Auxo Firm Directory · Independent Research Profile

ACT Capital Advisors

ACT Capital Advisors, LLC is a North American mergers and acquisitions advisory firm founded in 1986 that represents lower- to middle-market companies. The firm describes an auction-oriented sell-side process and reports 250+ deals and $2.5B+ in closed deals.

Key takeaway

What stands out about ACT Capital Advisors

ACT Capital Advisors provides sell-side and buy-side M&A, exit preparation, debt placement, and related advisory services for lower- to middle-market companies. Its public process emphasizes industry-focused execution, multiple qualified buyers, and negotiation of price and terms.[1][2][3]

What does ACT Capital Advisors do?

ACT Capital Advisors, LLC is a North American mergers and acquisitions advisory firm founded in 1986 that represents lower- to middle-market companies. ACT reports 250+ deals and $2.5B+ in closed deals.[1]

ACT publicly states that it provides sell-side M&A, buy-side M&A, exit preparation, and debt placement services. Its disclosures also describe M&A, debt advisory, and valuation services provided by ACT Capital Advisors, LLC.[1][2]

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.

Public size / criteria information
ACT publicly characterizes its market as lower to middle market and reports 250+ deals and $2.5B+ in closed deals. The cited ACT homepage does not publish a universal numeric revenue, EBITDA, enterprise-value, or transaction-size threshold for engagements.[1]

What should a business owner evaluate before hiring ACT Capital Advisors?

Owners evaluating ACT can ask how the firm would define the engagement’s revenue, EBITDA, enterprise-value, or other screening criteria, and how its buyer network and multiple-qualified-buyer process would be applied to the company. The cited ACT disclosures page does not publish standard fee terms, so owners should request the upfront, monthly, success, reimbursement, tail, and termination economics for the proposed engagement. They should also identify the professionals who would lead the process, understand the valuation methodology and relevant comparable transactions, and clarify whether any capital-raising or securities-related work would be conducted through ACT Capital Markets, Inc.[1][2]

01

What revenue, EBITDA, enterprise-value, or other screening criteria apply to this engagement

The cited ACT homepage characterizes the firm’s market as lower to middle market but does not publish a universal numeric threshold for engagements.[1]
02

What are the upfront, monthly, success, reimbursement, tail, and termination fees

The cited ACT disclosures page does not publish a standard fee schedule, minimum fee, success-fee percentage, tail period, or termination schedule.[2]
03

How many qualified buyers are typically contacted, and how is buyer confidentiality managed

ACT states that its sell-side process exposes a business to multiple qualified buyers and facilitates offers from multiple qualified bidders.[1]

What size transactions and clients does ACT Capital Advisors focus on?

ACT lists business services, cryptocurrency, consumer products and services, construction, energy, food and beverage, healthcare, industrials, seafood and agribusiness, technology, and transportation and logistics among its industry groups.[1]

  • On August 19, 2026, ACT announced that it advised Advanced Marketing Group, LLC on its acquisition by StoneX Commodity Solutions LLC, a subsidiary of StoneX Group Inc.
  • On July 29, 2026, ACT announced that it secured a $30 million development line financing from Pathward for Teichos Energy, with BridgePeak Energy Capital serving as lender service provider.
  • On March 19, 2026, ACT announced that it advised Green Clean Commercial in its sale to SoftBank Robotics America.
  • On February 25, 2026, ACT announced that it advised J.E. McAmis Inc. and JEM Marine Leasing LLC in their acquisition by Orion Group Holdings Inc.
  • On February 10, 2026, ACT announced that it advised Key Trucking Inc. in its acquisition by Estes Logistics, a division of Estes Express Lines.
[3][4][5][6][7]

The firm’s stated transaction work includes sell-side and buy-side M&A, exit preparation, debt placement, and valuation-related advisory services. Public announcements also show advisory work involving acquisitions, company sales, and development financing.[1][2][3][4][5][6][7]

What does ACT Capital Advisors publicly disclose about fees, process and engagement terms?

The cited ACT homepage does not publish a universal numeric revenue, EBITDA, enterprise-value, or transaction-size threshold for engagements. The cited ACT disclosures page does not publish a standard fee schedule, minimum fee, success-fee percentage, tail period, or termination schedule. The cited Advanced Marketing Group transaction release identifies the client, buyer, advisors, and announcement date but does not disclose transaction consideration or valuation.[1][2][3]

ACT Capital Advisors, LLC states that it is not a registered broker-dealer and provides M&A, debt advisory, and valuation services in reliance on applicable exemptions from broker-dealer registration. ACT identifies ACT Capital Markets, Inc. as a wholly owned subsidiary and registered broker-dealer and FINRA/SIPC member through which securities-related transactions, including capital raising and private placements, are conducted.[2]

ACT describes an Auction Process that assembles an industry-focused team, exposes a business to a buyer network, facilitates offers from multiple qualified bidders, and negotiates price and terms. The firm states that its sell-side process exposes a business to multiple qualified buyers and seeks competitive offers on price and terms.[1]

Questions to ask before hiring ACT Capital Advisors

What revenue, EBITDA, enterprise-value, or other screening criteria apply to this engagement?
The cited ACT homepage characterizes the firm’s market as lower to middle market but does not publish a universal numeric threshold for engagements.[1]
What are the upfront, monthly, success, reimbursement, tail, and termination fees?
The cited ACT disclosures page does not publish a standard fee schedule, minimum fee, success-fee percentage, tail period, or termination schedule.[2]
How many qualified buyers are typically contacted, and how is buyer confidentiality managed?
ACT states that its sell-side process exposes a business to multiple qualified buyers and facilitates offers from multiple qualified bidders.[1]
Which ACT professionals will lead the process and what is their relevant sector and transaction experience?
ACT describes an industry-focused team as part of its Auction Process, while the cited process description does not identify the professionals for a particular engagement.[1]
Will any capital raising or securities-related work be conducted through ACT Capital Markets, Inc.?
ACT identifies ACT Capital Markets, Inc. as its wholly owned registered broker-dealer subsidiary through which securities-related transactions, including capital raising and private placements, are conducted.[2]
What valuation methodology and comparable transactions will be used?
ACT’s disclosures describe valuation services, while the cited sources do not establish a specific methodology for a proposed engagement.[2]
Which recent transactions can provide context by size, sector, geography, and transaction structure?
ACT’s public announcements identify recent acquisition, sale, and financing assignments, while the cited Advanced Marketing Group release does not disclose transaction consideration or valuation.[3][4][5][6][7]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Structure / regulatory context
  3. Transaction / portfolio evidence
  4. Transaction / portfolio evidence
  5. Transaction / portfolio evidence
  6. Transaction / portfolio evidence
  7. Transaction / portfolio evidence
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.

Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.

Broker-dealer and securities disclosure

Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.

Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.

Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.

Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.