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Members (52 results)

FundSurfer Limited

Consultant
  • 8 Total Closed Deals
Fundsurfer is a UK-based funding and investment platform & company. We help with capital sourcing and provide deal origination support to our investor network.We specialise in working with HNWI/UHNWI & family offices alongside exceptional entrepreneurs, projects and businesses. Our CEO is also a direct family office and UHNWI advisor. Our deals often involve Private & Direct Equity, Debt Financing & LP Capital for Impact, Real Estate, Tech, Cannabis, Crypto, Blockchain, Sports, Media & Entertainment companies and funds. In parallel we work on secondary transactions, both…
Most Recent Transactions
Advisor
Feb 2025
secured investment from
Advisor
Sep 2024
secured investment from
Advisor
Aug 2023
secured investment from
Advisor
Mar 2022
secured investment from
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Bizapity

Consultant
  • 7 Total Closed Deals
Bizapity is a Venture Capital firm that specializes in Pre-Revenue start-ups and developing innovative web platforms. Bizapity was founded in 2013 and has developed internet properties and made capital investments growing our portfolio to over 50MM. Bizapity is also a leader in software development, complex algorithm development, SEO and Internet Marketing. Bizapity has also conceptualized, developed, monetized and flipped numerous internet properties over its history and specializes in developing custom enterprise level web platforms for investors, companies and partners.Our properties have…
Most Recent Transactions
Investor
Jul 2015
invested in
Investor
Jul 2015
invested in
Investor
Apr 2015
invested in
Investor
Aug 2014
invested in
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Kaldes Financial, LLC

Consultant
  • 3 Total Closed Deals
Our Mission:We help borrowers and bank workout officers get to sleep at night. Using our proprietary database of nationwide specialty lenders, Kaldes Financial has been helping companies break free of troubled banking relationships by sourcing targeted debt financing, nationwide. Our mission is to provide best-in-class service for borrowers, lenders and service providers by finding the most suitable deal structure for each needed financing in as expedient a manner as possible.Responsive:At Kaldes Financial, our goal is simple: To get your company the most ideal financing available in the…
Most Recent Transactions
Advisor
Jan 2021
secured debt financing from
Advisor
Dec 2017
secured investment from
Advisor
Jun 2014
secured investment from
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Superior Business Lending, LLC

Consultant
  • 3 Total Closed Deals
Superior Business Lending is a full service small to medium-sized business lending provider. Superior works with businesses throughout the country that might not fit into the traditional bank guidelines.
Most Recent Transactions
Advisor
Aug 2023
secured debt financing from
Advisor
Mar 2023
secured debt financing from
Advisor
Mar 2022
secured debt financing from
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Trellis Advisors

Consultant
  • 2 Total Closed Deals
Headquartered in Greenville SC, Trellis is a Private Equity and Family Office consultancy providing directly sourced deal origination and revenue acceleration for private firms who wish to be acquired.
Most Recent Transactions
Advisor
Mar 2019
secured debt financing from
Investor
Jan 2019
secured investment from
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Lagon Business Development Agency

Consultant
  • 2 Total Closed Deals
Lagon Business Development Agency assists companies and individuals with the sale of their privately-owned businesses, locate prominent partners in targeted sectors, develop strategic regional alliances, achieve competitive advantage, and secure lasting results. Our goal is to help you consistently drive superior business performance via Strategic Partnerships, M&As, and innovative implementation of Business Models.
Most Recent Transactions
Advisor
Jan 2011
secured investment from
Advisor
Jan 2001
secured investment from
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Barrington Capital

Consultant
  • 1 Total Closed Deal
Barrington Capital is a business financing advisory firm focusing on debt and equity solutions in various industries. We advise and connect early-stage companies (small to lower mid-market sector) experiencing significant growth and seeking investment (debt or equity) to private and institutional investors/lenders. We also offer debt recapitalization strategies for business burdened with high interest and predatory loans. We have helped secure $400MM for over 1800 businesses since inception.Areas of Specialization: CRE, Crypto, SAAS, and Cannabis.
Most Recent Transactions
Advisor
Jun 2014
secured debt financing from
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American Commercial Capital

Consultant
  • 1 Total Closed Deal
American Commercial Capital , LLC is a Consultant firm that helps connect Business owners with capital sources . American Commercial Capital also is direct to many funds providing asset based and commercial real estate backed transactions .
Most Recent Transactions
Advisor
Jun 2017
secured investment from
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United Sales Resources

Consultant
  • 1 Total Closed Deal
United Sales Resources (USR) is a sales leadership coaching and advisory services firm. We support small, medium, and large companies in their efforts to win new businessOur team of experts works one-on-one with clients to bring practical, sustainable solutions to their business. We help our clients to diagnose the issues that are hampering sales growth, and we help them identify opportunities for growth that previously have gone untapped. Our goal is simple -- to see our clients get the results they want and the sales they want.Our clients have the option of working with a dedicated Coaching…
Most Recent Transactions
Advisor
Oct 2014
secured investment from
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Glick Financial Solutions

Consultant
  • 1 Total Closed Deal
Glick Financial Solutions is an advisory firm working with small and middle market businesses trying to grow, turnaround, acquire a company or asset or sell a company or asset. Since 1986, we have provided hands on operational advice to help our clients reach their operational goals. We also arrange and raise all of the capital required by our clients to reach their goals. We commonly source, structure and negotiate senior lines of credit, subordinated debt and equity in support of our clients goals.We assemble appropriate teams of professionals to perform due diligence on M&A projects and…
Most Recent Transactions
Advisor
Nov 2018
secured debt financing from
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Cliveden Advisory Group

Consultant
  • 1 Total Closed Deal
A boutique consulting & advisory business focusing on credit, treasury, and corporate finance services. We work with qualifying firms to assess debt capacity, structure facilities and find suitable lending partners. We can cover the entire suite of debt and hybrid debt products.
Most Recent Transactions
Advisor
May 2020
secured debt financing from
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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!

Technology Media Advisors

Consultant

    This member has no reported closed transactions.

Outsourced Corporate Development services to support company executives during strategic planning and transactions. TMA develops strategy to drive high-ROI growth - by assembling all strategic alternatives, their investment needs, risks and potential upsides. TMA supports executives in the day-to-day of executing a transaction so management can run the business, and meet the numbers promised to deal partners. Activities include, financial modeling data room, information memoranda, due diligence requests and processes, negotiations, documentation.

Nemetti Consulting, LLC

Consultant

    This member has no reported closed transactions.

Nemetti Consulting advises advanced technology startups and mid-market SMEs on value elucidation. We write creative flywheels and implementation plans to make the most of previously-hidden resource streams. In doing so, we ensure maximum return on any investment for our clients and their investment/acquisition partners.

G.D.M. Investor Relations Group Inc.

Consultant

    This member has no reported closed transactions.

G&M offers a wide range of strategic consulting and investor relations services, for non-listed entities, with the necessary tools and expertise to help grow your business. We partner with our clients from start to finish, focusing on their needs while producing new ideas, developing effective strategies and designing high quality and scalable solutions. Contact us to learn more.

Phoenix Management Services

Consultant

    This member has no reported closed transactions.

For over 30 years, Phoenix has been effectively assessing complex situations to lead clients down a clear path towards stability and value preservation. As an industry leader we have proven the power of our integrated approach through more than 1,300 engagements nationwide. We are an advisory firm providing business owners and their stakeholders with complete solutions that address challenges that may be faced throughout the lifecycle of any enterprise. Our three service groups, Phoenix Management Services®, Phoenix Capital Resources® and Phoenix Transaction Advisory Services®, work…

Venture Management Consulting

Consultant

    This member has no reported closed transactions.

Venture Management Consulting LLC works with the founders/owners and CEOs of lower market companies, predominately located throughout the Southeast, to assist in scaling and/or exiting.

Bender-Carey Group

Consultant

    This member has no reported closed transactions.

Bender-Carey Group, Inc. is a specialized authority in the business advisory arena, that offers businesses of all size and types:A. Bender-Carey Group, Inc.: Provides an off-location service for a CFO/COO to oversee the daily operations of a business, priced hourly, monthly, and yearly. Assists business owners in writing business plans, strategic plans of action, and understanding their target market.B. Bender-Carey Marketing: Provides web hosting and digital marketing services, including SEO, web design, web development, graphic design, brand awareness, and email marketing.C. Bender-Carey…

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