Amherst Partners

Name

Amherst Partners

Legal name

Amherst Partners, LLC

Website

https://amherstpartners.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Middle-Market Investment Banking

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

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

akta.pro primary industry

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

akta.pro secondary industries

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)

Keywords

• Middle market M&A
• Investment banking advisory
• Capital raising services
• Mergers and acquisitions
• Restructuring advisory

Headquarters

HQ city

Birmingham

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. M&A Advisory Services: Provides merger and acquisition advisory services to middle-market companies, private equity clients, and independent sponsors. Generates fees through transaction completion, typically a percentage of deal value.
2. Capital Raising Services: Assists clients in securing flexible debt and equity capital. Revenue generated through success fees tied to capital raised.
3. Restructuring Advisory Services: Provides restructuring advisory services to distressed companies, including analysis of business viability, contract structuring, and strategic guidance.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Amherst Partners is a middle-market investment banking advisory firm providing M&A advisory, capital raising, restructuring advisory, and management advisory services. The firm serves privately-held companies, family-owned businesses, private equity firms, and independent sponsors across nine industry verticals, completing sell-side and buy-side transactions, financings, and turnaround engagements. The firm supplements its advisory work with proprietary industry research and thought-leadership content published under the Healthcare IQ, Automotive IQ, and similar vertical research brands.

Product overview

Amherst Partners is a middle-market investment banking firm offering a unified suite of advisory services centered on M&A Advisory, Capital Raising, Restructuring Advisory, and Management Advisory. The firm operates across nine industry verticals (Automotive, Building Products, Business Services, Consumer/Retail/Food, Financial Services, Healthcare, Industrials, Technology, and Transportation & Logistics) and complements its core advisory services with proprietary industry research publications (Healthcare IQ, Automotive IQ, Metals IQ, Food & Beverage IQ, Building Products IQ, Material Handling IQ, Paper & Packaging IQ, and Plastics IQ) and thought leadership podcast series (Whose Company Is It Anyway and M&A Insights). With 25+ years of experience, 450+ completed engagements, and $20B in transaction value, the firm provides sector-focused expertise to middle-market companies and private equity clients.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory Investment banking advisory for mergers, acquisitions, divestitures, buyouts, sales, acquisitions, joint ventures, and related transactions, serving middle-market companies, private equity clients, and independent sponsors.
• Capital Raising Debt and equity capital raising services that help middle-market companies, private equity clients, and independent sponsors secure flexible financing to support transaction, growth, or recapitalization objectives.
• Restructuring Advisory Financial and operational restructuring advisory for distressed and underperforming companies, including business viability analysis, contract structuring, workout solutions, and turnaround advisory.
• Management Advisory Strategic and operational advisory for companies navigating business transitions, transformations, recapitalizations, and other complex change-management situations.

Quantifiable outcome

• 450+ successful domestic and cross-border engagements
• +3 more outcomes

Named customers11 records

Segments11 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Cascade Partners: Birmingham, Michigan-based middle-market M&A advisory firm serving similar Automotive, Industrials, Healthcare and Consumer clients in the lower-middle market. The most direct geographic and service-line comparable to Amherst.
• Brown Gibbons Lang & Company: Middle-market M&A advisory firm with industry verticals in Industrials, Consumer, Healthcare and Business Services. Closely comparable service mix (sell-side, capital raising, restructuring) to Amherst.
• Livingstone Partners: Global middle-market M&A advisor covering similar middle-market deal sizes with sector-focused teams. Comparable in service breadth (M&A, capital raising, restructuring) and middle-market sponsor client base.
• Stout (Stout Risius Ross): Middle-market advisory firm offering M&A, capital raising, valuation and restructuring services to middle-market companies and PE clients. Directly overlaps with Amherst's core service lines.
• Hammond Hanlon Camp: Middle-market M&A advisory firm serving healthcare, real estate, financial services and infrastructure sectors. Comparable in middle-market positioning and PE client base.
• Lincoln International: Larger global middle-market M&A advisor with deep sector verticals in Industrials, Healthcare, Consumer and Business Services. Broader geographic reach but directly comparable service offering.
• Cascadia Capital: Middle-market M&A advisor focused on Consumer, Healthcare, Industrials and Technology sectors. Comparable service mix and middle-market PE client base.

Broad incumbents

• Plante Moran: Michigan-based accounting and advisory firm with corporate finance and M&A advisory capabilities. Larger and broader than Amherst, but competes for similar Michigan-based middle-market clients.
• Crowe LLP: National accounting and advisory firm offering M&A advisory, transaction services and capital markets support to middle-market companies. Overlaps with Amherst's middle-market M&A advisory footprint.

Emerging players

• Sun Mergers & Acquisitions: Lower-middle-market M&A advisor focused on companies in the $5M–$50M value range. Smaller and more niche than Amherst but directly comparable in sell-side focus and middle-market positioning.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/amherst-partners
• Instagraminstagram.com/whose_company_is_it_anyway

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 Amherst Partners