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Financial Services Consultants - Axial

Members (107 results)

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

CCMG Capital Partners

Consultant

    This member has no reported closed transactions.

CMG Capital Partners is the business/real estate brokerage division of our accounting and financial consulting firm CCMG (Coastal Consulting Management Group) out of Savannah, GA. We help business owners develop a plan for optimizing and then selling or exiting their businesses. CCMG Capital Partners is experienced in business valuation, taxation, and accounting, which allows us to provide the highest professional business broker services in the area.

EROC Advisors

Consultant

    This member has no reported closed transactions.

EROC Advisors provides expert business and financial insights and advice to business owners, management teams, entrepreneurs and investors to optimize business performance and maximize value. The principals of EROC have over 100 years of combined experience assisting small to middle market companies and draw on the strength of a full suite of professional and industry expertise, including executive management, commercial, investment and merchant banking, real estate finance, private equity and board level leadership.

HD Investment Group, LLC

Consultant
  • 5 Total Closed Deals
We are an investor outreach and marketing services company that acts as finders to connect accredited investors with quality clients and their companies. Our team will provide the level of support and due diligence to bring superior offers that provide the best possible opportunity for a positive return on investment.
Most Recent Transactions
Advisor
May 2021
secured investment from
Advisor
Aug 2019
secured investment from
Advisor
Aug 2019
secured debt financing from
Advisor
Aug 2019
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

Tier 1 Advisory

Consultant
  • 2 Total Closed Deals
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.
Most Recent Transactions
Investor
May 2014
invested in
Advisor
May 2014
secured investment from

Lagon Business Development Agency

Consultant
  • 2 Total Closed Deals
Lagon Business Development Agency assists companies and individuals with the sale of their privately-owned businesses, locate prominent partners in targeted sectors, develop strategic regional alliances, achieve competitive advantage, and secure lasting results. Our goal is to help you consistently drive superior business performance via Strategic Partnerships, M&As, and innovative implementation of Business Models.
Most Recent Transactions
Advisor
Jan 2011
secured investment from
Advisor
Jan 2001
secured investment from

Keen-Summit Capital Partners LLC

Consultant
  • 2 Total Closed Deals
Keen-Summit Capital Partners LLC, the winner of the Turnaround Management Association's 2016 Mid-Size Company Transaction of the Year Award, creates and executes real estate and investment banking solutions designed to maximize value. With a particular expertise in Real Estate workouts and restructurings as well as Consumer & Retail investment banking services, Real Estate investment banking services, and Distressed M&A services, Keen-Summit Capital Partners LLC represents property owners and commercial tenants, retailers, financial institutions and private equity investors, developers, and…
Most Recent Transactions
Advisor
Oct 2019
secured investment from
Advisor
Oct 2019
secured debt financing from

United Sales Resources

Consultant
  • 1 Total Closed Deal
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…
Most Recent Transactions
Advisor
Oct 2014
secured investment 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

Dragonfly Capital Solutions

Consultant
  • 1 Total Closed Deal
Dragonfly Capital Solutions (DCS) represents borrowers that need to obtain financing solutions (access to Capital) for a variety of business needs, to include financing to purchase commercial real estate, purchase equipment or even purchase a business. ​No matter where you're at in the life cycle of your business, DCS can arrange for financing to include:Refinances Working CapitalPartner Buy-OutsInventory Loans​Equipment Loans​Business AcquisitionBusiness ExpansionFranchise LendingStart-up BusinessesCommercial Real EstateCommercial Real Estate Expansion LoansProfessionals ​(Doctors,…
Most Recent Transactions
Advisor
Oct 2017
was acquired by

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

IMG Capital Partners

Consultant
  • 1 Total Closed Deal
At IMG Capital Partners we bring opportunity to the table. Our biggest asset is our relationships. IMG Capital Partners is connected to Private Pooled Trust Funds, Pension Funds, Foundations and Private Investment Banks with Hundreds of Billions in assets under management. IMG Capital Partners applies a value-added, strategic investment approach to identifying sectors of the economy and specific assets that we believe have strong long-term fundamentals. The team is committed to identifying investment opportunities in the global commercial real estate marketplace, and energy technologies…
Most Recent Transactions
Advisor
Aug 2019
secured debt financing from

W Capital Partners

Consultant
  • 1 Total Closed Deal
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.
Most Recent Transactions
Advisor
Feb 2019
secured investment from

Dewey Vaughn & Associates

Consultant
  • 1 Total Closed Deal
If your business issues are keeping you up at night, then we have a solution.As a consultancy group we provide experience which can solve your business issues. As consultants to your organization we will help you with strategic thinking, problem solving, supply chain navigation, complexity issues, technology or project feasibilities, financial, Government Policy & Regulation, Innovation, and Globalization.If you’re having informational overload and feeling uncertainty, contact us today.​Dewey Vaughn and associates provides part-time financial services to companies on an ongoing basis as…
Most Recent Transactions
Advisor
Jun 2018
secured investment from

Liberty Quality Consulting LLC

Consultant
  • 1 Total Closed Deal
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…
Most Recent Transactions
Advisor
Feb 2020
secured investment from

United Energy

Consultant
  • 1 Total Closed Deal
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.
Most Recent Transactions
Investor
Feb 2004
invested in

American Commercial Capital

Consultant
  • 1 Total Closed Deal
American Commercial Capital , LLC is a Consultant firm that helps connect Business owners with capital sources . American Commercial Capital also is direct to many funds providing asset based and commercial real estate backed transactions .
Most Recent Transactions
Advisor
Jun 2017
secured investment from

Ventana Financial Associates

Consultant

    This member has no reported closed transactions.

Ventana Financial Associates is a principal investment firm specializing in seed, startup, buyout and mezzanine investments. It seeks to invest in midwest, southeast and southwest United States. The firm seeks to invest a minimum of $5 million in its portfolio companies.Ventana Financial Associates was founded in 1984 and is based in Northbrook, Illinois.

Race Global Holdings Inc

Consultant

    This member has no reported closed transactions.

Currently seeking issuers of Entrex Tigrcub securities as a debt capital raise and Blockchain public listing while simultaneously providing a first position Yield for Investors and groups. email [email protected] send revenues, ebitda, and base equity values for a eligibility term sheet. As a leading provider of project finance, Buy/Sell side consulting and brokerage, Real Estate, Oil & Gas, Commodities, and Technology we take pride in offering the best service to accomplish your goals. We are dedicated to serving the needs of our clients each and every day. We bring decades of…

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