MOK Capital Advisors
MOK Capital Advisors describes itself as a boutique mergers-and-acquisitions firm serving consumer-facing businesses, primarily multi-unit, franchise, and non-franchise companies. Its stated services include sell-side and buy-side M&A, commercial real estate, valuation, private placement, and capital raising.
What stands out about MOK Capital Advisors
MOK Capital Advisors publicly focuses on consumer-facing businesses, including fitness and health, car washes, quick-service restaurants, medical spas and beauty services, consumer and home services, amusement and recreation, and business or professional services. It states that it represents companies with EBITDA ranging from $3 million to $30 million and provides both sell-side and buy-side advisory services.[1][2][3][4][5][6][7]
What does MOK Capital Advisors do?
MOK Advisors describes itself as a boutique mergers-and-acquisitions firm serving consumer-facing businesses, primarily multi-unit, franchise, and non-franchise companies. The official website lists a Boston-area office in Manchester-by-the-Sea, Massachusetts, and a Dallas-area office in Flower Mound, Texas.[1][2]
MOK Advisors publicly offers sell-side M&A, buy-side M&A, commercial real estate, valuation, and private-placement or capital-raise services. For sell-side engagements, it states that it analyzes the business, develops positioning and marketing materials, approaches potential buyers, guides bidding and buying processes, and supports negotiations, due diligence, and closing.
For buy-side engagements, MOK Advisors states that it works with individual investors, corporations, private-equity firms, and venture-capital firms to identify acquisition targets and provide proprietary, often off-market, deal flow.[3]
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.
What should a business owner evaluate before hiring MOK Capital Advisors?
An owner evaluating MOK Advisors can compare the firm’s stated consumer-sector focus, EBITDA range, sell-side process, and published transaction examples with the characteristics of the contemplated assignment. The cited services description covers preparation, buyer outreach, bidding, negotiations, due diligence, and closing support.
Before engaging, the owner should confirm the proposed team, directly comparable transactions, engagement economics, buyer conflicts, legal-entity and regulatory structure, and whether MOK Advisors would act as exclusive advisor, co-advisor, or intermediary. The published services page does not provide standard fee or termination terms.[1][3]
Which legal entity will sign the engagement letter, and what securities, broker-dealer, or other regulatory permissions apply to the contemplated services
Which team members will lead the process
What are the fee percentage, minimum fee, retainer, expense reimbursement, tail period, and termination terms
What size transactions and clients does MOK Capital Advisors focus on?
The firm states that it serves fitness and health, car washes and related sectors, quick-service restaurants, medical spa and beauty services, consumer and home services, amusement and recreation, and business or professional services.[1]
The official closed-deals pages identify Amped Fitness as acquired by Princeton Equity Group, with MOK Advisors serving as co-advisor to Princeton Equity Group. They also state that MOK Advisors co-advised Fitness Ventures LLC in its sale to Meaningful Partners; Fitness Ventures is identified as a 47-location Crunch Fitness franchisee.
Other listed transactions include MOK Advisors’ advice to Bluebird Express Car Wash in its sale of an Idaho-, Oregon-, and Colorado-based multi-unit car-wash platform to Spotless Brands. The closed-deals page also lists a multi-unit Chicagoland Planet Fitness franchisee acquired by Epic Fitness Group and Results Roofing LLC acquired by TZP Group as recently closed transactions.[4][5][6]
MOK Advisors describes a transaction offering that spans sell-side and buy-side M&A, commercial-real-estate sales, valuation, private placement, and capital raising. Its stated sell-side process includes business analysis, positioning, buyer outreach, negotiations, due diligence, and closing support. Its buy-side work includes acquisition-target identification and proprietary, often off-market, deal flow.[3]
What does MOK Capital Advisors publicly disclose about fees, process and engagement terms?
The official services page does not publish a universal fee schedule, minimum fee, success-fee percentage, retainer amount, tail period, or termination schedule.
The official contact page does not state a broker-dealer, investment-adviser, SEC, FINRA, or state-securities-registration status for MOK Advisors.
The official Amped Fitness, Fitness Ventures, and Bluebird Express Car Wash closed-deal pages do not disclose transaction consideration, valuation, financing terms, or a complete closing date for the respective transactions.[3][4][5][6][7]
The official contact page identifies MOK Advisors by its business name and publishes Massachusetts and Texas office addresses, a telephone number, and an email address. That page does not state a broker-dealer, investment-adviser, SEC, FINRA, or state-securities-registration status for MOK Advisors.[7]
MOK Advisors states that it represents multi-unit, franchise, and non-franchise companies and applies research, data analysis, business intelligence, and network relationships to its M&A engagements. Its official home page reports 60+ total transactions completed, 10+ years since inception, $2.5 bn in total transaction value, and a 98% closing rate. These are firm-reported website metrics.[2]
Questions to ask before hiring MOK Capital Advisors
Which legal entity will sign the engagement letter, and what securities, broker-dealer, or other regulatory permissions apply to the contemplated services?
Which team members will lead the process?
What are the fee percentage, minimum fee, retainer, expense reimbursement, tail period, and termination terms?
Which recent transactions should be reviewed for similarities in sector, EBITDA, geography, and transaction structure?
How many qualified buyers would likely be contacted, and how are conflicts with existing buy-side clients handled?
Will the firm act as exclusive advisor, co-advisor, or intermediary?
How are real-estate and operating-business valuations coordinated when both are included?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Structure / regulatory context
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 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.
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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.