Trusted Advisors Specializing in Mergers & Acquisitions, Accounting & Finance

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Transactions
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Clients Served
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$0.5M to $1.0B +

Deal Size (Enterprise Value)

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Years of M&A Experience
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About Us

Big 4 Quality and Experience Tailored for Middle Market and Small Business M&A

Colm Advisory is a financial, accounting, and M&A advisory firm founded by Big Four veterans who wanted to do things differently: streamlined processes with less red tape, more team continuity, and fewer layers between senior leadership and the work — so you get the same caliber of insights, without the bloat. We pair deep technical expertise with a hands-on, relationship-driven approach, building trust through clarity and transparency.

Our Values

When you’re navigating high-stakes M&A, you need a partner who’s been in the trenches. Someone who’s not just smart — but sharp. Not just credible — but committed.

That’s Colm Advisory.

We’re the seasoned, steady voice in the chaos. The ones who see through the mess and tell it like it is. Because we know that the numbers matter — and the people behind them matter even more.

Big Firm Experience, Boutique Approach

We pair technical rigor with real relationships, giving clients access to deeply experienced advisors who are just as invested in their success as they are. Our consistent, expert-led teams stay with you across deals, eliminating the learning curve and driving efficiency from day one. We're more nimble by design; we keep our teams small, our pricing fair, and our focus sharp — so you get the most from every engagement.

Clarity That Drives Confidence

Where others see issues, we see opportunity. Colm Advisory thrives in complexity, working shoulder-to-shoulder with founders and investors to make sense of messy, fast-moving high-stakes deals – translating into clear, actionable insights (not just analysis) so clients can progress with certainty and focus on growth.

Human-Led, Tech-Enhanced

Colm Advisory uses technology to streamline — not sidestep — great work. While others automate and offshore at the cost of depth, we prioritize human judgment and real analysis. No shortcuts — just smarter, sharper work.

Our Services

Supporting You Throughout the M&A Lifecycle

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Buy-Side Financial Due Diligence:

Validating the financials and identifying potential risks and opportunities

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Sell-Side Financial Due Diligence

Shaping the financial narrative and mitigating pitfalls in the sale process.

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Pre-Deal & Corporate Development Advisory

Efficiently assess opportunities early in the M&A process.

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Post-Deal Advisory

Continued support beyond the deal close to set your acquisition up for success.

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Office of the CFO & CAO

Supplementing your team with financial and accounting expertise.

M&A Advisory and Business Brokerage

Delivering exceptional outcomes to founders and business owners.

Our Team

Our team is made up of seasoned professionals led by Big Four alumni who combine the rigor of top-tier firms with the attentiveness of a boutique practice.

Our close-knit, senior-led teams stay with clients across every deal, eliminating the learning curve and building lasting relationships grounded in trust.

We’re the team that picks up the phone, shows up with answers, and stands by you through every deal — trusted by clients who return and refer us for the clarity, responsiveness, and genuine care we bring to every engagement.

Who We Serve

- Private Equity Firms
- Private Equity Portfolio Companies
- Publicly Traded Companies
- Privately Held Companies
- Investment Banks
- Independent Sponsors & Search Funds

Industry Experience

- B2B & B2C Services
- Manufacturing & Distribution
- Software & Technology
- Healthcare
- Others

Transaction Types

- Platform Acquisitions
- Add-on & Tuck-in Acquisitions
- Carve-outs
- Divestitures