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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 341-360 of 639 Corporations

Sorted by recent activity

Kinsley

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Kinsley Group, founded in 1964, is a leading distributor of energy solutions, specializing in generator systems and serving industrial, residential, and prime power applications. As an authorized KOHLER (now REHLKO) distributor, Kinsley Group provides comprehensive energy services across the Northeast United States, including Connecticut, Massachusetts, New Jersey, New York, Vermont, New Hampshire, and Pennsylvania. The company is renowned for its extensive experience and local coverage, offering a wide range of products and services that include project development, system design, equipment…

Recent Transactions

This member has no reported closed transactions.

Revo Payments

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Revo is a new type of company providing digital payment software solutions to businesses. Our banking software is sold primarilly to Financial Institutions, ISOs, and Enterprise customers. Our software platform is deployed using vertical industry modules - each focused on features that matter for different types of businesses. Our industry modules include: Property Payments, Schools, Non-Profits, Utilities, Medical Billers, and B2B Invoicing.

Recent Transactions

This member has no reported closed transactions.

Steady Returns

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Steady Returns is a fee-only Registered Investment Adviser. Our low-volatility portfolios are designed to produce plenty of income for those entering, or already in, retirement. Such people typically aren't looking for investment advice on which they can act. What they truly want is to be cared for. They don't need the volatility of the stock market. They need steady returns.

Recent Transactions

This member has no reported closed transactions.

Schwartz Software Group LLC

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Recent Transactions

This member has no reported closed transactions.

Kanguro Insurance, LLC

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Experienced Private Equity professional looking to acquire businesses in the insurance and pet industries. We currently own and operate a pet insurance business (Kanguro Insurance) and a Reinsurance Platform. We have permanent and flexible capital where we look to bring our expertise as operators and investors.

Recent Transactions

This member has no reported closed transactions.

SWFI

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The Sovereign Wealth Fund Institute (SWFI) is a global organization designed to study sovereign wealth funds, public pensions, superannuation funds, central banks and other long-term public investors in the areas of investing, asset allocation, risk, governance, economics, policy, trade and other relevant issues. We provide specialized services such as research and consulting to various corporations, funds and governments. The Sovereign Wealth Fund Institute delivers information and insights on current issues and trends related to sovereign wealth. Our flagship publication, the Sovereign…

Recent Transactions

This member has no reported closed transactions.

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Chapman Associates

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What defines and differentiates us as a Mergers & Acquisitions (“M&A”) specialist? The answer lies in our focus, the level of education, training, and experience of our professionals.Lawyers and accountants as such will on occasion offer M&A services to their clients. In our experience, however, these arrangements are too often burdened by inherent conflicts of interest and the obvious problems of part-time attention. We think that selling or buying a business is simply too important to accept these risks. Even though a number of our professionals are in fact lawyers or CPAs, the entire…

Recent Transactions

This member has no reported closed transactions.

Xtiva Financial Systems

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Xtiva is the leading provider of sales management software and performance measurement system solutions for the financial services industry. Our hosted and managed services improve brokerage compensation management and leverage performance information and results to strengthen producer relationships. Broker-dealers profit with Xtiva by increasing productivity, organizational trust and operations efficiency while reducing risks.

Recent Transactions

This member has no reported closed transactions.

iD CardGuard

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iD CardGuard is the exclusive sales and distribution agent for North America for the Voyager Blue range of RFID security shields and bluetooth enabled locater/proximity alert products. The team at VoyagerBlue bring significant experience in the development of technical solutions for a variety of private, public and government bodies. Our product development experience ranges from secure passenger processing solutions for all major worldwide airports, airlines and governments to personal locator products for individuals and asset management companies.

Recent Transactions

This member has no reported closed transactions.

Opera Solutions

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We are committed to using science and technology to turn the raw material of Big Data into higher productivity, healthier bottom lines, and superior competitive advantage. The Signal Hubs, Signal Products, and Scientific & Professional Services we offer to core industry sectors, including financial services, healthcare, and government, do just that. They drive real and measureable improvement for our customers because they focus on the business leverage points in which machine learning science can make the highest impact. Superior science is at the core of everything we do. Among our 700…

Recent Transactions

This member has no reported closed transactions.

Goodfood Market Corp

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We are a publicly listed e-commerce subscribtion business building a leading house of beloved brands that will allow our fans to live longer on a healthier planet. We aim to acquire unique businesses that will operate independently and have the option to leverage our assets and expertise in marketing, operations & logistics. 

Recent Transactions

This member has no reported closed transactions.

UFG

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UFG offers mid market firms SaaS based financial tools to streamline business processes. UFG offers mid market firms SaaS based financial tools to streamline business processes.

Recent Transactions

This member has no reported closed transactions.

Ace Global Ventures Pte Ltd

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Nascent single man entity, strategically working on an ambitious greenfield ITES / Ecommerce proposition at the seed stage for the launch of a subscription based virtual global integrated supply chain hub / eco-system for businesses, Governments and people around the world (to be rolled out in phases), currently pitching to laterally minded strategic investors for large cap seed capital. Significantly differentiated functionality and design using a combination of cutting edge software technology, indexed value chains, structured marketplaces and best practice risk / supply chain management…

Recent Transactions

This member has no reported closed transactions.

PPMT Strategic Group

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We are a management consulting firm that offers a truly integrated suite of services designed to support middle market companies as they progress through the corporate growth cycle from start-up through exit of the middle market classification.We are a trusted advisor to several private equity and hedge funds. We assist them with their due diligence, position maintenance and regulatory reporting, as well as closings. Our nine member executive management team have credentials consistent with the five functional service areas the we offer. So all functional areas are led by stakeholders with…

Recent Transactions

This member has no reported closed transactions.

Trident Brokerage Services LLC

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Founded by Traders and Quants, Trident set about to transform the marketplace for execution by leveraging the information asymmetry in the voice brokered space to provide unparalleled best execution for our clients.

Recent Transactions

This member has no reported closed transactions.

Mined Systems Business Intelligence

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Mined Systems develops and sells its proprietary data aggregation software to clients for the purpose of compiling their data in a unique data set. We then analyze client data, include third-party data, perform predictive analytics and present clients with specific action steps to improve performance. With on-going analytics Mined Systems identifies process efficiency drivers, increased revenue, lower risk and expenses, and improved earnings and profitability.

Recent Transactions

This member has no reported closed transactions.

US Encode

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US Encode has developed an authenticated, verifiable and tamperproof digital transaction security solution for banks and their customers. Our patented solution creates a frictionless, card-present online transaction; functions seamlessly through the current global banking and payments infrastructure; and is certified by MasterCard as an advanced authentication solution.

Recent Transactions

This member has no reported closed transactions.

Sandwisch Enterprises Inc

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Sandwisch Enterprises, Inc. is small family office focused on investments into durable SMB companies with solid long-term profitability and a defendable market position.Our main operating company is a Tier 2/3 provider of precision metal finishing services, catering primarily to the automotive and aerospace industries. The company offers a range of services including precision metal finishing, assembly, and expediting. Additionally, Sandwisch Enterprises provides contract manufacturing and product certification services, supporting the healthcare industry.Sandwisch Enterprises portfolio…

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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