What Solomons Strategic Advisors does

Solomons Strategic Advisors is a US-based financial advisory firm headquartered in Orange, California, founded in 2010. The firm offers financial advisory services focused on mergers, acquisitions, and divestitures, serving clients that require transaction support across these deal categories.

Per the available firmographics, the firm is a private, for-profit entity with an employee count in the 11-50 range, consistent with a boutique advisory practice rather than a bulge-bracket investment bank or a scaled mid-market platform. Its stated function — M&A and divestiture advisory — implies a sell-side and/or buy-side advisory model where the firm typically earns retainer fees, success-based transaction fees, or a combination of both, though no pricing, fee structure, deal volume, or transaction outcomes are disclosed in the input data.

No further detail is available on the firm's product surface, technology stack, proprietary tools, leadership team, client roster, geographic coverage, partnerships, funding history, or operating performance. The company website (solomonsadvisors.com) returned only a loader/verification page at the time of data collection, and structured intelligence fields for management, customers, products, revenue, and corporate actions are empty. Consequently, any analysis beyond the basic firmographic profile is constrained by a material data gap.

Name

Solomons Strategic Advisors

Website

https://solomonsadvisors.com

Company type

Private

Founded year

2010

Headcount range

11–50 employees

Short description

Solomons Strategic Advisors is a US-based boutique financial advisory firm headquartered in Orange, California, founded in 2010. It provides mergers, acquisitions, and divestiture advisory services to clients requiring transaction support, operating with 11-50 employees.

Ownership category

akta.pro rank

Product category

Investment Banking / M&A Advisory

NAICS

Management Consulting Services (54161), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

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

akta.pro secondary industries

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

Keywords

• Mergers and acquisitions
• Financial advisory
• Divestiture advisory
• Investment banking
• Corporate finance advisory

Headquarters

HQ city

Orange

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Solomons Strategic Advisors provides financial advisory services focused on mergers, acquisitions, and divestitures. The firm supports business owners, boards, and corporate stakeholders through sell-side, buy-side, and corporate divestiture transactions, delivering transaction structuring, valuation, and deal-execution guidance.

Differentiator

Problem solved

Functional benefit

Products and services

• Mergers and Acquisitions Advisory

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Houlihan Lokey: Established international investment bank with a strong M&A advisory practice across middle-market and large-cap transactions; overlaps with Solomons' core M&A mandate but at vastly greater scale and with broader product offerings.
• Deloitte Corporate Finance: Large professional services firm's M&A advisory practice; serves middle-market and large-cap clients with broad service offerings that subsume the boutique M&A mandate.
• KPMG Corporate Finance: Big-Four-affiliated M&A and corporate finance advisory practice; provides overlapping sell-side and buy-side advisory services across middle-market and large-cap deals.

Direct peers

• Capstone Partners: Middle-market investment banking advisory specializing in M&A, capital raising, and strategic advisory; highly comparable in target client profile and service mix to a boutique M&A advisor like Solomons.
• Lincoln International: Globally recognized boutique investment bank focused on M&A advisory, capital raising, and valuations for middle-market companies; directly comparable to Solomons in service mix, though materially larger in headcount and deal volume.
• Marsh Berry: Consulting and M&A advisory firm focused on insurance, financial services, and related industries; comparable boutique model with sector-specialized M&A mandates.
• Morgan & Westfield: M&A advisory firm focused on lower-middle-market transactions and business sales under $50M; directly comparable boutique serving small founder-led businesses.
• Generational Equity: U.S. M&A advisory firm specializing in selling privately held businesses in the $10M–$250M range; closely comparable boutique competitor with a similar owner-driven client profile.
• Cascade Partners: Middle-market M&A advisor focused on transactions in the $20M–$500M range; comparable boutique competitor targeting founder-led and family-owned businesses similar to Solomons' likely client base.
• FOCUS Investment Banking: Middle-market M&A advisory firm serving lower-middle-market and founder-led businesses; closely comparable boutique competitor with a similar mandate in sell-side and buy-side advisory.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat1 record

Key risks4 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/solomons-strategic-advisors

Revenue estimate

Valuation estimate

Number of profiles

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 Solomons Strategic Advisors