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Asset Management & Custody Banks Consultants - Axial

Members (40 results)

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

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

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

Dewey Vaughn & Associates

Consultant
  • 1 Total Closed Deal
If your business issues are keeping you up at night, then we have a solution.As a consultancy group we provide experience which can solve your business issues. As consultants to your organization we will help you with strategic thinking, problem solving, supply chain navigation, complexity issues, technology or project feasibilities, financial, Government Policy & Regulation, Innovation, and Globalization.If you’re having informational overload and feeling uncertainty, contact us today.​Dewey Vaughn and associates provides part-time financial services to companies on an ongoing basis as…
Most Recent Transactions
Advisor
Jun 2018
secured investment from

IMG Capital Partners

Consultant
  • 1 Total Closed Deal
At IMG Capital Partners we bring opportunity to the table. Our biggest asset is our relationships. IMG Capital Partners is connected to Private Pooled Trust Funds, Pension Funds, Foundations and Private Investment Banks with Hundreds of Billions in assets under management. IMG Capital Partners applies a value-added, strategic investment approach to identifying sectors of the economy and specific assets that we believe have strong long-term fundamentals. The team is committed to identifying investment opportunities in the global commercial real estate marketplace, and energy technologies…
Most Recent Transactions
Advisor
Aug 2019
secured debt financing from

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

Race Global Holdings Inc

Consultant

    This member has no reported closed transactions.

Currently seeking issuers of Entrex Tigrcub securities as a debt capital raise and Blockchain public listing while simultaneously providing a first position Yield for Investors and groups. email [email protected] send revenues, ebitda, and base equity values for a eligibility term sheet. As a leading provider of project finance, Buy/Sell side consulting and brokerage, Real Estate, Oil & Gas, Commodities, and Technology we take pride in offering the best service to accomplish your goals. We are dedicated to serving the needs of our clients each and every day. We bring decades of…

Strategic Consulting & Advisory Services

Consultant

    This member has no reported closed transactions.

Colin Daniel BBA, FCA, FCGAColin is the Principal of Strategic Consulting & Advisory Services has worked in Barbados, Bermuda, Canada and the Cayman Islands. He is a Fellow of the Certified General Accountant Association of Canada having gained his designation in 1990 and a Fellow of the Institute of Chartered Accountants of Barbados. He was elected to fellowship in 2004. He has over 29 years experience in his chosen field and has served in a number of senior positions in the last 21 years.My focus is on assisting clients in the following ares:Strategy & PlanningAdvisory ServiceCorporate…

LVRG, LLC

Consultant

    This member has no reported closed transactions.

Small business owners face both challenges and opportunities on a daily basis that require them to have access to capital. LVRG offers small business loans, revenue based financing, cash flow & working capital solutions to help you overcome the challenges unique to your business, or to take advantage of important time sensitive opportunities.From purchasing inventory and equipment to remodeling and advertising, small businesses need capital for many reasons. Our business financing products may be used for any business expense, even if you just need an influx of capital to boost your cash…

e-ALGO Limited

Consultant

    This member has no reported closed transactions.

e-ALGO Intelligence LLC is a provider of FX custom-tailored big data intelligence, quantitative analytics and models for global currency fluctuation risk management. Primary beneficiaries are multinational corporations, hedge funds, family offices and others who interact with the global currency markets. - Global Currency Translation Risk Assessments - Client Specific Global FX Risk Solutions - Global Currency Fluctuation Snapshot Studies - Global Economic Snapshot Studies - Country Specific Snapshot Studies - Stage Selective Mitigation Plans - Hedging Models…

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.

AOC Investment Advisors

Consultant

    This member has no reported closed transactions.

Artnet.com, Vinfolio, Wealthfront, Betterment, Motif Investing, what all of these platforms have in common are engaged customers looking for advice on assets whether financial or tangible.AOC has the technology platform and infrastructure to capture demand in the $1 trillion specialized alternative or collectibles market. AOC believes, collectibles and investments of passion, are as much a part of the full wealth picture as traditional financial assets and the ultra high net worth demographics continue to support growth. Our platform is mark to market, tied to the secondary market and gives…

EKBD CONSULT

Consultant

    This member has no reported closed transactions.

Ekbd Consult is a full service firm providing our clients with timely, reliable, and expert service with the end goal of securing proper financing to meet our clients’ needs. Our team finds success by matching progressive solutions with relevant local market trends, ultimately giving our clients a unique funding solution and a competitive edge.We are NOT a lending group but we are affiliated to several lending mandates and platforms we are located in Ghana-west Africa where we are legally registered with the registrar generals department under the registration of business names act,we…

Green Catapult, Inc.

Consultant

    This member has no reported closed transactions.

Green Catapult is a boutique advisory focused on helping firms with growth through innovation and transformation strategies. Some of the greatest opportunities and strategic decisions for financial firms are huge challenges due to complex markets, competition, disruptive technology, regulations and resource constraints. We help our clients understand and overcome these barriers to enable growth through innovation.

Franco Ventures

Consultant

    This member has no reported closed transactions.

We open new doors for our clients — We open up new markets for our clientsWe advise and help companies realize healthy strategic growth. Growth for the sake of growth, leaves many a company overextended and underfunded. We introduce companies to our clients that we believe can develop into good strategic alliances that will provide future revenue generation.  The expertise that we bring to the table -Michael Best: Strategic legal business advisers – Structuring and closing complex financial transactions. We create commercial solutions that rest on a solid foundation, formulated…

Aurynion LLC

Consultant

    This member has no reported closed transactions.

Aurynion provides management consulting and advisory services focusing on Business Growth, Optimization & Improvement as well as Merger & Acquisition (M&A). We cater our services directly to small- and medium-sized companies. We work together with financial advisory and investment firms - such as Investment Banks, M&A Lawyers and Venture Capital / Private Equity funds - and support our clients in their dynamic portfolios as well as in new transactions. Aurynion LLC was founded in 2012 and is headquartered in New York City.

BoardBench Companies

Consultant

    This member has no reported closed transactions.

BoardBench® is committed to advancing board performance through competent, committed, ethical leadership. A strategic governance advisory, board compensation, director and CEO succession firm, we are dedicated to bringing exceptional performance and outcomes to boardrooms worldwide. Our clients include recognized public as well as private companies, private investors, and investment firms. Our knowledge experts are known as world-class leaders in boardroom governance. As subject matter experts, we work only in the boardroom, and are known for innovative solutions that push performance.

Smith Gruppe, L.L.C.

Consultant

    This member has no reported closed transactions.

We have a track record of success, spanning many years, in the small business, and lower middle-markets. Our entire network of talent and experienced executives have provided value-added analytical support, interim operating support, strategic assistance, team building and hiring, and financial structuring support that have helped our clients achieve leadership positions in their respective industries. Our strategic capital partners have generally provided funding for and/or invested in most of these start-up and portfolio companies for 3 to 7 years and some have held some equity positions…

The Resort Experience Company

Consultant

    This member has no reported closed transactions.

Executive Summary “YourFlag” “All the advantages of Franchising without the Franchise”Our company owns “YourFlag” Experiences license rights – we are working on the Utlity Patent. “YourFlag” adds the Secret Sauce and Magic Solutions to hospitality businesses that donot pass the franchise test, there is no franchise or the owners do not want to franchise. “All the advantages of franchising without the franchise”! Video on “YourFlag” – visit www.ResortsAndClubs.com (Home Page). …

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