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Current company The Advisory Investment Bank
Investment Banking · 35 employees · Founded 2024 · New York, United States
1 Lower Middle Market Investment Bank — Axial - Q1 2026 Top 5 Lower Middle Market Investment Bank — Axial - Q1, Q2, Q3, Q4 2025 #5 Lower Middle Market Investment Bank — Axial FY 2025 Investment Banking, Rebuilt for the Real World Our Mission: Defend Main Street In 2024, we launched The Advisory with a simple belief: Main Street business owners deserve Wall Street-level outcomes. We’re not software for bankers. Not a listing site. Not another deal marketplace. We’re a true, full-service investment bank purpose-built for the essential services economy—HVAC, plumbing, landscaping, accounting, and the businesses that keep America running. The problem? Traditional banks are built for billion-dollar deals. Below the middle market, they break. Bloated teams, outdated tools, and cookie-cutter processes fail real-world operators. And DIY marketplaces? They leave you flying solo during the most important—and complex—transaction of your life. What makes us different? We combine deep industry expertise with proprietary technology that maps every relevant buyer in minutes. Less red tape. More results. Our process is discreet, competitive, and built to maximize value and close rate—not just check boxes. Our Managing Partner, Oliver Bogner, has walked in your shoes. He’s a 2x Forbes 30 Under 30 founder and 2x Inc. CEO who’s built and sold five companies. After working with traditional investment banks to exit his own businesses, he saw how broken the system was—especially for founders in the $5M–$50M revenue range. So he built the solution. The result? A FINRA-registered investment bank focused exclusively on helping essential service founders get the exits they deserve—with white-glove treatment and Wall Street-level execution. Main Street deserves better. We’re here to deliver it. We’re here to Defend Main Street. theadvisoryib.com i•••@theadvisoryib.com