Turning Transactions Into Transformations.

With Over 500+ Business Transformed,

We’re One Of The Fastest Growing Investment Banks In The World

Who We Are

We are a team of deal-makers that is challenging the status quo. What is our mission? To be the #1 investment bank for operators and founders like you. How? We reinvent the expected, discover hidden possibilities, and inject some creativity into the often dull world of M&A.

Our People and Culture

Our people and culture are at the heart of our business. Our team is full of energy and creativity. We’re a collective of financial ninjas, data rockstars, operations pros, marketers, creators, designers, writers, and more.

Development

We promote from within, and are proud of our below 5% turnover rate since we opened our doors in early 2024. We grow careers, and people at The Advisory. We believe in having open career mapping conversations, and providing direct and continuous feedback.

Diversity + Inclusion

We embrace the diverse experiences, opinions, and background of our entire team and client base.

Bonus Plan

We bonus based on performance and results, and enable you to accomplish all of your financial goals at The Advisory. Our bonus plan is considered substantially above market averages.

Perks + Benefits

Hybrid + Work From Home

Unlimited PTO

Paid Parental Leave

Paid Parental Leave

100% Healthcare Coverage

4% 401 (k) Matching

Growth Opportunities

Ready to get started? Let's start with a conversation about how we can help you!

Get in Touch

Let’s discuss your unique opportunity. Speak with our team for a complimentary consultation.