Amerivest Group Employee Directory

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.

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