Amerivest Group Employee Directory

Financial ServicesFlorida, United States11-50 Employees

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.

Find Amerivest Group employees' phone numbers or email addresses

Amerivest Group Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

Amerivest Group's Leadership

  • Stylized image of a person
    F. R.
    President/Broker
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  • Stylized image of a person
    F. R.
    President
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  • Stylized image of a person
    C. S.
    Vice President/Founder
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  • Stylized image of a person
    C. S.
    Owner
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    J. D. L. R.
    Vice President
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  • Stylized image of a person
    J. D. L. R.
    Vice President
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  • Stylized image of a person
    R. M.
    Vice President
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  • Stylized image of a person
    A. S.
    Regional Director
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Contact profiles from Amerivest Group

Name
Title
Contact Info
Location
Last Update
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    D. K.
    Regional Director At Amerivest Group
    Phone icon
    United StatesFlorida
    Sep 19, 2024
  • Stylized image of a person
    J. D.
    Regional Director
    Phone icon
    UNITED STATES
    Feb 12, 2025
  • Stylized image of a person
    S. L.
    Regional Director
    Phone icon
    United StatesFlorida
    Aug 02, 2025
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    M. M. D.
    Product Project Manager
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    United States
    Oct 22, 2025
  • Stylized image of a person
    M. J. H.
    Business Broker / M&a Advisor
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    United StatesFlorida
    Sep 08, 2025
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    A. G.
    Business Specialist
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    United StatesFlorida
    Jul 16, 2024
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    J. M.
    Business Opportunity Specialist
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    United StatesFlorida
    Sep 09, 2025
  • Stylized image of a person
    B. O.
    Broker And Associate
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    Oct 22, 2024
  • Stylized image of a person
    C. O.
    Business Broker
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    United StatesFlorida
    Feb 24, 2023
  • Stylized image of a person
    E. W.
    Business Broker
    Phone icon
    United StatesFlorida
    Jul 28, 2024

Frequently Asked Questions

What is Amerivest Group known for?

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Amerivest Group was founded in 1983 operates in the Financial Services industry. Explore Amerivest Group's company overview page for more information.

What is Amerivest Group's most common email format?

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Amerivest Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Amerivest Group email formats with LeadIQ.

How many employees does Amerivest Group have currently?

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Amerivest Group has approximately 19 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Amerivest Group's key employees and leadership?

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As of December 2025, Amerivest Group's key employees include:

  • President/Broker: F. R.
  • President: F. R.
  • Vice President/Founder: C. S.
  • Owner: C. S.
  • Vice President: J. D. L. R.

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