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Members (41 results)

RVR Consulting

Consultant

    This member has no reported closed transactions.

With involvement in over 150 mergers and acquisitions, RVR has solidified a process that guides exit strategy, defines goals, and prioritizes personal and professional objectives when partnering with both business owners and private equity groups. We recognize that selling or acquiring a business is daunting, especially without the time, strategy, and resources to ensure a beneficial outcome for both buyer and seller. We evaluate your company’s options to offer peace of mind and confidence to management before, during, or after a major transaction or exit.Acquisition Criteria…

Avistas

Consultant

    This member has no reported closed transactions.

Avistas is an independent advisory firm specializing in agility, growth and transformation. During our 15 years of history, we have served clients across most all of the recognized "critical infrastructure" industries both domestically and abroad.Avistas measures results in revenue growth, profitability and risk management while driving changes top down, through people, process and technologies.Avistas generally engages our clients and partners with "SNAP Assessments" followed by comprehensive and actionable "Journey Maps" designed to focus on urgent priorities and achievable steps towards…

Governance Growth

Consultant

    This member has no reported closed transactions.

Governance Growth focuses on the following aspects of each business: corporate development, governance and compliance, communications and messaging, investor relations and services facilitation. They are each directed at the various stakeholders within the business and affected by governance decisions. Governance Growth will analyze a business to understand how the various stakeholders interact both formally and informally. In so doing, Governance Growth will gain an understanding of the corporate structure and how it positively and negatively affects these relationships and make…

Boost Financial Solutions

Consultant

    This member has no reported closed transactions.

Boost Financial Solutions is a funding intermediary to help small, medium and large businesses boost their inventory, purchase equipment, scale-up, purchase real estate, complete business projects, develop technology and for most other situations that a business will encounter.We welcome businesses that need a creative funding solution and from a range of industries.Our expertise ranges from entrepreneurship, finance, law and management consulting to support our clients in a variety of paths to their success.It is our pleasure to help you reach your investment goals! Contact us today!

FundSurfer Limited

Consultant

    This member has no reported closed transactions.

Fundsurfer is a UK-based funding and investment company. We introduce our company clients to investors. We also work with family offices to help pre-vet and source investment opportunities. Our CEO is also a family office and UHNWI advisor. We focus on Tech, Renewables, Media & Entertainment, Real Estate, Cannabis and Crypto.

Valuebridge

Consultant

    This member has no reported closed transactions.

We serve as ethical advocate of our clients from “Start” to “Exit”. Throughout the business life cycles we assist executives to effectively align strategy, execution and capital. Our advisory services include helping companies develop products and services, core competencies, improve financial results, solidify competitive advantages, sales & marketing, develop channel partners and Boards.

Mason Potter

Consultant

    This member has no reported closed transactions.

I have been living in the Tampa Bay area since 1985 where I began my career in commercial banking. After serving as a management and operational consultant to start-up businesses during the 1990’s, I settled into ownership and executive management of an area business for 10+ years. Returning to my professional roots in finance as an advisor, I have been helping clients with business succession, strategic exits, mergers and acquisitions since 2011. Working with a North American network of private equity and strategic buyers, I am able to assist business owners in creating value, growth and…

Never Alone Capital

Consultant

    This member has no reported closed transactions.

Never Alone Capital is a Business Development and Investment Consulting Firm. Our motive of existence is to create and maximize value. We help companies and people to maximize and achieve their most potential value. Our top services are:1) M&A2) Strategic planning3) Restructuring of debt / equity4) Asset Management

Anbeco, Inc. Actively Sourcing Deals

Consultant
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

New York based consulting firm, which provides advisory services to clients in Latin America and Spain.  Services include: M & A, raising capital and strategic alliances.

ClearThink Capital LLC

Consultant

    This member has no reported closed transactions.

ClearThink Capital assists emerging growth and lower middle market companies in achieving their business objectives by rendering expert guidance and perspective and by providing access to strategic, commercial, capital, merger & acquisition and other partners and structuring and executing the related transactions.

Coachfirm LLC

Consultant

    This member has no reported closed transactions.

Coachfirm is a nationwide small business coaching and consulting firm offering business coaching and consulting services to business owners in crisis, family owned businesses and partnerships.

Outsource Risk Management, LLC

Consultant

    This member has no reported closed transactions.

Outsource Risk Management creates sustainable enterprise risk management (ERM) programs for financial and non-financial organizations. Our ERM programs help organizations drive strategic direction and enterprise transformation (precursors of organizational growth).

Patrick Haueter

Consultant

    This member has no reported closed transactions.

My duty is to help you save your hard-earned equity while protecting and preserving your wealth!As an Intensely Unconventional, Fast-Acting, High-Ticket Bespoke Capital Lender/Investor-Partner, and Accounts Receivable/Invoice Factor with Trusted Domestic and International banks, insurance companies, family offices, capital firms, brokerage houses, and private money lenders, organizations rely on me to arrange injections of large sums of capital into the development of Commercial Projects, Worldwide!We screen projects for a number of private funding sources - ALL of which are seeking sensible…

Focus 1 Associates

Consultant

    This member has no reported closed transactions.

Focus 1 Associates works with investment advisors across the country to provide regulatory RIA and SEC compliance services. Our team of SEC & RIA consultants specialize in annual compliance review, mock SEC examinations, third-party compliance reviews, new adviser setup, compliance training, and A La Carte services or those looking for assistance within a specific area of compliance. Our goal is to provide you with scalable services and practical compliance with expansive knowledge and industry-wide perspective. We have strong background in the areas of SEC compliance, GIPS compliance and…

Tailored Partners

Consultant

    This member has no reported closed transactions.

ON-DEMAND CFO & STRATEGIC ADVISORY SERVICESWe help our clients build value through the inflection points in their business. Our core industry focus is on Consumer, Hospitality, Impact Investing, Mobility, Retail, SaaS, Tech and Travel, and we specialize in:OPERATIONSLeading all financial activities of the Company and managing appropriate teams.Financial planning and analysis; defining KPIs and preparing forecasts, budgets and operating plans; overseeing the monthly closing process; managing payroll, A/P and A/R; financial reporting and presentations to internal decision makers – Board…

MEGA INTERNATIONAL FINANCIAL SERVICES LTD

Consultant

    This member has no reported closed transactions.

We are a Global Commercial Finance Firm. Through our Capital Partners, We provide both junior and senior loans to small businesses and real estate developers. In select situations, we invest mezzanine debt, growth equity, and purchase notes. We understand that fundraising can be a distraction to business operations and we work hard to make the due diligence and closing process both fast and fair. We are able to provide a minimally dilutive solution, often through providing loans in urgent scenarios, where we can close in as fast as 10 days. DIRECT LENDINGWe have the flexibility to…

Ann Deck Solutions, LLC

Consultant

    This member has no reported closed transactions.

We listen. We connect. We deliver. You win.At Ann Deck Solutions, we love to dive into your business or organization to understand what your challenges are so we can address them head on. We’ve built strong relationships with a vast network of services, technologies and top notch organizations in order to be your innovation agent to connect the dots and tackle complex enterprise challenges. Our solutions might seem unorthodox at first, but that’s what makes them successful. We often bring ideas to the table that have never been explored. Our objective is for you to succeed beyond your…

The Vortex Group LLC

Consultant

    This member has no reported closed transactions.

The Vortex Group, established in 2008, is a Troy, Michigan based corporate finance and debt placement firm. We structure the optimal loan structure, terms, and pricing for our clients. We work with a variety of lenders, including US-based banks, international banks, commercial finance companies, mezzanine funds, SBA lenders, and alternative lenders.Working with referral partners as well as directly with businesses, The Vortex Group utilizes a variety of loan structures to provide funding for companies seeking $1,000,000 or more in capital. 

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