13 M&A advisors active in Miami in 2026. Covers LatAm cross-border, healthcare, technology, and real estate deals across South Florida with deal sizes and recent transactions.
Miami runs a different M&A market than every other US city. LatAm cross-border deals, real estate consolidation, and a fast-growing tech scene shape the buyer pool here.
Cross-border M&A involving Latin American buyers reached $4.7B in Miami in 2025. Preliminary 2026 data shows another 18% increase on top of that.
Advisors here need LatAm networks, bilingual deal teams, and experience with capital flight from Venezuela, Argentina, and Brazil. Generic M&A credentials don't cut it.
Before you engage any advisor, load your virtual data room with financials and deal documents. Buyers here move fast when they find the right target.
| Firm | Deal Type | Deal Size | Sector Focus | Website | |
|---|---|---|---|---|---|
| Cassel Salpeter | Cassel Salpeter | Both | $20M - $300M | Healthcare, Tech, Consumer, Industrials | casselsalpeter.com |
| BroadSpan Capital | BroadSpan Capital | Both | $20M - $200M | LatAm Cross-border, Maritime, Consumer | brocap.com |
| Vaupen Financial Advisors | Vaupen Financial Advisors | Both | $5M - $100M | LatAm Cross-border, Caribbean, Finance | vaupenfinancial.com |
| SunBridge M&A Advisors | SunBridge M&A Advisors | Sell-side | $2M - $50M | Lower middle market, Florida businesses | sunbridgema.com |
| Antarctica Advisors | Antarctica Advisors | Both | $10M - $250M | Seafood, Agribusiness, Americas Cross-border | antarcticallc.com |
| Houlihan Lokey Miami | Houlihan Lokey Miami | Both | $50M - $5B+ | Healthcare, FIG, Real Estate, Industrials | hl.com |
| Mystic Capital Advisors | Mystic Capital Advisors | Both | $10M - $500M | Insurance, Specialty Programs | mysticcapital.com |
| Atlantico Capital Partners | Atlantico Capital Partners | Both | $10M - $150M | LatAm, Spain Cross-border, Finance | atlanticocapital.com |
| Cross Keys Capital | Cross Keys Capital | Both | $5M - $100M | Generalist, South Florida, Lower Middle Market | crosskeyscapital.com |
| Lincoln International Miami | Lincoln International Miami | Both | $100M - $2B | Healthcare, Tech, Consumer, Industrials | lincolninternational.com |
| South Florida M&A Advisors | South Florida M&A Advisors | Sell-side | $1M - $50M | Lower Middle Market, Florida Businesses | southfloridama.com |
| Palmstone Capital | Palmstone Capital | Sell-side | $5M - $150M | Professional Services, Tech, Healthcare | palmstone-capital.com |
| Hana Group Capital | Hana Group Capital | Both | $5M - $75M | Hospitality, Food & Beverage, Consumer | hanagroupcapital.com |
How to verify an advisor's track record
Ask for a closed deal list filtered to your deal size and sector. Miami advisors who do LatAm deals should name the buyers and their home countries.
Vague portfolios with no close dates or buyer names are a flag. Any advisor worth engaging can give you five named transactions in your niche.
Check if the advisor has handled cross-border due diligence before. That includes tax structuring, CFIUS screening for strategic buyers, and currency issues.
Use Ellty to share your CIM and financials with shortlisted advisors under NDA. Track who opens the files and how long they spend before your first call. Compare the San Francisco M&A advisor list to see how deal flow differs by market.
Running an M&A process in Miami?
Set up your data room before your first advisor meeting.
Start free 14-day trialWhat an M&A deal looks like: 6 stages
Miami deals can move faster than most US markets when LatAm buyers are motivated. Budget eight to fourteen months from first call to close.
| What happens | What you need ready | |
|---|---|---|
| Stage 1: Preparation | Run QoE, draft CIM, shortlist advisors | Three years financials, LatAm entity structure if relevant |
| Stage 2: Advisor engagement | Sign engagement letter, agree on buyer list | Cap table, key customer list, cross-border tax position |
| Stage 3: Marketing | CIM distributed, NDAs signed, management calls | Ellty data room live with CIM and financial model |
| Stage 4: LOI | Buyers submit IOIs and LOIs, terms negotiated | Clean books, no open litigation, currency exposure disclosed |
| Stage 5: Due diligence | Buyer reviews financial, legal, and operational records | Full Ellty data room organized by category with access controls |
| Stage 6: Close | Purchase agreement signed, funds transfer | Reps and warranties signed, escrow instructions confirmed |
Top 13 M&A advisors in Miami
These 13 firms actively advise on M&A transactions in Miami. Coverage spans LatAm cross-border deals, healthcare, insurance, technology, and lower middle market exits.
1. Cassel Salpeter
Miami's most active generalist boutique with 15+ years of continuous mid-market practice.
- Recent Deals: Advised Paramount Consulting & Engineering on its partnership with Certerra (OceanSound Partners) in June 2026. Advised Sunbelt Health on its sale to Unified Health Services in March 2025. 69 cumulative deals through early 2026.
- LinkedIn: Cassel Salpeter on LinkedIn
- Sector Focus: Healthcare, technology, consumer, industrials, financial services
- Deal Type: Both
- Deal Size: $20M - $300M
- Location: Miami, FL
- Website: casselsalpeter.com
2. BroadSpan Capital
Brickell-based boutique with a LatAm cross-border specialty and global Mergers Alliance membership.
- Recent Deals: Advised on the sale of Boa Praca to Wrist Ship Supply (Denmark) in December 2024. Active in maritime, consumer, and cross-border transactions across the Americas through 2025-2026.
- LinkedIn: BroadSpan Capital on LinkedIn
- Sector Focus: LatAm cross-border, maritime, consumer, industrials
- Deal Type: Both
- Deal Size: $20M - $200M
- Location: Miami (Brickell), FL
- Website: brocap.com
3. Vaupen Financial Advisors
Founded in 2001 for mid-market M&A and capital raising across the US, LatAm, and Caribbean.
- Recent Deals: Active in cross-border advisory between the US, Latin America, and Caribbean markets through 2025-2026. Provides M&A, debt restructuring, and equity capital raising services.
- LinkedIn: Vaupen Financial Advisors on LinkedIn
- Sector Focus: LatAm cross-border, Caribbean, financial services, restructuring
- Deal Type: Both
- Deal Size: $5M - $100M
- Location: Miami, FL
- Website: vaupenfinancial.com
4. SunBridge M&A Advisors
Florida-focused sell-side boutique and author of the 2026 Miami M&A Market Report.
- Recent Deals: Released 2026 Miami Business Sales & M&A Market Report tracking $4.7B in LatAm buyer activity. Active in confidential lower middle market sell-side advisory across Florida in 2025-2026.
- LinkedIn: SunBridge M&A Advisors on LinkedIn
- Sector Focus: Lower middle market, Florida businesses, service companies
- Deal Type: Sell-side
- Deal Size: $2M - $50M
- Location: Miami, FL
- Website: sunbridgema.com
5. Antarctica Advisors
Specialist boutique with a globally unique seafood M&A practice plus broader Americas cross-border coverage.
- Recent Deals: 13 deals completed as of July 2025, including 12 M&A transactions. Active in seafood and agribusiness M&A connecting buyers and sellers across the Americas, Europe, and Asia.
- LinkedIn: Antarctica Advisors on LinkedIn
- Sector Focus: Seafood, agribusiness, Americas cross-border
- Deal Type: Both
- Deal Size: $10M - $250M
- Location: Miami, FL
- Website: antarcticallc.com
Selling a Florida business in 2026?
Track which buyers engage with your deal documents before you sign an LOI.
Start free 14-day trial6. Houlihan Lokey Miami
Global mid-market leader with a Miami office covering healthcare, financial institutions, and real estate.
- Recent Deals: Ranked No. 1 M&A advisor globally for industrials under $5B in 2025. Generated $717M quarterly revenue in Q3 fiscal 2026, up 18% year-over-year. Active in healthcare and FIG advisory from Miami.
- LinkedIn: Houlihan Lokey on LinkedIn
- Sector Focus: Healthcare, financial institutions, real estate, industrials
- Deal Type: Both
- Deal Size: $50M - $5B+
- Location: Miami, FL and Los Angeles, CA
- Website: hl.com
7. Mystic Capital Advisors
Insurance M&A specialist with 1,000+ transactions globally and an active Miami office.
- Recent Deals: Advised First Light Program Managers in a 2026 transaction. Tracked public broker multiples shifting from 20.2x to 12.8x EBITDA between January 2025 and April 2026.
- LinkedIn: Mystic Capital Advisors on LinkedIn
- Sector Focus: Insurance, specialty programs, MGA, insurance brokerages
- Deal Type: Both
- Deal Size: $10M - $500M
- Location: Miami, FL (also New York, London, Charlotte)
- Website: mysticcapital.com
8. Atlantico Capital Partners
Miami boutique specializing in LatAm and Spain cross-border advisory with a Madrid office.
- Recent Deals: Active in cross-border M&A between the US, Latin America, and Spain through 2025-2026. Advises LatAm and Spanish clients on US acquisitions and US companies entering LatAm markets.
- LinkedIn: Atlantico Capital Partners on LinkedIn
- Sector Focus: LatAm cross-border, Spain, corporate finance, project finance
- Deal Type: Both
- Deal Size: $10M - $150M
- Location: Miami, FL and Madrid, Spain
- Website: atlanticocapital.com
9. Cross Keys Capital
Fort Lauderdale boutique serving South Florida lower middle market M&A since 2006.
- Recent Deals: Active in sell-side and buy-side advisory for privately held South Florida companies through 2025-2026. Listed on Axial as an active South Florida M&A advisory firm with a 20-year track record.
- LinkedIn: Cross Keys Capital on LinkedIn
- Sector Focus: Generalist, South Florida, lower middle market, business services
- Deal Type: Both
- Deal Size: $5M - $100M
- Location: Fort Lauderdale, FL (Miami metro)
- Website: crosskeyscapital.com
10. Lincoln International Miami
Global mid-market bank with a Miami office active in PE-backed sell-sides.
- Recent Deals: Generated $214.1M in net income in 2025, up 31% from 2024, driven by sell-side M&A recovery. Active in healthcare, tech, and consumer sell-side advisory from its Miami team.
- LinkedIn: Lincoln International on LinkedIn
- Sector Focus: Healthcare, technology, consumer, industrials, PE-backed companies
- Deal Type: Both
- Deal Size: $100M - $2B
- Location: Miami, FL and Chicago, IL
- Website: lincolninternational.com
11. South Florida M&A Advisors
Boutique focused on confidential lower middle market exits for South Florida owner-operators.
- Recent Deals: Active in sell-side advisory for Florida-based privately held businesses through 2025-2026. Focuses on owner-operated companies in the $1M-$50M range.
- LinkedIn: South Florida M&A Advisors on LinkedIn
- Sector Focus: Lower middle market, Florida businesses, owner-operated companies
- Deal Type: Sell-side
- Deal Size: $1M - $50M
- Location: South Florida, FL
- Website: southfloridama.com
12. Palmstone Capital
Sector-focused sell-side boutique advising professional services and healthcare founders in Miami.
- Recent Deals: Active in sell-side advisory for professional services and healthcare businesses in Miami metro through 2025-2026. Advises founders and owner-operators on exit planning and execution.
- LinkedIn: Palmstone Capital on LinkedIn
- Sector Focus: Professional services, technology, healthcare, consulting
- Deal Type: Sell-side
- Deal Size: $5M - $150M
- Location: Miami, FL
- Website: palmstone-capital.com
13. Hana Group Capital
Hospitality and food & beverage M&A specialist serving Miami's restaurant and consumer deal market.
- Recent Deals: Active in hospitality and food & beverage M&A advisory in Miami metro through 2025-2026. Advises restaurant groups, food manufacturers, and consumer brands on exits and acquisitions.
- LinkedIn: Hana Group Capital on LinkedIn
- Sector Focus: Hospitality, food & beverage, consumer brands, restaurants
- Deal Type: Both
- Deal Size: $5M - $75M
- Location: Miami, FL
- Website: hanagroupcapital.com
LatAm cross-border M&A in Miami
Miami is the default US gateway for Latin American capital. No other US city has the same LatAm buyer network concentration.
Political instability in Venezuela, Argentina, and Brazil is pushing capital into US businesses. Miami advisors have the relationships to reach those buyers quickly.
Q2 2026 through Q1 2027 is identified as the last favorable window in the current Miami M&A cycle. Sellers who engage advisors now get the strongest buyer competition.
Use Ellty to share your CIM with international buyers under NDA. Dynamic watermarking and screenshot protection keep your documents secure across borders. Read our private equity guide to understand how PE buyers evaluate Miami targets.
Insurance M&A in South Florida
South Florida is a major insurance M&A hub. Specialty programs, MGAs, and regional brokerages all transact here regularly.
Mean public broker multiples shifted from 20.2x to 12.8x EBITDA between January 2025 and April 2026. The pullback has created buying opportunities for consolidators.
Buyers look hard at renewal rates, loss ratios, and carrier relationships during due diligence. Disorganized carrier agreements slow every deal.
Use Ellty to organize policy records and carrier contracts in your data room. Set link-level email verification so only verified buyers access sensitive underwriting data.
Real estate and hospitality deals in Miami
Southeast Florida commercial real estate sales hit a post-pandemic high of $16B in 2025, up 26% year-over-year. That volume flows through Miami-based M&A advisors.
The real estate sector here attracts both domestic and LatAm buyers. Restaurant groups, hotel operators, and mixed-use platforms all change hands regularly.
Deal flow rose 30% in South Florida through May 2026 compared to the prior year. Hospitality and food & beverage deals often close faster when operators have clean ops data ready.
Benchmark Miami dynamics against the Boston M&A advisor list to see how buyer pools differ by market. Use Ellty to track buyer engagement on your operations data across both processes.
How Ellty helps you close an M&A deal in Miami
You've shortlisted your Miami advisor. Here's how to prepare your documents for the process.
- 1.Upload financials and deal documents to your data roomOrganize files by category before uploading. Miami buyers judge preparation from day one.
- 2.Set access permissions by buyer and NDA statusRequire email verification before any buyer accesses your files. Add passwords for sensitive data.
- 3.Track which buyers review your deal documentsSee which buyers open your CIM and financials. Serious buyers spend real time on revenue data.
Common questions about Miami M&A advisors
- Miami advisors have LatAm buyer networks and cross-border deal experience. That's rare in other US cities and directly affects who bids on your company.
- Miami generates 180+ M&A transactions annually. LatAm cross-border deals alone reached $4.7B in 2025 and are growing 18% in 2026.
- Ranges vary from $1M lower middle market exits to $500M+ mid-market deals. Most active boutiques focus on $5M-$300M transactions.
- Yes, and that's often their main differentiator. Firms like BroadSpan, Vaupen, and Atlantico Capital specialize in exactly that.
- Before your first advisor meeting. Organized documents signal you're ready. Miami buyers - especially LatAm capital - move fast when they find the right deal.
- Mystic Capital Advisors is the clear specialist with 1,000+ insurance transactions globally and an active Miami office serving specialty programs.
