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Members (41 results)

Crystal Capital Consulting

Consultant
  • 11 Total Closed Deals
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…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by

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

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

Mark Taylor and Associates

Consultant
  • 1 Total Closed Deal
Mark Taylor is a successful senior manager and consultant. Mark has helped companies of all sizes achieve their objectives and be successful. This has included turning numerous ideas into multi-million dollar projects with large corporate clients. 
Most Recent Transactions
Advisor
Mar 2024
was acquired by

Rock International

Consultant

    This member has no reported closed transactions.

Rock International is an advisory firm for sourcing capital and domestic and cross-border transactions for middle-market private and public companies. The international focus is India.We are the U.S. liaison for Merisis Advisors, an Indian integrated financial advisory firm that partners with clients on their fundraising needs and offers buy and sell advisory on corporate mergers, and acquisitions. and divestitures. The verticals include Technology and Enterprise, Fintech, Consumer, Healthtech, Transportation, and Clean TechRock International has relationships with domestic and global…

Warp & Weft Strategic Partners

Consultant
  • 4 Total Closed Deals
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…
Most Recent Transactions
Advisor
Nov 2022
secured debt financing from
Advisor
Jun 2021
secured debt financing from
Advisor
Feb 2019
secured investment from
Advisor
Jan 2013
was acquired by

Kirk+Co

Consultant
  • 4 Total Closed Deals
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…
Most Recent Transactions
Advisor
Mar 2016
secured investment from
Advisor
Sep 2014
secured investment from
Advisor
Jan 2007
secured investment from
Advisor
Jul 2005
secured investment from

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

Pathfinder USA

Consultant
  • 1 Total Closed Deal
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…
Most Recent Transactions
Advisor
Apr 2024
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

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

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…

Avalon Associates

Consultant

    This member has no reported closed transactions.

Avalon Associates, LLC is a distinguished group of management advisers who share a common vision of creating value for clients. We accomplish this in three ways: -We have done extensive work with private company sell-side clients to help them realize accumulated value embedded within their companies. -We are involved in significant buy-side work with major public and private corporations and private equity groups searching for acquisitions. -We provide consulting services to define or refine your business strategy or operations. Our Associates are from major consulting firms and are typically…

DialCFO Services Pvt Ltd

Consultant

    This member has no reported closed transactions.

DialCFO Services Pvt Ltd is a sell side advisory firm.We have directors with over 100 years of total banking experience.We deal inProject FundingPrivate Equity AdvisoryReal Estate AdvisoryDistressed assets/ NPA advisoryMergers and AcquisitionsAlong with expansion projects the company specializes in distressed assets advisory and has successfully avoided over 50 accounts turn in to NPAs.

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…

Forsyth Advisors

Consultant

    This member has no reported closed transactions.

Forsyth Advisors works with Private Equity and their portfolio companies on cost reductions through global strategic sourcing and supply chain improvements.

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…

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!

Burr Ridge Advisors

Consultant

    This member has no reported closed transactions.

Burr Ridge Advisors is a lower middle market consulting firm that specializes in companies in transition. We provide M&A advisory, Capital advisory and interim CFO management.

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