Caber Hill Advisors
Caber Hill Advisors is a Chicago-based, privately-held M&A advisory firm founded in 2014 that provides sell-side, buy-side, and valuation services to small and middle-market business owners across healthcare, industrial, facility services, and business services sectors in the United States.
- Company typePrivate
- Founded2014
- HeadquartersChicago, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Caber Hill Advisors does
Caber Hill Advisors is a privately-held, Chicago-based M&A advisory firm founded by Craig Castelli in 2014 that specializes in serving owners of small and middle-market companies across the United States. The firm provides sell-side advisory, buy-side acquisition advisory, and business valuation services, generating revenue through transaction-based professional fees tied to completed M&A and recapitalization engagements. Its core technology stack is relatively light — centered on a proprietary structured auction process, a comprehensive valuation methodology, a Deal Room document-exchange platform, and pre-market due diligence preparation systems — with value delivered primarily through human expertise rather than software.
The firm's go-to-market is relationship-driven and consultative, targeting privately-held business owners in four primary verticals: healthcare services (with particular depth in dental service organizations, veterinary practices, audiology, and home health), industrial and manufacturing, facility services (HVAC, janitorial, landscaping, paving), and business services. Distribution is exclusively direct, with senior advisors conducting personalized outreach and managing client relationships end-to-end. The firm has executed over 470 transactions representing more than $1.2 billion in closed value, claims that 92% of clients receive multiple offers at or above expectation, and has built recognition through the Axial Advisor 100 (2023) and Crain's Chicago Business Notable M&A Dealmaker (2025). Revenue is not publicly disclosed, and there are no external funding rounds, subsidiaries, or parent company structures indicated.
Caber Hill Advisors firmographics
Firmographics- Name
- Caber Hill Advisors
- Legal name
- Caber Hill Advisors
- Website
- https://caberhill.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Caber Hill Advisors is a Chicago-based, privately-held M&A advisory firm founded in 2014 that provides sell-side, buy-side, and valuation services to small and middle-market business owners across healthcare, industrial, facility services, and business services sectors in the United States.
- Ownership category
- akta.pro rank
Caber Hill Advisors industry classification
Industry- Product category
- Middle Market M&A Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Sell-Side M&A Advisory (FSAEAGAA)
- akta.pro secondary industries
- Buy-Side M&A Advisory (FSAEAGAB), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)
Keywords
Where Caber Hill Advisors is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Caber Hill Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- M&A Advisory Services: Transaction-based advisory fees for sell-side and buy-side M&A engagements, including business valuation services. Revenue is generated through professional fees associated with completed mergers, acquisitions, and recapitalization transactions for middle-market privately held businesses.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom advisory engagement pricing |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels6 records
Caber Hill Advisors product offering
Product offeringCore offering
Caber Hill Advisors is a Chicago-based middle-market M&A advisory firm that provides sell-side and buy-side representation, business valuation, Quality of Earnings analysis, and transaction management services to privately-held business owners. The firm specializes in healthcare, industrial, facility services, and business services sectors, helping owners of small and middle-market companies transact with strategic and private-equity buyers.
Product overview
Caber Hill Advisors operates as an M&A advisory firm offering a unified set of professional services centered on helping privately-held, middle-market business owners navigate transactions with strategic and private-equity buyers. Their core service portfolio includes three primary offerings: Sell a Business Advisory, Buy a Business Advisory, and Business Valuation. These are supported by specialized industry vertical practices covering Healthcare, Industrial, Facility Services, and Business Services sectors. The firm also provides supplementary services including Quality of Earnings reports and Deal Room transaction management. Educational content offerings include The Close M&A Podcast and annual Middle Market M&A Survey reports. The firm was founded in 2014 and has completed over $1.5 billion in transactions across more than 500 deals.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- 92% of clients receive multiple offers at or above expectation
- +1 more outcomes
Companies that use Caber Hill Advisors
Customer profileNamed customers12 records
Segments4 records
Ideal customer profiles4 records
Caber Hill Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Caber Hill Advisors partnerships and signals
Strategic signalScale indicators6 records
Recent moves7 records
Expansion highlights5 records
Caber Hill Advisors competitors and assessment
Company assessmentDirect peers
- Bluff Associates: Mid-market M&A advisory firm focused on privately-held business sales and acquisitions. Comparable to Caber Hill Advisors in deal-size range, customer profile (private business owners), and fee-based advisory model.
- Generational Group: One of the largest dedicated lower middle-market M&A advisory firms in North America, with a multi-office partner model focused on businesses typically in the $1M-$50M EBITDA range. Directly comparable to Caber Hill Advisors in serving privately-held business owners across multiple verticals with sell-side advisory.
- Cornerstone Business Advisors: Middle-market M&A advisory firm specializing in healthcare, technology, and business services transactions. Comparable to Caber Hill Advisors in transaction-based advisory model and exposure to healthcare verticals (especially dental and medical practice transitions).
- Woodbridge International: Middle-market M&A advisory firm serving privately-held businesses with sell-side, buy-side, and capital raising services. Comparable to Caber Hill Advisors in deal size range, target customer (mid-market owners), and professional services model.
- Morgan & Westfield: M&A advisory firm specializing in the sale of lower middle-market businesses. Comparable to Caber Hill Advisors in deal-size range, customer profile (private business owners), and transaction-based revenue model.
- Source Capital Group: Middle-market M&A advisory firm providing sell-side advisory, buy-side advisory, and capital raising to private businesses. Comparable to Caber Hill Advisors in customer profile (privately-held business owners), transaction types, and fee structure.
- Worldwide M&A (M&A Worldwide): Global network of middle-market M&A advisory firms providing sell-side and buy-side services to private business owners. Comparable to Caber Hill Advisors in customer profile, deal size range, and professional services advisory model.
- Calder Capital: Lower middle-market M&A advisory firm serving privately-held businesses across the U.S. with sell-side and buy-side representation. Comparable to Caber Hill Advisors in geographic focus, customer target, and transaction advisory offering.
Regional players
- Bridge Ventures & Co. Chicago-based middle-market investment bank where Caber Hill founder Craig Castelli previously served as Managing Director. Provides M&A and valuation services to middle-market companies, overlapping in geographic market and customer base.
Broad incumbents
- Deloitte Middle Market M&A: Big 4 transaction advisory practice offering M&A advisory, due diligence (Quality of Earnings), and corporate finance services. Comparable to Caber Hill Advisors in advisory services including QofE reports and broader M&A advisory to private equity and corporate clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Caber Hill Advisors social profiles
Digital presenceCaber Hill Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Caber Hill Advisors leadership team
Management profileNumber of profiles
Profiles10 records
Caber Hill Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Caber Hill 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 Caber Hill Advisors
What does Caber Hill Advisors do?
Caber Hill Advisors is a Chicago-based middle-market M&A advisory firm that provides sell-side and buy-side representation, business valuation, Quality of Earnings analysis, and transaction management services to privately-held business owners. The firm specializes in healthcare, industrial, facility services, and business services sectors, helping owners of small and middle-market companies transact with strategic and private-equity buyers.
Is Caber Hill Advisors a public or private company?
Caber Hill Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Caber Hill Advisors founded?
Caber Hill Advisors was founded in 2014. It employs 1 to 10 people.
Where is Caber Hill Advisors based?
Caber Hill Advisors is headquartered in Chicago, United States, in the North America region.
How does Caber Hill Advisors make money?
One revenue line is on record: M&A Advisory Services.
Who are Caber Hill Advisors's main competitors?
Direct peers on record are Bluff Associates, Generational Group, Cornerstone Business Advisors, Woodbridge International, Morgan & Westfield, Source Capital Group, Worldwide M&A (M&A Worldwide) and Calder Capital. Bridge Ventures & Co. is listed as a regional player. Deloitte Middle Market M&A is listed as a broad incumbent.
Does Caber Hill Advisors have an API?
No public API is recorded for Caber Hill Advisors.
What industry is Caber Hill Advisors in?
Caber Hill Advisors's product category is Middle Market M&A Advisory. Its primary akta.pro industry code is FSAEAGAA, Sell-Side M&A Advisory, with a secondary code of FSAEAGAB, Buy-Side M&A Advisory. Its NAICS code is 523940 and its SIC code is 6282.