Recognition & track record

Recognized by Axial among the top lower middle market M&A advisors and family offices

Hillandale Advisors is a Charlotte-based family office and merchant bank. We advise owners of founder-led businesses valued at $5–100mm in the Carolinas on growth, capital and sale, and we invest our own permanent capital alongside them.

12

Total closed deals

2

Closed deals via Axial

3

Axial recognitions

$1–10mm

EBITDA investment focus

Industry recognition

Recognized by Axial

Axial · 2025

Top 50 Lower Middle Market Industrials Investors & M&A Advisors

Featured in Axial’s 2025 Top 50 list of lower middle market industrials investors and M&A advisors.

Axial

Top Family Offices in North Carolina

Recognized by Axial as one of the top family offices in North Carolina.

Axial

Top Media Merchant Banks

Listed among the merchant banks on Axial’s Top Media Merchant Banks page.

Track record

Recent transactions

Jul 2026Advised Project Titan in its sale to Pondera Holdings
Sep 2025Invested in IndiAide
Jul 2025Invested in Datavations
Jul 2025Advised Brownstone Construction Group in its sale to CSL Consulting LLC

Investments

Portfolio companies

We buy and hold businesses across the Southeast with $1–10mm of EBITDA.

Sidekick Therapy Partners
Aiwyn AI
Horizon Roofing
Polysonics
Touchstone Electric
Datavations
IndiAide

Thinking about selling or raising capital?

Get a confidential conversation with an advisor who has closed deals as both banker and buyer.