Insights

Market Focus Amerivest Group specializes in serving lower middle market companies with EBITDA between 2-10 million dollars and revenues ranging from 10 to 100 million dollars, indicating a targeted niche in needs for tailored M&A advisory services.

Recent Expansion The recent partnership with Smart For Life, Inc. to expand its acquisition pipeline suggests ongoing growth opportunities and an active role in facilitating mid-market transactions, making it a potential partner for clients seeking strategic expansion.

Financial Size With annual revenues between 25 to 50 million dollars and a transaction experience exceeding 250 million dollars, Amerivest demonstrates strong financial competency and a capacity to handle sizable deals within its market segment.

Client Relationships Amerivest maintains extensive relationships with potential suitors and strategic buyers focused on the lower middle market, presenting opportunities for sales of complementary financial products or advisory services.

Tech & Data Usage Utilizing advanced digital tools like Google Analytics, Tag Manager, and SEO plugins, Amerivest shows tech-savviness that could open doors for targeted digital marketing collaborations and data-driven outreach initiatives.

Similar companies to Amerivest Group

Amerivest Group Tech Stack

Amerivest Group uses 8 technology products and services including Calendly, Amazon S3, Google Hosted Libraries, and more. Explore Amerivest Group's tech stack below.

  • Calendly
    Appointment Scheduling
  • Amazon S3
    Content Delivery Network
  • Google Hosted Libraries
    Content Delivery Network
  • Open Graph
    Content Management System
  • PWA
    Miscellaneous
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Amerivest Group's Email Address Formats

Amerivest Group uses at least 1 format(s):
Amerivest Group Email FormatsExamplePercentage
First@amerivestgroup.comJohn@amerivestgroup.com
81%
FirstL@amerivestgroup.comJohnD@amerivestgroup.com
10%
FLast@amerivestgroup.comJDoe@amerivestgroup.com
6%
Last@amerivestgroup.comDoe@amerivestgroup.com
3%

Frequently Asked Questions

What is Amerivest Group's official website and social media links?

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Amerivest Group's official website is amerivestgroup.com and has social profiles on LinkedIn.

What is Amerivest Group's SIC code NAICS code?

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Amerivest Group's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Amerivest Group have currently?

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As of December 2025, Amerivest Group has approximately 19 employees across 1 continents, including North America. Key team members include President/Broker: F. R.President: F. R.Vice President/Founder: C. S.. Explore Amerivest Group's employee directory with LeadIQ.

What industry does Amerivest Group belong to?

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Amerivest Group operates in the Financial Services industry.

What technology does Amerivest Group use?

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Amerivest Group's tech stack includes CalendlyAmazon S3Google Hosted LibrariesOpen GraphPWAYoast SEOGoogle Tag ManagerGoogle Analytics.

What is Amerivest Group's email format?

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Amerivest Group's email format typically follows the pattern of First@amerivestgroup.com. Find more Amerivest Group email formats with LeadIQ.

When was Amerivest Group founded?

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Amerivest Group was founded in 1983.

Amerivest Group

Financial ServicesFlorida, United States11-50 Employees

Amerivest Advisors is a Merger & Acquisition firm offering exceptional transactional and financial expertise to lower middle market companies seeking a divestiture, merger, acquisition, recapitalization, or growth capital through a variety of time tested mechanisms.

With a team of accomplished deal makers, Amerivest offers a unique blend of sophisticated solutions and extraordinary client service to an underserved segment of the market. The firm is comprised of seasoned professionals who have diverse backgrounds in Mergers & Acquisitions, strategic planning, corporate development and corporate finance. Our team has worked extensively as principals and intermediaries in structuring and closing transactions with an aggregate value in excess of $250 million.

At Amerivest, we create attractive alternatives based on the individual needs and objectives of our clients and assist them in realizing the maximum achievable value of their businesses. Our goal is simply to preserve and enhance the value of wealth our clients have created.

Amerivest is singularly focused on the lower middle market and has developed extensive relationships with potential suitors who have specifically targeted this segment.

Everyone tends to define the lower middle market differently. Here is how we see it. Companies in this space tend to have the following attributes:
Lower middle market companies are typically Privately-Held
Lower middle market companies are typically generating EBITDA between $2 million to $10 million
Lower middle market Companies are typically generating between $10 and $100 million in revenues.

Section iconCompany Overview

SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Amerivest Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Amerivest Group's revenue is estimated to be in the range of $25M$50M

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