Amerivest Group

Amerivest Advisors LLC.

Our Affiliate Company Specializing in Mergers & Acquisitions


Amerivest Advisors is a Merger & Acquisition firm offering exceptional transactional and financial expertise to lower middle market companies seeking a divestiture, merger, acquisition, recapitalization, or growth capital through a variety of time tested mechanisms.

With a team of accomplished deal makers, Amerivest offers a unique blend of sophisticated solutions and extraordinary client service to an underserved segment of the market. The firm is comprised of seasoned professionals who have diverse backgrounds in Mergers & Acquisitions, strategic planning, corporate development and corporate finance. Our team has worked extensively as principals and intermediaries in structuring and closing transactions with an aggregate value in excess of $250 million.

At Amerivest, we create attractive alternatives based on the individual needs and objectives of our clients and assist them in realizing the maximum achievable value of their businesses. Our goal is simply to preserve and enhance the value of wealth our clients have created.



Always focused on our clients' needs, our growth is based on our four main principles, which are the key to our success: Integrity – Objectivity – Competence – Performance


We know we are dealing with delicate contents so we are careful to guarantee maximum confidentiality. We assure maximum confidentiality to our clients due to:


Amerivest is singularly focused on the lower middle market and has developed extensive relationships with potential suitors who have specifically targeted this segment.

Everyone tends to define the lower middle market differently. Here is how we see it. Companies in this space tend to have the following attributes:


From kick-off to closing, Amerivest clients receive the full attention of seasoned professionals who have diverse backgrounds in investment banking, strategic planning, corporate development and corporate finance. We firmly believe that there is no substitute for experience. Our team is comprised of senior associates and together we have well over 100 years of experience. The likelihood that we have done a transaction similar to yours is very high.


Our process begins with a thorough analysis of operations and key value drivers, enabling us to find the "hidden" value within each company we represent. Simply put, no firm works harder to discover the hidden value within each client company. Our approach begins with:


Amerivest has consistently demonstrated the ability to creatively structure transactions that meet the specific needs of its clients. We pursue multiple deal types and structures in parallel to provide attractive alternatives as one size does never fit all.

Depending on your goals we will ensure you will have one of the following structures:

We can help you achieve your goals - please contact us today.
Phone: (561) 988-9335