Top Consultants

KP

KORUS Partners

7 Total Closed Deals

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Deal Advisory and Investment expert with experience in Investment Banking and Strategic Venture Financing Advisory for startups and high growth companies, a managing partner in venture capital firm focusing on Technology, Sensor, Device Components, and materials for Heath, Medical Device, Biotech, Lice Science and Semiconductor

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• Dec 2019 Advised Cardiac Insight on an investment from Multiple Venture Capital Firms
• Jun 2018 Advised OrthoSensor on an investment from South Korean VCs
• May 2018 Advised Pristine Surgical on an investment from Several Venture Capital Firms
• Jun 2017 Advised Orthosensor on an investment from Multiple Venture Capitals

Gold Hill Advisors

7 Total Closed Deals

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Our mission is to leverage technology in helping our clients make the best decisions. Our services leverage technology to help family office, and mid sized firms make informed decision by providing:Target SourcingTechnology Consulting OperationData Science \ Artificial Intelligence for Private Equity Research Business intelligence \ ReportingVietnam Real Estate Investment \ Property Management \ Transaction SupportWe are currently searching for the following targets for our clients in the revenue range of $1M - $5MPrivate Equity Opportunities Equity Debit \ Mezzanine Commercial Real…

Recent Transactions

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• Aug 2019 Assisted Zenith Developers in securing debt financing from Huttons's Real Estate Group
• Oct 2018 Assisted Vinestate in securing debt financing from Zenith Development
• Apr 2018 Advised Vinestate on an investment from Keppel Land
• Mar 2018 Assisted Vinestate in securing debt financing from C.T. Group

ValuCorp

6 Total Closed Deals

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ValuCorp™ is a full service business valuation firm specializing in helping clients put to use the expert valuations we prepare for them. We separate ourselves from other firms by adding into the valuation process a mix of insight and expertise that clients and their advisors can integrate into planning, budgeting, business development and liquidity strategies. ValuCorp® valuations are accurately and cost-effectively prepared for a wide variety of purposes and are always reviewed and signed by an Accredited Senior Business Appraiser licensed by the American Society of Appraisers, our…

Recent Transactions

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• Dec 2016 Advised Website Developer and Marketer on an investment from Institutional Investors
• Dec 2016 Advised Domain Registrations and Products on an investment from Institution Investor
• Nov 2016 Advised Food Manufacturing & Service on an investment from ValuCorp
• Jun 2016 Advised Medical Services - Substance Abuse on an investment from ValuCorp

Integrity Partners

5 Total Closed Deals

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Integrity Partners is a multi-faceted consultative and management group which provides services to the healthcare sector. With its roots in pharmacy management Integrity Partners is in a uniquely positioned to address your organizations most critical challenges. Our Mission is to exceed customer expectations by providing sustainable results achieved through collaborative and real world expertise. Our commitment to forge lasting relationships by; • Creating competitive advantages in the market though unique solutions to today’s problems. • Driving repeatable and sustainable results. •…

Recent Transactions

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• Dec 2014 Advised Bayview Center for Mental Health in its sale to Pharmetrics Management Group of Florida
• Oct 2014 Advised Innovatix Rx in its sale to anonymous
• Dec 2013 Advised West Oaks Pharmacy in its sale to Pharmetrics Specialty Group
• Sep 2013 Advised Receita Pharmacy in its sale to Pharmetrics Specialty Group

Kirk+Co

5 Total Closed Deals

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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…

Recent Transactions

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• Aug 2021 Advised Kirk+Co on an investment from Confidential Company
• Mar 2016 Advised Libra Wellness Company on an investment from Individual Investors
• Sep 2014 Advised NN Incorporated (NNBR) on an investment from Public
• Jan 2007 Advised ADIEUS Corporation on an investment from Individuals

Warp & Weft Strategic Partners

4 Total Closed Deals

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Warp & Weft provides management consulting as well as investment banking services covering four key areas: Sales & Marketing Finance & OperationsStrategic Change ManagementCapital Raises (Debt & Equity)We approach every project as a unique opportunity to tailor a specific solution for your company.

Recent Transactions

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• Nov 2022 Assisted Maritime Wine Trading Co in securing debt financing from Sterling Commercial Credit
• Jun 2021 Assisted McBride Sisters Collections in securing debt financing from Wells Fargo
• Feb 2019 Advised Maritime Wine Trading Collective on an investment from Serendipity Wines
• Jan 2013 Advised Nine North Wine Co in its sale to Maritime Wine Trading Collective

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KF

Kaldes Financial, LLC

3 Total Closed Deals

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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…

Recent Transactions

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• Jan 2021 Assisted Accu-Trac in securing debt financing from Confidential
• Dec 2017 Advised Central Freight Lines on an investment from Confidential
• Jun 2014 Advised NJoy on an investment from Various Lenders

Contractors Financial Opportunity, LLC

3 Total Closed Deals

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Contractors Financial Opportunity’s (CFO) purpose is to deliver Chief Financial Officer level financial expertise to the owners of privately held air conditioning and plumbing businesses. CFO’s specific focus is to deliver clients highly accurate and fair business valuations, managing sophisticated exit strategies and executing business transactions in order to maximize the highest return for the hard work and sacrifice invested into the business by the owner.

Recent Transactions

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• Feb 2015 Advised Banner Air and Heat, Inc. in its sale to Milton Frank Plumbing, LLC
• Nov 2014 Advised Mountain West Home Services, LLC in its sale to Service Experts, LLC
• Jul 2014 Advised Conroe Air Conditioning, LLC in its sale to Private Investor

Tarsus CFO Services

3 Total Closed Deals

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Tarsus delivers human and financial capital to emerging and lower middle market companies that are taking it to the next level.Tarsus brings deep and applicable financing experience, along with our evergrowing relationships with a broad array of capital providers, to our clients. Attracting and securing the right capital to support your business is vital, yet episodic. We deliver the expertise and assistance when needed to ensure your business is well positioned for your plans.

Recent Transactions

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• May 2022 Advised Confidential Company on an investment from Confidential Company
• Apr 2021 Advised Confidential Company on an investment from Confidential Company
• Apr 2021 Advised Confidential Company on an investment from Confidential Company

C

Canna-Consulting

2 Total Closed Deals

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Canna-Consulting is a virtual cannabis consultancy that offers a range of consulting services and in-depth cannabis industry knowledge to businesses in this emerging, exciting market.​We know that businesses in the cannabis industry face a unique set of organizational and business issues, from legal difficulties to social stigma to practical hurdles. With our experience and expertise, we can help you tackle those issues and meet your business’s objectives -- capital raise and management consulting.​We at Canna-Consulting have a diverse team of seasoned professionals with decades of…

Recent Transactions

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• Feb 2021 Assisted Confidential Company in securing debt financing from Confidential Company
• Feb 2021 Assisted Confidential Company in securing debt financing from Confidential Company

Tier 1 Advisory

2 Total Closed Deals

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Tier1 Advisory finances long term care (Alzheimer's facilities) and low density residential real estate in the greater Toronto area. We are currently looking for Mezz debt and construction financing (approx. $10,000,000 for each project - 8 current projects). All are past real estate projects are on time and on budget.

Recent Transactions

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• May 2014 Invested in Tier1 Advisory
• May 2014 Advised Memory Care (Alzheimer Facilities) on an investment from Tier1 Advisory

PreConstruction Catalysts

2 Total Closed Deals

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When it comes to client development, relationships matter more than a deal: deals come when the relationship is solid with mutual respect, integrity and accountability. Trust and genuine concern for the client's well-being is a lost art. My strengths are building a working relationship with people, and an innate ability to facilitate communication between these parties with direct relationships between the Principals on either side of the table, facilitating the introduction and cultivation of the new relationship. My job is building new high-level, high-net-worth relationships between…

Recent Transactions

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• Dec 2014 Advised N/A in its sale to N/A
• Dec 2014 Advised PCC in its sale to n/a

Barrington Capital

1 Total Closed Deal

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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.

Recent Transactions

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• Jun 2014 Assisted The Design Club in securing debt financing from WG Financial

Goff Associates, Inc.

1 Total Closed Deal

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Goff Associates, Inc. provides consulting to Entrepreneurs and small to medium size companies. Specialties include startups, turn around, capital raises, and buyouts. Assistance with identification and implementation of Key Performance Indicators and management by numbers. Industry expertise in manufacturing, financial services, oil & gas, and service companies.

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• Jan 2015 Advised Auto Finance USA on an investment from BMO

United Energy

1 Total Closed Deal

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Diversified consulting services firm with extensive senior level risk management experience conducting corporate development, and strategic planning for growth companies and asset disposition. Demonstrated track record of leading expansion efforts, skilled negotiations, and business acquisitions & divestitures supported by advanced ROI analysis. Proven 20 year track record of planning, organizing and mobilizing to fund new businesses and penetrate new markets to increase sales and profit margins.

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• Feb 2004 Invested in EnergyQuote.com

Pathfinder USA

1 Total Closed Deal

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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…

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• Apr 2024 Assisted Confidential Company in securing debt financing from Confidential Company

Surepoint Capital Management LLC

1 Total Closed Deal

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We are a transparent firm that believes that honesty humility and diligence are the core values we wish to present to our clients. We choose people who have capitalized on their financial ideology with traction, but may not have reached their capital horizon as of yet.

Recent Transactions

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• Mar 2013 Advised REDEV GROUP on an investment from PRIVATE INVESTOR

Liberty Quality Consulting LLC

1 Total Closed Deal

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Liberty Quality Consulting LLC believes there are no cookie cutter solutions for Coaching / Buisness Development, Commodity & Product Sourcing, and Mergers & Acquisitions Support core practices. We take pride in understanding your business, culture and technology to deliver a solution that is right for your business. We partner with our clients to deliver a customized plan that meets and exceeds your expectations through our core values of Trust, Mutual Respect, Integrity and Honesty.We are experts in our field offering custom solutions, efficient and dependable in every project and…

Recent Transactions

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• Feb 2020 Advised Confidential Company on an investment from Confidential Company

United Sales Resources

1 Total Closed Deal

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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…

Recent Transactions

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• Oct 2014 Advised N/A on an investment from N/A

WC

W Capital Partners

1 Total Closed Deal

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W Capital Partners, LLC is a consulting firm in Austin, Texas that specializes in multiple financial product spaces with an emphasis on insurance, longevity risk and mortality based products. Using experience, contacts and knowledge of the financial, life insurance and life settlement markets, the principals focus on identifying opportunities in the life insurance secondary market for its clients, both retail and institutional capital sources and partners.

Recent Transactions

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• Feb 2019 Advised Confidential Company on an investment from Confidential Company