• Who We Are

    At Navi Advisors, we walk alongside founders, owners, and private enterprises through seasons of significant transition—mergers, acquisitions, succession, and beyond.


    Our name, Navi—from the Hebrew word for prophet or seer—reflects our calling: to provide clarity, foresight, and values-based counsel when the future is at stake. We don’t just advise on financial outcomes—we help steward legacy.

  • What We Do

    We specialize in:

    M&A Advisory — Sell-side and buy-side guidance with founder-first strategy

    Succession Planning — Thoughtful transitions that protect both value and vision

    Liquidity Events — Strategic exits aligned with personal and business goals

    Integrated Support — A one-team approach from start to post-close

  • Why Navi

    Trusted by founders who value legacy

    Grounded in faith, purpose, and stewardship

    Deep experience across complex deal landscapes

    A relational approach to high-stakes transitions

  • Who We Serve

    We partner with privately held businesses across:

    Industrial Manufacturing

    Field & Infrastructure Services

    Private Enterprise & Founder-Led Firms

    Select Growth-Stage Transitions

PS(4).png
[123122]-1136c.png
27.png
IMG_8367 copy.png
29.png