CGK M&A Advisors
CGK M&A Advisors is a Waukesha, Wisconsin-based boutique M&A advisory firm, founded in 2004, providing sell-side, buy-side, recapitalization, valuation, and strategic planning services to privately-held, middle-market companies primarily in the U.S. Midwest.
- Company typePrivate
- Founded2004
- HeadquartersWaukesha, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What CGK M&A Advisors does
CGK M&A Advisors is a privately-held, boutique mergers and acquisitions advisory firm headquartered in Waukesha, Wisconsin, founded in 2004. The firm provides sell-side advisory, buy-side acquisition search, private equity recapitalizations, business valuations, and exit-oriented strategic planning services to privately-held, middle-market companies primarily located in the U.S. Midwest. Its client base spans a range of industries including manufacturing, machining, medical devices, car wash equipment, appliances, gaskets, and rehabilitation, with engagement sizes generally ranging from a few hundred thousand to over $100 million in revenue.
The firm's core operating model is traditional professional services: it delivers bespoke M&A engagements through a small core team led by President Tom Kintis (a licensed CPA with 29+ years of M&A experience and prior buy/sell ownership) and Senior Associate Mary Cajski. Revenue is generated on a transaction-closing basis through advisory fees scaled to deal value and complexity, with no proprietary technology platforms or software products. The firm supplements its regional deal flow through membership in the Alliott Group worldwide alliance of independent firms, active participation in MBBI events, and referral partnerships with regional professional services firms such as Chortek LLP.
CGK's differentiators center on practitioner experience (staff includes CPAs and Certified Valuation Analysts), a refined transaction process developed since 2004, deep repeat-client relationships, and the cross-border reach afforded by its Alliott Group affiliation. The firm does not disclose revenue, has not raised institutional capital, and operates with a stable two-person headcount, consistent with a boutique, relationship-driven advisory model rather than a scaling platform business.
CGK M&A Advisors firmographics
Firmographics- Name
- CGK M&A Advisors
- Legal name
- CGK M&A Advisors
- Website
- https://cgkib.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- CGK M&A Advisors is a Waukesha, Wisconsin-based boutique M&A advisory firm, founded in 2004, providing sell-side, buy-side, recapitalization, valuation, and strategic planning services to privately-held, middle-market companies primarily in the U.S. Midwest.
- Ownership category
- akta.pro rank
CGK M&A Advisors industry classification
Industry- Product category
- M&A Advisory Services
- NAICS
- All Other Financial Investment Activities (52399)
- 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), Buy-Side M&A Advisory (FSAEAGAB), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)
Keywords
Where CGK M&A Advisors is headquartered
LocationHeadquarters
- HQ city
- Waukesha
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CGK M&A 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 Fees: CGK M&A Advisors generates revenue through professional advisory fees for merger and acquisition services. The firm provides sell-side advisory, buy-side advisory, recapitalization advisory, and business valuation services to privately-held middle-market companies. Revenue is generated on a transaction basis as deals close.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Transaction-based advisory services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
CGK M&A Advisors product offering
Product offeringCore offering
CGK M&A Advisors provides merger and acquisition advisory services to privately-held, middle-market companies. Its offering spans sell-side advisory (guiding owners through company sales from valuation to closing), buy-side advisory (identifying and acquiring targets), recapitalizations (enabling partial liquidity while retaining control), business valuations (performed by CPA/CVA staff), and strategic/exit planning. Revenue is earned through professional advisory fees billed on a transaction basis.
Product overview
CGK M&A Advisors is a merger and acquisition advisory firm providing a suite of interconnected services to privately-held, middle-market companies. The core offerings include Sell-Side Advisory Services (guiding owners through the complete sale process from valuation to closing), Buy-Side Advisory Services (identifying and acquiring target companies), Recapitalizations (enabling partial liquidity while retaining control), Business Valuations (formal and informal assessments by CPA/CVA staff), and Strategic Planning (preparing companies for eventual exit). These services are delivered by professional staff with extensive backgrounds in M&A, finance, and accounting.
Differentiator
Problem solved
Functional benefit
Products and services
- Sell-Side Advisory Services
Companies that use CGK M&A Advisors
Customer profileNamed customers22 records
Segments1 record
Ideal customer profiles1 record
CGK M&A Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
CGK M&A Advisors partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered support and core.
- Chortek LLPsupportChortek is a professional services firm providing accounting, auditing, and tax compliance services. The firm also offers technology solutions, tailored M&A offerings, and fraud investigation services. Offices in Wisconsin, Illinois, and Washington, DC.
- MBBI (Midwest Business Brokers and Intermediaries)coreMBBI is one of the largest organizations of M&A advisors in the Midwest. Membership includes business brokers, M&A intermediaries, investment bankers, attorneys, accountants, banks, SBA lenders, valuation service providers, buyers, private equity groups, and corporate buyers. Represents businesses with revenues from a few hundred thousand to over $100 million.
- Alliott GroupcoreWorldwide alliance of independent firms that ensures international visibility for client projects. Allows CGK to serve clients with cross-border transaction needs and provides referrals from member firms globally.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
CGK M&A Advisors competitors and assessment
Company assessmentDirect peers
- Cornerstone Business Services: Midwest lower middle-market M&A intermediary offering sell-side, buy-side, and business valuation services. Direct comp given similar regional Midwest focus and owner-operated client base.
- Woodbridge International: Global middle-market M&A advisor with a flat team model focused on lower to mid-market deals. Comparable in network affiliation, geographic reach, and privately-held business transaction focus.
- Calder Capital: Boutique lower middle-market M&A advisory firm focused on sell-side and recapitalization mandates for privately-held companies. Comparable in scale, service scope, and target customer profile.
- Transworld M&A Advisors: International network of M&A advisors focused on lower middle-market businesses with $1M–$50M revenue. Highly comparable in boutique sell-side and ownership-transition transactions for owner-operated companies.
- Peakstone Group: Middle-market M&A advisor focused on sell-side and recapitalization transactions for companies typically in the $20M–$500M range. Comparable in transaction type and counter-party profile, with a larger team.
- Generational Equity: Large US middle-market M&A advisory firm focused on sell-side transactions for privately-held companies with $10M–$250M revenue. Closely comparable in target customer, service mix (sell-side, recapitalizations, valuation), and consultative small-team model.
- Corporate Finance Associates (CFA): Worldwide network of middle-market M&A advisors offering sell-side, buy-side, and recapitalization services. Comparable in network-based deal sourcing and privately-held middle-market target segment.
Broad incumbents
- Lincoln International: Global mid-market investment bank with M&A advisory, recapitalization, and valuation services. Comparable in middle-market advisory scope but operates at significantly larger scale and global reach.
- William Blair: Major US investment bank with a dedicated middle-market M&A practice covering sell-side, buy-side, and recapitalization mandates. Overlaps with CGK in target segment but with substantially broader scale, sector coverage, and capital-markets capabilities.
Emerging players
- Bailey Southwell & Co. Lower middle-market M&A advisory firm assisting business owners with sell-side and recapitalization transactions. Comparable service mix and middle-market owner-operator target, though smaller in scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
CGK M&A Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
CGK M&A Advisors leadership team
Management profileNumber of profiles
Profiles2 records
CGK M&A Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CGK M&A 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 CGK M&A Advisors
What does CGK M&A Advisors do?
CGK M&A Advisors provides merger and acquisition advisory services to privately-held, middle-market companies. Its offering spans sell-side advisory (guiding owners through company sales from valuation to closing), buy-side advisory (identifying and acquiring targets), recapitalizations (enabling partial liquidity while retaining control), business valuations (performed by CPA/CVA staff), and strategic/exit planning. Revenue is earned through professional advisory fees billed on a transaction basis.
Is CGK M&A Advisors a public or private company?
CGK M&A Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CGK M&A Advisors founded?
CGK M&A Advisors was founded in 2004. It employs 1 to 10 people.
Where is CGK M&A Advisors based?
CGK M&A Advisors is headquartered in Waukesha, United States, in the North America region.
How does CGK M&A Advisors make money?
One revenue line is on record: M&A Advisory Fees.
Who are CGK M&A Advisors's main competitors?
Direct peers on record are Cornerstone Business Services, Woodbridge International, Calder Capital, Transworld M&A Advisors, Peakstone Group, Generational Equity and Corporate Finance Associates (CFA). Broad incumbents are Lincoln International and William Blair. Bailey Southwell & Co. is listed as an emerging player.
Does CGK M&A Advisors have an API?
No public API is recorded for CGK M&A Advisors.
What industry is CGK M&A Advisors in?
CGK M&A Advisors's product category is M&A Advisory Services. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of FSAEAGAA, Sell-Side M&A Advisory. Its NAICS code is 52399 and its SIC code is 8742.