Sundial Partners, Inc. is a Private Investment Banking firm established in 1987. Its principals focus on the strategic and financial needs of middle market companies, whose sales typically range from $5 - $100 million.Sundials' professionals offer unique capabilities based on a broad range of knowledge and years of experience helping our clients achieve their objectives quickly and confidentially.Our history of over 150 closed transactions, in a wide variety of industries, demonstrates our commitment to successfully achieve clients' goals. Our mission is to provide excellent Investment…
Cross Keys Capital is an investment banking firm dedicated to providing services to middle market companies, entrepreneurs and investors. With offices in Ft. Lauderdale and Chicago, we bring the highest level of professionalism and expertise to each deal. Our Principals are industry veterans who have worked at leading investment banks, such as Goldman Sachs, Morgan Stanley and Lehman Brothers. Utilizing extensive investment banking experience helps us understand our client's business and create customized solutions that exceed their goals and objectives. The Senior Bankers at Cross Keys…
Utilizing Business Brokers Network (BBN), International Business Brokers Association (IBBA), and Business Brokers of Florida (BBF), The Bradway Group coordinates buyer and seller services nationwide.This includes the preparation of evaluation reports, packaging, and continuing consultation on a case-by-case basis. It also includes access to the various network databases of qualified buyers and sellers, all under controlled conditions, in order to protect the confidential nature of listing and selling businesses.The process of selling or buying a business requires professional attention. Most…
CloverLeaf is a full service investment banking firm dedicated to the small and micro-cap market. The firm is privately owned with current principals being majority owners. Since the inception of the firm in 1999, CloverLeaf has been a leader and innovator in the small and micro cap markets. CloverLeaf offers a wide spectrum of investment banking services, including raising capital, financial support and analysis, legal representation, merger and acquisition advisory services, sales and divestitures and strategic planning & representation.Out proprietary research analysis is the foundation of…
IMG helps strategic and financial investors entering markets or expanding their presence in the USA and Brazil, by means of professional advice and hands-on implementation services. The company is formed by a pool of experienced international corporate professionals, providing Business Development and Executive Interim Management associated with M&A; Advice as well as Pre and Post Capital Placement Services.
Bridge Ventures is a middle market merger and acquisition advisory firm specializing in assisting privately held businesses with annual revenues ranging from $500 thousand to $50 million dollars.We offer the combined experience of completing more than 250 transactions valued at over $500 million for both public and privately held companies. Let our knowledge in acquiring, operating and financing middle market companies work for you.
Coast Investors was originally founded in 1989 in San Francisco, California as a securities broker dealer and reincorporated in Florida as Coast Investors, LLC. In 1998. Coast was established to secure equity and debt financing for the middle market companies. Coast quickly developed significant expertise and reputation financing cash flow asset.IF YOU HAVE A PREDICTABLE CASH FLOW WE CAN FINANCE AGAINST IT.
Messett Associates, Inc. undertakes top level executive searches, acquisi-tions,mergers, plus joint venture partner and dealer identification on a world-wide basis from its international Florida base and offices in Latin America, Europe and Asia. It specializes in M&A for companies with sales under $100 million and want international partners. Over 980 search and M&A assignments in last 30 years.
M&A Tax Solutions is a boutique M&A tax advisory firm providing experienced Big Four transactional tax expertise with a flexible, responsive approach to client service and competitive pricing that is distinct from traditional CPA firms. We serve private equity funds & portfolio companies, public & private businesses, family offices, lenders, transactional intermediaries and other professional services firms.
The Nation's Leading Healthcare Merger and Acquisition Advisory Firm providing comprehensive services to those wanting to sell or buy an existing health care business.
Virtuous Management, which was founded in 2010, Provides advisory services for boutique investment firms, small and medium businesses, and high net worth investors.
A 35+ year career in the office technology industry, The first 10 years working with manufacturers to develop and support an indirect dealer channel. The next 20 years as an independent dealer starting with no revenue and no clients to over $18 million in Revenue and 4000 clients. Growth Strategy was two fold, first was client by client and the second was through acquisitions, purchased 9 companies in 5 years. Sold the business to a larger dealer, and took on the role of Director of Acquisitions.Now after the contract expired formed an independent Merger & Acquisition Advisory Firm
Established in 1987, Guzman & Company continues to build on its record of service as a top-ranked boutique investment bank and brokerage firm for our corporate and institutional clients. The firm embraces a spirit of entrepreneurship, innovation, and integrity.Guzman & Company’s corporate finance division specializes in equity and fixed income offerings, share repurchases, and liability management with expertise in targeted industry sectors. Over the years, the firm has earned a reputation for superior execution.
Caro’s financial public relations programsCaro’s financial public relations programs are designed to fill the gap experienced by most publicly traded companies. Caro serves as your company’s corporate advisor. We assist you in getting your story out in an exciting, concise and compliant manner. Our team will take the time to fully understand every facet of your company’s operations and translate that knowledge to the brokerage community, individual investors and select media. Once the original plan has been implemented the most important service we provide is continuous follow up.In…
Part of Audientis Family Business Advisors. We work with a small number of high net worth families by creating a comprehensive estate and tax plan to preserve wealth for future generations. In addition we assist them with the sale or expansion of their existing business within the parameters of their personalor family financial goals.
PMI Advisors, LLC provides post merger integration consulting services via fixed-price packages or through a flexible support arrangement. We implement our $50k fixed-price Project:100 Days™ integration methodology immediately before closing and during the critical first 100 days post-close. Additionally, we provide integration workstream leadership staff augmentation services in the areas of IT, HR and Supply Chain/Operations integration for those companies needing assistance during this period.We work with PE firms and their portfolio companies as well as a variety of private and public…
We provide Consulting, Advisory and Sponsor/Capital services on the Buy-Side,Sell-Side, Organic Scaling and special scenarios from turn-arounds to roll-ups and special deal structures.
