What PVB Advisors does

PVB Advisors is a private investment banking and transaction advisory firm founded in 2008 by Philip de Roziere and headquartered in Ponte Vedra Beach, Florida. The firm provides M&A and divestiture advisory, debt and equity capital raises, corporate strategy and valuation work, financial restructuring, and co-investment services to lower middle market companies with revenues between $5 million and $200 million across North America. Its deepest domain exposure is in outsourced business services sub-sectors including aerospace engineering staffing, wireless telecom infrastructure construction, and human capital and light industrial staffing, with the Butler America platform representing a notable multi-year client relationship spanning 2013 to 2021 across engineering, aerospace, telecom, and healthcare staffing subsectors. The firm also represents foreign buyers pursuing North American acquisitions.

The firm operates with two principals (founder/Managing Partner Philip de Roziere and advisor Elisabeth Mayer, who joined in 2019) and generates revenue primarily through success-based transaction fees, supplemented by the ability to co-invest in transactions either as cash or equity-in-lieu-of-fees. Distribution is entirely direct and referral-driven through the principals' professional network, with no intermediaries, marketing programs, or digital channels beyond a basic website and email newsletter. Disclosed transaction value since 2008 is in excess of $750 million across at least twelve named engagements, with the largest single disclosed deal at $85 million (Butler America Aerospace sale to HCL America, 2017). The firm holds no patents, proprietary technology, or technology-based products, and its competitive position rests on principal credentials, domain relationships, and execution track record rather than any platform or infrastructure.

Name

PVB Advisors

Legal name

PVB Advisors

Website

https://pvbadvisors.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

PVB Advisors is a private lower middle market investment banking firm providing M&A advisory, capital raises, corporate strategy, restructuring, and co-investment services primarily to outsourced business services companies with revenues between $5 million and $200 million across North America.

Ownership category

akta.pro rank

Product category

Investment Banking and Transaction Advisory

NAICS

Investment Banking and Securities Intermediation (523150)

SIC

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), Corporate Finance & Capital Advisory (BPAHADAB), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Middle market M&A advisory
• Mergers and acquisitions advisory
• Capital raise advisory
• Corporate restructuring services
• Private investment banking

Headquarters

HQ city

Ponte Vedra Beach

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Transaction Advisory Fees: Fees earned from providing M&A advisory services including buy-side and sell-side representation. Revenue derived from successful completion of strategic transactions on behalf of clients, including acquisitions, sales of operating businesses, capital raises, and financial restructurings. Also earns fees from co-investment arrangements where PVB invests cash or takes equity in lieu of fees.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

PVB Advisors provides transaction advisory and financial advisory services to lower middle market companies with revenues of $5 million to $200 million. Core offerings include buy-side and sell-side M&A representation, arrangement of debt and equity capital raises, corporate strategic advisory (valuation and strategic alternatives), financial restructuring and turnaround advisory, and co-investment alongside clients. Services span the full transaction lifecycle from origination and target identification through structuring, due diligence, negotiation, and closing.

Product overview

PVB Advisors operates as a single unified financial advisory service offering rather than a platform-plus-modules architecture. The company provides five integrated service lines: Mergers, Acquisitions, & Divestitures (buy-side and sell-side advisory); Capital Raises (debt and equity financing arrangements); Corporate Strategy (valuation, strategic alternatives, and outsourced CFO services); Corporate Restructuring (debt negotiations and financial turnaround); and Co-Investment (direct equity participation in client transactions). These services work together to deliver end-to-end transaction advisory, from origination and structuring through negotiation and closing, tailored to middle market companies with revenues ranging from $5 million to $200 million.

Differentiator

Problem solved

Functional benefit

Products and services

• Mergers, Acquisitions, & Divestitures Buy-side and sell-side M&A advisory including identification and pursuit of target companies, evaluation, structuring, due diligence management, negotiation, and closing; also covers public-to-private transactions for small-cap and micro-cap publicly-traded companies. Target customers are lower middle market companies, private equity firms, family offices, and corporate management teams pursuing strategic acquisitions or divestitures.
• Capital Raises Arrangement of debt and/or equity capital to finance corporate acquisitions, provide working capital, and fund growth initiatives post-closing. Also covers recapitalizations, refinancings, and growth capital raises. Target customers are lower middle market companies and their owners seeking capital structure solutions.
• Corporate Strategy Advisory services including valuation, assessment of strategic alternatives to maximize shareholder value, consultation on actions to optimize sale transactions, and outsourced CFO services. Target customers are lower middle market companies and owners evaluating strategic options or needing interim finance leadership.
• Corporate Restructuring Financial restructuring services including negotiations with lenders, cash flow management, overhead cost reduction, divestiture of non-core assets, and return to financial health. Target customers are distressed or underperforming lower middle market companies and their lenders or stakeholders.
• Co-Investment Equity investments by PVB Advisors in transactions the firm manages, either in the form of cash contribution or equity in lieu of fees. Target counterparties are clients in the lower middle market where principal alignment alongside the advisor provides additional value.

Named customers9 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights3 records

Direct peers

• Lincoln International: Global middle-market M&A advisory firm that, like PVB, focuses on lower middle market transactions with strong sector coverage in business services, industrials, and telecom. Directly comparable in target client size and deal economics.
• Cascadia Capital: Independent middle-market advisory firm providing sell-side and buy-side M&A services to companies typically in the $10M–$500M revenue range, with sector focus on business services, healthcare, and industrials — closely aligned with PVB's mandate profile.
• FOCUS Investment Banking: Lower middle market M&A advisory firm serving companies in the $5M–$200M+ revenue range, with deep sector coverage in business services, staffing, and telecom. Closest direct competitor in size, scope, and target client profile.
• Morgan Franklin (MFA): Middle-market investment banking firm providing M&A and capital raising advisory to lower middle market companies in business services and industrials — directly comparable boutique peer.
• BGL Capital Partners: Middle market M&A advisory with explicit sector specializations including business services, healthcare, and telecom services — directly overlapping with PVB's outsourced business services concentration and lower middle market positioning.

Broad incumbents

• Houlihan Lokey: Large global investment bank with dedicated middle market M&A and corporate finance advisory practices. A scaled incumbent offering overlapping services to the same lower middle market client base PVB targets.
• Robert W. Baird: Global investment bank with a strong middle market M&A practice that regularly competes for sell-side and buy-side mandates in the $50M–$500M EV range — same client universe but with materially greater resources.

Emerging players

• Alvarez & Marsal (Corporate Solutions): While best known for restructuring advisory, Alvarez & Marsal also executes M&A and corporate finance work in the middle market, overlapping with PVB's restructuring and corporate strategy service lines.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/pvb-advisors-llc

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 PVB Advisors