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Top Financial Services Corporations

Explore 641 Financial Services Corporations that source acquisition and investment opportunities on Axial’s M&A platform.

Axial Insights

Financial Services Corporations

641

Active Firms

2,456

TTM Deal Inquiries

$3M-$12M

Core Revenue Range

$500K-$2M

Core EBITDA Range


Florida 16%
California 11%
Texas 10%
New York 9%
Illinois 4%

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

Showing 201-220 of 641 Corporations

Sorted by recent activity

Beachside Dairy Farms is a company formed to start new opportunities and grow on my career in the dairy business. I have been looking for new opportunities in agriculture that either compliment or can be something with similarities to the dairy business. I have built teams and bought new businesses and farm land. I have been operating businesses for over 15 years and look forward to building more!

Recent Transactions

This member has no reported closed transactions.

TheWizard is the world's simplest, most powerful investment decision and market timing system. Initially developed by buysellorgetout, TheWizard is based upon a revolutionary method of identifying key support and resistance areas. Our system then uses these support and resistance areas to derive entry signals for high probability trades in any market.With TheWizard, there is no need to look at charts (although we do offer them), there are no complicated formulas to learn and, most importantly, there is no confusion. Our trade signals are completely unambiguous. We give you the entry price,…

Recent Transactions

This member has no reported closed transactions.

Tra-Cal is an ISO 17025-accredited calibration lab based in Maryland. We calibrate, repair, and sell test and measurement equipment to a variety of industries including aerospace and defense, telecom, life sciences, electronics manufacturing, and transportation.

Recent Transactions

This member has no reported closed transactions.

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial solutions to affluent individuals and their families. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the range of financial solutions we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Recent Transactions

This member has no reported closed transactions.

Urban SDK is a business intelligence platform that provides data-driven optimization for the real world. We provide mobility intelligence for smarter cities. We combine emerging, connected and smart technologies to digitally transform public services and align policy with measurable indicators of well-being.We are focused on small to medium-sized acquisitions and partner with exceptional companies seeking the next stage of growth. Post-acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders. 

Recent Transactions

This member has no reported closed transactions.

Creditmonitoring.com sells credit scores, credit reports and credit monitoring to American consumers through large B2B2C relationships as well as direct B2C channels. We also sell credit-enhanced leads to business verticals like real estate, auto and mortgage websites. Our business model makes customer acquisition costs and CoGS much lower than our competitors. It creates two independent revenue streams, meaning we are much more capital efficient than our competitors.We estimate our market is over a $10B annual market with currently only approximately 17% penatration. Our unqiue business…

Recent Transactions

This member has no reported closed transactions.

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Agility 360 resolves and prevents operational challenges for banks, lenders, insurers and investors resulting from economic fluctuations, regulatory demands and industry repositioning. Our unique engagement model increases operational adaptability while reducing financial, operational and compliance risk or exposure.The staff at Agility 360 includes senior level subject matter experts, experienced industry specialists and young energetic associates with a complete commitment to excellence in their careers.

Recent Transactions

This member has no reported closed transactions.

DealGlobe is a specialist in cross border M&A development, delivering greater efficiency to our clients than traditional business models through a unique combination of technology and investment banking skills.In investment banking our partners have completed M&A transactions globally, with experience gained from working at leading ‘bulge bracket’ banks.We use technology to create a lean infrastructure, reducing costs whilst increasing effectiveness and flexibility across process control, knowledge management and enabling an ‘always on’ service globally.

Recent Transactions

This member has no reported closed transactions.

RSDCGROUP (RSDC) is a Veteran-Owned Small Business (VOSB), founded in 2005. We are headquartered in Arlington, Virginia with a presence in the Washington, DC Metropolitan area and we have offices nationwide. We deliver results for our customers through accurate requirements capture and our Strategy to Operations (STO) solutions approach. Our engagement processes focus on solving simple to complex enterprise business challenges. We conduct initial assessments, identify challenges, and address resolution through validated requirements. We accomplish this through business centric objectives or…

Recent Transactions

This member has no reported closed transactions.

Cloud Proven Networks has over 14 years experience helping the Healthcare Industry meet HIPAA regulations and ongoing compliance requirements. Our company offers a complete suite of solutions for clients including Disaster Recovery, Business Continuation, Data Security, and Private Enterprise Level Dedicated Virtual Data Center services. In brief, Cloud Proven’s value is providing cost-effective, highly secure and available private cloud-based solutions. Our services greatly minimize down time, mitigate evolving security threats and enable on-demand infrastructure growth.

Recent Transactions

This member has no reported closed transactions.

I’m an operator–owner acquiring my first platform in essential, service-heavy industries. I bring 25+ years leading complex procurement and operations transformations across multiple sectors, with a consistent record of delivering measurable cost, quality, and service improvements. Highlights include: board-approved digital procurement strategy at Walgreens (projected $400M+ savings), EMEA facilities services integration and scaling at JLL, a 52% cost improvement on a $24M logistics spend at Aggreko, and P&L leadership on a $1.3B public-sector program. I’m MCIPS-qualified and known…

Recent Transactions

This member has no reported closed transactions.

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Recent Transactions

This member has no reported closed transactions.

The Dean Group BBN, is a stable growing company categorized under Business Brokers and offers full business brokerage services including but not limited to: Assist client in establishing a MPSP Value—Most Probable Selling Price Valuation. Develop a comprehensive Information Memorandum on the company outlining the business for potential buyers. Conduct buyer searches. Coordinate negotiations and provide deal structuring advice. Provide overall deal management to guide the client through the entire process. Help maintain confidentiality of the sale.

Recent Transactions

This member has no reported closed transactions.

WinningAdvantage provides business coaching and consulting services to small and mid-sized businesses. We work with business owners and managers to develop their companies' through all stages of the normal business life cycle; start-up, growth, maturity and decline. We provide coaching, consulting and hands-on engagements. These progressive levels of engagement are used to appropriately address current needs. The purpose of a business for the owner(s) is to achieve their defined results. Our aim is to provide a winning advantage to that owner to smooth and excel the process from entry through…

Recent Transactions

This member has no reported closed transactions.

UltraTick's patent pending algorithmic software technology platform helps stock market traders access extrapolated quantitative trading data for pre-market, and real-time, application within a variety of electronic trading environments.Our unique cloud-based solution eliminates the cost of developing in-house "black box" software, by giving traders access to a platform that analyzes and processes hundreds of millions of data points from structured and unstructured sources.Our customers leverage our deep expertise in computational finance to reduce the effect of market inefficiencies within…

Recent Transactions

This member has no reported closed transactions.

ClearMomentum delivers the only one stop portfolio monitoring software to today’s most progressive private capital investors, boards and limited partners. By managing all collection and aggregation of issuer financials, we provide more insight with less effort and zero burden on either the issuer or the investor. ClearMomentum is the only company that collects, validates and synthesizes complete private company financial statements to ensure the consistency and integrity of the information from start to finish. With that, our clients gain an ability to clearly evaluate each investment,…

Recent Transactions

This member has no reported closed transactions.

Homply mission is to aggregate the office/residential demand via a «smart» notepad that allows the searcher a better management of his/her search. While understanding what the user is looking for, Homply provides targeted suggestion to its users via interfacing with online portals, existing listing databases and other sources.

Recent Transactions

This member has no reported closed transactions.

OfferBoard is an investment bank and equity funding platform advising private companies raising $1-50M in capital and conducting mergers, acquisitions and divestitures. Since launching at TechCrunch Disrupt in May 2014, OfferBoard has successfully raised capital for clients in a variety of industries, including energy, healthcare, and technology. OfferBoard is currently raising over $300M for 20+ private companies seeking growth capital. OfferBoard Group has a team of over 15 highly experienced investment bankers covering diverse sectors and is managed by international business leaders with…

Recent Transactions

This member has no reported closed transactions.

PolicySmart® is an independent, non-brokerage market leader offering electronic search engine sourcing to buyers of commercial insurance and retirement services. Our proven and reliable system has saved clients $115 million in industry overcharges to date. PolicySmart® gives you a no-risk opportunity to improve your program's design and cost effectiveness while allowing you to remain with your current provider. Our exclusive search engine tool, The CMR Database®, revolutionizes owners’ and managers’ access to the insurance industry by providing them with relevant information about over…

Recent Transactions

This member has no reported closed transactions.


Frequently Asked Questions

How are Corporations in this directory ordered?

Firms in the Financial Services 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.

What information is included in each Corporation profile?

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.

What company sizes are most common for Financial Services Corporations?

Based on activity on Axial’s M&A platform, the core revenue range for Financial Services 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.

How important is Financial Services experience when evaluating Corporations?

Relevant Financial Services 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 641 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Do all Corporations in this directory focus exclusively on Financial Services?

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

How do I compare Corporations with experience in Financial Services?

When comparing Corporations with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 641 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Financial Services Corporations?

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 Financial Services Corporations directory, you can request information here.


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