Top Diversified Financials Corporations with Recent Private M&A Activity

479

Active Firms

2,412

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

White Tree Municipal Capital

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White Tree Municipal Capital was founded in 2012 to take advantage of the unique investment opportunity presented by investing in municipal tax liens. Our firm seeks to be as transparent as possible with our investors and we are willing to answer any and all questions an investor might have. Honesty and integrity are our core values, and we will never waver from these principles. We treat our investors with honor and respect, no matter how large our small their portfolio may be. We we are honored and humbled by the trust they place in us each and every day and seek to reward that trust by…

Recent Transactions

This member has no reported closed transactions.

Geiss 1 Ltd.

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Geiss1 ltd. is a small company based in Bulgaria and is specialized in creative trade, corporate and capital solutions. Our clients are mostly SMEs from Central & East European, West Balkan and Middle East countries who need flexible corporate structures and bespoke financing solutions for their current businesses and new projects. The management team has more of 20 years professional experience from the mentioned regions and in areas like marketing and corporate management, new businesses development, banking and finance, real estates and hospitality industry, consumer goods sourcing and…

Recent Transactions

This member has no reported closed transactions.

JetStar Partners, Inc.

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JetStar Partners is a commercial aircraft lease consulting company with over 30 years of jet aircraft acquisition, sale, leasing and financing experience.In addition to the consulting services offered, JetStar develops and implements industry specialized software systems that manage all aspects of the aircraft lease industry's portfolio requirements. This system is called JetBase and is a web-based application that utilizes Intuit Corporation's Quickbase system. (Intuit is the software industry's leading financial services software developer for both personal and corporate requirements).

Recent Transactions

This member has no reported closed transactions.

Student Consulting Group

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WE CAN HELP YOU...Remove or prevent wage garnishmentAvoid having your tax return offsetRemove default status off your student loansEnroll into Loan Forgiveness ProgramsConsolidate all of your Federal student loansLower your monthly payment to $5-25*

Recent Transactions

This member has no reported closed transactions.

Dentini Pediatric Dentistry

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I’m own an operating company today, with lots of free cash flow generated. My business partner and I are seeking ways to use that cash flow to make strategic acquisitions around our business (in the healthcare sector), or to make broader investment outside our business line, effectively turning our business into a holding company. We both have been long-term employed in the investment banking industry, and are looking to put cash to work to buy operating businesses.

Recent Transactions

This member has no reported closed transactions.

Own The Key

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Our company was founded to help homebuyers navigate the home buying process and minimum requirements needed to qualify for a mortgage. We realized that the majority of mortgage companies and real estate agents do not work with unqualified buyers. Our goal is to help homebuyers improve their financial situation, qualify for a mortgage and find an affordable home they love. Own The Key offers homebuyers an unbiased expert that reviews your credit score, finances and budget in order to develop a strategy to qualify for affordable home financing. We specialize in working with clients whose credit…

Recent Transactions

This member has no reported closed transactions.

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Aon plc

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Aon plc is the leading global provider of risk management services, insurance and reinsurance brokerage, and human resource consulting and outsourcing. Through its more than 65,000 colleagues worldwide, Aon delivers distinctive client value via innovative and effective risk management and workforce productivity solutions.

Recent Transactions

This member has no reported closed transactions.

MBP Capital, Inc.

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MBP Capital, Inc. (investments and brokerage) and our sister property management company, Catalyst Multifamily Management, are national real estate firms specializing in multifamily properties. Our principals have been focused on multifamily assets since 1989 and have owned and/or managed well over 25,000 units in multiple states across the country. We understand the unique nature of investing in multifamily property as well as the need for highly skilled and professional asset and property management of those properties. This is our passion and we are laser-like focused on being the best.

Recent Transactions

This member has no reported closed transactions.

Lotus Management Group

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Welcome to Lotus Management. We are a family-owned hospitality company offering investment opportunities in national hotel brands throughout the Western United States.We have been developing and operating hotels since 1979 and our portfolio has grown to include leading brands by Marriott, Intercontinental Hotel Group, Wyndham Hotels, Best Western, and Choice Hotels. Generations of development, management, and investment expertise help us to ensure reliability, excellent service, and happy customers every time.

Recent Transactions

This member has no reported closed transactions.

The Credit Pros

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The Credit Pros is a national credit repair firm. We boost credit scores by removing negative inaccurate items from credit reports. The Credit Pros is licensed and bonded throughout the United States, is an Inc. 5000 company, and is accredited with an "A" rating with the BBB.The Credit Pros is owned and operated by Jason M. Kaplan, Esq, a nationally recognized credit repair expert and author, and sitting board member of the National Association of Credit Services Organization (NASCO).

Recent Transactions

This member has no reported closed transactions.

Cygnus Innovation Ltd.

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CYGNUS INNOVATION LTD is a software company with a series of established software products that has launched operations in the United States. Incorporated in New York State with an offshore deployment center in Asia, Cygnus Innovation offers the advanced Web-based software solutions, supporting full business cycle: preliminary consulting, system development and deployment, quality assurance and 24x7 support. Unlike other service oriented firms Cygnus owns propriety complete software packages in the ERP, CRM, Online Casino, GPS Tracking and Capital Market Back Office space. The ability to…

Recent Transactions

This member has no reported closed transactions.

RealXchange North America, Inc.

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Pre-sale algorithm helps consumers and vendors in residential real estate staffing through competitive bidding. Consumers win with lower closing costs, increased fulfillment and reduced stress. RealXchange offers real estate service providers a unique opportunity to grow their business through our patented match-making auctions to bid for customer business, thereby increasing deal flow and reducing customer acquisition costs. We don't sell the property; we help consumers and service providers to find each other to do better business. Will resolve many of the inequities in the home sale market…

Recent Transactions

This member has no reported closed transactions.

cta|hansen

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palmetto private capital, llc is a small loan consumer finance holding company and provides short-term installment loans, related credit insurance and ancillary products to individuals with limited access to traditional sources of consumer credit. Loans are denominated in standardized amounts ranging in size from $350 to approximately $1,500 with seven to twelve month terms, approved based on a combination of the customer’s current level of income, stability, job status and credit history.Our holding company presents an attractive investment opportunity given the highly profitable and…

Recent Transactions

This member has no reported closed transactions.

ezybookkeeper

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EzyBookkeeper is a service-based company that specializes in providing outsourced bookkeeping and accounting services to small businesses. The company is dedicated to alleviating the financial management burdens of business owners by offering reliable and professional financial solutions. Their services include chart of accounts setup, catch-up bookkeeping, daily financial operations, invoice management, month-end processes, payroll, and budgeting. EzyBookkeeper also offers CFO advisory services, particularly for complex industries such as investment banking, aiming to streamline finances and…

Recent Transactions

This member has no reported closed transactions.

The CFO Center

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The CFO Center is the U.S. division of The FD Centre Group, the world’s largest international provider of CFO resources, services, and solutions to the small- and medium-sized enterprise (SME) sector. Originally established to offer finance directors with large-company experience to small- and medium-sized businesses in the United Kingdom, the organization has grown to serve thousands of clients and has offices across five continents.The CFO Center clients include owners and CEOs of small- to medium-sized businesses whose situations merit the strategic know-how of experienced financial…

Recent Transactions

This member has no reported closed transactions.

Mathews Mechanical

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Mathews Mechanical is a family owned, millwright and industrial services firm based in Newark, CA with additional offices on the west coast and Colorado. With over $12M in annual revenue and a reputation for quality, safety, and technical precision, we serve industrial and commercial customers throughout Northern California. We are seeking strategic acquisition opportunities to grow our capabilities and expand our service footprint.

Recent Transactions

This member has no reported closed transactions.

Visio Financial Services

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Simply put, we thrive on real estate. We’ve bought, sold or financed over $250 million of homes nationwide and we understand the unique needs of residential investors. Drawing on years of experience in the distressed property field, we crafted our loan products with three words in mind: fast, simple and dependable.We know real estate investing takes a certain amount of initiative, spirit and risk-taking. It’s not for everyone. But we’re passionate about helping people just like you achieve their short-term and long-term investment goals. It’s the reason we started VFS four years ago.…

Recent Transactions

This member has no reported closed transactions.

Townhouse Partners

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We are a team of professionals with a simple focus: providing consulting and due diligence services to the commercial real estate community. Townhouse Partners offers expertise in loan origination underwriting, acquisition and disposition analysis, health care finance transactions, tax credit analysis, property accounting, and securitization support. Our clients include investment banks, REITs, hedge funds, and private real estate owners. In addition, we pioneered the interim staffing model; providing the best staffing talent on a contract basis. Our trained and experienced talent pool stands…

Recent Transactions

This member has no reported closed transactions.

Investors Independent Trust Company

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Investors Independent Trust Company is a small fiduciary services business based out of Boulder, CO, with a handful of satellite locations, exploring conversations with advisory parties around valuation and growth. More about Investors Independent Trust Company:Investors Independent Trust Company is a private wealth management firm headquartered in Boulder, Colorado. Personalized, face-to-face service is the cornerstone of our business philosophy. Our professional stewardship of your wealth is anticipative and responsive to your particular needs. We provide a broad array of fiduciary services…

Recent Transactions

This member has no reported closed transactions.

International Autonomy Company

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Co-founder of robotics startup, with 12+ years of consumer tech at Uber, DoorDash, and more. Founder of UberOne subscription program, scaled from $0 to $2B+ business in 5 years and have gone on to focus on consumer marketplace businesses.

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 479 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 479 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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