North Point Advisors
North Point Advisors is a U.S.-based boutique investment bank that provides M&A advisory services exclusively to consumer-sector companies, including franchisors, restaurant chains, and consumer product brands, with a 65+ person team focused on sell-side mandates and institutional growth capital.
- Company typePrivate
- Founded2003
- HeadquartersSan Francisco, United States
- Headcount—
- GTM typeB2B
- OfferingServices
North Point Advisors firmographics
Firmographics- Name
- North Point Advisors
- Legal name
- North Point Mergers & Acquisitions
- Website
- https://nptadvisors.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Short description
- North Point Advisors is a U.S.-based boutique investment bank that provides M&A advisory services exclusively to consumer-sector companies, including franchisors, restaurant chains, and consumer product brands, with a 65+ person team focused on sell-side mandates and institutional growth capital.
- Ownership category
- akta.pro rank
North Point Advisors industry classification
Industry- Product category
- Investment Banking — M&A Advisory
- NAICS
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Sell-Side M&A Advisory (FSAEAGAA)
- akta.pro secondary industries
- Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)
Keywords
Where North Point Advisors is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
North Point Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others, Technology or R&D
Revenue model
- M&A Advisory Fees: North Point generates revenue through providing M&A advisory services to consumer sector companies. As co-financial advisors, the firm earns fees for representing sellers in acquisition transactions, including deal sourcing, valuation, negotiation support, and transaction completion.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
North Point Advisors product offering
Product offeringCore offering
North Point Advisors is a boutique investment bank that provides mergers and acquisitions advisory services exclusively to consumer-sector public and private companies, franchisors, franchisees, and private equity sponsors. The firm earns advisory fees by representing clients in sell-side and buy-side M&A transactions and institutional growth capital raises across twelve consumer sub-sectors including restaurants, franchising, food & beverage, fitness, consumer products, wellness & beauty, healthcare, consumer services, retail, and wine.
Product overview
North Point Advisors is a mergers and acquisitions advisory firm exclusively serving the consumer sector. The company provides M&A advisory services across multiple consumer categories including Restaurants, Franchisors, Franchisees, Food & Beverage, Fitness, Consumer Products, Wellness & Beauty Products and Services, Healthcare, Consumer Services, Retail, and Wine. As a services-based firm rather than a technology product company, North Point does not offer modular software products but rather provides advisory expertise for strategic transactions. The company operates as co-financial advisors facilitating acquisitions, sales, and growth capital transactions for consumer brands and private equity clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Sell-side M&A Advisory
- Buy-side M&A Advisory
- Institutional Growth Capital Advisory
- Restaurant Sector M&A Advisory
- Franchisor M&A Advisory
- Franchisee M&A Advisory
Companies that use North Point Advisors
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles5 records
North Point Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
North Point Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Boxwood PartnersminorBoxwood Partners served as co-advisor with North Point Advisors on the WellBiz Brands acquisition transaction, working alongside North Point to represent the sell-side.
Scale indicators5 records
Recent moves4 records
Expansion highlights4 records
North Point Advisors competitors and assessment
Company assessmentBroad incumbents
- Houlihan Lokey: Houlihan Lokey is a global investment bank with one of the largest consumer M&A practices, ranked #2 in the consumer league table (142 deals since 2011). It is a broader incumbent that overlaps with North Point across consumer M&A but also serves financing, restructuring, and other advisory verticals.
- Raymond James Financial: Raymond James has a sizable consumer M&A franchise (67 deals since 2011) as part of a broader diversified financial services platform. It competes with North Point on consumer sell-side mandates while offering wealth management and capital markets adjacencies.
- Jefferies: Jefferies is a global investment bank with consumer M&A coverage and a middle-market advisory orientation. It competes with North Point on consumer sell-side mandates while also providing capital markets and broader advisory services.
- Piper Sandler: Piper Sandler is a diversified investment bank with an active consumer M&A practice, ranked #3 in the consumer league table (109 deals since 2011). It is a broad incumbent with capital markets and equity research capabilities that complement its consumer M&A franchise.
Direct peers
- Lincoln International: Lincoln International is a global middle-market M&A advisory firm with strong consumer and business services coverage. It is comparable to North Point in transaction size, boutique-mid market positioning, and sponsor-driven deal flow.
- FOCUS Investment Banking: FOCUS Investment Banking is a boutique M&A advisor with dedicated consumer, business services, and healthcare practices. It is comparable to North Point in scale, sector specialization, and middle-market PE-driven deal orientation.
- Harris Williams: Harris Williams is a middle-market M&A advisor widely recognized as the closest direct competitor to North Point in consumer and diversified industries. It is ranked directly behind North Point in the consumer M&A league table (72 deals since 2011), with comparable vertical specialization and middle-market deal orientation.
- Cascadia Capital: Cascadia Capital is a middle-market M&A advisor with deep consumer and food/beverage sector coverage. It is directly comparable to North Point in boutique scale, sector specialization, and PE sponsor relationship orientation.
- Kroll Corporate Finance: Kroll's Corporate Finance practice is a global middle-market M&A advisor with active consumer and business services coverage. It is comparable to North Point in boutique-adjacent middle-market positioning and sponsor-led deal flow, with broader international reach.
- TM Capital: TM Capital is a boutique middle-market M&A advisory firm serving consumer, business services, and industrial clients. It is comparable to North Point in boutique scale, deal size focus, and sponsor-led deal flow.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
North Point Advisors social profiles
Digital presenceNorth Point Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
North Point Advisors leadership team
Management profileNumber of profiles
Profiles4 records
North Point Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
North Point Advisors M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about North Point Advisors
What does North Point Advisors do?
North Point Advisors is a boutique investment bank that provides mergers and acquisitions advisory services exclusively to consumer-sector public and private companies, franchisors, franchisees, and private equity sponsors. The firm earns advisory fees by representing clients in sell-side and buy-side M&A transactions and institutional growth capital raises across twelve consumer sub-sectors including restaurants, franchising, food & beverage, fitness, consumer products, wellness & beauty, healthcare, consumer services, retail, and wine.
Is North Point Advisors a public or private company?
North Point Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was North Point Advisors founded?
North Point Advisors was founded in 2003.
Where is North Point Advisors based?
North Point Advisors is headquartered in San Francisco, United States, in the North America region.
How does North Point Advisors make money?
One revenue line is on record: M&A Advisory Fees.
Who are North Point Advisors's main competitors?
Broad incumbents on record are Houlihan Lokey, Raymond James Financial, Jefferies and Piper Sandler. Direct peers are Lincoln International, FOCUS Investment Banking, Harris Williams, Cascadia Capital, Kroll Corporate Finance and TM Capital.
Does North Point Advisors have an API?
No public API is recorded for North Point Advisors.
What industry is North Point Advisors in?
North Point Advisors's product category is Investment Banking — M&A Advisory. Its primary akta.pro industry code is FSAEAGAA, Sell-Side M&A Advisory, with a secondary code of FSAEAGAJ, Industry-Specialist / Sector-Focused M&A Advisory. Its NAICS code is 523 and its SIC code is 6211.