Momentum Advisory Partners
Momentum Advisory Partners LLC provides exclusive sell-side M&A advisory to staffing and recruiting founders and owners. The firm states that it focuses exclusively on staffing and recruiting businesses, serves clients throughout the United States and Canada, and supports engagements from valuation and preparation through buyer outreach, negotiation, due diligence, and closing.
Momentum Advisory Partners is a seller-only M&A advisor focused exclusively on staffing and recruiting businesses.
Its public criteria identify founders and owners with companies typically generating between $10 million and upwards of $100 million in annual revenue, and its stated sector experience spans IT, healthcare, life sciences, and other staffing segments.[1][2][4]
What does Momentum Advisory Partners do?
Momentum Advisory Partners is a Miami, Florida-based boutique M&A advisory firm operating as Momentum Advisory Partners LLC. The firm was founded by Akash Taneja in July 2020.
Momentum states that it focuses exclusively on staffing and recruiting/workforce-solutions businesses and provides exclusive sell-side M&A advisory to their founders and owners. It states that it does not represent buyers.[1][2]
Momentum describes an end-to-end sell-side advisory offering that includes business assessment, EBITDA normalization, preparation and positioning, teaser and CIM preparation, targeted buyer outreach, management-presentation support, LOI negotiation, due-diligence coordination, and closing support.
It also offers a Marketability Assessment & Valuation Opinion, or MAVO. The stated MAVO work includes financial analysis and EBITDA normalization, comparable transaction analysis, multiple assessment, marketability-factor evaluation, and a written valuation report.[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.
Published criteria: Momentum states that its clients typically generate between $10 million and upwards of $100 million in annual revenue. It identifies founders and owners, including sole owners, partners, and management teams, as its target clients.[2]
What should a business owner evaluate before hiring Momentum Advisory Partners?
For an owner evaluating an advisor for a staffing or recruiting company, Momentum’s public positioning is narrowly focused: it represents sellers exclusively, names founders and owners as its target clients, and states a typical client revenue range of $10 million to upwards of $100 million. Its stated sector coverage includes several staffing verticals, and its cited transaction examples include announced sale transactions and one completed recapitalization.
An owner should clarify the current fee schedule and engagement protections because the cited Services page does not publish specific fee percentages, dollar amounts, minimum fees, termination fees, or tail-period terms. The owner should also confirm the applicable regulatory or licensing structure and which recent transactions are comparable to the company under consideration.[1][2][3][5]
What is the current reconciled number of completed transactions and total transaction value advised
What are the monthly retainer, success-fee percentage, minimum fee, expense policy, termination rights, and tail period
Does Momentum or any affiliate hold broker-dealer, investment-adviser, business-broker, or other licenses relevant to the engagement
What size transactions and clients does Momentum Advisory Partners focus on?
Momentum states that it focuses exclusively on staffing and recruiting/workforce-solutions businesses. Its publicly named segments include IT staffing and consulting, healthcare staffing, life sciences, professional staffing, engineering, finance and accounting, light industrial, administrative and clerical staffing, and search or permanent placement.[1]
Momentum’s official transaction archive identifies transactions involving SilverSearch Consulting Services and Saicon Consultants, Connect Life Sciences and Argosy Healthcare Partners, ProTask and INSPYR Solutions, CompuStaff and David Aplin Group, and ICON Medical Network and Janet Elkin, among other named transactions.[3][4][5][6][7]
- Momentum served as exclusive M&A advisor to SilverSearch Consulting Services in its sale to Saicon Consultants, announced June 30, 2025. The release states that transaction terms were not disclosed.
- Momentum advised Connect Life Sciences on its recapitalization by Argosy Healthcare Partners. The release is dated July 3, 2024 and states that the transaction was completed June 21, 2024.
- Momentum served as exclusive advisor to ProTask, Inc. in its acquisition by INSPYR Solutions, announced March 15, 2023.
- Momentum served as exclusive advisor to Collab Infotech in its sale to Aequor Technologies, announced July 10, 2023.
Momentum’s stated transaction focus is exclusive sell-side M&A advisory for staffing and recruiting company founders and owners. Its described work spans valuation, preparation, targeted buyer outreach, negotiation, due diligence, and closing support.
The firm states that it represents sellers rather than buyers and describes that structure as a deliberate conflict-avoidance model.[2]
What does Momentum Advisory Partners publicly disclose about fees, process and engagement terms?
The cited Services page describes a modest monthly retainer, a success fee earned when a transaction closes, and a fixed fee for MAVO engagements, but does not publish specific fee percentages, dollar amounts, minimum fees, termination fees, or tail-period terms.
The cited Services page also does not state whether Momentum Advisory Partners or its affiliates hold broker-dealer, investment-adviser, business-broker, or other firm-level regulatory registrations or licenses. Separately, the cited SilverSearch transaction release states that the terms of that transaction were not disclosed.[2][4]
The official website identifies the operating entity as Momentum Advisory Partners LLC and lists its business address as 1000 Brickell Plz, Unit 2206, Miami, FL 33131.
The cited Services page does not state whether Momentum Advisory Partners or its affiliates hold broker-dealer, investment-adviser, business-broker, or other firm-level regulatory registrations or licenses.[2][8]
Momentum states that a typical sell-side engagement spans 6–8 months from formal engagement through closing. Its described process includes valuation and business preparation, buyer outreach, management-presentation support, negotiation, due-diligence coordination, and closing support.[2]
Questions to ask before hiring Momentum Advisory Partners
What is the current reconciled number of completed transactions and total transaction value advised?
What are the monthly retainer, success-fee percentage, minimum fee, expense policy, termination rights, and tail period?
Does Momentum or any affiliate hold broker-dealer, investment-adviser, business-broker, or other licenses relevant to the engagement?
Who will be directly responsible for the process, and how many concurrent mandates are active?
Which recent transactions are comparable by staffing segment, revenue, EBITDA, geography, and buyer type?
What buyer universe and competitive-process metrics can be shared under confidentiality?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- 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
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