M1 Partners

Name

M1 Partners

Website

https://m1partners.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)

SIC

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

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI)

Keywords

• Business advisory services
• Capital advisory
• Investment advisory
• Corporate advisory
• M&A advisory

Headquarters

HQ city

Newport Beach

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

M1 Partners provides business and capital advisory services to companies and investors. The firm is a privately held, boutique-style practice based in Newport Beach, United States, with 1-10 employees. No specific service lines, sector focus, or transactional details are documented in the available source material, and the company's website is not actively serving business content.

Differentiator

Problem solved

Functional benefit

Products and services

• Business and Capital Advisory Services Advisory services provided to companies and investors, covering business and capital-related guidance. No further segmentation of service lines is documented in the source material.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Kroll (formerly Duff & Phelps): A global financial and professional services firm offering M&A advisory, valuation, and corporate finance services. Comparable as a provider of corporate finance and capital advisory services to companies and investors.
• Houlihan Lokey: A large global independent advisory firm with deep M&A and capital advisory practices across middle-market and large-cap segments. Comparable as a model for what a scaled, full-service capital advisor can become, and a direct competitor for middle-market mandates.
• Jefferies: A diversified capital markets and advisory firm with a strong middle-market M&A franchise. Comparable as an incumbent in capital advisory and capital raising that competes for the same issuer and investor clients.
• Robert W. Baird: A diversified wealth management and investment banking firm with a strong middle-market M&A and capital advisory practice. Comparable as an established player serving both corporate issuers and investor clients.
• Lazard: A global financial advisory and asset management firm with a leading M&A advisory practice. Comparable in the corporate finance and capital advisory space, though operating at substantially larger scale.
• Raymond James: A diversified financial services firm with a substantial investment banking arm covering M&A and capital raising. Comparable as a broader incumbent offering capital advisory services to companies and investors.

Direct peers

• Lincoln International: A global middle-market M&A and capital advisory boutique. Directly comparable to M1 Partners in business model — independent, partner-led, focused on middle-market sell-side, buy-side, and capital raising mandates.
• Harris Williams: A middle-market M&A advisory boutique within the PNC Financial Services Group. Comparable as a sector-focused advisory firm that competes for similar middle-market mandates with a partner-led delivery model.
• GCM Grosvenor: An independent global investment and advisory firm providing capital advisory, private markets solutions, and asset management. Comparable as an independent boutique-style advisory serving both institutional clients and private capital sources.
• Capstone Partners: A middle-market investment banking advisory firm providing M&A, capital raising, and financial advisory services. Directly comparable as a similarly-sized boutique competing in the same middle-market capital advisory segment.

Market position

Customer concentration

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 M1 Partners