Investment Banking, Rebuilt for the Real World

In 2024, The Advisory set out to build something new: A tech-enabled investment bank purpose-built for the essential services economy. Investment Banking, Rebuilt for the Real World.

Not software for bankers. Not a deal marketplace. Not just another sourcing tool. We’re a true, full-service M&A advisory firm—built to support the backbone of America: HVAC, landscaping, accounting, and real world essential services businesses that keep the country running.

Wall Street’s playbook works—if you’re selling a billion-dollar company to another billion-dollar company. But below the middle market, it falls apart. Traditional investment banks run bloated teams on outdated software, making smaller deals inefficient and overpriced. And DIY listing sites? They leave business owners flying solo, dealing with unqualified buyers, through one of the most important—and complex—exits of their lives.

What Makes The Advisory Different? We combine industry expertise with purpose-built technology to deliver better outcomes—faster. Our proprietary tools map every relevant strategic and financial buyer, and keep the process fully transparent. That means our bankers spend less time on data entry and bureaucracy—and more time doing what actually matters: positioning, negotiating, and protecting your exit.

Our Managing Partner, Oliver Bogner, has literally  walked in your shoes. A two-time Forbes 30 Under 30 honoree and Inc. 5000 CEO, he’s built and sold five businesses across multiple essential industries. In working with top-tier investment banks to exit his own companies, Oliver saw firsthand how bloated and misaligned those firms were—especially when it came to serving the lower middle market operators. He realized something simple but powerful: Main Street essential service operators deserve the same white-glove treatment as Wall Street clients. That’s what we do at The Advisory. Investment Banking, Rebuilt for the Real World.