About Us – The Advisory Investment Bank

Turning Transactions Into Transformations.

With Over 500+ Business Transformed,

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

At The Advisory, we specialize in Turning Transactions Into Transformations

With Over 500+ Business Transformed, We’re One Of The Fastest Growing Investment Banks In The World.

We focus on empowering business owners with the insights, strategies, and guidance they need to achieve extraordinary growth and success. As a premier advisory and brokerage firm, we bring a unique blend of deep industry expertise, innovative thinking, and a client-first approach to every engagement.

Our team of seasoned professionals is dedicated to helping entrepreneurs unlock value at every stage of their business journey. Whether you’re looking to optimize operations, expand strategically, or navigate the complexities of mergers and acquisitions, we are your trusted partner.

Driven by our core values of integrity, excellence, and results, we pride ourselves on delivering tailored solutions that align with your vision and goals. From initial consultation to final execution, we walk alongside you every step of the way, ensuring measurable outcomes and long-term success.

At The Advisory, your ambitions are our mission, and your success is our priority. Together, we create the roadmap to realize your full potential.

Inside Track

Learn more from our team on our process and how we create transformational transactions for businesses of all shapes and sizes.

Watch
Now

How Can You Get Paid Twice In A Deal?

For over a decade, we have been in your shoes.
Oliver Bogner, our Founding Partner

is a 2x CEO, and a 2x who has previously sold five of his own

companies to strategic purchasers, private equity firms, and family offices.He founded The Advisory to try something new, and he constructed a modern M&A playbook that he wished he had when he went through the process himself.

Direct Access

Our clients get direct access to the most active private equity buyers in their industry. Regional business brokers sell to local market players, we sell to Private Equity buyers willing to pay the highest price.

We will present your business to a diverse group of highly qualified private equity firms, and private equity-owned platforms. Most likely, your buyer will be one of the 4,500+ private equity companies who own “platforms” in your sector and are seeking for “add-ons”, or private equity firms looking to launch a new “platform,” and have your business as the anchor business.