Iconic helps you & your clients

Iconic is a world-class, tech-enabled M&A advisory firm created to help business owners sell their companies faster, more efficiently, and to higher quality buyers, leveraging a combination of industry experience and the most cutting-edge technology in the industry.

As a trusted advisor helping our clients navigate a transformational life event, our vision is to help small-to-mid sized business owners realize meaningful exit value by bringing access to high quality, tech-powered, investment banking caliber representation that has never been available before to this segment of the market - until now, with Iconic.

  • Decades of M&A expertise

    With over $10 billion in managed transactions, across various high-profile clientele, Iconic provides an institutional-grade service, with a trusted reputation.

  • More Client Value

    Having another go-to solution for your clients will show them that you are a one-stop-shop for all of their needs.

  • Proprietary Technology

    Iconic leverages proprietary technology that allows advisors to manage larger client volumes efficiently without sacrificing quality.

  • Automate Preperation

    We use AI and technology to automate go-to-market prep like data ingestion, valuation analyses, financial model updates, buyer lists, and marketing materials.

Target Seller Attributes

  • $2-25m Small-to-Mid-sized Businesses (SMB), Profitable

  • $26-100m+ Lower Middle Market Enterprises, Profitable

  • Closely-held, Family, Founder & Entrepreneur-owned

  • United States (all 50 States)


Industry Agnostic, with expertise in CPG, Manufacturing &Distribution, Healthcare Services, Health & Wellness, Business Services, Food & Beverage, Financial Services.

Partnership Incentives

  • Client Reciprocity

    Throughout the M&A process, we encounter sellers who may not have tax, accounting, wealth or legal advisors of their own. We are happy to facilitate introductions for our trusted partner relationships to these sellers.

  • Referral Fees

    When a partner refers a business owner to us, we can provide a pre-agreed-upon percentage of our commission proceeds upon the close of the deal as a way of showing our appreciation for our referral partners.

  • Sponsored Events

    For referral partners who are unable to partake in revenue sharing incentives, we are able to set aside a percentage of our commission from a closed transaction to invest into co-branded sponsorship opportunities at industry events.

Reach out today to explore a partnership with Iconic.