P&M Corporate Finance LLC (PMCF)

Name

P&M Corporate Finance LLC (PMCF)

Legal name

P&M Corporate Finance, LLC

Website

https://pmcf.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Investment Banking & M&A Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD)

Keywords

• Mergers and acquisitions advisory
• Investment banking services
• Middle market advisory
• Capital raising advisory
• ESOP advisory services

Headquarters

HQ city

Southfield

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. M&A Advisory Services: Providing merger and acquisition advisory services including sell-side advisory, buy-side advisory, capital raising, transaction planning, and ESOP advisory to middle-market companies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

PMCF Investment Banking provides merger and acquisition advisory services to middle-market companies, including sell-side advisory, buy-side advisory, capital raising (private placement of equity and debt), transaction planning, and ESOP advisory. The firm serves individual and family-owned businesses, ESOPs, large public companies, and private equity firms across ten specialized industry verticals, with senior banker-led engagement and global reach via its ownership in Corporate Finance International.

Product overview

PMCF Investment Banking provides a unified suite of middle-market M&A advisory services. The firm offers five core service offerings: Sell Side Advisory, Buy Side Advisory, Capital Raising, Transaction Planning, and ESOP Advisory. These services are delivered by industry-focused investment bankers who provide tailored M&A processes and global reach for clients including individual and family-owned businesses, ESOPs, large public companies, and private equity firms.

Differentiator

Problem solved

Functional benefit

Products and services

• Sell Side Advisory Advisory services for business owners and companies seeking to sell, including valuation, positioning, marketing, and end-to-end transaction execution. Targeted at middle-market operating companies, family-owned businesses, ESOPs, and large public companies.
• Buy Side Advisory Advisory services for companies and private equity firms seeking acquisitions, including target identification, due diligence, and transaction structuring. Targeted at strategic acquirers and private equity firms.
• Capital Raising Private placement of equity and debt securities for middle-market companies, delivered through P&M Corporate Finance, LLC, a FINRA-registered broker-dealer and SIPC member. Targeted at middle-market companies seeking growth or acquisition capital.
• Transaction Planning Strategic planning and preparation services to optimize middle-market companies for successful M&A transactions, including readiness assessments and positioning work. Targeted at companies preparing for liquidity events or acquisitions.
• ESOP Advisory Advisory services for employee stock ownership plan transactions and conversions, including feasibility analysis and transaction execution. Targeted at middle-market companies considering employee ownership transitions.

Quantifiable outcome

• 420 global plastics M&A transactions tracked in 2025 (up 5% from 2024)
• +3 more outcomes

Named customers10 records

Segments3 records

Ideal customer profiles2 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 core and minor.

• FINRA (Financial Industry Regulatory Authority)coreOthersPMCF is a FINRA-registered broker-dealer, subject to regulatory oversight and compliance requirements of the Financial Industry Regulatory Authority.
• SIPC (Securities Investor Protection Corporation)coreOthersP&M Corporate Finance, LLC is a member of SIPC, which provides protection for securities customers of its members up to $500,000.
• Corporate Finance InternationalminorOthersPMCF has global reach through its ownership in Corporate Finance International, enabling international M&A advisory capabilities.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• William Blair: William Blair is a diversified investment bank with a strong middle-market M&A practice serving PE sponsors and corporates across many of the same verticals as PMCF, including industrials, healthcare, and business services. Larger scale and broader service offering position it as a broad incumbent.
• Houlihan Lokey: Houlihan Lokey is a global investment bank with one of the largest middle-market M&A franchises. While it competes with PMCF in core middle-market sell-side mandates, it is substantially larger and offers broader services including capital markets, financial restructuring, and valuation.

Direct peers

• Livingstone Partners: Livingstone is a mid-market M&A advisor with strong sector specialization across industrials, business services, and consumer, with international reach through its own global offices. PMCF's CFI membership parallels Livingstone's international footprint, and both target similar middle-market clients and PE sponsors.
• Brown Gibbons Lang & Company: BGL is a middle-market investment bank providing M&A advisory and capital raising with deep sector specialization across industrials, consumer, healthcare, and business services. Both firms are privately held and compete directly for sell-side mandates and PE sponsor engagements in similar verticals.
• EdgePoint Capital Advisors: EdgePoint is a middle-market M&A advisory firm with a senior-led, vertically specialized model similar to PMCF, focused on business services, consumer, and healthcare. Both firms serve owner-operated businesses and PE sponsors with comparable engagement approaches.
• Stout: Stout is a global advisory firm providing M&A, capital raising, and valuation services to middle-market companies, with strong sector coverage in industrials, business services, and consumer. Like PMCF, it operates a senior-led engagement model with vertical specialization and serves PE sponsors and family-owned businesses.
• GLC Advisors & Co. GLC Advisors is a middle-market M&A and capital markets advisory firm serving similar clients to PMCF, including PE sponsors and family-owned businesses. Both firms offer sector-specialized advisory with senior-led engagement and compete for mandates in overlapping verticals.
• Cascadia Capital: Cascadia Capital is a middle-market investment bank specializing in M&A advisory across consumer, industrial, healthcare, and technology sectors. Like PMCF, it operates a sector-specialized senior-led model serving founder-led and PE-backed companies across the US.
• Lincoln International: Lincoln International is a closely held global investment bank focused exclusively on mid-market M&A advisory and capital raising, with a deep sector-specialized model mirroring PMCF's vertical coverage. Both firms serve PE sponsors, family-owned businesses, and corporates across overlapping verticals such as industrials, healthcare, and business services.
• Mirus Capital Advisors: Mirus Capital Advisors is a middle-market M&A advisory firm with similar size and vertical focus to PMCF, including strong expertise in industrials, consumer products, and business services. Both firms serve founder-led and family-owned businesses in similar deal size ranges.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/pmcf-investment-banking

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 P&M Corporate Finance LLC (PMCF)