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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 281-300 of 639 Corporations

Sorted by recent activity

RRD

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Turn to RR Donnelley for integrated solutions that span the full breadth of the communications life-cycle. We create, manage, produce, distribute and help monetize content – bringing it to life in powerful and cost-effective communications. Multi-channel. Multi-media. Multi-faceted. From the web to web presses … from digitized documents to documents printed digitally … we craft custom solutions that are responsive to your needs, your budget, your goals.

Recent Transactions

This member has no reported closed transactions.

Peak Group

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Peak Group Companies is a conglomerate specializing in water management solutions, offering a wide range of services including water and wastewater equipment, water system maintenance, no-dig lining, and custom water treatment systems. The company operates multiple divisions, such as Peak Water Services and Advanced Pump & Equipment, providing repair, installation, operation, and maintenance services with factory-trained technicians and state-certified water and sewer system operators. With a focus on delivering top-quality solutions, Peak Group Companies serves domestic and industrial…

Recent Transactions

This member has no reported closed transactions.

Consulting Services Support Corporation

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The Company has developed and is deploying patented decision-assistance technology (“DAT”) that enables those employing it to comparatively evaluate broad universes of choices, using custom blends of quantifiable criteria individually specified by the user. The first and primary market application of CSSC’s DAT is in the financial services industry. There CSSC’s patented technology and related services are being used to empower investors (of all types), to make better informed investment manager and financial product (e.g., mutual fund selection and personal life insurance) selection…

Recent Transactions

This member has no reported closed transactions.

DSA/Phototech, LLC.

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DSA/Phototech is a private equity backed manufacturing company with 50 years of proven record serving some of the best-known brands globally. Headquartered in Los Angeles, but serving clients worldwide

Recent Transactions

This member has no reported closed transactions.

US Collections West

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We would like to introduce our company and our services to you. U.S. Collections West incorporates innovation and experience to produce the leading recovery percentiles for our customers. Our focus is making collections a priority for you. We have been in business for over 26 years, and we believe our insight gives us the ability to produce the kind of results our customers need to succeed. At U.S. Collections West, we know that service is important to you. That is why we keep your paper work to minimum and inform you at all times regarding the standing of your accounts. Our services are…

Recent Transactions

This member has no reported closed transactions.

Hellenic Financial Stability Fund

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The Hellenic Financial Stability Fund (HFSF) was founded in July 2010 as a private legal entity, is fully independent and does not belong to the public sector. It has administrative and financial autonomy, operates exclusively under the rules of the private economy and is governed by a three member Executive Board and a nine member General council, comprised of international financial sector experts.

Recent Transactions

This member has no reported closed transactions.

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Advance Financial

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Advance Financial offers short-term loans, check cashing services, wire transfer, bill payment and unlimited free money orders. The financial center, founded in 1996, is family owned and operated in Nashville, Tennessee. Advance Financial currently operates more than 50 locations throughout Tennessee and employs more than 600 local representatives. By focusing on a wide variety of financial services, convenient 24/7 operating hours, efficient service and professional staff, Advance Financial is committed to building long-lasting, strong relationships with every customer. It recently earned an…

Recent Transactions

This member has no reported closed transactions.

Banc Certified Merchant Services

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Formed over two decades ago, Banc Certified Merchant Services (BCMS) is a worldwide full-service Merchant Services Provider offering a wide variety of products and services to Merchants. BCMS is a leader in the merchant services industry; we enjoy the distinction of being the processor-of-choice for many respected Merchants in the world. We have grown to handle more than $220 million a month in processing transactions while maintaining an A+ rating with the Better Business Bureau.

Recent Transactions

This member has no reported closed transactions.

ReThink Financial

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Automated advice is here to stay. While the rest of the industry has been obsessing about how much money this digital revolution is going to take from their wallets, we’ve been busy figuring out how it can put more money in yours. We’re working with companies at the forefront of automated advice. Companies like Advizr, Riskalyze, Policygenius and Questis. They all have their place in your financial decision making. They all help you avoid excessive fees and help us keep fees low for even the advice that doesn’t involve them.

Recent Transactions

This member has no reported closed transactions.

IndiaPay

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IndiaPay is a leading payment gateway company. The Payment Gateway was designed with you the merchant in mind.We wanted to provide a simple, low-cost, and innovative solution to the global payment industries. We were able to accomplish this with a shared appreciation for innovation, customer focus and technology. Our goal is to become the premier provider of payment solutions.The platform infrastructure supports many types of forms of payment including:- Card-Present Credit Cards- Card Not-Present Credit Cards- Signature Debit- Pin Debit- Pinless Debit- ACH (POP,ARC, PPD, CCD, ICL, WEB,…

Recent Transactions

This member has no reported closed transactions.

APIC Technologies LLC

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APIC Technologies is a consulting firm specializing in cloud and data services, providing tailored enterprise cloud-based technology solutions for small and medium-sized government contractors and commercial organizations. With over a decade of experience, the company implements ERP, CRM, HRM, and BI tools to centralize customer data, enhance efficiency, and develop a comprehensive understanding of customers. APIC Technologies is dedicated to delivering right-sized solutions that meet the unique needs of its clients, focusing on improving sales, service, finance, and marketing operations.

Recent Transactions

This member has no reported closed transactions.

Group of MEGACARD

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Megacard is a leader of a group of companies which have a lot of different activities , at different projects HealthSupplementsAdvertising Management ServicesMarketing ServicesEnergy InnovationHealth Innovation

Recent Transactions

This member has no reported closed transactions.

iPlanGroup

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As an independent administrator, we process the investment transactions you direct us to do on behalf of your retirement account. Additionally, we provide account administration, recordkeeping and tax reporting for your Self-Directed IRA and are looking to connect with investors wanting to grow their retirement funds. Our company is where self-directed investors prosper by building and managing their wealth more efficiently and more effectively than ever before. We offer Traditional , Roth, Simplified Employee Pension(SEP) and Savings Incentive Match Plan for Employees(SIMPLE) IRAs. We also…

Recent Transactions

This member has no reported closed transactions.

Finfare

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Whether we’re talking business efficiencies, investments, or personal finance- Finfare is the most reliable money management platform.We believe in the power of AI as a driver that allows anyone to manage their money with brilliance. Finfare is revolutionizing banking so that anyone can save time and money.

Recent Transactions

This member has no reported closed transactions.

Aguirre & Ehlinger, LLC

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We are an Investment firm that operates several manufacturing companies in Mexico.Including Auto parts, Aerospace, Medical Devices, Metals and Ceramic

Recent Transactions

This member has no reported closed transactions.

The Codner Group, LLC

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The Codner Group is a boutique private equity firm making equity investments in the lower middle market. The company's focus is on lower middle market firms with a particular focus on supporting niche business services companies, up to $200 million in revenue and target EBITDA of $2 million+. TCG covers multiple sectors, from construction and trucking to oil and gas, technology, marketing and communications and beyond.

Recent Transactions

This member has no reported closed transactions.

Financial Media Group

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Financial Media Group develops and refines data related to the advisors and firms which operate within the financial industry. Our database portfolio consists of over 2 million licensed insurance agents, securities/financial advisors, and over 30,000 RIA's, broker dealers, insurance carriers and intermediaries.Our web-based software allows our clients to run detailed queries/searches, view market analytics, create and view advisor/firm profiles and export data from our system for external use. We capture and refine on over 300 data points ranging from exams, AUM, production, licensing,…

Recent Transactions

This member has no reported closed transactions.

North Bridge Growth Equity

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North Bridge invests in exceptional people whose ideas have the potential to disrupt the way we live and work. We provide seed-to-growth financing to help transform those ideas into companies and those companies into market leaders.We focus on Communications & Infrastructure, Software, Materials, Healthcare and Digital Media. Meet the companies. Our partners, principals and associates bring operational experience and relentless energy to carry teams through the start-up and growth equity journey.

Recent Transactions

This member has no reported closed transactions.

Mercer

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Mercer is the global leader for trusted HR and related financial advice, products and services. In our work with clients, we make a positive impact on the world every day. We do this by enhancing the financial and retirement security, health, productivity and employment relationships of the global workforce.Mercer has more than 19,000 employees serving clients in over 180 cities and 40 countries and territories worldwide.As a wholly owned subsidiary of Marsh McLennan Companies, Inc., we can also provide access to the complementary services of our sibling companies, Marsh, Guy Carpenter and…

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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