Market Position IAG M&A Advisors operates in the financial services sector with a focus on merger and acquisition advisory for privately-held businesses, serving clients looking to maximize their business sale value and facilitate smooth transactions.

Client Offering The firm provides comprehensive services including business valuations, deal structuring, funding resources, and confidentiality practices, positioning it as a one-stop-shop for business owners navigating the sale process.

Growth Potential With revenue estimated between $10 million and $25 million and a relatively small team of 51-200 employees, IAG presents growth opportunities in expanding its client base and service offerings within the competitive M&A advisory landscape.

Competitive Landscape IAG competes with larger firms such as Duff & Phelps and Houlihan Lokey, indicating potential upselling opportunities by highlighting personalized service and confidentiality advantages to prospective clients.

Technology Usage The adoption of multiple digital tools and platforms suggests IAG values modern tech solutions, which can be leveraged in marketing campaigns to target digitally-active business owners and streamline outreach efforts.