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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.

Axial Insights

Financial Services Corporations

639

Active Firms

2,460

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 321-340 of 639 Corporations

Sorted by recent activity

Pingora Capital is a private investment firm with a focus on the northeastern US. We seek acquisitions of commercial and industrial businesses or divestitures. We bring strategy, capital and decades of experience to every situation.Pingora runs companies to achieve sustainable profitability and long term value creation for all stakeholder parties. We embrace lean thinking and manage in a financially judicious manner.Pingora Capital specifically targets manufacturers and distributors in the Northeastern US with revenues under $200 million.

Recent Transactions

This member has no reported closed transactions.

Founded in 2005 by CEO, Raymond Bartreau, Best Rate Referrals is a Mortgage Marketing Firm located in Las Vegas, Nevada that offers compliant lead generation solutions for the lending and insurance industry.Featured in Inc. Magazine as one of the top 50 marketing companies in America, Best Rate Referrals is your source for mortgage and insurance marketing. Contact us today to see how we can tailor a profitable marketing campaign around your budget and goals.

Recent Transactions

This member has no reported closed transactions.

Sub-prime auto loan company seeks an investor to fund auto loans up to $10,000,000. for one year of loans. Investor may leave his money in this secured investment for as long as he wishes, from one year to 30 years. Money is secured by the automobiles being funding with the loans based upon actual vehicle value from auto auction. Company will return to investor 12% on secured vehicle assets. Company principals have a combined 40+ years in the sub-prime auto loan market with major banks and lenders.

Recent Transactions

This member has no reported closed transactions.

I'm interested in local home services and other businesses in the DFW area, e-commerce and content businesses

Recent Transactions

This member has no reported closed transactions.

Pinnacle Insurance and Financial Services is a leading life insurance and financial services brokerage firm committed to providing industry-best service, a superior portfolio of products and unmatched expertise. We have become one of the fastest growing distribution companies of our kind in the U.S. by providing a high standard of excellence in serving institutional clients, independent broker dealers, registered investment advisors, independent insurance agencies and financial professionals.Our approach in partnering with our clients is to significantly increase their revenue and to leverage…

Recent Transactions

This member has no reported closed transactions.

CEO with four health information technology and healthcare services companies, executing on revenue and EBITDA improvements, resulting in four successful exits to strategic buyers. Private equity owned company experience with three mid market companies, as well as divisional responsibilities with The Walt Disney Company and United HealthGroup. Provide innovative and ethical consulting and advising services to investment, private equity firms, and operating companies interested in owning and acquiring healthcare services and HIT firms. Available for permanent CEO roles, or Board / Advisory…

Recent Transactions

This member has no reported closed transactions.

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Mavenomics Inc. is an innovative software and consulting company based in Cambridge, Massachusetts, near Harvard University and MIT.Mavenomics provides a flexible platform for data aggregation, analysis, monitoring, and visualization which allows hedge funds to very quickly and cost-effectively deliver superior solutions for the enterprise.

Recent Transactions

This member has no reported closed transactions.

SYMPHONY INVESTMENT PARTNERS (SIP) is a boutique international advisory group focused on providing strategic advice to companies from a wide variety of industries. The Group has specialized expertise in international distribution, manufacturing, financing and consumer branding with over 100 years of training and experience to help management choose and execute the best course of action. Our dedicated mission of offering personalized strategic advisory services enables SIP to service our clients with a full range of strategic and financial alternatives, analytical tools and objective counsel.…

Recent Transactions

This member has no reported closed transactions.

Quickpay is seeking a capital raise to install five to ten thousand of its self service payment kiosks in four US States (CA, TX, NY and FL). A third stage investment will be needed to scale the business in 2016 after initial traction is gained in the United States. Quickpay already has terminals active in Miami and in New York City. Quickpay is an efficient facility designed for customers to save time when transferring money or paying for various services. Our aim is to make it easy for customers to pay for the provided services.Quickpay is an alternative pathway in the backbone of global…

Recent Transactions

This member has no reported closed transactions.

Company OverviewTivix is a software consulting firm headquartered in Silicon Valley (San Francisco), with additional offices in New York City, the Pacific Northwest (Portland), and Europe (Wroclaw). Company FocusOur primary focus is the agile development of web, cloud, and mobile applications. We reduce development risk for our clients by using agile methodology and standards-based code to get digital platforms to market quickly.Client MixOur clients are a mix of Fortune 1000 enterprises (Apple, Bayer, Microsoft), newly-funded ventures (CloudVelox, WikiRealty, SwiftStack), and large NGO’s…

Recent Transactions

This member has no reported closed transactions.

Flair Global Capital is a financial services company offering innovative management solutions and consulting services. Based in San Marino, California, the company aims to empower business growth through tailored financial services. They focus on supply chain finance and innovative financial management solutions to optimize business cash flow. Their primary investment focus is on enhancing financial services through supplier finance and reverse factoring. Flair Global Capital supports various sectors, including e-commerce businesses scaling internationally, bulk trade across major ports,…

Recent Transactions

This member has no reported closed transactions.

Tri-Emerald Financial is a Full Service Direct Lender, with banker expertise and a commitment to delivering world-class mortgage services, creating lasting partnerships with our realtor partners and helping Clients meet their financial mortgage goals. Our job is to earn your business through trust and knowledge…While providing great products at great rates!We are a leading non-bank residential mortgage company known for its exemplary customer service: specifically the consistency and speed of approvals which in most cases allows a customer to initiate a loan inquiry and fund a mortgage loan…

Recent Transactions

This member has no reported closed transactions.

Starscriber is a well financed privately held solutions company establishing the world’s largest mobile social communications network through our enhanced “Please Call Me” services. Our 4+ Billion potential users reside in hyper growth emerging mobile phone markets where consumers have created sophisticated communication methods to manage invaluable mobile prepaid credits. This communication method is called “flashing” and is as common as sending a text message or connecting a call. The Starscriber solution embraces this human behavior and creates: A free, faster and more effective…

Recent Transactions

This member has no reported closed transactions.

SustenCorp is a company with a portfolio of clean energy generation and storage technologies allied to carbon footprint calculation, reduction and neutralization services, and also the intermediation between investors and investments opportunities.

Recent Transactions

This member has no reported closed transactions.

Suntell was founded in 1996 by bankers, who were tired of the labor intensiveness of every single step of the collection and analyzing of financial data, of servicing a loan portfolio, and managing the collections of problem loans. There were checklists for everything and duplicate data entry across multiple disparate systems. Our goal is to help community lending institutions of all sizes build a sound lending program through an integrated piece of software. A single solution, for all lending functions.As financial industry professionals, we have worked as lenders, as operations managers,…

Recent Transactions

This member has no reported closed transactions.

Alden Ridge Advisory is an independent advisory group that advises HNWIs on potential acquisitions to their direct portfolio. The company also serves as a holding company platform for direct investments of the principal.

Recent Transactions

This member has no reported closed transactions.

Intenta is a leading pioneer of real-time purchase intent advertising. Other data management providers crunch cookies to try and guess who is likely to buy your product or service. Intenta is different. We know the exact real-time moment that someone is looking elsewhere for the product or service you sell. We then make it instantaneously possible for that same person to find your ads naturally as they go about surfing the web later on.We allow marketers to target any of the visitors of nearly 1 trillion URL's on the world wide web.

Recent Transactions

This member has no reported closed transactions.

FilmFunder is an equity crowdfunding platform for professional motion picture investments. FilmFunder sells profit participation of projects to individual investors, equity funds, and financial institutions who wish to invest in the entertainment industry. The money earned from the sale of profit participation is used to produce the film. FilmFunder fully researches the background of all projects prior to offering them for investment to ensure superior quality and investor protection. Once all of the points have been sold, the funds are released to the project and production can begin.…

Recent Transactions

This member has no reported closed transactions.

Description XSELL digital commerce processes and technologies give our clients granular insights into the characteristics, behaviors and attitudes of their customers. This data captures a clear "Voice of the Customer" that is used to influence decision making around: - Identifying new customers - Engaging existing customers - Increasing sales - Increasing web traffic - Lowering cost of service XSELL employs collegiate, tech savvy, ambitious, multi-tasking geniuses as BRANDBASSADORS to manage the chat and social networking channels for our clients. These BRANDBASSADORS are experts in the area…

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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