BlackOak Partners vs Excellere Partners (advisory)
Comparing two boutique M&A advisors · Last updated April 9, 2025
| Attribute | BlackOak Partners | Excellere Partners (advisory) |
|---|---|---|
| Type | Boutique | Boutique |
| HQ | Charleston, SC | Denver, CO |
| Founded | 2012 | 2006 |
| Sector focus | Industrials, Lower Mid-Market | Industrials, Healthcare |
| Deal size | $10M-$100M | $15M-$200M |
| Senior team |
|
|
| Rating | Locked | Locked |
| Reviews | 0 verified | 0 verified |
Choosing between BlackOak Partners and Excellere Partners (advisory)
BlackOak Partners and Excellere Partners (advisory) both work in Industrials. Founders running a sell-side process in those categories often see both names on their advisor longlist, which is why this comparison comes up. Both firms position themselves as boutique advisors, so the choice is less about category and more about pattern recognition, senior attention, and process fit.
BlackOak Partners is headquartered in Charleston, SC and was founded in 2012, while Excellere Partners (advisory) operates out of Denver, CO and was founded in 2006. Geography matters here: BlackOak Partners's Charleston relationships and Excellere Partners (advisory)'s Denver relationships will overlap on national strategics but diverge on the regional private equity buyer set most likely to push price. On deal-size focus, BlackOak Partners states $10M-$100M while Excellere Partners (advisory) states $15M-$200M. Beyond shared coverage, BlackOak Partners also reaches into Lower Mid-Market, while Excellere Partners (advisory) extends into Healthcare.
For founders deciding between BlackOak Partners and Excellere Partners (advisory), the honest recommendation is to take a working session with each named partner before signing. Read the firm-level reviews on BankerNotes for the pattern that matters most: did the partner who pitched the mandate run the buyer calls and final negotiations, or did the work slide down the org chart by week six. That pattern, more than league-table position, is what separates a good outcome from a mediocre one.
BlackOak Partners is a boutique headquartered in Charleston, SC and founded in 2012. The firm focuses on Industrials, Lower Mid-Market and typically advises on transactions in the $10M-$100M range. Key dealmakers include...
Excellere Partners (advisory) is a boutique headquartered in Denver, CO and founded in 2006. The firm focuses on Industrials, Healthcare and typically advises on transactions in the $15M-$200M range. Key dealmakers inclu...
Frequently asked questions
- What is the main difference between BlackOak Partners and Excellere Partners (advisory)?
- BlackOak Partners is a boutique HQ'd in Charleston, SC (founded 2012), focused on Industrials, Lower Mid-Market, with a typical deal range of $10M-$100M. Excellere Partners (advisory) is a boutique HQ'd in Denver, CO (founded 2006), focused on Industrials, Healthcare, with a typical deal range of $15M-$200M. Beyond those facts, the most reliable differentiator is senior banker attention, which BankerNotes reviews are designed to surface.
- Which firm has better founder reviews, BlackOak Partners or Excellere Partners (advisory)?
- BlackOak Partners's current rating is Locked (reviews unlock after five verified founders submit ratings). Excellere Partners (advisory)'s current rating is Locked (reviews unlock after five verified founders submit ratings). Read the individual firm profiles for the full review breakdown.
- Should I shortlist both BlackOak Partners and Excellere Partners (advisory)?
- For most founders evaluating sell-side advisors with overlapping sector and deal-size fit, putting both on a shortlist is reasonable. The point of a bake-off is to test how the senior team behaves under pressure, how the firm shapes the buyer universe, and how it handles a difficult diligence question. Treat the shortlist as an interview, not a beauty contest.
- How does BankerNotes verify reviews of BlackOak Partners and Excellere Partners (advisory)?
- Every review is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.
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Last updated: April 9, 2025