Contango Investments

What Contango Investments does

Contango Investments, Inc. is a privately held Florida business brokerage and M&A advisory firm founded in 2005 and headquartered in Apopka (Orlando metro). The firm serves SMB business owners and buyers primarily across Central Florida — including Orlando, Tampa, Lake County, Orange County, and Seminole County — across verticals such as specialty contracting (HVAC, electrical, plumbing), construction, manufacturing, distribution, restaurants, and accounting practices. It is led by CEO George Rosen (nearly 30 years of brokerage and valuation experience, also CEO of Florida Business Valuations, LLC since 2010) and Business Intermediary George St. Pierre III (27 years in finance and real estate).

The firm's core offerings are service-based rather than technology-based: business valuation, exit planning advisory, full-service M&A brokerage (buyer sourcing, deal structuring, negotiation, due diligence coordination), and a Florida business listings marketplace. Its methodology is anchored by the licensed Value Builder System, an 8-factor research-based framework delivered through a 12-module, 12-month one-on-one certified advisor engagement, plus a free Value Builder Score questionnaire used as a lead-generation tool. No proprietary technology, software platform, or AI capabilities are disclosed.

Contango operates a sales-led, direct advisory go-to-market: founders/owners are reached through content marketing (website, blog, e-books), the Value Builder Score funnel, LinkedIn/Facebook/Twitter presence, and direct phone/email consultation. Pricing is quote-based and not publicly disclosed; revenue is generated through professional services fees tied to transaction closings and multi-month advisory engagements. The firm has no outside funding, no parent company, no subsidiaries, and no disclosed partnerships or alliances.

Name

Contango Investments

Legal name

Contango Investments, Inc.

Website

https://contangoinvestments.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Contango Investments is a privately held Florida business brokerage and M&A advisory firm that guides SMB owners through exit planning, valuation, and transaction services using the Value Builder System, primarily serving Central Florida.

Ownership category

akta.pro rank

Product category

Business Brokerage & M&A Advisory

NAICS

Miscellaneous Intermediation (52391), Portfolio Management and Investment Advice (523940)

SIC

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

akta.pro industry

PRIMARYFSAEAGAA

Sell-Side M&A Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYBPAHAOAA

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

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYFSAEAGAB

Buy-Side M&A Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYFSAEAGAJ

Industry-Specialist / Sector-Focused M&A Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

Keywords

• Business brokerage services
• M&A advisory services
• Exit planning services
• Business valuation services
• Mergers and acquisitions

Headquarters

HQ city

Orlando

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, Technology or R&D, Others

Revenue model

1. Business Brokerage and M&A Advisory Services: Contango Investments generates revenue through business brokerage and M&A advisory services. They guide business owners through the full M&A process including exit planning, valuation, marketing, buyer sourcing, deal structuring, and negotiation. The firm typically works with business owners preparing to sell businesses and connects qualified buyers with sellers. Revenue is generated through successful transaction closings and advisory engagements.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Contango Investments is a Florida-based business brokerage and M&A advisory firm that guides business owners through the full M&A lifecycle—from exit planning and business valuation to buyer sourcing, deal structuring, negotiation, and closing. The firm anchors its advisory in the certified Value Builder System, an 8-factor, 12-module methodology designed to increase a company's transferable value prior to sale. Services are delivered as personalized, one-on-one engagements targeting small to mid-market business owners planning to sell or acquire businesses in Central Florida.

Product overview

Contango Investments is a business brokerage and M&A advisory firm that operates as a single-service advisory practice rather than a software platform. The core offering centers on business valuation, exit planning, and transaction brokerage services, anchored by the Value Builder System certification. The product portfolio includes business valuation services, exit planning advisory, full-service M&A brokerage (buyer sourcing, deal structuring, negotiation), a Florida-based business listings marketplace, confidential marketing services, the Value Builder Score assessment tool, free educational e-books, and due diligence management support. All offerings are service-based and designed for business owners preparing to sell or acquire businesses in Florida.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Valuation Services

Quantifiable outcome

• Business owners working with a Certified Value Builder Advisor can increase their company's value up to 35% in 8 months.
• +3 more outcomes

Named customers5 records

Segments8 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Generational Group: U.S. M&A advisory firm focused on sell-side mandates for private, mid-market companies across diverse verticals including specialty trades. Directly comparable service offering and target customer to Contango.
• Benchmark International: Mid-market M&A advisory firm with strong presence in construction, manufacturing, and specialty trades. Comparable target-deal size band and vertical exposure, though typically working on larger transaction sizes than Contango's boutique focus.
• Transworld Business Advisors: Global business brokerage franchise offering sell-side, buy-side, and franchise resale advisory to SMBs. Overlaps directly with Contango on SMB M&A mandates, particularly in construction, manufacturing, and services verticals.
• Murphy Business & Financial Corporation: National franchise network providing business brokerage, valuation, and M&A advisory to SMBs. Directly comparable in service mix (valuation, exit planning, brokerage) and target customer (small-to-mid-market business owners), with a larger franchise footprint.
• Sunbelt Business Advisors: Largest U.S. business brokerage franchise network specializing in SMB M&A transactions across multiple verticals and geographies. Directly competes with Contango on sell-side and buy-side mandates, but at materially greater scale and geographic reach.
• VR Business Brokers: Major U.S. business brokerage franchise serving SMB sellers across multiple verticals including specialty trades and services. Closely comparable business model and target market to Contango, with significantly broader geographic coverage.

Broad incumbents

• Houlihan Lokey: Global investment bank with a dedicated Business Services M&A practice. Comparable in M&A advisory services but operates at a vastly larger scale, serving middle-market and large-cap transactions rather than SMB owner-operator exits.
• Kroll (formerly Duff & Phelps): Global financial advisory firm offering valuation, M&A, and corporate finance services. Comparable in valuation and sell-side advisory work but operates at enterprise scale serving Fortune 500 and large-cap clients rather than SMBs.

Regional players

• Florida Business Acquisitions: Florida-focused business brokerage serving the same Central Florida geography as Contango. Comparable service mix (brokerage, valuation, exit planning) and directly overlapping territory, intensifying regional competition.

Others

• Axial: Online platform and member network connecting lower-middle-market advisors, business owners, and capital providers. Adjacent/complementary ecosystem that Contango could leverage for deal sourcing rather than a direct competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/biz_broker
• Facebookfacebook.com/Contangoinvestmentsinc
• LinkedInlinkedin.com/company/contango-investments-inc.

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 Contango Investments