ range.
• Calder Associates (Citizens M&A Advisory): Northeast-focused lower middle-market M&A advisory firm (acquired by Citizens). Closely overlaps with Beacon's geographic footprint and target client profile of closely held manufacturing and service businesses.
• Cascade Partners: Middle-market sell-side M&A advisory firm representing family- and founder-owned businesses. Directly competes with Beacon for similar mandates in the lower middle-market.
• Hyde Park Capital Advisors: Middle-market investment bank focused on sell-side M&A advisory for family- and founder-owned businesses. Comparable to Beacon in client profile, deal-size range, and industry focus on industrial and consumer businesses.
• Peakstone Group: Middle-market M&A advisory firm representing privately held companies and corporate divestitures. Similar business model, target segment, and success-fee revenue structure to Beacon.
• Acadia M&A: Sell-side M&A advisory firm serving lower middle-market private companies. Direct competitor to Beacon on deal sourcing, valuation methodology, and buyer-network-driven deal closing.

Broad incumbents

• Burr Pilger Mayer (BPM) Advisory: Large accounting and advisory firm with an M&A advisory practice serving lower middle-market companies. Provides broader professional services (audit, tax, advisory) that overlap with Beacon's valuation and advisory offerings for similar clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/BeaconEquityAdv

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Beacon Equity Advisors