Blumenfeld Financial Group

What Blumenfeld Financial Group does

Blumenfeld Financial Group is a privately-held, boutique financial advisory firm headquartered in New York that provides Growth Advisory, Mergers & Acquisitions, Corporate Restructuring, and Private Equity-aligned services to middle-market businesses in the United States and internationally. Founded in 2000, the firm is led by Managing Partner Robert "Bobby" Blumenfeld, who brings 30 years of experience spanning restructuring, investment banking, and M&A across manufacturing, business services, consumer, retail, healthcare, and technology sectors. Service delivery relies on direct engagement with business owners, private equity firms, lenders, family offices, and legal advisors; the firm offers zero-cost initial consultations and operates as a sales-led, relationship-driven practice.

The firm's service portfolio is organized around four core practices: Growth Advisory (delivered via a proprietary three-phase "3PS System" methodology); M&A and Capital Sourcing (debt and equity advisory across senior, junior, mezzanine, and private credit channels, plus non-control and distressed placements); Restructuring (turnaround, workout, capital raising, and Chief Restructuring Officer engagements, supported by a proprietary 10-step "BFG Action Plan"); and a Private Equity alignment with American Industrial Acquisition Corporation (AIAC), where Blumenfeld serves as Director, sourcing industrial and manufacturing targets with $5M–$1.2B in revenues. The firm holds a Generational Group affiliate relationship for sell-side M&A execution and operates a non-profit/for-profit association consulting arm.

The firm has no proprietary technology platform, no AI/ML capabilities, no disclosed institutional backing, and runs a lean 1–10 person team. There is no disclosed revenue, pricing tier, or retainer schedule. Revenue is generated through advisory/consulting fees and transaction-based advisory fees. Over the principal's 30-year career, 450+ domestic and international engagements have been completed across retail, electronics, technology, food and beverage, and international retail sectors. The moat is anchored in the principal's centrality within the ACG middle-market deal-making community and a credential stack of industry awards (2017 Thomas Farrell Memorial Award, 2019 ACG Global President's Award, M&A Advisor Turnaround Awards judge 2023 and 2024).

Name

Blumenfeld Financial Group

Legal name

Blumenfeld Financial Group

Website

https://blumenfeldgroup.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

Blumenfeld Financial Group is a privately-held New York boutique advisory firm providing growth advisory, M&A, restructuring, and private equity alignment services to middle-market businesses, led by Managing Partner Bobby Blumenfeld.

Ownership category

akta.pro rank

Product category

Middle Market Financial Advisory

NAICS

Other Activities Related to Credit Intermediation (522390), Credit Intermediation and Related Activities (522)

SIC

Loan Brokers (6163), Investment Advice (6282)

akta.pro primary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

akta.pro secondary industries

Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD), Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK)

Keywords

• Middle market advisory
• Mergers and acquisitions
• Corporate restructuring
• Growth advisory
• Capital sourcing

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Advisory and Consulting Fees: Blumenfeld Financial Group generates revenue through advisory fees for growth advisory, corporate restructuring, and M&A services. The firm offers initial zero-cost consultations.
2. Transaction-based Advisory: Debt/Equity advisory, capital sourcing, and M&A transaction fees for deal closings including control and non-control investments, distressed equity and debt placement, and private equity/family office transactions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Blumenfeld Financial Group provides Growth Advisory, Corporate Restructuring, and Merger & Acquisition services to middle market businesses in the US and internationally. Deliveries include strategic growth planning (using the proprietary 3PS System), turnaround/workout and Chief Restructuring Officer services (using the BFG Action Plan), debt and equity capital sourcing, sell-side and buy-side M&A advisory, and Private Equity alignment through AIAC for industrial/manufacturing acquisitions. Services are delivered as fee-based advisory mandates and transaction-fee engagements, beginning with a zero-cost initial consultation.

Product overview

Blumenfeld Financial Group operates as a unified professional services platform offering four integrated core services: Growth Advisory (using the proprietary 3PS System methodology), Mergers & Acquisitions advisory, Corporate Restructuring and Crisis Management, and Private Equity alignment with AIAC. The firm also provides Capital Sourcing, Dealflow execution, and Association management services. All services are delivered through the Managing Partner and principals, targeting middle market businesses with decades of combined experience in transforming US and International businesses.

Differentiator

Problem solved

Functional benefit

Products and services

• Growth Advisory Strategic consulting service helping manufacturing, industrial, retail, media, and non-profit clients chart a course for future growth using the proprietary 3PS System methodology.
• Mergers & Acquisitions M&A advisory services including debt/equity advisory, control and non-control investor placement, and sell-side transactions for middle market businesses.
• Restructuring Corporate restructuring, turnaround, workout, and Chief Restructuring Officer services for distressed businesses, having worked with over 450 domestic and international companies.
• Private Equity (AIAC) Alignment with American Industrial Acquisition Corporation for acquiring majority control of under-performing or non-core industrial and manufacturing operations worldwide, targeting companies with $5 million to $1.2 billion in revenues.
• Capital Sourcing Debt and equity capital advisory connecting clients with private equity, family offices, investment banks, lenders, and advisors across senior, junior, and mezzanine debt levels.
• Crisis & Interim Management Proactive crisis management and interim leadership services including the BFG Action Plan methodology for businesses facing survival challenges.
• Dealflow Transaction execution service covering past deals across various industries including retail, technology, aerospace, and manufacturing sectors.
• Non-Profit and For-Profit Associations Association growth and development consulting leveraging 20 years of experience working with non-profit and for-profit associations to create long-term growth.

Named customers7 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Five partnerships are on record, tiered minor and core.

• D'Oyly Carte FoundationminorOthers · 1 May 2023Bobby Blumenfeld serves as Treasurer and Board Member of the D'Oyly Carte Foundation, a 501(c)(3) non-profit dedicated to preserving Gilbert & Sullivan operetta heritage. Facilitated Champlain Cable Corporation donation for warehousing historic set designs.
• Champlain Cable CorporationminorOthers · 1 May 2023Part of AIAC portfolio company. Donated warehouse space through Umbillicals International subsidiary to safely store historic Gilbert & Sullivan operetta set designs for the D'Oyly Carte Foundation.
• AIAC (American Industrial Acquisition Corporation)coreStrategic or Co-development PartnerBobby Blumenfeld serves as Director of AIAC, a privately held industrial investment portfolio aligned with Blumenfeld Financial Group. AIAC acquires majority control of under-performing or non-core industrial and manufacturing operations worldwide with 78 manufacturing and distribution sites in 24 countries and over $1.6 billion in revenues. AIAC owns Champlain Cable Corporation and Umbillicals International subsidiaries.
• Generational GroupcoreChannel Partner/ Reseller/ DistributorBobby Blumenfeld operates as a Generational Affiliate working with their Eastern Region M&A team on sell-side advisory transactions. Successfully closed Northeast MSP sale to AYCE Capital and Pesco Clothing/Philip Michael Fashion sale to private investor in 2024.
• ACG (Association for Corporate Growth)coreStrategic or Co-development PartnerBobby Blumenfeld served as Executive Director and President of ACG New York for 15 years, transforming the chapter from 150 members to over 1,100 professionals. Past ACG Global Board Member. Founder and Board Member of ACG Cares. Holder of ACG Global President's Award (2019) and Peter Hilton Award.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Cornerstone Business Services: Boutique M&A and business brokerage advisory focused on lower-middle market transactions. Comparable in scale, deal size focus, and target customer profile to Blumenfeld Financial Group.
• Bryant Park Capital: Middle market investment banking firm where Bobby Blumenfeld previously served as Managing Director. Directly comparable in M&A and capital advisory services targeting similar middle market clients.
• Hammond Hanlon Camp: Independent advisory firm focused on healthcare and other middle market sectors, providing M&A, capital, and strategic advisory. Comparable in advisory services mix and middle market focus.
• Calder Capital: M&A advisory firm serving lower middle market businesses across multiple U.S. regions, with a similar boutique-led model and focus on sell-side engagements in the same general revenue tier as Blumenfeld's clients.
• Buccino Associates: Middle market investment banking advisory firm where Bobby Blumenfeld was previously Managing Director & SVP. Provides comparable M&A and capital raising services to middle market businesses.
• Generational Group: Generational Group is a leading M&A advisory firm focused on sell-side transactions for middle market businesses, with affiliate advisors in regional markets. It is a direct peer and channel partner — Bobby Blumenfeld operates as a Generational Affiliate on Eastern Region deals, making them both collaborator and competitor.
• Provident Healthcare Partners: Investment banking firm focused on healthcare services M&A advisory for middle market companies. Overlaps with Blumenfeld on deal advisory services and middle market deal size focus.

Broad incumbents

• Deloitte Middle Market M&A Advisory: Large professional services firm with a dedicated middle market M&A and restructuring practice. Overlaps significantly with Blumenfeld on advisory services but operates at much greater scale with broader industry coverage.
• Alvarez & Marsal: Global professional services firm known for restructuring, turnaround, and CRO services — direct overlap with Blumenfeld's restructuring and interim management offerings, though operating at materially larger scale and broader geographic footprint.

Others

• American Industrial Acquisition Corporation (AIAC): Privately held industrial investment portfolio with whom Blumenfeld has a strategic alignment. AIAC acquires under-performing industrial operations and is both a partner for deal sourcing and a comparable industrial-focused investment platform.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Blumenfeld Financial Group