What A Neumann & Associates does

A Neumann & Associates, LLC (operating as ANA) is a privately held mergers and acquisitions advisory and business brokerage firm founded in 2003 and headquartered in Red Bank, New Jersey. The firm serves privately held mid-market companies, targeting sellers with at least $500,000 in annual revenue and buyers seeking businesses exceeding $1 million in gross revenue, across sectors including contracting, manufacturing, services, distribution, and retail. ANA operates from a corporate office in Red Bank with regional offices in White Plains NY, Ashburn VA, and Celebration FL, covering the East Coast and broader US markets under a parent holding structure, ANCHI, Incorporated.

The firm's core technology and tooling consist of three proprietary assets: a contact database of over one million entries with 750,000+ qualified investors used to match sellers with buyers, an internal Business Organizer that structures company information for prospective investors, and a Company Marketability Assessment algorithm that benchmarks a business's marketability against peers. These tools support a service portfolio spanning business valuations, M&A deal-making and due-diligence support, Confidential Information Memoranda (CIMs), acquisition search, financing/SBA lender coordination, commercial real estate, and visa-related advisory.

ANA generates revenue through a transaction-based success-fee model, charging commissions of 8–12% of final sale price for small to mid-sized companies with sliding scales and optional retainers for larger M&A engagements. Go-to-market relies on a sales-led motion delivered through senior advisor engagement, complemented by an event-driven seminar program (running 10+ years) and a dense referral network of CPAs, attorneys, and financial advisors who refer clients via chamber-of-commerce and networking channels. The firm reports over 5,000 business valuations performed and more than $250 million in cumulative closed deals, supported by an A+ Better Business Bureau rating maintained for 20 consecutive years.

Name

A Neumann & Associates

Legal name

A Neumann & Associates, LLC

Website

https://neumannassociates.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

A Neumann & Associates is a privately held M&A advisory and business brokerage firm founded in 2003 that serves privately held mid-market companies across the East Coast, providing valuations, deal-making, and transaction support on a success-fee basis through a network of regional offices and senior advisors.

Ownership category

akta.pro rank

Product category

Mergers and Acquisitions Advisory

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

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

akta.pro secondary industries

Sell-Side M&A Advisory (FSAEAGAA), Fairness Opinions & Independent Financial Advice (BPAHAOAF)

Keywords

• Mergers and acquisitions advisory
• Business brokerage services
• Business valuation services
• Sell-side advisory
• Professional advisor services

Headquarters

HQ city

Atlantic Highlands

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Transaction-based Brokerage Commissions: Success-fee based commissions earned only upon successful completion of business transactions. Fees are a percentage of the final sale price, typically ranging from 8-12% for small to mid-sized companies, with sliding scales for larger deals. No initial consultation fees or retainers.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

A Neumann & Associates, LLC is a professional M&A advisory and business brokerage firm providing business valuations, sell-side deal-making, acquisition search, financing coordination, and related advisory services for privately held mid-market companies. Its offerings include Confidential Information Memorandum preparation, due diligence support, commercial real estate assistance tied to transactions, business consulting, visa program advisory, and a free online Company Marketability Assessment tool. Senior advisors manage every transaction directly, working through regional East Coast offices and a network of CPA, attorney, and SBA lender referral partners.

Product overview

A Neumann & Associates is a professional mergers & acquisitions advisory and business brokerage firm offering a comprehensive suite of services for privately held, mid-market companies. The core offering consists of business valuation services (including Discounted Cash Flow Analysis and Comparable Company Analysis), deal making and M&A advisory, and professional support for buyers and sellers. The firm leverages a Proprietary Business Organizer and an internal database of over 100,000 investors to facilitate transactions. Supporting services include Commercial Real Estate assistance, Visa Programs, Financing Services, and a Company Marketability Assessment tool. The company typically represents businesses with minimum annual revenue of $500,000 to $1 million, operating across the East Coast with multiple field offices.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Valuations Certified third-party business valuation services that analyze company financials, cash flow, revenue trends, and market comparables to establish defensible business values for privately held mid-market companies.
• Deal Making / M&A Advisory Comprehensive mergers and acquisitions advisory including deal preparation, investor identification, deal structuring, due diligence support, and transaction closing for sellers of privately held mid-market firms.
• Business Consulting Strategic consulting services to help clients set realistic business goals and prepare for sale or acquisition.
• Visa Programs Immigration-related advisory services for business transactions involving visa requirements (e.g., investor / E-2 style visa situations tied to business purchases).
• Commercial Real Estate Assistance with commercial real estate aspects of business transactions, including sale or purchase of associated properties tied to a business transfer.
• Business Acquisition Search Search service for buyers seeking to acquire businesses that match their investment criteria, leveraging the firm's proprietary investor database.
• Financing Services Financing advisory and SBA lender coordination services to help buyers secure funding for acquisitions.
• Company Marketability Assessment Free 10-minute online assessment tool that compares a company's marketability to other businesses in the marketplace and identifies sale readiness opportunities.
• Confidential Information Memorandum (CIM) Preparation Professional marketing document prepared for sellers that presents company information, financial statements, and growth opportunities to qualified investors and buyers during the selling process.
• Professional Advisor Services Advisory and coordination services for attorneys, CPAs, and other professional advisors to facilitate business transactions through networking and coordination.

Quantifiable outcome

• A+ Better Business Bureau rating for 20 consecutive years
• +5 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators9 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Morgan & Westfield: M&A advisory firm focused on selling businesses typically in the $1M-$50M range, providing valuation, sell-side advisory, and buyer representation services that directly overlap ANA's middle-market value proposition.
• Murphy Business & Financial Corporation: National business brokerage franchise specializing in main-street to lower middle-market transactions, with valuation, M&A advisory, and franchise sales services directly comparable to ANA's offering and serving very similar privately-held seller and buyer segments.
• Calder Capital: Mid-market M&A advisory firm specializing in lower middle-market sell-side transactions, closely aligned with ANA's deal-size band and senior-led, relationship-driven service model in the Midwest and broader U.S.
• VR Business Brokers / VR Mergers & Acquisitions: Established U.S. business brokerage and M&A franchise with comparable deal-size focus (typically $250K-$5M+) and sell-side/buy-side advisory services; competes with ANA in the same privately-held, mid-market seller pool.
• Transworld Business Advisors: Global business brokerage and M&A advisory franchise serving small and mid-market clients across the U.S. with very similar services — business valuation, sell-side advisory, buyer representation, and franchise resales — making it a near-direct competitor in the same customer segment.
• Sunbelt Business Brokers: One of the largest business brokerage franchises in North America, focused on selling main-street and lower middle-market businesses with deal sizes broadly overlapping ANA's $500K-$5M EV sweet spot. Direct competitor for both sell-side mandates and buyer-side acquisition searches.

Broad incumbents

• Generational Group: Significantly larger U.S. middle-market M&A advisory firm with broader resources, deal-team structure, and national reach; overlaps with ANA on sell-side advisory but serves a larger average deal size ($10M-$100M+) and competes for ANA's larger mid-market mandates.

Emerging players

• Weathervane Capital: Lower middle-market M&A advisory and valuation firm serving privately-held businesses in a similar deal-size range; emerging player with comparable service offerings (valuation, sell-side, buyer representation) that overlap ANA's niche on a smaller scale.
• Walden Group (M&A): Boutique lower middle-market M&A advisory offering sell-side and valuation services to privately-held businesses — emerging player with comparable service mix but smaller deal-flow volume than ANA.

Regional players

• Peak Business Brokers: Mid-sized business brokerage and M&A advisory with a strong Mid-Atlantic / Southeast U.S. presence — comparable services and deal sizes but primarily operating in geographies (Carolinas, Virginia) adjacent to ANA's footprint, creating partial rather than full overlap.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/ANeumannAssoc
• Facebookfacebook.com/ANeumann.and.Associates

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 A Neumann & Associates