Insights

Acquisition Niche Boutique M&A advisor specializing in Health, Fitness, and Wellness presents a targeted buyer/seller reach. Potential sales opportunity: offer strategic introductions to buyers in related healthcare, wellness brands, gyms, and fitness tech platforms seeking acquisition targets.

Boutique Scale Ups Small team (2-10 employees) with revenue between one and ten million indicates high-margin advisory services and potential for premium, relationship-driven sell-side engagements. Sales approach should emphasize personalized service, flexible engagement models, and founder involvement.

Tech Stack Leverage Existing tools like iCIMS, Google Cloud, ZoomInfo, and Piwik PRO Core suggest data-driven outreach and CRM capabilities. Opportunity to position complementary services such as CRM optimization, data enrichment, and marketing automation to scale client outreach and deal sourcing.

Growth Readiness Revenue range implies stepping-stone growth and potential M&A activity. Identify opportunities to connect with mid-market buy-side firms or strategic acquirers looking to expand in health and wellness, enabling cross-sell of advisory services for due diligence, valuation, and deal execution.

Market Positioning Specialization in Health, Fitness, and Wellness creates a defensible niche. Prospect opportunities include partnerships with wellness platform operators, fitness equipment manufacturers, digital health startups, and wellness-focused investment groups seeking advisory relationships and deal flow.

Similar companies to MOK Advisors

MOK Advisors Tech Stack

MOK Advisors uses 8 technology products and services including iCIMS, WordPress, Shopify, and more. Explore MOK Advisors's tech stack below.

MOK Advisors's Email Address Formats

MOK Advisors uses at least 1 email format:
MOK Advisors Email FormatsExamplePercentage
First@mokadvisors.comJohn@mokadvisors.com
100%

Frequently Asked Questions

What is MOK Advisors's official website and social media links?

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MOK Advisors's official website is mokadvisors.com and has social profiles on LinkedIn.

How much revenue does MOK Advisors generate?

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As of September 2026, MOK Advisors's annual revenue is estimated to be $1M - $10M.

What is MOK Advisors's NAICS code?

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MOK Advisors's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does MOK Advisors have currently?

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As of September 2026, MOK Advisors has approximately 6 employees across 2 continents, including North America and Asia. Key team members include Founder: M. O. Explore MOK Advisors's employee directory with LeadIQ.

What industry does MOK Advisors belong to?

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MOK Advisors operates in the Investment Banking industry.

What technology does MOK Advisors use?

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MOK Advisors's tech stack includes iCIMS, WordPress, Shopify, Microsoft 365, Google Cloud, ZoomInfo, SiteGround and Piwik PRO Core.

What is MOK Advisors's email format?

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MOK Advisors's email format typically follows the pattern of First@mokadvisors.com. Find more MOK Advisors email formats with LeadIQ.

When was MOK Advisors founded?

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MOK Advisors was founded in 2015.
MOK Advisors logo

MOK Advisors

Investment BankingMassachusetts, United States2-10 Employees

MOK Advisors is a boutique investment banking firm that specializes in mergers and acquisitions within the Health, Fitness, and Wellness sector. Its services focus on helping sellers maximize the value of their assets and assisting buyers in finding opportunities that suit their specific circumstances, supported by evaluation, positioning, and transaction facilitation through a network of buyers and sellers. Based in Danvers, Massachusetts, the firm operates within the investment banking industry as a specialized intermediary that analyzes businesses and coordinates closings. The organization appears to be a small practice, reflecting a focused team approach, and positions itself as an intermediary that bridges buyers and sellers in its niche market.

Section iconCompany Overview

NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2015
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    MOK Advisors's revenue is estimated to be in the range of $1M - $10M

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