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Top Financial Services Corporations

Explore 639 Financial Services Corporations that source acquisition and investment opportunities on Axial’s M&A platform.

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Axial Insights

Financial Services Corporations

639

Active Firms

2,460

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

Showing 261-280 of 639 Corporations

Sorted by recent activity

Epoch.com

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Epoch is an Internet Payment Service Provider (IPSP) which enables merchants to accept payments online. If you received a bill to your bank or credit card that led you to this page, we may have processed a charge to your account on behalf of an Internet merchant. You can retrieve information about charges to your account by using the forms below or by contacting our world class customer service department 24 hours per day.

Recent Transactions

This member has no reported closed transactions.

ADL GlobalCapital

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ADL Global Capital, a Registered Investment Advisory Firm, is an alternative investment platform offering innovative products and solutions across the liquidity spectrum to institutional and private clients. The firm offers investors access to strategies to meet their unique needs including customized solutions, event driven equity, real estate, long/short, dividend growth and fixed income. ADL Global Capital attracts talented in-house and affiliated investment teams and provides them with institutional infrastructure, proven sales and marketing and industry know-how. The firm is committed to…

Recent Transactions

This member has no reported closed transactions.

Investix

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Investix is a private equity and capital access firm that specializes in connecting strategic relations and capital between NYC financial district, Wall Street, billionaire family offices and HNWI, and assists in acquiring controlling equity positions in middle market businesses with annual EBITDA ranging from $3.5 million to $10 million. Investix evaluates real estate opportunities across a number of industries, but the firm’s principals have significant expertise acquiring, growing and exiting enterprise real estate, commercial construction, restaurant and hi tech businesses, and are…

Recent Transactions

This member has no reported closed transactions.

Willis

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Willis Group Holdings PLC is a leading global risk advisor, insurance and reinsurance broker. With roots dating to 1828, Willis operates today on every continent with more than 18,000 employees in over 400 offices. Willis offers its clients superior expertise, teamwork, innovation and market-leading products and professional services in risk management and transfer. Our experts rank among the world’s leading authorities on analytics, modelling and mitigation strategies at the intersection of global commerce and extreme events. Find more information at our website, www.Willis.com, our…

Recent Transactions

This member has no reported closed transactions.

Goodsmith

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Goodsmith is a vertically integrated home services platform powered by AI. We fully staff a multitude of routine home services and employ a team of W2 technicians. We provide breakfix repairs, routine services, and vendor relationships as needed.

Recent Transactions

This member has no reported closed transactions.

C2C SmartCompliance

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C2C SmartCompliance (C2C) is a specialized Governance, Risk and Compliance (GRC) software and services provider founded by information security, risk and compliance professionals. C2C provides risk and compliance analysis and management solutions across multiple industries and markets, including financial services, utilities/energy, healthcare, information technology, government contracting, and manufacturing. The C2C management team has extensive experience in global management consulting, regulatory compliance, risk management, IT infrastructure, and security/cyber-security management, as…

Recent Transactions

This member has no reported closed transactions.

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FactSet Research Systems

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FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe. FactSet offers instant access to financial data and analytics to thousands of analysts, portfolio managers, and investment bankers at the world’s financial institutions. FactSet’s business is built on the creative use of technology and an unwavering dedication to client service. We remain on the cutting edge by continually developing and refining our software. Our tools enable clients to perform investment research at the most…

Recent Transactions

This member has no reported closed transactions.

Merit Financial Advisors

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Merit is a retirement planning firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals.We believe that we can help address the retirement challenges in America by bringing financial freedom, wellness and confidence to the working population and retirees. As people experience…

Recent Transactions

This member has no reported closed transactions.

Sahara India

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Sahara India is a major business conglomerate headquartered in India with diversified business interests including financial services, housing finance, mutual funds, life insurance, city development, real estate activities, print and television media, film production, power, information technology, health care, tourism, hospitality, sports and consumer merchandise retail product.

Recent Transactions

This member has no reported closed transactions.

Concord Investment Partners

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Concord Investment Partners is a private equity firm specializing in buyouts, middle market, and turnaround investments. It seeks to invest in smaller financially sick companies. The firm prefers to invest in manufacturing, distribution, and high technology sector. It seeks to invest in firms with revenue between $30 million and $200 million. Concord Investment Partners was founded in 1995 and is based in Concord, Massachusetts.

Recent Transactions

This member has no reported closed transactions.

Rapid E-Suite

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Rapid E-Suite (RES) is a leading provider of automated solutions for the implementation, management and upgrade of Oracle’s E-Business Suite of application products. The integrated Tools & Solutions help manage various aspects of the Oracle E-Business Suite Lifecycle – from its conception, through design, build & implement, to service & maintenance. We bring forth a rich experience of having implemented these cloud-based solutions at over 300 Companies around the world across a variety of industries – Manufacturing, Distribution, Insurance, Oil & Gas, Trading, Hi-Tech & Utilities. Our…

Recent Transactions

This member has no reported closed transactions.

Behr Enterprises

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Behr Enterprises is a metal fabrication, welding, and machining company. 20 years ago I acquired a custom stainless steel fabrication shop and have grown it through equipment investments. 8 years ago we added machining services and purchased the assets of a machine shop that was going out of business.

Recent Transactions

This member has no reported closed transactions.

The Mathias Organization

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The Mathias Organization will consider investing in small to medium sized businesses that have a realistic scalable concept, with a well thought out business strategy, a detailed marketing plan along with a compelling vision.

Recent Transactions

This member has no reported closed transactions.

Redwood Capital

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Redwood Capital's investment banking group provides M&A, corporate finance, restructuring and valuation advisory services to growth companies in the technology, media, internet, telecommunications, and business services verticals. Each Partner has more than two decades of investment banking experience with bulge bracket investment banking firms such as Merrill Lynch, Credit Suisse, Deutsche Bank, and others advising on M&A and corporate financings in the multiple of billons of US dollars both domestically and internationally. In addition to deep finance capabilities, most Partners have also…

Recent Transactions

This member has no reported closed transactions.

Cordoba Solutions

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Canadian acquisition vehicle representing accredited investors and seasoned operators. Patient capital, indefinite hold, no fund clock.Targeting: established, profitable, owner-operated businesses with durable cash flows, defensible moats, and modest capex needs. Tangible physical operations we can audit and stress-test — distribution, light industrial, specialty consumer goods, energy services, regulated trades.Parameters: $500K–$5M EBITDA, Canada and select US Pacific Northwest / Mountain West. ; flexible on rollover, seller notes, earnouts.Not for us: pre-profit, single-customer…

Recent Transactions

This member has no reported closed transactions.

Tarazillc

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Tarazi LLC is a company specializing in the energy, oil, and water sectors, offering a comprehensive range of services and supplies for power plants and infrastructure projects. The company is dedicated to providing high-quality spare parts, consumables, and services, ensuring the efficient operation of power plants and oil facilities. Tarazi LLC also excels in managing, directing, and executing projects across various domains, including electric, industrial, power, hydrous, import, export, and petroleum-related fields. With a strong focus on customer satisfaction, the company offers…

Recent Transactions

This member has no reported closed transactions.

Startup Stock Exchange

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The Startup Stock Exchange provides a regulated marketplace where investors of any level buy public shares of vetted startup companies, while startups raise the capital they need from these global investors.

Recent Transactions

This member has no reported closed transactions.

QC Solutions

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QC Solutions is the developer of FullCircle Web-Pro Mortgage Quality Control Platform. FullCircle is robust and user friendly software that lenders and outsourcing companies can rely on to make their QC functions automated and reliable without major investments. FullCircle is web-based mortgage quality control software platform that may be used for Pre-Funding and Post-Closing Reviews. FullCircle minimizes the effort required to complete all required functions of mortgage QC. These functions include importing and selecting loans, setting up periodic audits, processing including ordering…

Recent Transactions

This member has no reported closed transactions.

masha.com

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Medinyl is a digital marketing agency specializing in AI automation and lead generation services. It focuses on helping businesses grow through technology solutions. The company offers AI automation, lead generation, and business development services.

Recent Transactions

This member has no reported closed transactions.

BerQ RNG

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Reducing carbon emissions while transforming biogas into RNG.With thousands of dairy farms, landfills, and wastewater treatment plants flaring low-quality biogas across North America, there is an opportunity to curb emissions and generate revenue simultaneously.Our core business is developing and operating projects that turn biogas into RNG, creating healthy returns for our investors and project partners. We focus on developing small to medium-sized projects in Ontario, Quebec, and the Mid-Western to the North-Eastern United States. Our team brings their 95+ years of combined industry…

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 639 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 639 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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