Chris Carey Advisors

What Chris Carey Advisors does

Chris Carey Advisors, LLC is a privately held financial and business advisory firm headquartered in Brooklyn, NY (2 N. 6th Place, 30E, Brooklyn, NY 11249). The firm was founded by Chris Carey following his exit from Datatec Systems, a technology deployment business he and partner Mary Weaver built from $380,000 to $96M in revenue over 25 years (25% CAGR) before taking it public in 1996 and selling their position in 2000. The firm operates with 1-10 employees and is structured around a small founder-led advisor team described as 'entrepreneurs who have built and sold companies.'

The firm's core services fall into four pillars: Improve Performance (business redesign and operational turnaround), Raising Capital (capital needs analysis, financial forecasting, investor identification, and closing support), Mergers and Acquisitions (sell-side and buy-side advisory including valuation, buyer identification, due diligence, and closing assistance), and Action Plans (structured assessment-to-execution engagements). The firm also offers eight modular workshop themes (business evaluation, profit boosting, sales acceleration, pricing strategy, process mapping, liquidity events, culture, and measurement systems) as demand-generation and educational assets.

Revenue mechanics rely on professional-services engagements under a quote-based, blended fee arrangement in which compensation is tied to appreciation in client business value. Documented client outcomes span $260K-loss-to-$550K-profit EBITDA turnarounds, $1M working-capital lines, $15M+ multi-tranche financings, $25M acquisition financings, and a $28M exit. Go-to-market is sales-led via direct advisory engagements, workshops, PR in Forbes/WSJ/NYT/Inc./Business Week, and referrals. Industry verticals served include logistics, distribution, warehousing, HR/absence management, construction, mailing services, real estate, and security services. The firm has earned 'Turnaround of the Year' (Global M&A Network, 2016), 'Chapter 11 Reorganization of the Year' (M&A Advisor, 2017), and 'Turnaround Consultant of the Year' (M&A Advisor, 2018). No technology product, AI/ML capability, software, app, API, or external funding rounds are associated with the firm.

Name

Chris Carey Advisors

Legal name

Chris Carey Advisors, LLC

Website

https://chriscareyadvisors.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Chris Carey Advisors is a Brooklyn-based, privately held boutique advisory firm founded by Chris Carey that provides business turnaround consulting, capital raising, and M&A advisory services to mid-market business owners across logistics, distribution, construction, HR, and related verticals.

Ownership category

akta.pro rank

Product category

Management Consulting and Business Advisory Services

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

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

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Sell-Side M&A Advisory (FSAEAGAA), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Business advisory services
• Turnaround consulting
• Mergers and acquisitions advisory
• Capital raising services
• Financial performance improvement

Headquarters

HQ city

Brooklyn

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. Business Advisory and Consulting Services: Chris Carey Advisors generates revenue through advisory service engagements focused on improving financial performance, raising capital, and assisting in sales, mergers, or acquisitions. The firm uses an innovative blended fee arrangement where compensation is tied to the value appreciation of clients' businesses, aligning firm success with client outcomes.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Chris Carey Advisors provides business advisory services to improve financial performance, raise capital, and assist business owners with sales, mergers, or acquisitions. Engagements are delivered as direct consulting work spanning business assessment, strategic planning, execution support, capital raising assistance, and M&A advisory, often paired with educational workshops as demand generation. Revenue is generated through professional advisory service fees, with a blended fee arrangement tied to client business value appreciation.

Product overview

Chris Carey Advisors is a business advisory consulting firm offering a portfolio of advisory services to improve financial performance, raise capital, and assist in business sales, mergers, and acquisitions. The core service offerings include Improve Performance (business redesign and growth acceleration), Raising Capital (strategic planning and investor support), Mergers and Acquisitions (buy-side and sell-side advisory), and Action Plans (structured assessment and execution engagements). Additionally, the firm offers a series of workshop modules covering business evaluation, profit optimization, sales acceleration, pricing strategy, process mapping, liquidity events, culture alignment, and measurement systems. These workshops can be presented as seminars or extended into hands-on application workshops for individual companies.

Differentiator

Problem solved

Functional benefit

Products and services

• Improve Performance Business advisory service focused on redesigning businesses, improving financial performance, and accelerating sales growth through holistic assessment and strategic planning.
• Raising Capital Capital raising advisory including in-depth analysis of capital needs, strategic plan development, financial forecasting, investor identification, and support through deal closing.
• Mergers and Acquisitions M&A advisory supporting business sales and acquisitions, including strategic positioning, valuation analysis, buyer identification, due diligence support, and closing assistance.
• Action Plans Structured advisory engagement involving business assessment, strategic plan development, and execution support to improve performance and realize business potential.
• Business Workshops (Evaluate Your Business Through the Eyes of a Buyer; Six Steps to Boost Profits; Strategies to Accelerate Sales; Raising Prices in Difficult Times; Eliminate Waste Through Business Process Mapping; Targeting a Liquidity Event; Leveraging Culture for Performance Improvement; Accountability Through Measurement Systems) Educational seminars and workshops delivered to business owners on business evaluation, profit optimization, sales acceleration, pricing strategy, process mapping, liquidity event planning, culture alignment, and measurement systems; can be presented as seminars or extended into hands-on workshops for individual companies.

Quantifiable outcome

• 800% operating profit improvement over three years for one client
• +14 more outcomes

Named customers19 records

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core, supporting and minor.

• Third Party Administrator (TPA)coreStrategic or Co-development PartnerWell-known third party administrator partnered with HR Absence Management client for disability claims processing. Chris Carey Advisors reengineered processes with the TPA to significantly reduce claims duration and improve return to insurance underwriters and clients.
• Lloyd's of LondonsupportingStrategic or Co-development PartnerInsurance underwriter providing disability insurance product sourced by the HR Absence Management client to replace state-provided disability insurance.
• IBEW (International Brotherhood of Electrical Workers)supportingStrategic or Co-development PartnerNational agreement developed and successfully managed under IBEW for Datatec Systems' technology deployment operations across the US.
• Ajax UnionminorOthersCEO Joe Apfelbaum of Ajax Union provided testimonial praising Chris Carey's workshop delivery, noting 'Chris was amazing, a true master. He opened everyone's eyes, asked tough questions and got right down to the nitty gritty.'

Scale indicators2 records

Recent moves7 records

Expansion highlights3 records

Broad incumbents

• Alvarez & Marsal: Global professional services firm widely recognized for turnaround consulting and restructuring advisory — operates in the same turnaround/M&A advisory category at significantly greater scale and broader international footprint.
• Kroll: Global advisory firm providing restructuring, corporate finance, and M&A advisory services — includes the former Conway MacKenzie turnaround practice; operates in CCA's space at substantially greater scale.
• FTI Consulting: Global advisory firm with major restructuring and corporate finance practices — comparable service offerings including turnaround advisory and M&A support, at much larger scale.
• Huron Consulting Group: Professional services firm with a corporate restructuring advisory practice — overlapping capabilities in turnaround and performance improvement consulting at a broader portfolio level.

Direct peers

• Woodbridge International: Global M&A advisory firm specializing in selling mid-market companies — similar boutique scale and sell-side orientation to CCA's Mergers and Acquisitions service.
• Riveron Consulting: Boutique financial advisory firm specializing in financial consulting, turnaround, and transaction advisory for middle-market companies — closely comparable size, segment focus, and service mix to Chris Carey Advisors.
• Generational Equity: M&A advisory firm serving mid-market business owners on sell-side, valuation, and growth advisory — directly comparable boutique model targeting owners of $10M-$500M businesses.
• Capstone Partners: Middle-market investment banking firm offering M&A, capital advisory, and transaction services — comparable in target client segment and service line breadth.
• B Riley Financial Advisory Services: Corporate advisory segment of B Riley providing restructuring, valuation, and transaction advisory — direct competitor in turnaround and M&A advisory with similar middle-market overlap.
• A Neumann & Associates: M&A advisory and business brokerage firm serving lower-middle to middle-market business owners — closely aligned in size, methodology, and target client profile.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

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 Chris Carey Advisors