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Asset Management & Custody Banks M&A Advisory Firms - Axial

Members (215 results)

Agentis Capital

M&A Advisory Firm

    This member has no reported closed transactions.

We advise clients on the divestiture of their business. As part of our sell side role, we develop comprehensive financial forecasts, complete thorough due diligence, identify strategic and financial buyers, execute a well-structured auction process, manage negotiations and direct legal and tax advisers. We excel in selling businesses that have a high degree of complexity and/or are being restructured.We undertake buy side roles with select clients.We are differentiated by our hands-on approach and practical experience as directors of several companies.

CrestMount Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

CrestMount Advisors provides financial advisory services for mergers & acquisitions, strategic advisory work as well as private equity and debt financing for clients in the equipment and commercial finance, technology, healthcare, manufacturing and services industries. Our goal is to maximize value, increase liquidity and profitability as well as to assist our clients to grow.Each engagement is executed with the highest level of expertise and integrity. We look beyond the goal of executing a successful engagement to building a long term relationship. Our senior management team has built,…

Shadowfax Capital

M&A Advisory Firm

    This member has no reported closed transactions.

Shadowfax Capital is a boutique merger and acquisition advisory firm providing a multi-disciplined approach to the widely underserved lower middle-market. Our clients are entrepreneurs, small business owners and investor groups who are interested in the purchase or sale of privately-held companies throughout all industry sectors. Our advisory team consists of entrepreneurial-minded merger and acquisition professionals with extensive experience and long-standing relationships with strategic acquirers, private equity firms, high net-worth individuals, and public companies. Our advisors…

Sympatia Financie

M&A Advisory Firm

    This member has no reported closed transactions.

Sympatia Financie is one of the leading private investment firms licensed by Central Bank of Slovakia. Founded in 2002, the company applies its deep experience and specialized expertise across a range of investment solutions on behalf of corporate and institutional investors and private clients in Central Europe. Operating from offices and affiliates in Bratislava and Prague, the firm operates across three lines of business:Investment Advisory: Sympatia successfully connects business entities and entrepreneurs seeking capital with institutional and non-institutional investors. We provide to…

Oakcapita Advisory LLP

M&A Advisory Firm

    This member has no reported closed transactions.

Oakcapita Advisory LLP boutique private market advisory firm catering to the middle market segment, rendering seamless advisory services to clients seeking in-depth strategic, investing, and financial expertise.Oakcapita Advisory strives to provide a broad spectrum of strategic advisory solutions in due diligence, early stage investment advisory, capital raise advisory, M&A advisory, and business valuations. Be it sell-side, buy-side, business valuation or ad-hoc Consultancy engagements, the Firm ensures exceptional services through its specialized advisory solutions from day one to…

Playbook Partners

M&A Advisory Firm

    This member has no reported closed transactions.

PLAYBOOK.PARTNERS is a best-in-class, special-situations private investment firm focused on operator-led acquisitions of lower middle-market companies. We invests in special-situation opportunities within the lower middle market, with a purpose to directly operate every business we acquire. Our unique approach has lead our leadership team to create an additional $1B in revenue through operational expertise.

VeriQuest Advisors

M&A Advisory Firm

    This member has no reported closed transactions.

VeriQuest Advisors is an independent investment banking and strategic consulting firm. We are a high value-added, trusted strategic advisor with a long-term client focus on middle market businesses (typically with ~ $10 - $250+ million of revenue). We serve a variety of client types – from entrepreneur or family-owned businesses to private equity/venture capital-backed businesses to large/global corporations.  We have particular experience in assisting:Owner/entrepreneur and family-owned businesses, including those that that have little/no outside capital and/or little strategic…

America 2030

M&A Advisory Firm

    This member has no reported closed transactions.

We offer full business brokerage services, investments, capital sourcing, new debt, IPO, leveraged buy outs, M & A, privatization and asset sales.We also structure complex investment partnerships and syndications by introducing investors to new or existing projects and developments. We offer complex consulting services in order to optimize your business and position it for sale.

Rivoir & Associates

M&A Advisory Firm

    This member has no reported closed transactions.

Rivoir & Associates is an executive search firm that has developed a model of working with proven operating executives seeking to buyout their existing company, acquire a company in a specific industry sector, grow through acquisition, raise investment capital, or pursue a “buy and build” strategy of acquiring a platform company with subsequent follow-on acquisitions, all in partnership with private investors.

Fountain Partners

M&A Advisory Firm

    This member has no reported closed transactions.

Fountain is a multifaceted Private Multi-Family Office committed to being a versatile and forward-looking business development holdings company. Our mission encompasses fostering partnerships within our dynamic ecosystem. Functioning as a versatile private family office, we specialize in innovative strategies focusing on private pre-liquidity investment opportunities, including the strategic integration of private secondaries. These unique opportunities, often harboring latent potential, operate beyond the confines of the traditional open markets, such as the public markets.

Riveron Consulting

M&A Advisory Firm

    This member has no reported closed transactions.

Riveron is a business advisory firm infused with entrepreneurship. Drawing on our consulting, public accounting and industry backgrounds, we approach your business with purpose and pragmatism.Our unique perspective on transactions, business transformation and accounting advisory was developed through guiding clients in times of high growth and distress, integrations and separations. We partner with private equity firms, corporations and lenders to prepare for change and deliver an unprecedented level of understanding and results. Founded in 2006 and headquartered in Dallas, Texas, Riveron has…

Athamas Group

M&A Advisory Firm

    This member has no reported closed transactions.

ATHAMAS GROUP is a business consulting firm aiming to develop, facilitate and strengthen business relations between Europe, Americas, Middle East and Asia-Pacific.ATHAMAS GROUP helps businesses succeed in a new market by providing practical advice and support.We help clients, whether they are large companies or SME, Start-Up and Distressed Companies with desire to grow. Futhermore, we help investors to find the best opportunities across industries.ATHAMAS GROUP's industries are: Real Estate, Energy and Recources, Agriculture, Luxury Goods, Retail, Aviation.SERVICESHere are some of the ways…

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