Top Diversified Financials Corporations with Recent Private M&A Activity

480

Active Firms

2,424

TTM Deal Inquiries

$3M-$12M

Core Revenue Range

$500K-$2M

Core EBITDA Range

Top States by Activity

Florida 16%

California 11%

Texas 10%

New York 9%

Illinois 4%

Key Attributes

Focus: Strategic Acquisitions | Capital Source: Corporate Balance Sheet | Operating Approach: Integrate & Expand

Sandwisch Enterprises Inc

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Sandwisch Enterprises, Inc. is small family office focused on investments into durable SMB companies with solid long-term profitability and a defendable market position.Our main operating company is a Tier 2/3 provider of precision metal finishing services, catering primarily to the automotive and aerospace industries. The company offers a range of services including precision metal finishing, assembly, and expediting. Additionally, Sandwisch Enterprises provides contract manufacturing and product certification services, supporting the healthcare industry.Sandwisch Enterprises portfolio…

Recent Transactions

This member has no reported closed transactions.

STASH Secure Data

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Stash is a technology company that has developed a patent-pending breakthrough of stunning impact in the cybersecurity realm – the solution to eradicating data vulnerability – a modern day scourge of immense proportion. An estimated 50+ Billion devices will be connected to each other by 2020 making for a nightmare of endpoints, each a way in to where your valuable data is, impossible to guard against intrusion, data theft, destruction, loss, and manipulation, as well as malware and ransomware. Unless you have Stash.99.9% of other security options are but tools, developed as fences, walls,…

Recent Transactions

This member has no reported closed transactions.

InsureLab

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InsureLab is a venture-backed, AI-driven insurance intermediary backed by institutional investors with over $1B AUM. We are seeking strategic acquisitions of commercial P&C brokers with underwriting authority or P&C brokers managing $10M+ in premium. We seek to combine strong distribution with our AI-enhanced underwriting to drive growth and profitability.

Recent Transactions

This member has no reported closed transactions.

Corporate Valuation Advisors, Inc.

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Corporate Valuation Advisors, Inc. ("CVA") is a full service valuation and financial advisory firm, celebrating more than 25 years of providing valuations of business enterprises, tangible assets, and intangible assets and advising our clients on various tax and financial reporting issues. Whether a business enterprise, a single share of stock, a stock warrant, a stock option, improved real estate, machinery and equipment or an intangible asset, certain assumptions are inherent in the estimation of value. Since assumptions affect value, then facts must support the basis of those assumptions…

Recent Transactions

This member has no reported closed transactions.

Global Ocean

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It is not the strongest of the species that survives, nor the most intelligent. It is the one that is most adaptable to change. In a changing offshore and marine marketplace we structure projects against revenue generating contracts. These are structured into Single Purpose Companies where we seek investors/investment to take the project on stream.We delivers a more personal and innovative project brokerage service to the marketplace where challenge the establishment, challenge the norms and deliver an innovative and efficient end result that will stand out as a valuable service provision to…

Recent Transactions

This member has no reported closed transactions.

Professional Education Institute

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To make lasting change in one’s life, ongoing help and support is invaluable. The Professional Education Institute (PEI) specializes in furnishing that help and support for customers worldwide. By leveraging technology without sacrificing the human element, PEI builds interactive education programs that focus on self-improvement. As a result, our customers’ experience culminates in unparalleled satisfaction rates. PEI’s continuous commitment to providing quality education programs has resulted in an over 90% Customer Satisfaction Score.Regardless of how or where customers are looking to…

Recent Transactions

This member has no reported closed transactions.

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Sandstone Arbor Care

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Sandstone Arbor Care LLC is a fully insured tree care business based in Green Lake, Wisconsin. The company specializes in all aspects of tree care, providing expert services to maintain and enhance the health and beauty of trees. With a focus on quality and customer satisfaction, Sandstone Arbor Care LLC serves the local community with professional arboricultural services, ensuring the safety and aesthetics of residential and commercial landscapes.

Recent Transactions

This member has no reported closed transactions.

Clinical Research Billing

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We are a billing service focused solely on clinical research. We have extensive experience in budget negotiation, contract administration and system implementation. We provide detailed attention to amounts due with follow-up until paid. We generate reports showing accounts receivable that can be used to convert to accrual accounting, to increase a site's valuation and to support financing. We provide clinical research sites with the financial expertise and support they need in order to get paid for all the work they do.

Recent Transactions

This member has no reported closed transactions.

Jump Nation

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Experienced multi-unit operator in the fitness and recreation space. Former F45 Training franchisee with a successful exit in 2023. Currently owns and operates multiple Altitude Trampoline Parks across NH, MA, and WA. Actively seeking expansion opportunities within the fitness and family entertainment sectors.

Recent Transactions

This member has no reported closed transactions.

JTech Solutions, Inc.

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Docking Drawer, a subsidiary of JTech Solutions Inc., is a market leader in providing innovative in-drawer outlets and electrical accessories. The company is dedicated to enhancing modern lifestyles by offering safe, organized, and functional electrical solutions. With a focus on safety and design, Docking Drawer specializes in fireproof enclosures for 3D printers and built-in vanity desks, catering to both residential and commercial needs. Their products are designed to create safer, more organized spaces, reflecting their commitment to quality and innovation in the electrical accessories…

Recent Transactions

This member has no reported closed transactions.

ARCADIA Investment Group

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Arcadia Investment Group is a corporate finance consulting firm wholly owned by Aurora Bay Trust, a Bahamas-established trust. The firm specializes in providing expert consulting services in corporate finance, focusing on direct investments in trade finance and project finance. Arcadia Investment Group connects businesses with premium investment opportunities, leveraging its expertise to facilitate strategic financial growth and development for its clients.

Recent Transactions

This member has no reported closed transactions.

Moviri

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Founded by academic researchers and consultants specialized on IT Performance Optimization, Moviri now helps some of the most IT-intensive organizations in the world to manage their infrastructure.Moviri major references include top companies in different market segments such as Telco, Banking, Insurance, Energy, Retail and Travel, in Europe and the US. Moviri partners include vendors and service providers such as BMC, Splunk, VMware and HP.Moviri is a member of itSMF (IT Service Management Forum), UK CMG (UK Computer Meauserement Group), CMG Italia (Computer Measurement Group) and SPEC…

Recent Transactions

This member has no reported closed transactions.

Epic Gardening

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We are home to the largest gardening community on the planet - trusted by millions across YouTube, Instagram, TikTok, and our blog for making gardening simple, fun, and possible for everyone. Our vision is bold: a garden in every home. To achieve it, we’re building the world’s first category-defining gardening company at global scale - blending education, media, software and world-class products into one seamless experience.

Recent Transactions

This member has no reported closed transactions.

Blue Ocean Solutions, Inc.

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Experienced Workout & Turnaround Consultant, Import/Export Trade Finance, Materials Sourcing/Logistics, A/R Factoring, Purchase Order Finance, with the knowledge and expertise to successfully execute projects in challenging environments.

Recent Transactions

This member has no reported closed transactions.

SRA The Mank Group

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The Mank Group is a premier executive search firm focused on the direct recruitment of executives and professionals for the Financial Services space. We are your partner, and our focus is on conducting custom recruiting and introductions for financial services partnerships, including merger and acquisition opportunities. Not only do we identify and connect you with the right skills and experience, but we also source for a match of individual style to your corporate culture. We have been solving talent recruitment and business partnership needs for close to fifty years. Our clients trust our…

Recent Transactions

This member has no reported closed transactions.

Growth Factors

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Growth Factors is a global consulting firm dedicated to value creation and strategic growth. With a focus on sales acceleration, offer optimization, talent leadership, and technology and process innovation, they drive comprehensive value creation strategies that directly impact profitability and market position. Operating from multiple international locations, including New York, London, Los Angeles, Miami, San Juan, and Zürich, Growth Factors collaborates with clients to maximize pricing strategies and optimize offer effectiveness. Their expertise extends to leveraging cutting-edge…

Recent Transactions

This member has no reported closed transactions.

RSI Asset Management

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RSI Asset Management and its affiliated companies specialize in the mitigation and disposition of residential and commercial real estate mortgages currently in default. The founders and employees of RSIAM utilize decades of combined experience in the mortgage and real estate industries to create enterprising solutions for non-performing loan situations. In addition to being a private lender, RSIAM offers third party loss mitigation and REO services to lending institutions, private owners of distressed assets, and their servicers. Whether you are a lender or borrower, the employees of RSIAM…

Recent Transactions

This member has no reported closed transactions.

ZULIE VENTURE INC

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Bank balance and balance

Recent Transactions

This member has no reported closed transactions.

EquiX

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Our company is a SaaS/mobile app designed for commercial insurance property adjusters to more easily identify, inventory and get valuations on commercial and industrial machinery damaged in a claim. We replace spreadsheets. We are looking to acquire a forensics engineering firm (or something related) whose clients are insurance carriers. Also, looking to acquire an equipment leasing/finance company. The goal is to get our software used in these industries quicker

Recent Transactions

This member has no reported closed transactions.

Boxer.ai

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Boxer helps people get work done. Driven by the belief that mobile technology will fundamentally change the way we work and communicate, Boxer is building the next generation mobile inbox. With an emphasis on design, speed, and frictionless execution, Boxer is enabling the modern workforce to get things done even when they are away from their desks. Whether you let your inbox burst at the seams or diligently file things away, you'll love how Boxer helps you stay on top of email and all of your communication streams while you’re on the go.

Recent Transactions

This member has no reported closed transactions.

Firms in the Diversified Financials Corporations directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

Based on activity on Axial’s M&A platform, the core revenue range for Diversified Financials Corporations is $3M-$12M, with a core EBITDA range of $500K-$2M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

Relevant Diversified Financials experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 480 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Diversified Financials.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Diversified Financials Corporations directory reflects relevant experience or activity in Diversified Financials, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

When comparing Corporations with experience in Diversified Financials, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 480 firms included in the directory and can help identify firms that align with your needs.

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Diversified Financials Corporations directory, you can request information here.

Top Diversified Financials Corporations

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