Flatirons Capital Advisors

What Flatirons Capital Advisors does

Flatirons Capital Advisors is a privately-held, founder-owned boutique M&A investment bank founded in 2014 and headquartered in Broomfield/Denver, Colorado, with additional offices in Dallas, Miami, Chicago, and Milwaukee. The firm provides mergers and acquisitions advisory services to lower middle-market companies, defined by a target profile of EBITDA between $500,000 and $2.0 million depending on industry, and serves both private company sellers seeking exits, recapitalizations, divestitures, or generational transfers, and buyers including private equity firms, family offices, and strategic acquirers seeking proprietary deal flow.

The firm's core offering is organized into three lines: buy-side advisory (acquisition search, sponsor services, due diligence support, deal structuring), sell-side advisory (private company exits, recapitalizations, divestitures, product line/IP sales, generational transfers), and strategic consulting (contract CFO services, growth strategies, financial modeling, market analysis). Underlying delivery is relationship-driven and senior-led, with the firm stating that 100% of each engagement is managed by a senior team member rather than delegated to junior staff. The firm covers verticals including information technology, distribution, energy, manufacturing, healthcare, business services, professional and scientific services, transportation and logistics, and consumer products (CPG). There is no proprietary technology platform; the firm relies on senior expertise, buyer relationships, and third-party deal-sourcing marketplaces such as Axial.

Flatirons makes money through professional advisory fees and transaction completion fees on closed M&A mandates, with pricing structured as custom quote-based engagements rather than published rates. The firm operates a direct enterprise field sales motion, sourcing deals through senior banker outreach, PE/family office networks, and business owner referrals. Reported deal flow includes over 100 successful transactions since founding in 2014, with the CEO personally involved in over 400 client transactions across his 25-year career, and the firm has earned repeated industry recognition including Axial Top 10 Investment Bank (2020, 2022), Top 50 Software (2023), and 2026 Advisor 100 and Industrials Top 50 rankings.

Name

Flatirons Capital Advisors

Legal name

Flatirons Capital Advisors, LLC

Website

https://flatironscap.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Flatirons Capital Advisors is a founder-owned boutique M&A advisory firm serving lower middle-market privately-held companies (EBITDA $500K-$2M) across North America, providing buy-side, sell-side, and strategic consulting services with senior-led execution.

Ownership category

akta.pro rank

Product category

Investment Banking & M&A Advisory

NAICS

Investment Banking and Securities Intermediation (523150), Management Consulting Services (54161)

SIC

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

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)

Keywords

• Mergers and acquisitions advisory
• Middle-market investment banking
• Sell-side advisory services
• Buy-side acquisition advisory
• Private company transactions

Headquarters

HQ city

Broomfield

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

Revenue model

1. M&A Advisory Services: Provides mergers and acquisitions advisory services including buy-side and sell-side representation for privately-held lower middle-market companies. Revenue generated through professional advisory fees and transaction completion fees.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Flatirons Capital Advisors is a North American mergers and acquisitions advisory firm focused on privately-held lower middle-market companies with EBITDA between $500,000 and $2.0M. The firm delivers buy-side advisory (acquisition search, sponsor services, buy-side representation, due diligence support, deal structuring), sell-side advisory (private company exits, recapitalizations, divestitures, product line/IP sales, generational transfers), and strategic consulting (contract CFO, growth strategies, financial modeling, market analysis). Deal processes are managed 100% by senior team members from engagement through closing.

Product overview

Flatirons Capital Advisors is a boutique investment banking firm specializing in mergers and acquisitions of successful founder and family-owned companies. The firm operates as a single unified advisory service offering, with core capabilities in Buy-Side Advisory (supporting private equity firms, family offices, and strategic acquirers with acquisition search and execution), Sell-Side Advisory (guiding business owners through private company exits, recapitalizations, divestitures, and generational transfers), and Strategic Consulting (providing contract CFO services, growth strategies, financial modeling, and market analysis). The advisory services are delivered by senior team members throughout the entire deal process with a hands-on approach. The firm does not offer modular or standalone technology products; its offering consists entirely of professional advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

• Sell-Side Advisory Full-service representation for business owners looking to sell their companies, including competitive auction processes, private company exits, recapitalizations, divestitures, product line/IP sales, and generational transfers. Targeted at privately-held lower middle-market companies with EBITDA $500K-$2.0M.
• Buy-Side Advisory Acquisition search and advisory services including acquisition search, sponsor services, buy-side representation, due diligence support, and deal structuring for private equity firms, family offices, and strategic acquirers pursuing targeted investments, leveraged buyouts, joint ventures, or alliances.
• Strategic Consulting Strategy and business plan consulting services including contract CFO, growth strategies, optimizations, financial modeling, and market analysis for startups through Fortune 1000 public companies.

Quantifiable outcome

• 200+ completed transactions with senior-level attention throughout process
• +2 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• AxialcoreTechnology or IntegrationAxial is an M&A deal platform/marketplace used by Flatirons Capital Advisors. The firm is regularly recognized on Axial's Top 10 Investment Bank, Top 50 Software, and Advisor 100 rankings, indicating an active partnership for sourcing and executing M&A transactions in the lower middle market.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• FOCUS Investment Banking: Middle-market M&A advisor serving a wide range of industries including IT, healthcare, and business services. Comparable in target market (privately-held mid and lower middle-market companies) and overlap in sectors like technology and industrials.
• Capstone Partners: Middle-market investment banking firm advising on M&A, capital raising, and financial advisory for lower middle and middle-market companies across multiple sectors. Overlaps with FCA on industrials, healthcare, and business services mandates.
• Quiet Light M&A: Boutique M&A advisory firm specializing in sales of lower middle-market private businesses across e-commerce, SaaS, and consumer products. Comparable in boutique service model and target segment, with vertical specialization.
• Cornerstone Business Services: Mid-market M&A and business brokerage firm focused on lower middle-market transactions across the US. Comparable in target customer profile (private business owners, $500K-$5M EBITDA) and service offering (sell-side and buy-side advisory).
• Sun Mergers & Acquisitions: Boutique lower middle-market M&A advisor focused on selling owner-operated businesses in the same EBITDA range as Flatirons Capital Advisors, with overlapping sector coverage.
• Woodbridge International: Global boutique M&A advisor focused on lower middle-market transactions for privately-held businesses. Direct competitor with similar senior-led positioning and target client profile to Flatirons Capital Advisors.
• Generational Group: Large US M&A advisory firm focused exclusively on privately-held, lower middle-market companies. Direct competitor to Flatirons Capital Advisors in sell-side and buy-side mandates for the same EBITDA band and target owner demographic.
• Transworld M&A Advisors: Network of boutique M&A advisors specializing in lower middle-market private company sales, primarily serving business owners in the same EBITDA range as FCA. Direct competitor on sell-side mandates for founder/family-owned businesses.
• Benchmark International: Global boutique M&A advisor serving mid-market and lower middle-market private companies across multiple sectors. Competes head-to-head with FCA for sell-side engagements in the LMM band and shares the same Axial Top 50 ecosystem.

Broad incumbents

• DC Advisory: Global investment banking advisor with broad mid-market and large-cap M&A capabilities, including lower middle-market activity in North America. A larger incumbent with overlapping service offering to FCA but broader geographic and size-coverage reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/flatirons-capital-advisors-llc
• Facebookfacebook.com/flatironscap

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 Flatirons Capital Advisors