Insights

Boutique M&A Focus Sterling Point Advisors specializes in exclusive M&A advisory for lower middle market privately held companies, presenting a sales opportunity for growth-focused business owners seeking confidential, auction-style exits or strategic partnerships.

Industry Diversification Serving a broad mix of sectors including veterinary medicine, professional services, financial services, manufacturing, education technology, consumer services, and healthcare, creating cross-industry outreach potential and collaborations with owners planning sector-specific exits.

Regional Footprint Based in Richmond, VA with a national client base along the east coast and beyond, indicating opportunities to connect local business owners with buyers nationwide and leverage geographic expansion strategies.

Scale Opportunity Revenue range and firm size suggest engagement with small and mid-market sellers who may be contemplating succession planning, ownership transitions, or liquidity events, offering a pathway for strategic advisory services and potential add-on services.

Leadership Transition Notable leadership changes such as a Managing Director departure and CEO shift signal potential timing for owners to reassess exit readiness, presenting a doorway for Sterling Point to position itself as a trusted facilitator during transitions.

Similar companies to Sterling Point Advisors

Sterling Point Advisors Tech Stack

Sterling Point Advisors uses 8 technology products and services including Open Graph, RSS, WordPress, and more. Explore Sterling Point Advisors's tech stack below.

  • Open Graph
    Content Management System
  • RSS
    Content Management System
  • Content Management System
  • Customer Relationship Management
  • Platform As A Service
  • PHP
    Programming Languages
  • HTTP/3
    Web & Portal Technology

Sterling Point Advisors's Email Address Formats

Sterling Point Advisors uses at least 2 email formats:
Sterling Point Advisors Email FormatsExamplePercentage
First@sterlingpointadvisors.comJohn@sterlingpointadvisors.com
92%
FirstL@sterlingpointadvisors.comJohnD@sterlingpointadvisors.com
8%

Frequently Asked Questions

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

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Sterling Point Advisors's official website is sterlingpointadvisors.com and has social profiles on LinkedIn.

How much revenue does Sterling Point Advisors generate?

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

What is Sterling Point Advisors's NAICS code?

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

How many employees does Sterling Point Advisors have currently?

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As of September 2026, Sterling Point Advisors has approximately 12 employees across 1 continents, including North America. Key team members include Partner: A. K., Partner: T. C. and Vice President: C. E. Explore Sterling Point Advisors's employee directory with LeadIQ.

What industry does Sterling Point Advisors belong to?

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Sterling Point Advisors operates in the Investment Banking industry.

What technology does Sterling Point Advisors use?

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Sterling Point Advisors's tech stack includes Open Graph, RSS, WordPress, Zoho, Google Workspace, WP Engine, PHP and HTTP/3.

What is Sterling Point Advisors's email format?

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Sterling Point Advisors's email format typically follows the pattern of First@sterlingpointadvisors.com. Find more Sterling Point Advisors email formats with LeadIQ.

When was Sterling Point Advisors founded?

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Sterling Point Advisors was founded in 2018.
Sterling Point Advisors logo

Sterling Point Advisors

Investment BankingVirginia, United States11-50 Employees

Sterling Point Advisors is a boutique mergers and acquisitions firm that focuses on the lower middle market, guiding buyers and sellers of private companies through the process of growth or exit. It emphasizes a confidential, auction-style sale approach intended to maximize competition and help clients identify suitable partners for their companies, employees, customers, and families. Based in Richmond, Virginia, the firm serves clients along the East Coast and nationwide across industries including veterinary medicine, professional services, financial services, manufacturing and healthcare.

The firm operates as a full-service M&A advisor that brings investment-banking rigor to privately held businesses. In January 2025, Sterling Point Advisors experienced a leadership change with a Managing Director departing from the firm.

Section iconCompany Overview

NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2018
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

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

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