10 M&A advisors active in Austin in 2026. Covers tech, consumer, healthcare, and industrials with firm profiles and recent deals.
Austin runs deals differently than most US cities. Tech founders dominate the seller side.
PE buyers, strategic acquirers, and VC-backed roll-ups all compete for Austin assets. The right advisor knows which buyer pool fits your sector.
Venture funding hit $7.94B in Austin in 2025 - an all-time high. That capital drives exits and acquisitions across the metro.
Set up a virtual data room before your first advisor call. Austin buyers move fast and expect clean files from day one.
| Firm | Deal Type | Deal Size | Sector Focus | Website | |
|---|---|---|---|---|---|
| Navidar | Navidar | Both | $20M - $500M | Technology, Software, Business Services | navidar.com |
| Westlake Securities | Westlake Securities | Both | $10M - $250M | Technology, Industrials, Business Services | westlakesecurities.com |
| ScaleView Partners | ScaleView Partners | Sell-side | $10M - $150M | SaaS, Technology, Software | scaleviewpartners.com |
| pH Partners | pH Partners | Both | $20M - $300M | Healthcare, Technology, Consumer | phpartners.com |
| Focus Strategies | Focus Strategies | Both | $10M - $200M | Technology, Business Services, Multi-sector | focus-strategies.com |
| Morgan Kingston Advisors | Morgan Kingston Advisors | Both | $5M - $150M | Restaurant, Consumer, Food & Beverage | morgankingston.com |
| Benchmark International | Benchmark International | Both | $5M - $250M | Multi-sector, Business Services, Technology | benchmarkintl.com |
| Capstone Partners | Capstone Partners | Both | $10M - $500M | Technology, Industrials, Business Services | capstonepartners.com |
| Kratos Capital | Kratos Capital | Both | $25M - $300M | Technology, Industrial Services, Business Services | kratoscapital.com |
| Lincoln International | Lincoln International | Both | $50M - $2B | Technology, Industrials, PE-backed | lincolninternational.com |
How to verify an advisor's track record
Ask for a deal list by sector. A SaaS boutique and a consumer M&A firm reach different buyers.
Advisors who know Austin can name specific closed deals with buyers and dates. Vague claims of "Texas experience" without closed transactions are a red flag.
Check whether they've worked with both PE buyers and strategic acquirers. Austin deals often attract both types at the same time.
Use Ellty to share your financials with shortlisted advisors under NDA. You'll see who opens your docs before the first call. Review the full advisors directory before signing an engagement letter.
Running an Austin M&A deal?
Share deal docs with buyers and track who opens them first.
Start free 14-day trialHow an Austin deal runs
Austin M&A typically runs five to eight months. PE-backed exits and cross-border tech deals can stretch to ten months.
| Stage | What happens | What you need ready | |
|---|---|---|---|
| Stage 1: Preparation | Stage 1: Preparation | Run QoE, build CIM, shortlist Austin advisors | Three years P&L, cap table, customer contracts |
| Stage 2: Advisor engagement | Stage 2: Advisor engagement | Sign engagement letter, align on buyer list | Cap table, key contracts, IP documentation |
| Stage 3: Marketing | Stage 3: Marketing | CIM distributed, NDAs signed, management calls set | Ellty data room live with CIM and financials |
| Stage 4: LOI | Stage 4: LOI | Buyers submit bids, LOIs negotiated, exclusivity signed | Clean ARR data, no open legal actions |
| Stage 5: Due diligence | Stage 5: Due diligence | Buyer reviews financial, legal, and tech records | Full Ellty data room: IP, contracts, financials |
| Stage 6: Close | Stage 6: Close | Purchase agreement signed, funds transfer | Reps and warranties signed, transition plans ready |
10 Austin M&A advisors
These 10 firms advise on M&A in Austin and across Texas. Coverage spans tech, SaaS, consumer, healthcare, and industrials.
1. Navidar
An Austin tech investment bank with 400+ completed transactions totaling nearly $110B in value.
Recent Deals: Advised Sincere Corporation on its acquisition of Timehop (2025). Active in technology, SaaS, and business services M&A through 2025-2026. Principals include alumni from Goldman Sachs and Bear Stearns tech banking.
LinkedIn: Navidar LinkedIn
Sector Focus: Technology, software, business services, SaaS
Deal Type: Both
Deal Size: $20M - $500M
Location: Austin, TX
Website: navidar.com
2. Westlake Securities
An Austin middle-market investment bank founded in 2003 with $6.7B+ in closed transactions.
Recent Deals: Co-advised NaturPak on its sale to Pritzker Private Capital (January 2026). Advised Heath Consultants on the sale of its 811 Locate Services Division to USIC (July 2025). Won ACG Houston Business Infrastructure Services Deal of the Year for the Heath deal.
LinkedIn: Westlake Securities LinkedIn
Sector Focus: Technology, industrials, business services, infrastructure
Deal Type: Both
Deal Size: $10M - $250M
Location: Austin, TX
Website: westlakesecurities.com
3. ScaleView Partners
An Austin-native SaaS boutique founded in 2021 by tech founders with prior exit experience.
Recent Deals: Advised Solvexia on its sale to GTreasury (2025). Advised Harbour Software on its sale to Springbrook (2025). Advised Cityspan on its sale to Gravity (2025).
LinkedIn: ScaleView Partners LinkedIn
Sector Focus: SaaS, technology, software, high-growth tech
Deal Type: Sell-side
Deal Size: $10M - $150M
Location: Austin, TX
Website: scaleviewpartners.com
4. pH Partners
A healthcare and tech-focused boutique with $20B+ in strategic advisory and $15B+ in capital raised.
Recent Deals: Advised VeruStat on its asset sale to CoachCare, a remote patient monitoring company (2025). Active in healthcare IT, life sciences, and tech-enabled services M&A through 2025-2026. Offices in Austin, Houston, Minneapolis, Portland, and New York.
LinkedIn: pH Partners LinkedIn
Sector Focus: Healthcare, technology, consumer, life sciences
Deal Type: Both
Deal Size: $20M - $300M
Location: Austin, TX
Website: phpartners.com
5. Focus Strategies
An Austin investment bank founded in 1999 with $7B+ in closed transactions across 54+ deals.
Recent Deals: Advised JKB Construction on an M&A transaction (2025). Active in technology, business services, and multi-sector M&A through 2025-2026. Team has 100+ collective years of deal experience.
LinkedIn: Focus Strategies LinkedIn
Sector Focus: Technology, business services, real estate, multi-sector
Deal Type: Both
Deal Size: $10M - $200M
Location: Austin, TX
Website: focus-strategies.com
Selling an Austin business?
Track which buyers open your deal docs before you sign an LOI.
Start free 14-day trial6. Morgan Kingston Advisors
An Austin restaurant M&A boutique covering franchisees, franchisors, and independent operators.
Recent Deals: Advised Freebirds World Burrito on its sale to Sun Holdings (August 2024). Advised Fresh Brothers on a sale transaction (2024). Active in restaurant, consumer, and food & beverage M&A through 2025-2026.
LinkedIn: Morgan Kingston Advisors LinkedIn
Sector Focus: Restaurant, consumer, food & beverage, franchise
Deal Type: Both
Deal Size: $5M - $150M
Location: Austin, TX
Website: morgankingston.com
7. Benchmark International
A global M&A firm with Austin office averaging 193 deal closings per year and $11B+ in transactions.
Recent Deals: Active in lower middle-market technology and business services M&A in Texas through 2025-2026. Facilitated the transaction between Seltech, Inc. and Hatfield and Company. Covers multi-sector mandates from its Austin capital of Texas office.
LinkedIn: Benchmark International LinkedIn
Sector Focus: Multi-sector, business services, technology, professional services
Deal Type: Both
Deal Size: $5M - $250M
Location: Austin, TX
Website: benchmarkintl.com
8. Capstone Partners
A national middle-market bank with dedicated technology and industrials coverage active in Texas.
Recent Deals: Released 2026 Industrials M&A Outlook covering sector deal trends. Active in technology, industrials, and business services M&A nationally through 2025-2026. Published 2026 consumer M&A report tracking rebound timing.
LinkedIn: Capstone Partners LinkedIn
Sector Focus: Technology, industrials, business services, consumer
Deal Type: Both
Deal Size: $10M - $500M
Location: National (serves Austin market)
Website: capstonepartners.com
9. Kratos Capital
A Texas M&A boutique with 200+ transactions serving middle-market businesses.
Recent Deals: Advised MDS Global IT on its acquisition by GDT (October 2024). Advised on Weldon Services acquisition by Upchurch Services (September 2024). Named Axial Top 100 Lower-Middle-Market Investment Bank in 2024 and 2025.
LinkedIn: Kratos Capital LinkedIn
Sector Focus: Technology, industrial services, business services
Deal Type: Both
Deal Size: $25M - $300M
Location: Dallas, TX (active in Austin market)
Website: kratoscapital.com
10. Lincoln International
A global mid-market bank with strong PE relationships and active technology sector coverage.
Recent Deals: Advised Peak Rock Capital on the sale of Spatial Business Systems to Enverus (2025). Advised on the sale of File & ServeXpress to Northlane Capital Partners (2025). Closed 430+ transactions in 2025, with net income up 31% year over year.
LinkedIn: Lincoln International LinkedIn
Sector Focus: Technology, industrials, PE-backed, business services
Deal Type: Both
Deal Size: $50M - $2B
Location: National (serves Austin market)
Website: lincolninternational.com
Tech M&A in Austin: what buyers look for
Austin tech exits accelerated in 2025. Iodine Software sold to Waystar for $1.25B in October 2025.
PE buyers and strategics compete for SaaS platforms with clean ARR and low churn. Multiples stay firm for businesses with 80%+ gross margins.
NinjaOne raised $500M at a $5B valuation in February 2025. Exits at that scale drive advisor activity across the entire tech ecosystem.
Use Ellty to share ARR data, customer contracts, and IP records with buyers. Set permissions so each buyer only sees what their NDA covers. See the Dallas M&A advisors page to compare Texas deal timelines. Track document access before your first management call to know who's serious.
Consumer and restaurant M&A in Austin
Austin's consumer sector is active. Restaurant brands with national footprints attract PE consolidators and strategic buyers.
Freebirds World Burrito sold to Sun Holdings in August 2024. That deal put Austin restaurant M&A on the national map.
NaturPak, a food and CPG manufacturer, sold to Pritzker Private Capital in January 2026. Consumer deals here span food, retail, and franchise systems.
Use Ellty to share brand financials, franchise agreements, and location data with buyers. Set permissions so only NDA-signed buyers access your unit economics. Read the M&A process guide before your first advisor call. Understand mergers and acquisitions deal structures before you pick a buyer type.
Preparing your files before the Austin process starts
Most Austin founders underestimate how much document prep is required. Buyers expect clean files before the first bid.
Your advisor will ask for three years of financials, a cap table, and key customer contracts. Missing any of these slows your process by weeks.
Start a data room before you engage an advisor. Use Ellty to organize files by category and set permissions before buyers arrive.
Read the sell-side due diligence guide to understand what buyers will check. Review the due diligence page for a full checklist before your buyer meetings.
How Ellty helps you close an M&A deal in Austin
You've shortlisted your Austin advisor. Prep your deal docs next.
- 1.Upload financials, contracts, and IP recordsOrganize files by category. Austin tech buyers check IP on day one.
- 2.Set access by buyer type and NDA statusPE buyers and strategic acquirers need different document sets.
- 3.Track who reviews your key filesSee which buyers open your financials and how long they spend.
Common questions about Austin M&A advisors
- Austin raised $7.94B in venture funding in 2025, an all-time high. That capital drives exits across tech, consumer, and healthcare sectors.
- Navidar and ScaleView Partners both focus on tech and SaaS. Westlake Securities covers broader middle-market tech deals.
- Morgan Kingston Advisors focuses on restaurant and food & beverage. pH Partners covers consumer alongside healthcare and tech.
- Most deals run five to eight months. PE-backed and cross-border tech deals can stretch to ten months or more.
- Before your first advisor meeting. Austin buyers expect clean financials and IP files from the very first call.
- ARR data, customer contracts, IP ownership records, and three years of audited financials. Gaps in any of these slow the deal.
