Insights

Boutique Expertise Target mid-market sellers in the 10–200 million revenue range who value senior, relationship-driven advisory and cost-effective, tailored compensation to maximize deal outcomes.

Succession Readiness Engage privately-held, entrepreneur-led, and family-owned businesses that seek strategic advisory and buy-side or sell-side support to align with personal and financial goals before a transaction.

Capital Access Position Piedmont as a gateway for capital raising and strategic partnerships for middle-market firms seeking growth equity, recapitalizations, or liquidity events.

Digital Presence Leverage the firm’s lightweight, senior-led model to differentiate in a crowded space; emphasize digital marketing reach through WordPress, analytics, and targeted prospecting to attract deal opportunities.

Competitive Landscape Identify potential clients considering larger bulge-bracket alternatives (Duff & Phelps, William Blair, Houlihan Lokey, etc.) who may prefer the personalized attention and cost efficiency of a boutique adviser.

Similar companies to Piedmont M&A Advisors

Piedmont M&A Advisors Tech Stack

Piedmont M&A Advisors uses 8 technology products and services including Linkedin Insight Tag, iCIMS, WordPress, and more. Explore Piedmont M&A Advisors's tech stack below.

Piedmont M&A Advisors's Email Address Formats

Piedmont M&A Advisors uses at least 2 email formats:
Piedmont M&A Advisors Email FormatsExamplePercentage
Last@piedmontmna.comDoe@piedmontmna.com
67%
FLast@piedmontmna.comJDoe@piedmontmna.com
33%

Frequently Asked Questions

What is Piedmont M&A Advisors's phone number?

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You can contact Piedmont M&A Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Piedmont M&A Advisors's official website and social media links?

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Piedmont M&A Advisors's official website is piedmontmna.com and has social profiles on LinkedIn.

How much revenue does Piedmont M&A Advisors generate?

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

What is Piedmont M&A Advisors's NAICS code?

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Piedmont M&A Advisors's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Piedmont M&A Advisors have currently?

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As of September 2026, Piedmont M&A Advisors has approximately 3 employees across 1 continents, including North America. Key team members include Managing Director: M. B., Senior Associate: B. P. and Investment Banking Associate: J. M. Explore Piedmont M&A Advisors's employee directory with LeadIQ.

What industry does Piedmont M&A Advisors belong to?

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Piedmont M&A Advisors operates in the Investment Banking industry.

What technology does Piedmont M&A Advisors use?

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Piedmont M&A Advisors's tech stack includes Linkedin Insight Tag, iCIMS, WordPress, Shopify, Google Cloud, AOS, WP Engine and Piwik PRO Core.

What is Piedmont M&A Advisors's email format?

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Piedmont M&A Advisors's email format typically follows the pattern of Last@piedmontmna.com. Find more Piedmont M&A Advisors email formats with LeadIQ.

When was Piedmont M&A Advisors founded?

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Piedmont M&A Advisors was founded in 2012.
Piedmont M&A Advisors logo

Piedmont M&A Advisors

Investment BankingGeorgia, United States2-10 Employees

Piedmont M&A Advisors is a boutique investment banking firm that focuses on buy-side and sell-side transactions for mid-market businesses, typically with revenues in the range of ten to two hundred million dollars. The firm also offers capital raising and strategic advisory services, delivering tailored, cost-effective guidance through senior bankers who maintain a close relationship with clients. Its approach emphasizes understanding owners’ personal and financial goals by engaging with privately held, entrepreneurially led, and family-owned businesses well before a transaction takes place. Based in Atlanta, Georgia, Piedmont M&A Advisors positions itself within the mid-market investment banking landscape as a firm that combines personalized attention with experienced strategic counsel. The company serves clients in the mid-market segment and aims to support long-term relationships rather than focusing solely on transactional outcomes.

Section iconCompany Overview

Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2012
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

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

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