Amerivest Group

Amerivest Group has been providing financial advice to business owners since 1983 and offers assistance to those looking to acquire a business. The firm, specializing in Mergers & Acquisitions, provides transactional and financial expertise to lower middle market companies seeking divestiture, merger, acquisition, recapitalization, or growth capital. With a team of accomplished deal makers, Amerivest Group offers a unique blend of sophisticated solutions and extraordinary client service, with a focus on the lower middle market. The firm is comprised of seasoned professionals with diverse backgrounds in M&A, strategic planning, corporate development, and corporate finance, with an aggregate transaction value in excess of $250 million. They create tailored solutions based on individual needs and objectives, aiming to preserve and enhance the value of clients' wealth. Amerivest Group is singularly focused on the lower middle market, typically working with privately-held companies generating EBITDA between $2 million to $10 million and revenues between $10 million and $100 million. With extensive relationships in the market, they aim to provide exceptional service to an underserved segment.