The Advisory Investment Bank Revenue
Investment, Funds and Trusts • 
Manhattan, New York, United States • 11-20 Employees
The Advisory Investment Bank revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Key Contact at The Advisory Investment Bank
Dennis Hering
Director Of Business Development
Company overview
| Headquarters | Manhattan, New York, United States |
| Website | |
| Founded | 2024 |
| Employees | 11-20 |
The Advisory Investment Bank Email Formats
The Advisory Investment Bank uses 2 email formats. The most common is {first name} (e.g., john@theadvisoryib.com), used 91.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@theadvisoryib.com | 91.7% |
{first initial} | j@theadvisoryib.com | 8.3% |
About The Advisory Investment Bank
🏆 Top 5 Lower Middle Market Investment Bank — Axial Q1 2025 🚀 Investment Banking, Rebuilt for the Real World 🔧 A tech-enabled investment bank for the essential services economy In 2024, we launched The Advisory with a simple belief: Main Street business owners deserve Wall Street-level outcomes. We’re not software for bankers. Not a listing site. Not another deal marketplace. We’re a true, full-service investment bank purpose-built for the essential services economy—HVAC, plumbing, landscaping, accounting, and the businesses that keep America running. ⚠️ The problem? Traditional banks are built for billion-dollar deals. Below the middle market, they break. Bloated teams, outdated tools, and cookie-cutter processes fail real-world operators. And DIY marketplaces? They leave you flying solo during the most important—and complex—transaction of your life. 💡 What makes us different? We combine deep industry expertise with proprietary technology that maps every relevant buyer in minutes. Less red tape. More results. Our process is discreet, competitive, and built to maximize value and close rate—not just check boxes. 👤 Our Managing Partner, Oliver Bogner, has walked in your shoes. He’s a 2x Forbes 30 Under 30 founder and 2x Inc. 5000 CEO who’s built and sold five companies. After working with traditional investment banks to exit his own businesses, he saw how broken the system was—especially for founders in the $5M–$50M revenue range. So he built the solution. 📌 The result? A FINRA-registered investment bank focused exclusively on helping essential service founders get the exits they deserve—with white-glove treatment and Wall Street-level execution. Main Street deserves better. We’re here to deliver it. 🔗 theadvisoryib.com 📩 info@theadvisoryib.com
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Advisory Investment Bank has 7 employees across 2 departments.
Departments
Number of employees
Funding Data
The Advisory Investment Bank has never raised funding before.
United Kingdom
Canada
Italy
Netherlands
Frequently asked questions
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