M&A Group

Investment Banking / M&A Advisorym-a-group.com

M&A Group is a financial institution that provides business valuations, equity financing, restructuring, and financial reporting services.

Company typePrivate
Founded2001
HeadquartersMinneapolis, United States
Headcount1–10
GTM typeB2B
OfferingServices

What M&A Group does

M&A Group is a Minneapolis-based boutique investment banking and advisory firm founded in 2001 by Ivar Sorensen. The firm provides merger and acquisition advisory, divestiture, recapitalization, technology licensing, and joint venture services to middle-market companies, with a particular emphasis on smaller and mid-sized businesses, founder-led companies, family-owned enterprises, Employee Stock Ownership Plans (ESOPs), and private equity portfolio holdings. The firm operates as a FINRA/SIPC registered broker-dealer, which permits it to officially represent principals in securities-related transactions.

The firm's core team comprises two principals—Ivar Sorensen (founder; PhD in Corporate Finance; recipient of the Royal Norwegian Order of Merit) and Peter Barsness—supplemented by a strategic alliance with The Financial Services Consulting Group led by Donovan Walsh. This lean structure is typical of boutique advisory practices and depends heavily on the personal relationships and deal execution credibility of its named principals.

M&A Group earns revenue through transaction-based advisory fees tied to individual M&A, divestiture, and recapitalization engagements, with the size of each fee contingent on deal value and complexity. The firm has executed transactions across diverse industries including engineering, software, energy, medical devices, electronics, agriculture, food processing, and industrial equipment, and has demonstrated cross-border execution capability spanning the United States, Europe, and Canada. Named transactions include the recapitalization of Williams Sound Corp in partnership with Cardinal Equity Partners.

M&A Group firmographics

Firmographics

Name: M&A Group
Legal name: The M&A Group LLC
Website: https://m-a-group.com/
Company type: Private
Founded year: 2001
Operating status: Operating
Headcount range: 1–10 employees
Short description: M&A Group is a financial institution that provides business valuations, equity financing, restructuring, and financial reporting services.
Ownership category
akta.pro rank

M&A Group industry classification

Industry

Product category: Investment Banking / M&A Advisory
NAICS: Management Consulting Services (54161)
SIC: Services-Management Consulting Services (8742), Security Brokers, Dealers & Flotation Companies (6211)
akta.pro primary industry: Sell-Side M&A Advisory (FSAEAGAA)
akta.pro secondary industry: Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

Mergers and acquisitions advisory
Business valuation services
Corporate restructuring advisory
Equity financing services
Divestiture advisory

Where M&A Group is headquartered

Location

Headquarters

HQ city: Minneapolis
HQ country: United States
HQ region: North America

Offices1 record

Markets served

M&A Group business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales

Revenue model

M&A Advisory Services: Professional advisory fees for sell-side and buy-side M&A transactions, including company valuations, fairness opinions, due diligence support, and transaction negotiation services.
Strategic Consulting: Longer-term exit strategy development, company positioning for sale, and ongoing advisory relationships with clients.

Pricing tiers

Model	Billing	Price
Other	Multi-year contract	Custom engagement-based pricing

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

M&A Group product offering

Product offering

Core offering

M&A Group is a Minneapolis-based mergers and acquisitions advisory firm that provides transaction and corporate finance services to business clients. Its offerings span M&A advisory, business valuations, equity financing, corporate restructuring, financial reporting support, divestitures, recapitalizations, and technology licensing and joint venture advisory. The firm operates as a FINRA-registered broker with SIPC protections and was founded in 2001 by Ivar Sorensen.

Product overview

M&A Group is a financial advisory firm offering a unified suite of M&A and capital market services rather than a software product platform. The core offering consists of Mergers & Acquisitions Advisory (sell-side and buy-side representations, valuations, auction processes, and negotiations), Consulting Services (exit strategy development, sale positioning, and family/legacy issue navigation), Divestitures (asset and subsidiary sales), Recapitalizations (full and partial capital restructuring), and Technology Licensing/Joint Venture advisory. These services are provided to smaller to mid-sized businesses, founders, individual or family owners, ESOPs, and private equity portfolios across industries including Manufacturing, Engineering, Medical technology/life science, Professional Services, Software/Technology, Education/EdTech, and Consumer Products.

Differentiator

Problem solved

Functional benefit

Products and services

M&A Advisory

Companies that use M&A Group

Customer profile

Named customers10 records

Segments4 records

Ideal customer profiles1 record

M&A Group technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

M&A Group partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

The Financial Services Consulting GroupcoreStrategic or Co-development PartnerStrategic alliance with The Financial Services Consulting Group, a Minneapolis-based consulting and advisory group providing executive and board-level services in community, national, and international banking, as well as other industries. Services include interim management, strategic business development, mergers, acquisitions, divestitures, post-transaction integration, international expansion, and corporate restructuring. Led by founder and President Donovan Walsh.
Donovan WalshcoreStrategic or Co-development PartnerFounder and President of The Financial Services Consulting Group, bringing senior executive experience from financial services and traditional industries, having served as senior executive, CEO, CFO, and board member across finance, related services, and manufacturing sectors.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

M&A Group competitors and assessment

Company assessment

Market position

Competitive moat3 records

Key highlights6 records

Customer concentration

M&A Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

M&A Group leadership team

Management profile

Number of profiles

Profiles1 record

M&A Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about M&A Group

What does M&A Group do?

Is M&A Group a public or private company?

M&A Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was M&A Group founded?

M&A Group was founded in 2001. It employs 1 to 10 people.

Where is M&A Group based?

M&A Group is headquartered in Minneapolis, United States, in the North America region.

How does M&A Group make money?

Two revenue lines are on record. M&A Advisory Services are the primary driver. The others are strategic Consulting.

Does M&A Group have an API?

No public API is recorded for M&A Group.

What industry is M&A Group in?

M&A Group'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 BPAHAOAG, Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs). Its NAICS code is 54161 and its SIC code is 8742.