Coastal M&A is the investment banking division of Coastal Securities, Inc., a FINRA-registered firm. It specializes in providing M&A advisory and capital-raising services tailored for founder, family, and entrepreneur-led businesses in the lower middle market. The firm prides itself on a client-first approach, ensuring that senior-level professionals are deeply involved in every transaction to provide expert guidance and maximize value for their clients through services like sell-side advisory, buy-side advisory, and strategic consulting.

Founded in

United States