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Confluence Advisors Logo
Confluence Advisors CB Rank
735986
Heat Score
65
Confluence Advisors is a boutique investment bank.
Founded
obfuscation
Private Conshohocken, Pennsylvania, United States1-10 www.confluenceadvisorsllc.com/
Banking
Consulting
Financial Services
Overview

Confluence Advisors
Heat Score
65

Growth Score
pts
in past quarter
Heat Score 65
-1 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Confluence Advisors

CB Rank
735986
Confluence Advisors is a boutique investment bank.
Founded
obfuscation
Private Conshohocken, Pennsylvania, United States1-10 www.confluenceadvisorsllc.com/
Banking
Consulting
Financial Services

Key People

  • Daniel Sarver Logo
    Daniel Sarver: Managing Director
    Past Role: UPMC, Director of Business Developmen

Details

Operating Status Active
Company Type For Profit
About the Company
Confluence Advisors represents business owners seeking to sell their business, acquire a business, or secure capital for their business. Their efforts are geared towards maximizing value and other shareholder objectives. They work on behalf of entrepreneurs, family businesses, private equity firms and publicly-traded companies.
Phone Number 724-940-1900
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Sell-Side Advisory
Advisory service guiding middle-market, family-owned, and founder-led businesses through the process of selling their company to maximize value.
Buy-Side Advisory
Advisory service assisting companies in acquiring other businesses through targeted acquisition strategies and transaction management.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 7

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

39
5.41%
 in past month

IT Spend

$152KThis year, Confluence Advisors is projected to spend $152K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Underwriting Software Logo
Underwriting Software
68
Cost Intelligence Logo
Cost Intelligence
68
AI Security Logo
AI Security
68

Active Website Tech Count

30Confluence Advisors is actively using 30 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Confluence Advisors's headquarters? Confluence Advisors is located in Conshohocken, Pennsylvania, United States.Who are Confluence Advisors's competitors? Alternatives and possible competitors to Confluence Advisors may include William Blair, Lincoln International, and  Kroll.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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