We are an Advisory Investment Banking Firm – “A trusted partner for an organization’s most important decisions” We offer our clients truly strategic advice and process execution which are the result of knowledge and vision. By combining a deep understanding of an organizations objectives, their industry, and today’s global market, we help navigate the short- and long-term opportunities and challenges facing an organization. For over 30 years, our team has been managing complex financial transactions that maximize value for our clients while earning their trust and building…
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…
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.
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.
We focus on three areas:Strategic ManagementWe work with companies to provide market and data-driven insights and perspectives that enable them to better understand their business and the industries they compete in. From, strategic planning , business development, corporate structure and management, to industry analysis and benchmarking, partnerships, joint ventures and M&A. Corporate FinanceWe can work with organizations to evaluate their current and ideal capital structure, financing strategies and alternatives that can include: financial analysis, planning and management, business plan…
Kirk+Co is an investment and advisory firm focused exclusively on:-Capital Formation through Non-Dilutive financing,-Direct Business Lending -Managing private investments in closely held companies for sophisticated investors.We typically work with sophisticated management teams who appreciate Kirk+Co’s execution model: day-to-day involvement of highly experienced partners. We take a consultative approach with each client and aim to provide value-added Capital Advisory, Succession Planning, and Strategic Consulting. Firm principal, Kendrick Kirk has worked with companies in all steps of…
We provide professional services to businesses and their leaders, offering experienced guidance and strategic planning at every stage of business growth—from start-up to succession. We personally serve entrepreneurial, public, non-profit and individual clients.We have over 400 employees providing traditional accounting, audit and tax services, and business, risk and forensic advisory services. But more than that, we’re focused on bringing our clients joy—minimizing stress, opening up new possibilities, and making life sweeter.
A Full Service Business Consulting Firm specializing in succession and retirement planning, dedicated to providing every client with individualized Financial Solutions. We combine a team approach that combines knowledge and experience to help our customers: Tax planning, Business Brokerage, Capital Raising, Acquisition Analysis, ESOP Trust and Legal management, Business and Asset Valuations and Risk Management.Given the complexities of the financial and business market place, taking organized steps toward financial freedom is critical when bringing together your team of professionals. We…
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…
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.
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!
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…
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…
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…
NTIB Finance & Consulting helps companies to raise debt capital, develop new workflows, find innovative solutions to acquire new equipment and expand inventory, and develop more profitable client relationships. While having great lender relationships is important, getting our clients prepared for the application first makes us more successful. We take the time to really understand your business, your needs and goals. We review your financial statements and supporting documentation. Where necessary we will work with the company to correct errors and presentation of the financials. …
Advising corporate clients and private company owners as an independent financial consultant. Representative engagements include working with a high growth privately held consumer branded company as interim CFO and with the senior executive team of a $2.0+ billion public company on M&A strategy.
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…
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…
Ready Commercial Capital Inc. is a financial intermediary and we work with leading non-banking lenders and private investors to provide both debt and equity financing solutions. We structure each financing solution uniquely and because our partners are not a bank, we can offer customized financing programs tailored to our clients’ needs in a way that traditional lenders cannot.
