Insights

Mid-market focus Target mid-sized businesses in need of strategic and financial advisory paired with execution support for mergers and acquisitions, leveraging True North’s mid-market specialization and extensive deal experience.

Strong deal history Highlight the firm’s track record of over 300 clients and more than $1B in merger and acquisition deal volume to build credibility with potential clients seeking high-touch advisory services.

Small firm agility Position as a boutique alternative with senior principals and personalized service while offering the strategic depth typically found in larger firms to attract clients seeking accessible executives and customized attention.

Upsell advisory bundles Package services to include legal, research, financial, marketing, and accounting support through vetted partners, enabling cross-sell opportunities for comprehensive M&A and strategic advisory engagements.

Security and credibility Emphasize the affiliation with licensed broker partner and clear separation from affiliate entities to reinforce trust, governance, and compliance in regulated investment banking engagements.

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True North Strategic Advisors Tech Stack

True North Strategic Advisors uses 8 technology products and services including HubSpot Analytics, iCIMS, HubSpot Content Hub, and more. Explore True North Strategic Advisors's tech stack below.

True North Strategic Advisors's Email Address Formats

True North Strategic Advisors uses at least 1 email format:
True North Strategic Advisors Email FormatsExamplePercentage
FLast@truenorthsa.comJDoe@truenorthsa.com
100%

Frequently Asked Questions

What is True North Strategic Advisors's phone number?

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You can contact True North Strategic 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 True North Strategic Advisors's official website and social media links?

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True North Strategic Advisors's official website is truenorthsa.com and has social profiles on LinkedIn.

How much revenue does True North Strategic Advisors generate?

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As of October 2026, True North Strategic Advisors's annual revenue is estimated to be $1M - $10M.

What is True North Strategic Advisors's SIC code and NAICS code?

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True North Strategic Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does True North Strategic Advisors have currently?

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As of October 2026, True North Strategic Advisors has approximately 10 employees across 2 continents, including North America and Europe. Key team members include Director Of Operations: S. S. and Administrative Assistant: K. B. Explore True North Strategic Advisors's employee directory with LeadIQ.

What industry does True North Strategic Advisors belong to?

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True North Strategic Advisors operates in the Investment Banking industry.

What technology does True North Strategic Advisors use?

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True North Strategic Advisors's tech stack includes HubSpot Analytics, iCIMS, HubSpot Content Hub, WordPress, Segment, Mailgun, Microsoft 365 and Piwik PRO Core.

What is True North Strategic Advisors's email format?

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True North Strategic Advisors's email format typically follows the pattern of FLast@truenorthsa.com. Find more True North Strategic Advisors email formats with LeadIQ.

When was True North Strategic Advisors founded?

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True North Strategic Advisors was founded in 2002.
True North Strategic Advisors logo

True North Strategic Advisors

Investment BankingIndiana, United States2-10 Employees

True North Strategic Advisors, LLC operates as an investment banking advisory firm focused on mid-sized businesses. It offers Mergers & Acquisitions and Strategic & Financial Advisory services, aiming to provide high-level strategic guidance while maintaining personalized, partner-focused engagement with clients. The firm highlights its capability to support both buyers and sellers through expertise across legal, research, financial, marketing, and accounting disciplines, with a track record spanning hundreds of clients and transactions totaling over a billion dollars in deal volume.

Based in Fort Wayne, Indiana, True North positions itself within the investment banking sector as a specialized advisor for mid-sized companies, leveraging a combination of sophisticated advice and extensive professional contacts. The organization is led by four principals with substantial collective experience, emphasizing a long-term partnership model aligned with client values and a high-touch service approach. Securities are offered through Burch & Company, Inc., although the two entities are not affiliated.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2002
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

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

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