M&A Consultants and Advisors, LLC

What M&A Consultants and Advisors, LLC does

M&A Consultants and Advisors, LLC is a privately held, bootstrapped professional services firm based in Jersey City, New Jersey, serving privately owned businesses and nonprofit organizations with financial, operational, and M&A advisory guidance. The firm operates two core service lines: Business Services (monthly board-style financial and operational meetings plus M&A transaction advisory covering valuation, LOI/term sheet, due diligence, and closing) and Nonprofit Services (an Accelerator Program workshop, Monthly Financial & Operational Reviews, and Strategic Planning). It also publishes a Monthly Topics blog and email newsletter as a top-of-funnel content channel.

The firm has no proprietary technology platform; service delivery is built on the expertise of a small core team augmented by an external partner network spanning predictive analytics (Clovis Solutions), M&A and commercial legal (Schumann Hanlon Margulies LLC), and fractional CFO/treasury operations (Monique Clohesy). Go-to-market is direct and consultative, targeting leadership teams of privately owned businesses and nonprofits in the New York City/Northern New Jersey region, with virtual consulting extending reach beyond the immediate geography.

The revenue model is engagement-based professional services: monthly retainer-style meetings, multi-year strategic planning engagements, and project-based M&A and financing advisory work. The firm is founder/owner-operated, has no outside institutional capital, and has been operating for more than two decades, claiming support for over 200 cumulative client engagements. Revenue, headcount trend, and pricing are not publicly disclosed.

Name

M&A Consultants and Advisors, LLC

Legal name

M&A Consultants and Advisors, LLC

Website

https://maconsultantsadvisors.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

M&A Consultants and Advisors is a privately held, bootstrapped Jersey City-based consulting firm serving privately owned businesses and nonprofit organizations with monthly financial and operational guidance, strategic planning, and M&A advisory, augmented by an external partner network.

Ownership category

akta.pro rank

Product category

Management Consulting Services

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

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

akta.pro secondary industry

Sell-Side M&A Advisory (FSAEAGAA)

Keywords

• Management consulting services
• M&A advisory services
• Financial guidance consulting
• Nonprofit advisory services
• Strategic planning consulting

Headquarters

HQ city

Jersey City

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Consulting and Advisory Services: Professional consulting services for privately owned businesses and nonprofit organizations providing financial and operational guidance, strategic planning, and M&A advisory. Revenue generated through engagement-based fees for ongoing monthly meetings, strategic planning engagements, and project-based consulting work.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

M&A Consultants and Advisors delivers financial guidance, operational guidance, and M&A advisory to privately owned businesses and nonprofit organizations. Core deliverables include monthly board-style financial and operational reviews, multi-year strategic planning, M&A transaction support (value analysis, due diligence, closing), financing procurement, and ownership/leadership transition assistance.

Product overview

M&A Consultants and Advisors, LLC is a consulting firm offering two core service lines: Business Services for privately owned companies and Nonprofit Services for nonprofit organizations. Business Services includes monthly financial and operational meetings and M&A advisory for transaction planning. Nonprofit Services includes the Accelerator Program (monthly workshop), Monthly Financial & Operational Reviews, and Strategic Planning. Both service lines utilize a Monthly Topics/Blog educational component covering topics such as Cash Management, Organizational Structures, Dashboards & Financial Statements, Tax Planning, and Combatting Feast or Famine Cycles.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Services Consulting services for privately owned businesses providing financial and operational guidance, monthly board-style meetings, M&A advisory, strategic planning, financing procurement, and ownership transfer support.
• Nonprofit Services Consulting services for nonprofit organizations including monthly financial and operational reviews, the Accelerator Program workshop, and multi-year strategic planning for mission effectiveness and sustainability.
• Monthly Financial & Operational Reviews Monthly meetings providing the structure, systems, and value of a traditional board meeting, including dashboard review, financial statements review, and fundraising discussions for private businesses and nonprofits.
• Strategic Planning Development of multi-year strategic plans for growth and/or leadership transition, including SWOT analysis, strategic initiatives, financial model, KPIs, and tracking dashboard for privately owned businesses and nonprofits.
• Mergers & Acquisitions Advisory Advisory services for privately owned businesses providing market value analysis and day-to-day guidance on transaction planning including value analysis, informational package, term sheet/LOI, due diligence, and documentation/closing.

Quantifiable outcome

• 200+ businesses and nonprofits supported

Segments2 records

Ideal customer profiles2 records

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 and minor.

• Andrew Pelcin, Ph.D. (Clovis Solutions)coreStrategic or Co-development PartnerAndy has 25+ years of experience in Insurance, Risk Management, Analytics, and Operational Excellence. Most recently VP of Claims Analytics at Chubb, developed predictive analytics across global claims that saved more than $500 million. PhD from University of Pennsylvania. Provides services in Predictive Modeling, Analysis for Operational Excellence, and Data Environment Strategies.
• Eugene R. Boffa, Jr. (Schumann Hanlon Margulies LLC)coreStrategic or Co-development PartnerManaging member at Schumann Hanlon Margulies LLC, one of the oldest firms in New Jersey. Extensive experience in complex mergers and acquisitions, commercial transactions, and complex real estate matters. Provides legal counsel for M&A, commercial and real estate transactions, and tax matters.
• Monique ClohesycoreStrategic or Co-development Partner25+ years experience in Insurance, Brokerage, Manufacturing, Construction, Automotive, and Non-Profit sectors. Primary focus on financial/treasury operations and reporting. Provides systems development and integration, financial analysis, CFO services, and training for financial staff.
• navitendminorStrategic or Co-development PartnerAidan Ableson serves concurrently as Business Manager of navitend, suggesting a relationship with this company. Navitend appears to be a business services provider.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Generational Equity: One of the largest U.S. M&A advisory firms focused on selling privately-held businesses, primarily in the $10M-$250M revenue range. Highly comparable because both firms provide sell-side advisory and related consulting for SMB owner-exit transactions.
• Cornerstone Business Services: Provides fractional CFO, business consulting, and exit planning services to small and mid-sized private companies. Comparable in serving SMB clients with similar financial, operational, and M&A-adjacent advisory needs.
• B2B CFO Partners: Provides fractional CFO, financial management, and strategic advisory services to privately-held businesses and nonprofit organizations. Highly comparable given overlapping client segments and focus on outsourced financial leadership for SMBs and nonprofits.
• Woodbridge International: Middle-market M&A advisory firm specializing in sell-side representation for companies typically in the $5M-$50M EBITDA range. Closely comparable given both serve lower-middle-market private businesses with full-cycle M&A advisory.
• Morgan & Westfield: Provides M&A advisory and business sale services for owner-operators of small and mid-sized private businesses, including business valuation, deal structuring, and closing support. Comparable as a boutique SMB-focused sell-side advisory firm.
• VR Business Sales / Mergers & Acquisitions: Long-standing business brokerage and M&A intermediary serving SMB owners looking to sell or buy businesses. Comparable as it offers similar sell-side advisory, valuation, and transaction support for the same target client base.
• Cross Keys Capital: Middle-market M&A advisory firm focused on sell-side representation for privately held businesses, often in niche verticals. Comparable in providing end-to-end transaction advisory for companies of similar size to M&A Consultants' client base.

Emerging players

• SmartSell (FE International / Quiet Light): Boutique M&A advisory firms focused on advising founders and SMB owners on business sales and strategic transactions. Comparable as a smaller, founder-focused sell-side advisor with overlapping advisory scope.
• Catalyst Advisors: Boutique advisory firm providing strategic consulting, M&A advisory, and operational improvement services to mid-market companies. Comparable as a smaller competitor targeting similar private-company advisory engagements.

Broad incumbents

• Capstone Partners: Middle-market investment banking advisory firm with M&A and capital advisory practices covering a broad range of industries. Comparable in providing sell-side M&A advisory to private companies, though it operates at a larger scale and broader geographic footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/m-a-consultants-and-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 M&A Consultants and Advisors, LLC