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.

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:
Lower middle market companies are typically Privately-Held
Lower middle market companies are typically generating EBITDA between $2 million to $10 million
Lower middle market Companies are typically generating between $10 and $100 million in revenues.

Amerivest Group

The Boca Raton office focuses on regional business growth and acquisitions, facilitating strategic opportunities in the market.

Boca Raton

Frank Rubin

This department focuses on identifying and pursuing growth opportunities, partnerships, and strategic initiatives to enhance business operations.

Business Development

This department oversees all activities related to mergers, acquisitions, and strategic partnerships.

Amerivest Group

Org chart

Teams

Business Development

Mergers and Acquisitions

Offices

Amerivest Group

Org chart

Teams

Business Development

Mergers and Acquisitions

Offices

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