Home Commercial Financing, Funding, & Investment Merger & Acquisition Advisory United States Oregon

Top Merger and Acquisition Advisory Companies in Oregon

Ratings Updated: January 24, 2025

All Companies

29 Companies

0 Leaders 15 Contenders

Search with AI

Country: United States

State: Oregon

Commercial Financing Focus: Merger & Acquisition Advisory

List of the Top Oregon M&A Firms

Appletree Business Services

4.9 16 reviews

Premier Verified

Undisclosed

10 - 49

Londonderry, NH

Services provided

30% Commercial Financing

60% Accounting

10% Fractional CFO Services

Focus Areas

100% Merger & Acquisition Advisory

Appletree Business Services is a professional accounting firm offering services such as bookkeeping, payroll, and tax planning. Their reviews reflect a high level of satisfaction, with 100% of clients praising their responsiveness, expertise, and alignment with company values. Clients particularly value their ability to deliver services on time and provide personalized, insightful financial advice.

See all 16 projects

Reviews mention Easy to reach

Clients consistently highlight Appletree Business Services' exceptional accessibility and communication. One client noted, 'They are always readily available and are always happy to answer all of my questions,' while another praised Carreen for never missing a call and her patience. Overall, the sentiment is overwhelmingly positive, with clients appreciating the proactive support and responsiveness they receive, making Appletree a reliable partner for their business needs.

Accounting Services for Property Management Company

5.0 Jul 6, 2023

They are always readily available and are always happy to answer all of my questions. They are great at communicating. Carreen has never missed a call and is extremely patient.

Read Full Review

Read All Reviews

Was this helpful?

Reviews mention Knowledgeable

Client feedback consistently highlights Appletree Business Services' extensive knowledge and expertise in accounting. For instance, one client noted their responsiveness and practical solutions, stating they provided 'clear visibility into our financial health.' Another emphasized their 'incredibly helpful' tax strategy support that saved thousands. Additionally, clients appreciated their proactive approach and timely delivery, with one remarking on their ability to simplify complex tax processes. Overall, the sentiment regarding their knowledge is overwhelmingly positive.

Accounting Services for Plumbing Company

5.0 Oct 3, 2024

Extremely responsive and knowledgeable. Understanding of the industry.

Read Full Review
Accounting Services for Digital Fitness Company

5.0 Aug 11, 2023

Wendy and Abigail have not only been incredibly helpful, but they're helping me save thousands in taxes by providing me with proper tax knowledge strategy!

Read Full Review
Accounting Services for Digital Marketing Agnecy

5.0 Jan 26, 2023

Appletree Business Services has familiarized themselves with our business. They’re knowledgeable, intelligent, and personable partners. Additionally, they’re great people who are willing to go above and beyond the scope of work to help us.

Read Full Review

Read All Reviews

Was this helpful?

Reviews mention Reliable

Clients consistently express high satisfaction with Appletree Business Services' reliability. One client noted their team is 'impeccably reliable,' providing prompt responses to inquiries and demonstrating unwavering support. The President of Nicki K Media, Inc. highlighted the team's dedication and proactive approach, stating they treat the client's financials as if they were their own. Overall, the sentiment reflects confidence in Appletree's expertise and commitment to client success.

Accounting Services for Digital Training Company

5.0 Jul 19, 2023

They are impeccably reliable and always reply to requests or questions quickly. I'm confident that I'll always have their support with any questions or needs I have.

Read Full Review

Read All Reviews

Was this helpful?

Reviews mention Understands the needs of their clients

Clients consistently commend Appletree Business Services for their deep understanding of specific industry needs and challenges. One client highlighted their 'invaluable partnership' and expertise in managing accounting tasks, which provided financial clarity and improved efficiencies. Another client noted their responsiveness during a critical transition, stating that Appletree took the time to understand the business’s key operations. Overall, the sentiment reflects a strong appreciation for their attentive and knowledgeable approach.

Accounting Services for Plumbing Company

5.0 Oct 3, 2024

The company has an impressive understanding of the industry, which indicates they are capable of comprehending and addressing client needs effectively. Their project management is noted for being extremely responsive and knowledgeable, which further supports their ability to meet client requirements.

Read Full Review
Bookkeeping & Tax Services for Biopharmaceutical Company

4.5 Mar 8, 2024

They took the time to understand my business and what was key to keep the business running. This level of responsiveness and competence during the transition made the process smooth and minimized interruptions. Their ability to handle the client's anxiety about cash flow showcases their understanding of client needs.

Read Full Review
Accounting Services for Wedding Venue Management Company

5.0 Oct 26, 2023

I'm impressed with their ability to understand and organize books while doing everything remotely. This demonstrates their capability to comprehend client needs and deliver effective solutions. Their great communication skills further enhance their understanding of client requirements.

Read Full Review

Read All Reviews

Was this helpful?

View Profile Visit Website

Menashe Properties, Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Portland, OR

Services provided

50% Commercial Financing

50% Commercial Development

Focus Areas

100% Merger & Acquisition Advisory

Small Commercial Development and Commercial Financing company Menashe Properties, Inc., is in Portland, Oregon. The team specializes in Commercial Development and Commercial Financing.
Read more

View Profile
Fairway America, LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Portland, OR

Services provided

50% Commercial Financing

50% Funding & Investment

Focus Areas

80% Merger & Acquisition Advisory

20% Capital Market Consulting

Based in Portland, Oregon, Fairway America, LLC is a small Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment.
Read more

View Profile
RVK, Inc.

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Portland, OR

Services provided

40% Commercial Financing

40% Funding & Investment

20% Financial Advising & Planning

Focus Areas

50% Merger & Acquisition Advisory

50% Capital Market Consulting

Commercial Financing company RVK, Inc. Was founded in 1985. In Portland, Oregon, the team provides Commercial Financing and Funding & Investment.
Read more

View Profile

Build a Project Brief in minutes

Answer a few guided questions so we can collect your project requirements. Then, you’ll receive a custom project brief you can send to multiple service providers for quotes.

Start a Project

Barnard Commercial Real Estate

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Portland, OR

Services provided

50% Commercial Financing

50% Commercial Brokerage Services

Focus Areas

100% Merger & Acquisition Advisory

Commercial Brokerage Services and Commercial Financing company Barnard Commercial Real Estate was established in 1999. The small team focuses on Commercial Brokerage Services and Commercial
Read more

View Profile
Neville & Butler Commercial Real Estate

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Portland, OR

Services provided

50% Commercial Financing

50% Commercial Brokerage Services

Focus Areas

100% Merger & Acquisition Advisory

Neville & Butler Commercial Real Estate, a Commercial Brokerage Services and Commercial Financing company, was founded in 2019. The team offers Commercial Brokerage Services and Commercial
Read more

View Profile
Paulson Investment Company, LLC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Lake Oswego, OR

Services provided

40% Commercial Financing

40% Funding & Investment

20% Financial Advising & Planning

Focus Areas

40% Merger & Acquisition Advisory

40% Property Valuation

20% Capital Market Consulting

Paulson Investment Company, LLC is a midsize Commercial Financing company. Launched in 1970, the team provides Commercial Financing and Funding & Investment.
Read more

View Profile
Compliance Service of America

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Myrtle Point, OR

Services provided

40% Commercial Financing

60% Compliance Consulting

Focus Areas

100% Merger & Acquisition Advisory

Compliance Service of America is a small Compliance Consulting company established in 1996. Their team provides Compliance Consulting and Commercial Financing.
Read more

View Profile
Pulver & Leever Real Estate

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Medford, OR

Services provided

75% Commercial Financing

25% Commercial Brokerage Services

Focus Areas

35% Merger & Acquisition Advisory

35% Property Valuation

30% Capital Market Consulting

Pulver & Leever Real Estate is a Commercial Financing company. The Medford, Oregon-based company was launched in 1950. Their team offers Commercial Financing and Commercial Brokerage Services.
Read more

View Profile
Finish Line Real Estate

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Medford, OR

Services provided

80% Commercial Financing

20% Commercial Brokerage Services

Focus Areas

35% Merger & Acquisition Advisory

35% Property Valuation

30% Capital Market Consulting

Finish Line Real Estate is a Medford, Oregon-based Commercial Financing company. The team provides Commercial Financing and Commercial Brokerage Services.
Read more

View Profile
Macadam Capital Partners

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lake Oswego, OR

Services provided

35% Commercial Financing

35% Funding & Investment

20% Financial Consulting +1

10% Business Consulting

Focus Areas

70% Merger & Acquisition Advisory

20% Property Valuation

10% Capital Market Consulting

Commercial Financing company Macadam Capital Partners was launched in 1993. The team focuses on Commercial Financing and Funding & Investment and is located in Lake Oswego, Oregon.
Read more

View Profile
MMDC Commercial Real Estate

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Portland, OR

Services provided

30% Commercial Financing

35% Commercial Development

35% Commercial Property Management

Focus Areas

100% Merger & Acquisition Advisory

MMDC Commercial Real Estate is a small Portland, Oregon-based Commercial Property Management company. Their services include Commercial Property Management and Commercial Development.
Read more

View Profile
Paine Pacific, LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Portland, OR

Services provided

30% Commercial Financing

30% Financial Consulting

30% Funding & Investment +1

10% Business Consulting

Focus Areas

80% Merger & Acquisition Advisory

20% Capital Market Consulting

Commercial Financing company Paine Pacific, LLC was founded in 1998. The firm focuses on Commercial Financing and Funding & Investment, and is small.
Read more

View Profile
Rockwell Real Estate Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Medford, OR

Services provided

50% Commercial Financing

50% Commercial Brokerage Services

Focus Areas

35% Merger & Acquisition Advisory

35% Property Valuation

30% Capital Market Consulting

Rockwell Real Estate Group is a small Commercial Brokerage Services and Commercial Financing company launched in 2013. Their services include Commercial Brokerage Services and Commercial Financing.
Read more

View Profile
The Green Cities Company

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Portland, OR

Services provided

25% Commercial Financing

25% Funding & Investment

20% Commercial Development +3

10% Building Security Services

10% Commercial Property Management

10% Market Research

Focus Areas

100% Merger & Acquisition Advisory

Located in Portland, Oregon and San Francisco, California, The Green Cities Company is a small Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
Read more

View Profile
Windermere Van Vleet and Associates

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Medford, OR

Services provided

60% Commercial Financing

40% Commercial Brokerage Services

Focus Areas

35% Merger & Acquisition Advisory

35% Property Valuation

30% Capital Market Consulting

Windermere Van Vleet and Associates is a Commercial Financing company. They are located in Medford, Oregon, and their services include Commercial Financing and Commercial Brokerage Services.
Read more

View Profile
Campbell Commercial Real Estate

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Eugene, OR

Services provided

20% Commercial Financing

40% Commercial Brokerage Services

30% Commercial Property Management +1

10% Building Security Services

Focus Areas

100% Merger & Acquisition Advisory

Campbell Commercial Real Estate is a Commercial Brokerage Services company. The Eugene, Oregon-based team offers Commercial Brokerage Services and Commercial Property Management.
Read more

View Profile
VergePointe

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Lake Oswego, OR

Services provided

25% Commercial Financing

30% Financial Advising & Planning

25% Funding & Investment +2

10% Business Consulting

10% Financial Consulting

Focus Areas

50% Merger & Acquisition Advisory

50% Capital Market Consulting

VergePointe is a Financial Advising & Planning company founded in 1985. Headquartered in Lake Oswego, Oregon, the team provides Financial Advising & Planning and Commercial Financing.
Read more

View Profile
Harcourts Oregon Opportunities

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Medford, OR

Services provided

35% Commercial Financing

30% Commercial Brokerage Services

25% Commercial Property Management +1

10% Building Security Services

Focus Areas

35% Merger & Acquisition Advisory

35% Property Valuation

30% Capital Market Consulting

Harcourts Oregon Opportunities, a Commercial Financing company, is headquartered in Medford, Oregon. The team focuses on Commercial Financing and Commercial Brokerage Services.
Read more

View Profile
Duckridge Realty

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

West Linn, OR

Services provided

50% Commercial Financing

50% Funding & Investment

Focus Areas

30% Merger & Acquisition Advisory

40% Capital Market Consulting

30% Property Valuation

Duckridge Realty is a Commercial Financing and Funding & Investment company. Their small team is in West Linn, Oregon. Their services include Commercial Financing and Funding & Investment.
Read more

View Profile
Spring Capital Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Eugene, OR

Services provided

50% Commercial Financing

50% Funding & Investment

Focus Areas

20% Merger & Acquisition Advisory

80% Capital Market Consulting

Spring Capital Group is a Commercial Financing and Funding & Investment company launched in 1984. Their team offers Commercial Financing and Funding & Investment.
Read more

View Profile
Coldwell Banker Commercial Mountain West Real Estate

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Salem, OR

Services provided

30% Commercial Financing

70% Commercial Brokerage Services

Focus Areas

30% Merger & Acquisition Advisory

40% Property Valuation

30% Capital Market Consulting

Coldwell Banker Commercial Mountain West Real Estate is a Commercial Brokerage Services company launched in 1982. Their team provides Commercial Brokerage Services and Commercial Financing.
Read more

View Profile
Henselman Realty & Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Medford, OR

Services provided

25% Commercial Financing

25% Commercial Brokerage Services

25% Commercial Development +2

15% Commercial Property Management

10% Building Security Services

Focus Areas

35% Merger & Acquisition Advisory

35% Property Valuation

30% Capital Market Consulting

Small Commercial Brokerage Services company Henselman Realty & Management, is headquartered in Medford, Oregon. Their services include Commercial Brokerage Services and Commercial Development.
Read more

View Profile
Hokanson Realty

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Medford, OR

Services provided

50% Commercial Financing

50% Funding & Investment

Focus Areas

10% Merger & Acquisition Advisory

80% Property Valuation

10% Capital Market Consulting

Hokanson Realty is a Medford, Oregon-based Commercial Financing and Funding & Investment company. Established in 2014, the team offers Commercial Financing and Funding & Investment.
Read more

View Profile
Rose City Commercial Real Estate

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lake Oswego, OR

Services provided

50% Commercial Financing

50% Commercial Brokerage Services

Focus Areas

100% Merger & Acquisition Advisory

Rose City Commercial Real Estate is a Commercial Brokerage Services and Commercial Financing company. They were founded in 2008 and offer Commercial Brokerage Services and Commercial Financing.
Read more

View Profile
Sentient Carbon Partners

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Salem, OR

Services provided

50% Commercial Financing

50% Funding & Investment

Focus Areas

100% Merger & Acquisition Advisory

In Salem, Oregon, Sentient Carbon Partners is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more

View Profile
Platform Realty Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Hillsboro, OR

Services provided

25% Commercial Financing

25% Commercial Brokerage Services

25% Commercial Development +1

25% Commercial Property Management

Focus Areas

100% Merger & Acquisition Advisory

Commercial Brokerage Services company Platform Realty Group is in Hillsboro, Oregon. They focus on Commercial Brokerage Services and Commercial Development.
Read more

View Profile
Realty ONE Group Willamette Valley

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, OR

Services provided

50% Commercial Financing

50% Commercial Brokerage Services

Focus Areas

25% Merger & Acquisition Advisory

50% Property Valuation

25% Capital Market Consulting

Realty ONE Group Willamette Valley is a Commercial Brokerage Services and Commercial Financing company founded in 2018. Their team focuses on Commercial Brokerage Services and Commercial Financing.
Read more

View Profile
Keller Williams Portland Central

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Portland, OR

Services provided

50% Commercial Financing

50% Commercial Brokerage Services

Focus Areas

25% Merger & Acquisition Advisory

50% Property Valuation

25% Capital Market Consulting

Keller Williams Portland Central is a Commercial Brokerage Services and Commercial Financing company. In Portland, Oregon, their team focuses on Commercial Brokerage Services and Commercial
Read more

View Profile
Patrick Iler Real Estate

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Medford, OR

Services provided

60% Commercial Financing

40% Commercial Brokerage Services

Focus Areas

35% Merger & Acquisition Advisory

35% Property Valuation

30% Capital Market Consulting

Patrick Iler Real Estate is a small Commercial Financing company located in Medford, Oregon. Their services include Commercial Financing and Commercial Brokerage Services.
Read more

View Profile

Get closer to kicking off your next project today

Build My Project Brief

Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top Oregon M&A Firms

Menashe Properties, Inc.

Undisclosed

Undisclosed

10 - 49

Portland, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Commercial Financing

100% Merger & Acquisition Advisory

50% Other

View Profile Visit Website
Fairway America, LLC

Undisclosed

Undisclosed

10 - 49

Portland, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Commercial Financing

80% Merger & Acquisition Advisory

50% Other

View Profile Visit Website
RVK, Inc.

Undisclosed

Undisclosed

50 - 249

Portland, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

40% Commercial Financing

50% Merger & Acquisition Advisory

60% Other

View Profile Visit Website
Barnard Commercial Real Estate

Undisclosed

Undisclosed

2 - 9

Portland, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Commercial Financing

100% Merger & Acquisition Advisory

50% Other

View Profile Visit Website
Neville & Butler Commercial Real Estate

Undisclosed

Undisclosed

2 - 9

Portland, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Commercial Financing

100% Merger & Acquisition Advisory

50% Other

View Profile Visit Website
Paulson Investment Company, LLC

Undisclosed

Undisclosed

50 - 249

Lake Oswego, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

40% Commercial Financing

40% Merger & Acquisition Advisory

60% Other

View Profile Visit Website
Compliance Service of America

Undisclosed

Undisclosed

2 - 9

Myrtle Point, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

40% Commercial Financing

100% Merger & Acquisition Advisory

60% Other

View Profile Visit Website
Pulver & Leever Real Estate

Undisclosed

Undisclosed

2 - 9

Medford, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

75% Commercial Financing

35% Merger & Acquisition Advisory

25% Other

View Profile Visit Website
Finish Line Real Estate

Undisclosed

Undisclosed

2 - 9

Medford, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

80% Commercial Financing

35% Merger & Acquisition Advisory

20% Other

View Profile Visit Website
Macadam Capital Partners

Undisclosed

Undisclosed

2 - 9

Lake Oswego, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

35% Commercial Financing

70% Merger & Acquisition Advisory

65% Other

View Profile Visit Website
MMDC Commercial Real Estate

Undisclosed

Undisclosed

10 - 49

Portland, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

30% Commercial Financing

100% Merger & Acquisition Advisory

70% Other

View Profile Visit Website
Paine Pacific, LLC

Undisclosed

Undisclosed

10 - 49

Portland, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

30% Commercial Financing

80% Merger & Acquisition Advisory

70% Other

View Profile Visit Website
Rockwell Real Estate Group

Undisclosed

Undisclosed

10 - 49

Medford, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Commercial Financing

35% Merger & Acquisition Advisory

50% Other

View Profile Visit Website
The Green Cities Company

Undisclosed

Undisclosed

10 - 49

Portland, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

25% Commercial Financing

100% Merger & Acquisition Advisory

75% Other

View Profile Visit Website
Windermere Van Vleet and Associates

Undisclosed

Undisclosed

2 - 9

Medford, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

60% Commercial Financing

35% Merger & Acquisition Advisory

40% Other

View Profile Visit Website

Top Merger and Acquisition Advisory Companies in Oregon

List of the Top Oregon M&A Firms

Reviews mention Easy to reach

Accounting Services for Property Management Company

Reviews mention Knowledgeable

Accounting Services for Plumbing Company

Accounting Services for Digital Fitness Company

Accounting Services for Digital Marketing Agnecy

Reviews mention Reliable

Accounting Services for Digital Training Company

Reviews mention Understands the needs of their clients

Accounting Services for Plumbing Company

Bookkeeping & Tax Services for Biopharmaceutical Company

Accounting Services for Wedding Venue Management Company

Get closer to kicking off your next project today

List of the Top Oregon M&A Firms