Serra Advisors is a boutique advisory firm that provides M&A advisory services to visionary entrepreneurs in both the service and technology industries. We are not your typical investment bankers. Our singular focus is to shepherd you through a comprehensive M&A process designed to find the right partner to elevate your business.

Serra Advisors was formed to fill that gap in the traditional investment banking industry. Most investment banks are hesitant to work with companies seeking outcomes less than $100M so they can support their high overhead and minimum fees. Serra Advisors is equipped to fill that gap and is comfortable working with small-to-mid-market companies.

The Serra Advisors team embodies a strong Midwest ethos of unshakeable ethics and hard work. Our commitment to behaving honestly, empathetically and efficiently will help you realize the best possible outcome.