Insights

M&A Focus Amerivest Group specializes in lower middle market M&A and corporate finance, presenting a target profile for potential strategic buyers and private equity firms seeking deals in this segment.

Growth Pipeline Recent news shows a partnership with Smart For Life to expand the acquisition pipeline, signaling readiness for growth through strategic acquisitions and a potential seller-friendly channel for prospective clients.

Financial Scale Revenue is in the mid-range of $25–50 million with an EBITDA focus around $2–10 million, indicating the type and size of businesses that Amerivest typically engages, useful for aligning outreach with suitable seller prospects.

Market Position Niche emphasis on the lower middle market and established relationships with buyers targeting this segment suggest capability to connect sellers with specialized suitors and ready-made exit pathways.

Tech & Reach Utilizes common tech stack and digital analytics tools, enabling scalable outreach, online lead generation, and measurable engagement to support sales campaigns.

Similar companies to Amerivest Group

Amerivest Group Tech Stack

Amerivest Group uses 8 technology products and services including Amazon Web Services, Amazon S3, Google Hosted Libraries, and more. Explore Amerivest Group's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Amazon S3
    Content Delivery Network
  • Google Hosted Libraries
    Content Delivery Network
  • Open Graph
    Content Management System
  • WordPress
    Content Management System
  • Office 365
    Office Suites
  • Yoast SEO
    Search Engines
  • Google Analytics
    Web Analytics

Amerivest Group's Email Address Formats

Amerivest Group uses at least 1 format(s):
Amerivest Group Email FormatsExamplePercentage
First@amerivestgroup.comJohn@amerivestgroup.com
82%
FirstL@amerivestgroup.comJohnD@amerivestgroup.com
9%
FLast@amerivestgroup.comJDoe@amerivestgroup.com
6%
Last@amerivestgroup.comDoe@amerivestgroup.com
3%

Frequently Asked Questions

What is Amerivest Group's official website and social media links?

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Amerivest Group's official website is amerivestgroup.com and has social profiles on LinkedIn.

What is Amerivest Group's NAICS code?

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Amerivest Group's NAICS code is 52 - Finance and Insurance.

How many employees does Amerivest Group have currently?

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As of July 2026, Amerivest Group has approximately 22 employees across 1 continents, including North America. Key team members include Vice President - Buying And Selling Insurance Companies: A. H.Vice President: R. M.Business Broker: C. O.. Explore Amerivest Group's employee directory with LeadIQ.

What industry does Amerivest Group belong to?

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Amerivest Group operates in the Financial Services industry.

What technology does Amerivest Group use?

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Amerivest Group's tech stack includes Amazon Web ServicesAmazon S3Google Hosted LibrariesOpen GraphWordPressOffice 365Yoast SEOGoogle Analytics.

What is Amerivest Group's email format?

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Amerivest Group's email format typically follows the pattern of First@amerivestgroup.com. Find more Amerivest Group email formats with LeadIQ.

When was Amerivest Group founded?

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Amerivest Group was founded in 1983.
Amerivest Group logo

Amerivest Group

Financial ServicesFlorida, United States11-50 Employees

Amerivest Group, an American financial services firm based in Boca Raton, Florida, specializes in mergers and acquisitions for the lower middle market. Its advisory team provides transactional and financial expertise to privately held companies seeking divestiture, merger, acquisition, recapitalization, or growth capital, offering tailored solutions aimed at maximizing value for clients. The firm emphasizes relationships with potential suitors targeting the lower middle market, defining this segment typically by EBITDA of $2 to $10 million and revenues between $10 and $100 million. Amerivest positions itself as a seasoned group of deal makers with experience in mergers and acquisitions, strategic planning, corporate development, and corporate finance, and has worked on transactions with an aggregate value over $250 million. A recent development notes a partnership with Smart for Life, Inc. to expand its acquisition pipeline, illustrating its active role in expanding opportunities within its advisory scope.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Amerivest Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Amerivest Group's revenue is estimated to be in the range of $25M$50M

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