11 M&A advisors active in Miami financial services in 2026. Covers banking, fintech, wealth management, and Latin American cross-border deals with firm profiles and recent transactions.
Miami sits at the center of US-Latin America capital flows. Cross-border M&A involving Latin American buyers reached $4.7B in Miami in 2025.
Financial services deals here move differently than in New York or Chicago. Latin American family offices and bank buyers compete with US PE funds.
Fintech, wealth management, and specialty finance all have active buyer pools in Miami. Strategic buyers from Brazil, Colombia, and Mexico close deals here regularly.
Set up a virtual data room before your first advisor meeting. Miami buyers work fast and expect clean financials from day one.
| Firm | Deal Type | Deal Size | Sector Focus | Website | |
|---|---|---|---|---|---|
| Cassel Salpeter & Co. | Cassel Salpeter & Co. | Both | $10M - $300M | Financial Services, Healthcare, Industrials, Technology | casselsalpeter.com |
| BroadSpan Capital | BroadSpan Capital | Both | $20M - $250M | Financial Services, LatAm, Insurance, Banking | brocap.com |
| Atlantico Capital Partners | Atlantico Capital Partners | Both | $20M - $200M | LatAm Cross-Border, Financial Services, Structured Finance | atlanticocapital.com |
| Vaupen Financial Advisors | Vaupen Financial Advisors | Both | $5M - $100M | Financial Services, Caribbean, LatAm, Middle Market | vaupenfinancial.com |
| Cross Keys Capital | Cross Keys Capital | Both | $10M - $200M | Healthcare, Financial Services, Business Services | ckcap.com |
| Houlihan Lokey | Houlihan Lokey | Both | $50M - $5B+ | Financial Services, Technology, Business Services | hl.com |
| Solomon Partners | Solomon Partners | Both | $100M - $5B+ | Financial Services, Asset Management, Insurance | solomonpartners.com |
| Lincoln International | Lincoln International | Both | $50M - $2B | Financial Services, Business Services, PE-Backed | lincolninternational.com |
| South Florida M&A Advisors | South Florida M&A Advisors | Sell-side | $2M - $50M | Financial Services, Professional Services, Business Services | southfloridama.com |
| Transworld M&A | Transworld M&A | Both | $5M - $250M | Financial Services, Business Services, Multi-Sector | transworldma.com |
| Palmstone Capital | Palmstone Capital | Sell-side | $5M - $150M | Professional Services, Financial Services, Business Services | palmstone-capital.com |
How to verify an advisor's track record
Ask for a deal list filtered to your sub-sector. A fintech M&A advisor and a bank M&A specialist reach different buyer pools.
Advisors who know Miami can name closed deals with specific buyers and dates. Vague claims of "financial services experience" without transaction history are a red flag.
Check whether they've worked with both Latin American buyers and US PE sponsors. Miami deals often involve both types at the same time.
Use Ellty to share your financials and compliance files with shortlisted advisors under NDA. You'll see who opens your documents before the first call. Review the full advisors directory before signing an engagement letter.
Running a financial services deal in Miami?
Share deal docs with buyers and track who opens them first.
Start free 14-day trialHow a Miami financial services deal runs
Miami financial services M&A typically runs six to nine months. Cross-border deals with Latin American buyers can add two to three months.
| Stage | What happens | What you need ready | |
|---|---|---|---|
| Stage 1: Preparation | Stage 1: Preparation | Run QoE, build CIM, shortlist Miami advisors | Three years P&L, customer list, compliance records |
| Stage 2: Advisor engagement | Stage 2: Advisor engagement | Sign engagement letter, align on buyer list | Cap table, regulatory licenses, key contracts |
| Stage 3: Marketing | Stage 3: Marketing | CIM distributed, NDAs signed, management calls set | Ellty data room live with CIM and key financials |
| Stage 4: LOI | Stage 4: LOI | Buyers submit bids, LOIs negotiated, exclusivity signed | Clean balance sheet, no open regulatory actions |
| Stage 5: Due diligence | Stage 5: Due diligence | Buyer reviews financial, legal, and regulatory records | Full Ellty data room: licenses, contracts, compliance, financials |
| Stage 6: Close | Stage 6: Close | Purchase agreement signed, regulatory approval, funds transfer | Reps and warranties signed, transition plans ready |
11 Miami financial services M&A advisors
These 11 firms advise on financial services M&A in Miami. Coverage spans banking, fintech, wealth management, insurance, and Latin American cross-border deals.
1. Cassel Salpeter & Co.
A Miami investment bank celebrating 15 years of financial services and lower-middle-market M&A.
Recent Deals: Advised Paramount Consulting & Engineering on its sale to Certerra, a portfolio company of OceanSound Partners (June 2026). Advised Sunbelt Health Partners on its sale to UHS (March 2025). Completed 69 total deals including 58 M&A transactions as of January 2026.
LinkedIn: Cassel Salpeter & Co. LinkedIn
Sector Focus: Financial services, healthcare, industrials, technology
Deal Type: Both
Deal Size: $10M - $300M
Location: Miami, FL
Website: casselsalpeter.com
2. BroadSpan Capital
A Miami firm founded in 2001 focused on Latin America, the Caribbean, and US cross-border financial services.
Recent Deals: Advised NCB Jamaica on a financial services deal in 2025. Advised on the acquisition of Boa Praca by Wrist (December 2024). Completed 53 total deals including 37 M&A transactions as of April 2026.
LinkedIn: BroadSpan Capital LinkedIn
Sector Focus: Financial services, Latin America, insurance, banking
Deal Type: Both
Deal Size: $20M - $250M
Location: Miami, FL
Website: brocap.com
3. Atlantico Capital Partners
A Miami boutique founded in 2015 focused on Hispanic-market cross-border M&A and structured finance.
Recent Deals: Advised on the Grupo Exito sale to Grupo Calleja (early 2024). Active in financial services and LatAm M&A through 2025-2026. Covers Spain, Mexico, Colombia, Peru, Chile, and the US Hispanic market.
LinkedIn: Atlantico Capital Partners LinkedIn
Sector Focus: LatAm cross-border, financial services, structured finance, project finance
Deal Type: Both
Deal Size: $20M - $200M
Location: Miami, FL (offices in Madrid, Mexico City)
Website: atlanticocapital.com
4. Vaupen Financial Advisors
A Miami boutique advising middle-market clients across the US, Latin America, and the Caribbean.
Recent Deals: Active in financial services and middle-market M&A in the Caribbean and Latin America through 2025-2026. Advises private companies with revenue of $10M-$100M seeking capital or M&A deals. Covers financial services, insurance, and specialty finance exits in the region.
LinkedIn: Vaupen Financial Advisors LinkedIn
Sector Focus: Financial services, Caribbean, Latin America, middle market
Deal Type: Both
Deal Size: $5M - $100M
Location: Miami, FL
Website: vaupenfinancial.com
5. Cross Keys Capital
A South Florida lower-middle-market firm with 112 completed deals across healthcare and financial services.
Recent Deals: Served as general advisor to Med-Craft in 2026. Provided buy-side advisory to RWJ Barnabas Health in 2025. Completed 112 total deals including 110 M&A transactions as of April 2026.
LinkedIn: Cross Keys Capital LinkedIn
Sector Focus: Healthcare, financial services, business services, professional services
Deal Type: Both
Deal Size: $10M - $200M
Location: Fort Lauderdale, FL
Website: ckcap.com
Selling a Miami financial services firm?
Track which buyers open your deal docs before you sign an LOI.
Start free 14-day trial6. Houlihan Lokey
The No. 1 global M&A advisor by deal count in 2025 with a dedicated financial institutions group.
Recent Deals: Named No. 1 global M&A advisor with 458 closed deals in 2025. Active in financial services, fintech, and insurance M&A through 2025-2026. Ranked No. 1 for global M&A under $5B by LSEG.
LinkedIn: Houlihan Lokey LinkedIn
Sector Focus: Financial services, fintech, insurance, asset management
Deal Type: Both
Deal Size: $50M - $5B+
Location: National (active in Miami market)
Website: hl.com
7. Solomon Partners
A New York-based boutique with a strong financial institutions practice and Miami market presence.
Recent Deals: Active in financial services, asset management, and insurance M&A through 2025-2026. Covers wealth management and specialty finance sell-side and buy-side mandates. Serves founders and sponsors on mid-to-large financial services transactions.
LinkedIn: Solomon Partners LinkedIn
Sector Focus: Financial services, asset management, insurance, wealth management
Deal Type: Both
Deal Size: $100M - $5B+
Location: National (active in Miami market)
Website: solomonpartners.com
8. Lincoln International
A global mid-market bank with a financial services bench and strong PE sponsor relationships.
Recent Deals: Generated $214.1M in net income in 2025, up 31% year over year. Closed 430+ total transactions in 2025 across multiple sectors. Active in financial services and business services M&A through 2025-2026.
LinkedIn: Lincoln International LinkedIn
Sector Focus: Financial services, business services, PE-backed, multi-sector
Deal Type: Both
Deal Size: $50M - $2B
Location: National (active in Miami market)
Website: lincolninternational.com
9. South Florida M&A Advisors
A Miami-area boutique focused on lower-middle-market financial and professional services exits.
Recent Deals: Active in financial services and professional services M&A in South Florida through 2025-2026. Advises founders on sell-side mandates in the lower middle market. Covers business services, financial services, and professional services in the Miami metro.
LinkedIn: South Florida M&A Advisors LinkedIn
Sector Focus: Financial services, professional services, business services
Deal Type: Sell-side
Deal Size: $2M - $50M
Location: Miami, FL
Website: southfloridama.com
10. Transworld M&A
A Miami M&A firm advising middle-market businesses across financial services and multi-sector deals.
Recent Deals: Active in financial services and business services M&A in South Florida through 2025-2026. Advises founders and operators on sell-side and buy-side mandates in the Miami metro. Covers a broad range of sectors with expertise in South Florida transactions.
LinkedIn: Transworld M&A LinkedIn
Sector Focus: Financial services, business services, multi-sector
Deal Type: Both
Deal Size: $5M - $250M
Location: Miami, FL
Website: transworldma.com
11. Palmstone Capital
A Miami boutique focused on sell-side advisory for professional and financial services businesses.
Recent Deals: Active in professional services and financial services sell-side M&A in Miami through 2025-2026. Advises founders selling service businesses in the South Florida market. Covers professional services, financial services, and business services transactions.
LinkedIn: Palmstone Capital LinkedIn
Sector Focus: Professional services, financial services, business services
Deal Type: Sell-side
Deal Size: $5M - $150M
Location: Miami, FL
Website: palmstone-capital.com
Miami as a gateway for LatAm financial M&A
No US city matches Miami for Latin American buyer access. Cross-border M&A hit $4.7B from LatAm buyers in 2025 alone.
Brazilian, Colombian, and Mexican banks treat Miami as their US M&A hub. They know the market and close deals faster than out-of-state buyers expect.
Family offices from Mexico City and Bogota actively acquire US-based fintech and wealth management firms. The right advisor has direct relationships with those buyer groups.
Use Ellty to share compliance files, AML documentation, and financial statements with international buyers under NDA. Set granular permissions so each buyer sees only what their NDA covers. Track who opens your regulatory filings before the first meeting. See how deals run at the Miami M&A advisors page.
Fintech and wealth management consolidation in Miami
Miami's fintech sector has grown since 2020. Wealth management platforms are consolidating through acquisitions.
US wealth management M&A ran at historic pace in 2025. Private equity capital continued flowing into the sector.
Fintech buyers look for regulated businesses with clean compliance records and existing customer bases. Gaps in regulatory filings slow deals or kill them.
Use Ellty to share fintech compliance files, customer data, and licensing records with buyers. Set trackable links so you know who reviewed your data before signing. Learn about venture capital deal structures before engaging a sponsor. Review the Miami real estate M&A advisors page to compare deal timelines. Read the M&A process guide before your first advisor call.
Regulatory complexity in financial services exits
Financial services M&A in Miami involves more regulatory steps than most sectors. Buyers need clean licensing, AML compliance, and state banking approvals before close.
Florida's OFR regulates most financial services companies in the state. Any open regulatory action slows the deal significantly.
Your advisor needs to know which buyers are already licensed in Florida. That avoids approval delays that stretch a six-month deal to twelve.
Use Ellty to share regulatory records with buyers under trackable links. Set permissions so only approved counterparties access sensitive compliance files. See due diligence checklists for financial services transactions. Explore fundraising structures before approaching PE buyers. Learn about the full mergers and acquisitions process before engaging advisors.
How Ellty helps you close an M&A deal in Miami
You've shortlisted your Miami advisor. Prep your deal docs next.
- 1.Upload financials, compliance files, and licensesOrganize files by category. Miami buyers check regulatory records first.
- 2.Set access permissions by buyer and NDA statusRequire email before buyers see your margins. Add passwords for sensitive files.
- 3.Track which buyers review your key documentsSee who opens your financial files and how long they spend on them.
Common questions about Miami financial services M&A advisors
- Miami is the gateway for Latin American capital. Cross-border M&A from LatAm buyers reached $4.7B in 2025, driving steady deal flow year-round.
- Cassel Salpeter and BroadSpan Capital are both Miami-based with deep financial services focus. Houlihan Lokey covers larger deals nationally.
- Most deals run six to nine months. Cross-border deals with Latin American buyers can take two to three months longer due to regulatory approvals.
- Before your first advisor meeting. Miami buyers expect clean compliance files and financials from the very first call.
- Cassel Salpeter and BroadSpan Capital know the local Miami market well. Houlihan Lokey and Lincoln International reach more PE buyers for larger deals.
- Regulatory licenses, AML compliance records, customer contracts, and audited financials. Any gaps in these stop the process cold.
