Insights

M&A Expertise Calder Associates has a specialized focus in buying, selling, and recapitalizing privately-held businesses with over a decade of experience, indicating a steady stream of potential advisory engagements and follow-on opportunities from current clients or referrals seeking exit strategies.

Florida Growth Recent hires in Florida and active regional expansion suggest opportunities to cross-sell services to mid-market business owners in Florida seeking succession planning, deal advisory, or capital services.

Revenue Band With annual revenue estimated between ten and twenty-five million dollars, target mid-market sellers and buyers who typically require M&A advisory, valuation, and deal structuring services with higher transaction complexity.

Recognition Edge Industry awards and leadership accolades for the firm and managing partner enhance credibility for outreach to potential clients and referral sources seeking trusted M&A advisors.

Tech-Enabled Utilization of modern platforms (iCIMS, Zoho, WordPress, DMS tools) indicates capacity to manage client pipelines, due diligence collaborations, and scalable growth—a selling point for clients valuing efficient deal processes.

Similar companies to Calder Associates

Calder Associates Tech Stack

Calder Associates uses 8 technology products and services including iCIMS, WordPress, Zoho, and more. Explore Calder Associates's tech stack below.

Calder Associates's Email Address Formats

Calder Associates uses at least 4 email formats:
Calder Associates Email FormatsExamplePercentage
FLast@calderassociates.comJDoe@calderassociates.com
76%
Last@calderassociates.comDoe@calderassociates.com
15%
FirstL@calderassociates.comJohnD@calderassociates.com
6%
FMLast@calderassociates.comJMDoe@calderassociates.com
3%

Frequently Asked Questions

What is Calder Associates's phone number?

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You can contact Calder Associates's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Calder Associates's official website and social media links?

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Calder Associates's official website is calderassociates.com and has social profiles on LinkedIn.

How much revenue does Calder Associates generate?

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As of August 2026, Calder Associates's annual revenue is estimated to be $10M - $25M.

What is Calder Associates's SIC code and NAICS code?

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Calder Associates's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Calder Associates have currently?

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As of August 2026, Calder Associates has approximately 11 employees across 3 continents, including North America, Oceania and Europe. Key team members include Deal Operations Manager: L. F., Principal: C. F. and China Desk: H. L. Explore Calder Associates's employee directory with LeadIQ.

What industry does Calder Associates belong to?

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Calder Associates operates in the Financial Services industry.

What technology does Calder Associates use?

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Calder Associates's tech stack includes iCIMS, WordPress, Zoho, Microsoft 365, HTTP/3, Piwik PRO Core, DigitalOcean Web Hosting and easy pie chart.

What is Calder Associates's email format?

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Calder Associates's email format typically follows the pattern of FLast@calderassociates.com. Find more Calder Associates email formats with LeadIQ.

When was Calder Associates founded?

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Calder Associates was founded in 2002.
Calder Associates logo

Calder Associates

Financial ServicesPennsylvania, United States11-50 Employees

Calder Associates is a mid-sized financial services firm that provides mergers and acquisitions advisory services for privately held businesses. Since 2002, it helps buyers and sellers navigate the process of buying, selling, or recapitalizing a business by combining a proprietary process with insight into both the financial and human aspects of transactions. The company is based in Newtown, Pennsylvania, and maintains a regional footprint that includes operations in Florida.

Its target customers are privately held businesses seeking to close deals or explore strategic alternatives through sale, acquisition, or recapitalization. In July 2023, Calder Associates announced the appointment of Erin Crawford as vice president for M&A advisory services in its Florida operations, followed by Patrick Archer as director of M&A in the Florida office. The firm has received industry recognition in the past, including the 2018 Chairman’s Circle Award from the IBBA, reflecting its standing in mergers and acquisitions.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Calder Associates's revenue is estimated to be in the range of $10M - $25M

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