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Insights

Market positioning Target midsize to small business owners seeking confidential M&A guidance in the capital markets space, highlighting experience in creative structures and discreet transactions to differentiate from larger brokers.

Growth opportunities Leverage revenue size and testimonial credibility to pursue cross-sell opportunities with clients planning exit strategies or growth through acquisitions, and expand services to prepare businesses for sale.

Digital footprint Strengthen lead generation by optimizing digital channels already used (Google Ads, AdRoll, Simpli.fi, WordPress) and explore content marketing to capture buyers and sellers researching exits and valuations.

Strategic partnerships Develop alliances with financial advisors, accountants, and succession planners who serve 11-50 employee businesses to create referral streams and pre-transaction readiness services.

Competitive landscape Differentiate from peers by emphasizing discretion, tailored deal structures, and customer testimonials; pursue collaboration or market entry insights from similar firms with sizable networks to expand reach.

Similar companies to Lake Country Advisors - M&A Advisors, Business Brokers,

Lake Country Advisors - M&A Advisors, Business Brokers, Tech Stack

Lake Country Advisors - M&A Advisors, Business Brokers, uses 8 technology products and services including AdRoll, Google Ads, Microsoft Advertising, and more. Explore Lake Country Advisors - M&A Advisors, Business Brokers,'s tech stack below.

Lake Country Advisors - M&A Advisors, Business Brokers,'s Email Address Formats

Lake Country Advisors - M&A Advisors, Business Brokers, uses at least 6 email formats:
Lake Country Advisors - M&A Advisors, Business Brokers, Email FormatsExamplePercentage
First@vrbizlakes.comJohn@vrbizlakes.com
62%
FirstL@vrbizlakes.comJohnD@vrbizlakes.com
24%
FLast@vrbizlakes.comJDoe@vrbizlakes.com
9%
Middle@vrbizlakes.comMichael@vrbizlakes.com
5%
First@lakecountryadvisors.comJohn@lakecountryadvisors.com
92%
FLast@lakecountryadvisors.comJDoe@lakecountryadvisors.com
8%

Frequently Asked Questions

What is Lake Country Advisors - M&A Advisors, Business Brokers,'s phone number?

Minus sign iconPlus sign icon You can contact Lake Country Advisors - M&A Advisors, Business Brokers,'s main corporate office by phone at
+1-262-347-****
. 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 Lake Country Advisors - M&A Advisors, Business Brokers,'s official website and social media links?

Minus sign iconPlus sign iconLake Country Advisors - M&A Advisors, Business Brokers,'s official website is lakecountryadvisors.com and has social profiles on LinkedIn.

How much revenue does Lake Country Advisors - M&A Advisors, Business Brokers, generate?

Minus sign iconPlus sign icon As of September 2026, Lake Country Advisors - M&A Advisors, Business Brokers,'s annual revenue is estimated to be $1M - $10M.

What is Lake Country Advisors - M&A Advisors, Business Brokers,'s NAICS code?

Minus sign iconPlus sign iconLake Country Advisors - M&A Advisors, Business Brokers,'s NAICS code is 523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities.

How many employees does Lake Country Advisors - M&A Advisors, Business Brokers, have currently?

Minus sign iconPlus sign iconAs of September 2026, Lake Country Advisors - M&A Advisors, Business Brokers, has approximately 17 employees across 3 continents, including North America, Africa and Oceania. Key team members include Chief Executive Officer: T. B., Vp Of Client Services / M&a Advisor: S. D. and Vp Of Client Services: T. B. Explore Lake Country Advisors - M&A Advisors, Business Brokers,'s employee directory with LeadIQ.

What industry does Lake Country Advisors - M&A Advisors, Business Brokers, belong to?

Minus sign iconPlus sign iconLake Country Advisors - M&A Advisors, Business Brokers, operates in the Capital Markets industry.

What technology does Lake Country Advisors - M&A Advisors, Business Brokers, use?

Minus sign iconPlus sign iconLake Country Advisors - M&A Advisors, Business Brokers,'s tech stack includes AdRoll, Google Ads, Microsoft Advertising, WordPress, Simpli.fi, Shopify, Google Cloud and WP Engine.

What is Lake Country Advisors - M&A Advisors, Business Brokers,'s email format?

Minus sign iconPlus sign iconLake Country Advisors - M&A Advisors, Business Brokers,'s email format typically follows the pattern of First@vrbizlakes.com. Find more Lake Country Advisors - M&A Advisors, Business Brokers, email formats with LeadIQ.

When was Lake Country Advisors - M&A Advisors, Business Brokers, founded?

Minus sign iconPlus sign iconLake Country Advisors - M&A Advisors, Business Brokers, was founded in 2007.
Lake Country Advisors - M&A Advisors, Business Brokers, logo

Lake Country Advisors - M&A Advisors, Business Brokers,

Capital MarketsWisconsin, United States11-50 Employees

Lake Country Advisors operates as M&A advisors and business brokers in the capital markets, guiding clients through the purchase or sale of businesses. Based in Waukesha, Wisconsin, the firm emphasizes confidentiality and discretion in all transactions and highlights the use of creative deal structures and negotiations. The firm supports business owners whether they are ready to sell now or are developing an exit strategy for the future.

The company serves owners of small to mid-sized businesses seeking professional guidance through M&A processes. As a regional advisory practice, it positions itself as a discreet intermediary in private transactions within the capital markets.

Section iconCompany Overview

Phone number
+1-262-347-****
Website
lakecountryadvisors.com
NAICS Code
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Founded
2007
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Lake Country Advisors - M&A Advisors, Business Brokers,'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Chief Executive Officer at Lake Country Advisors - M&A Advisors, Business Brokers,
    T. B.
    Chief Executive Officer
    Mobile Phone
  • Vp Of Client Services / M&a Advisor at Lake Country Advisors - M&A Advisors, Business Brokers,
    S. D.
    Vp Of Client Services / M&a Advisor
    Mobile Phone
  • Vp Of Client Services at Lake Country Advisors - M&A Advisors, Business Brokers,
    T. B.
    Vp Of Client Services
    Mobile Phone
  • M&a Advisor & Business Owner at Lake Country Advisors - M&A Advisors, Business Brokers,
    S. A.
    M&a Advisor & Business Owner
    Mobile Phone
  • Owner at Lake Country Advisors - M&A Advisors, Business Brokers,
    C. W.
    Owner
    Mobile Phone

Employee Directory

  • Vp Of Client Services at Lake Country Advisors - M&A Advisors, Business Brokers,
    T. B.
    Vp Of Client Services
    Mobile Phone
  • Client Services Coordinator at Lake Country Advisors - M&A Advisors, Business Brokers,
    D. W.
    Client Services Coordinator
    Mobile Phone
  • Mergers And Acquisitions Advisor at Lake Country Advisors - M&A Advisors, Business Brokers,
    M. Z.
    Mergers And Acquisitions Advisor
    Mobile Phone

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