Tech-Enabled M&A Advisory Firm with $100M+ Pipeline and Subscription Revenue
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Financial Details
- Asking Price:
- $2,795,000
- Annual Revenue:
- $1,058,000
- Cash Flow / SDE:
- $679,000
- Profit Metric:
- Cash Flow (SDE)
- Valuation Multiple:
- 4.1x
- Location:
- CA, US
- Sources:
- Date:
- November 04, 2025
Key Highlights
Turnkey, tech-enabled M&A platform with proven systems and strong brand presence.
Diversified revenue streams including M&A transactions and established monthly subscriptions.
Massive growth potential via expansion into mid-market deals and leveraging a 100,000+ contact CRM.
Description
This listing offers a rare opportunity to acquire a highly profitable, turnkey, tech-enabled M&A firm specializing in sell-side representation. The platform is scalable, featuring automated workflows, documented SOPs, and a substantial CRM database of over 100,000 active buyer and seller contacts. Revenue is diversified across M&A transaction fees and a strong monthly subscription model. The business operates 100% remotely, making it relocatable, and presents significant upside by expanding into larger mid-market deals and introducing ancillary services like valuations and tax advisory. The seller is offering up to two months of transition training.
Industry Information
- Industry Description:
- M&A Advisory Firm serving sell-side business owners, utilizing technology and generating revenue through transactions and monthly subscriptions.
- Classification:
- Financial Services
Operational Snapshot
- Year Established:
- 2022
- Reason for Selling:
- Illness Retirement
Real Estate & Lease
- Status:
- Leased_or_remote
Assets & Inventory
- Includes Inventory:
- No
Broker Contact
- Name:
- John M.
Listing Details
- Listing ID:
- cce130d5-57dc-4f69-b80b-0607dcc46b66
- Source Listing ID:
- 2436276
- Deal Status:
- For Sale
- Last Updated:
- November 04, 2025
- Currency:
- USD
Features & Tags
Quality Verified
This listing meets our quality criteria and standards.
Verified
Tags & Categories
M&A
Technology Enabled
Relocatable
Subscription Revenue
High Growth