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Financial Services Consultants - Axial

Members (108 results)

Brazos Valley Business Advisory Services

Consultant

    This member has no reported closed transactions.

Provider of business consulting, valuation and referral services to sellers of small-to-medium size businesses. Specifically, we provide baseline business valuation services to Main Street businesses using their recent Profit/Loss and Schedule C statements coupled with their current Balance Sheets as a basis. We partner with attorneys, accountants, business brokers, escrow agents, M&A advisors, private investors and other business professionals in order to help provide these sell-side services to Main Street businesses.Sectors of Specialization -> Alternative Wellness Spas; Art…

ClearThink Capital LLC

Consultant

    This member has no reported closed transactions.

ClearThink Capital assists emerging growth and lower middle market companies in achieving their business objectives by rendering expert guidance and perspective and by providing access to strategic, commercial, capital, merger & acquisition and other partners and structuring and executing the related transactions.

Marcus & Millichap

Consultant

    This member has no reported closed transactions.

Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research and advisory services available.

Outsource Risk Management, LLC

Consultant

    This member has no reported closed transactions.

Outsource Risk Management creates sustainable enterprise risk management (ERM) programs for financial and non-financial organizations. Our ERM programs help organizations drive strategic direction and enterprise transformation (precursors of organizational growth).

AOC Investment Advisors

Consultant

    This member has no reported closed transactions.

Artnet.com, Vinfolio, Wealthfront, Betterment, Motif Investing, what all of these platforms have in common are engaged customers looking for advice on assets whether financial or tangible.AOC has the technology platform and infrastructure to capture demand in the $1 trillion specialized alternative or collectibles market. AOC believes, collectibles and investments of passion, are as much a part of the full wealth picture as traditional financial assets and the ultra high net worth demographics continue to support growth. Our platform is mark to market, tied to the secondary market and gives…

Killer Bee Capital

Consultant

    This member has no reported closed transactions.

Killer Bee Capital is a boutique dealmaking advisory firm. We are focused on helping business owners through significant transactions. Industry agnostic, we typically focus on 5mm+ in EBITDA.

King & Associates

Consultant

    This member has no reported closed transactions.

At K&A with offer business development service to start-ups and small business. We also offer strategic planning, online marketing, web and app development among several other options.

Spiritas Group, LP

Consultant

    This member has no reported closed transactions.

Spiritas Group Lp is a business, commerce or finance expert. Only professionals can give you the assurance you need to successfully handle many aspects of business, commerce or finance in or near Dallas, Texas. Only professionals like Spiritas Group Lp, who are based at 5219 S 2nd Ave, Dallas, Texas, 75210-3302 have the expertise to properly think through and execute an effective and successful plan in regard to Investments. If you are looking for business, commerce and finance professionals who are not in the category of Investments, you can easily search any of our listings and soon find an…

Sarko Consulting LLC.

Consultant

    This member has no reported closed transactions.

We offer a range of consulting services, all designed to help your company reach its potential. Whether you're looking for a small tweak or complete overhaul, we have you covered. Our services are available a la carte so you can get precisely what you need.Each company is unique. One-size-fits-all approaches will never help your business reach its full potential. We deliver custom solutions, tailored to you – your industry, your culture, your one-of-a-kind challenges.

20-20 Advisors LLC

Consultant

    This member has no reported closed transactions.

20-20 Advisors LLC provides a variety of advisory services to 1) independent banks to raise capital and enhance financial performance; 2) development stage companies seeking growth capital; and 3) start-ups requiring seed capital.. 20-20 Advisors also partners with Eleven Canterbury, LLC, an international consultancy of senior executives who advise, mentor and coach innovative technology companies offering advanced products for the financial services and healthcare industries.Through 20-20 Advisors LLC, Mr. Danford provides a variety of advisory services to 1) independentbanks to raise…

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…

Accordion partners

Consultant

    This member has no reported closed transactions.

Accordion Partners is a financial consulting firm focused on executing value-creation initiatives for private equity firms at their portfolio companies, particularly within the finance function. We act as an extension of mid and large-cap sponsors’ internal resources and operations groups, working shoulder-to-shoulder with portfolio company management to implement new mandates and facilitate decision-making.

SouthSpec, Inc.

Consultant

    This member has no reported closed transactions.

Whether you sell products or services, SouthSpec, Inc. can help you move your business into our trusted hands by acquiring, operating and growing the great business you built over the years. We work with you and your management staff through coaching and consulting activities to help everyone focus on the most important aspects of the business. We have helped many business owners, executives and managers get back their focus. We work with growth, turnaround and startup businesses to move forward with confidence through accountability.

Ladrigan Management

Consultant

    This member has no reported closed transactions.

Ladrigan Management offers debt capital markets solutions to middle market investment firms seeking to recapitalize long held portfolio companies. We offer a discreet, seamless financing path through an extensive network that includes both traditional middle market banks and direct lenders.Ladrigan Management saves time and money with a consistent execution strategy that lets sponsors focus personnel on their true purpose: delivering strong shareholder returns.We differentiate ourselves from the typical paper placing strategy of a boutique investment bank by utilizing a fundamental,…

Patrick Haueter

Consultant

    This member has no reported closed transactions.

My duty is to help you save your hard-earned equity while protecting and preserving your wealth!As an Intensely Unconventional, Fast-Acting, High-Ticket Bespoke Capital Lender/Investor-Partner, and Accounts Receivable/Invoice Factor with Trusted Domestic and International banks, insurance companies, family offices, capital firms, brokerage houses, and private money lenders, organizations rely on me to arrange injections of large sums of capital into the development of Commercial Projects, Worldwide!We screen projects for a number of private funding sources - ALL of which are seeking sensible…

BoardBench Companies

Consultant

    This member has no reported closed transactions.

BoardBench® is committed to advancing board performance through competent, committed, ethical leadership. A strategic governance advisory, board compensation, director and CEO succession firm, we are dedicated to bringing exceptional performance and outcomes to boardrooms worldwide. Our clients include recognized public as well as private companies, private investors, and investment firms. Our knowledge experts are known as world-class leaders in boardroom governance. As subject matter experts, we work only in the boardroom, and are known for innovative solutions that push performance.

Prime Capital

Consultant

    This member has no reported closed transactions.

We help people buy and sell real income producing businesses and rental producing properties. We offer free valuation service. We work with large and small companies. We also do auction work and provide consulting service together with a team of experts in law, accounting, banking and finance.

Daniel, Russell & Charles Co., LLC

Consultant

    This member has no reported closed transactions.

We are a consulting firm that raises capital for different businesses and transactions through private capital sources. This can be done through Debt or Equity resources.

Focus 1 Associates

Consultant

    This member has no reported closed transactions.

Focus 1 Associates works with investment advisors across the country to provide regulatory RIA and SEC compliance services. Our team of SEC & RIA consultants specialize in annual compliance review, mock SEC examinations, third-party compliance reviews, new adviser setup, compliance training, and A La Carte services or those looking for assistance within a specific area of compliance. Our goal is to provide you with scalable services and practical compliance with expansive knowledge and industry-wide perspective. We have strong background in the areas of SEC compliance, GIPS compliance and…

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