Auxo Firm Directory · Independent Research Profile

733Park

733Park is a Boston-based boutique M&A advisory and consulting firm led by founder and managing director Lane Gordon. The firm states that it works with privately held companies in artificial intelligence, financial technology, payments, and software-as-a-service, including vertical SaaS and AI-enabled SaaS, and represents privately held companies with enterprise values from $5 million to $350 million.

Key takeaway

What stands out about 733Park

733Park publicly offers sell-side and buy-side M&A advisory, valuation, deal sourcing, growth strategy, exit planning, and post-merger integration support. Its stated sector focus is limited to artificial intelligence, financial technology, payments, and software-as-a-service, and its public materials describe a non-FINRA-licensed M&A-broker structure.[1][2][3][4][6][11]

What does 733Park do?

733Park is a privately held boutique M&A advisory and consulting firm headquartered at One Boston Place in Boston, Massachusetts. The firm is led by founder and managing director Lane Gordon.

Its public positioning covers sell-side and buy-side M&A advisory, deal sourcing, valuation, post-merger integration support, growth strategy, and exit planning. 733Park states that it represents privately held companies with enterprise values from $5 million to $350 million.[1][2]

733Park publicly provides sell-side M&A advisory, buy-side M&A advisory, deal sourcing, M&A valuation services, post-merger integration support, growth strategy, and exit planning.

Its stated sell-side process includes positioning, confidential teaser and CIM preparation, curated buyer outreach, bid management, LOI negotiation, diligence support, and closing support. Buy-side services include proprietary target identification, strategic outreach, valuation and offer strategy, diligence facilitation, deal structuring, and multi-target roll-up programs.[2][3][4]

Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.

Published size criteriaPublicly stated range
Lower published point$5MILLION
Upper published point$350MILLION

Published criteria: 733Park states that it represents privately held companies with enterprise values from $5 million to $350 million.[1]

What should a business owner evaluate before hiring 733Park?

An owner evaluating 733Park should confirm the exact legal entity that would sign the engagement and receive fees, and whether the contemplated transaction fits within the firm’s stated M&A-broker structure and applicable state law. The owner should also clarify whether any capital raise, rollover equity, securities placement, or financing activity would require a separately registered broker-dealer or investment banker.

Commercial terms to clarify include the success fee, retainer, minimum fee, expense reimbursement, tail, exclusivity, termination, and indemnification provisions. Owners should also ask which strategic and private-equity buyers would be contacted, how conflicts are screened given the firm’s buy-side practice, which comparable transactions support the valuation range, and what confidentiality and non-circumvention protections apply to information released before and after an NDA.[1][2][11]

01

What exact legal entity will sign the engagement and receive fees

The public materials identify the advisory firm and its stated operating structure, but the engagement entity and fee recipient should be confirmed directly.[1][2]
02

Does the proposed transaction fit within the M&A-broker exemption and applicable state law

733Park states that it operates under the federal M&A-broker exemption, while the SEC describes conditions associated with that statutory exemption.[2][10]
03

Will any capital raise, rollover equity, securities placement, or financing activity require a separately registered broker-dealer or investment banker

733Park states that it does not perform capital raises or securities offerings requiring FINRA licensing, making the scope of any contemplated securities-related activity important to confirm.[2]

What size transactions and clients does 733Park focus on?

733Park states that it works exclusively in four verticals: artificial intelligence, financial technology, payments, and software-as-a-service. The firm specifically includes vertical SaaS and AI-enabled SaaS within that focus.[1]

733Park’s official past-transactions page lists 49 announced transactions, including examples involving ReliantPay, etreem, Hopscotch, GeniusVets, Omega Technology, Northeast Merchant Systems, and Paymaxx Processing Solutions.

733Park announced that it advised Alipse Payments on the acquisition of ReliantPay, Inc.; the transaction signed and funded in June 2026, with terms not disclosed. 733Park also announced that it served as exclusive sell-side M&A advisor to Veero AI in its acquisition by Shirah Technologies; that transaction closed in May 2026. 733Park also announced its advisory role in ProSites’ acquisition of GeniusVets on January 28, 2026.[6][7][8][9]

The firm’s public services cover both sell-side and buy-side M&A. Its described activities include preparing transaction materials, identifying and contacting buyers or targets, managing bids, supporting diligence, negotiating LOIs, advising on valuation and offers, structuring deals, and supporting closings.

733Park also operates a dedicated practice or marketplace for merchant portfolios, residual streams, and ISO transactions through ResidualsForSale.com.[3][4][5]

What does 733Park publicly disclose about fees, process and engagement terms?

The cited current-offerings page uses codenames for active engagements and states that company identities, financials, and customer information are released only to qualified prospective buyers under NDA. That page does not publish a universal success-fee percentage, minimum fee, tail period, termination schedule, or complete buyer-identification list for the listed engagements.

The cited past-transactions page describes itself as a selection of announced deals and states that the full transaction list is available under NDA. It does not provide a complete public transaction archive or consistent transaction values and consideration terms for the displayed examples.

The cited company-profile page states that 733Park is not a FINRA-registered broker-dealer but does not provide a FINRA CRD number, SEC registration number, or state registration identifier for the firm.[1][6][11]

733Park’s official FAQ states that the firm is not FINRA-licensed, does not perform capital raises or securities offerings requiring FINRA licensing, and works under the federal M&A Broker exemption identified by the firm as Section 15(b)(13) of the Securities Exchange Act of 1934.

The SEC describes a statutory M&A-broker registration exemption codified at Section 15(b)(13) of the Exchange Act that became effective March 29, 2023, subject to specified conditions. The firm’s public statement is not a substitute for independent verification of how a particular transaction or engagement is structured.[2][10]

733Park states that current offering details are provided to qualified buyers after execution of an NDA and that it qualifies buyers before releasing company-specific information.

Its described sell-side process includes confidential marketing materials, curated buyer outreach, bid management, LOI negotiation, diligence support, and closing support. Its buy-side process includes target identification, strategic outreach, valuation and offer strategy, diligence facilitation, and deal structuring.[3][4][11]

Questions to ask before hiring 733Park

What exact legal entity will sign the engagement and receive fees?
The public materials identify the advisory firm and its stated operating structure, but the engagement entity and fee recipient should be confirmed directly.[1][2]
Does the proposed transaction fit within the M&A-broker exemption and applicable state law?
733Park states that it operates under the federal M&A-broker exemption, while the SEC describes conditions associated with that statutory exemption.[2][10]
Will any capital raise, rollover equity, securities placement, or financing activity require a separately registered broker-dealer or investment banker?
733Park states that it does not perform capital raises or securities offerings requiring FINRA licensing, making the scope of any contemplated securities-related activity important to confirm.[2]
What are the success fee, retainer, minimum fee, expense reimbursement, tail, exclusivity, termination, and indemnification terms?
The cited current-offerings page does not publish a universal success-fee percentage, minimum fee, tail period, or termination schedule for the listed engagements.[11]
Which strategic and private-equity buyers would be contacted, and how are conflicts screened given the firm's buy-side practice?
733Park describes both sell-side buyer outreach and buy-side advisory, while the cited current-offerings page does not publish a complete buyer-identification list for listed engagements.[3][4][11]
Which directly comparable transactions support the valuation range?
733Park provides valuation services and identifies selected announced transactions, but the cited past-transactions page does not consistently publish transaction values or consideration terms.[2][6]
What information is released before and after an NDA, and what confidentiality and non-circumvention protections apply?
The firm states that active engagements use codenames and that company-specific information is released to qualified buyers under NDA.[11]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Services / capabilities
  3. Services / capabilities
  4. Services / capabilities
  5. Transaction / portfolio evidence
  6. Transaction / portfolio evidence
  7. Transaction / portfolio evidence
  8. Transaction / portfolio evidence
  9. Transaction / portfolio evidence
  10. SEC filing / regulatory record
  11. Public disclosure information
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

How this profile was researched

Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.

Independent profile & regulatory context

Independent research profile

This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.

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