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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 361-380 of 639 Corporations

Sorted by recent activity

Stash is a technology company that has developed a patent-pending breakthrough of stunning impact in the cybersecurity realm – the solution to eradicating data vulnerability – a modern day scourge of immense proportion. An estimated 50+ Billion devices will be connected to each other by 2020 making for a nightmare of endpoints, each a way in to where your valuable data is, impossible to guard against intrusion, data theft, destruction, loss, and manipulation, as well as malware and ransomware. Unless you have Stash.99.9% of other security options are but tools, developed as fences, walls,…

Recent Transactions

This member has no reported closed transactions.

Helping companies create transparency between corporate teams and investors to drive trading volume through means of media and video.Our Goal: Creating tools & a community that facilitates corporate awareness for small and mid cap companies. Be part of a community of entrepreneurs discovering new businesses, ideas, growing wealth, and new ways of doing things. Quick and Simple Approach We work hard to do the heavy lifting as top Executives, time is sometimes about as sparse as the seed capital! Connectivity We have positioned ourselves like Switzerland- in between the entrepreneurs, the…

Recent Transactions

This member has no reported closed transactions.

InsureLab is a venture-backed, AI-driven insurance intermediary backed by institutional investors with over $1B AUM. We are seeking strategic acquisitions of commercial P&C brokers with underwriting authority or P&C brokers managing $10M+ in premium. We seek to combine strong distribution with our AI-enhanced underwriting to drive growth and profitability.

Recent Transactions

This member has no reported closed transactions.

Corporate Valuation Advisors, Inc. ("CVA") is a full service valuation and financial advisory firm, celebrating more than 25 years of providing valuations of business enterprises, tangible assets, and intangible assets and advising our clients on various tax and financial reporting issues. Whether a business enterprise, a single share of stock, a stock warrant, a stock option, improved real estate, machinery and equipment or an intangible asset, certain assumptions are inherent in the estimation of value. Since assumptions affect value, then facts must support the basis of those assumptions…

Recent Transactions

This member has no reported closed transactions.

1-800-MEDIGAP supports the millions of people on Medicare and those 10,000 + people a day turning 65. Greater that 80% of medicare recipients will enroll in a MEDIGAP insurance plan to help supplement their medicare. Over $3 Billion in new premiums are generated every year, making this the fastest growing insurance sector grossing billions every year.

Recent Transactions

This member has no reported closed transactions.

It is not the strongest of the species that survives, nor the most intelligent. It is the one that is most adaptable to change. In a changing offshore and marine marketplace we structure projects against revenue generating contracts. These are structured into Single Purpose Companies where we seek investors/investment to take the project on stream.We delivers a more personal and innovative project brokerage service to the marketplace where challenge the establishment, challenge the norms and deliver an innovative and efficient end result that will stand out as a valuable service provision to…

Recent Transactions

This member has no reported closed transactions.

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BAMwire™ is a specialty finance software and operations platform that advances against the current receivables of transportation brokers. The company has revolutionized the traditional funds transfer and advance process in the freight transportation industry by injecting transactional level capital into the freight brokerage payment process to meet the working capital needs of freight carriers.

Recent Transactions

This member has no reported closed transactions.

To make lasting change in one’s life, ongoing help and support is invaluable. The Professional Education Institute (PEI) specializes in furnishing that help and support for customers worldwide. By leveraging technology without sacrificing the human element, PEI builds interactive education programs that focus on self-improvement. As a result, our customers’ experience culminates in unparalleled satisfaction rates. PEI’s continuous commitment to providing quality education programs has resulted in an over 90% Customer Satisfaction Score.Regardless of how or where customers are looking to…

Recent Transactions

This member has no reported closed transactions.

Sandstone Arbor Care LLC is a fully insured tree care business based in Green Lake, Wisconsin. The company specializes in all aspects of tree care, providing expert services to maintain and enhance the health and beauty of trees. With a focus on quality and customer satisfaction, Sandstone Arbor Care LLC serves the local community with professional arboricultural services, ensuring the safety and aesthetics of residential and commercial landscapes.

Recent Transactions

This member has no reported closed transactions.

Adworkz is a Marketing and technology firm with locations in Spokane and Tacoma, Washington. With collective experience in website development, online advertising, and custom application development, Adworkz is determined to build platforms that connect business with their customers and people to the products and services that they are seeking. Started in 2008, Adworkz has grown to include an automotive mobility division, online advertising platforms, mobile and web application development division, and also operates several hundred mobile and web destinations.

Recent Transactions

This member has no reported closed transactions.

We are a billing service focused solely on clinical research. We have extensive experience in budget negotiation, contract administration and system implementation. We provide detailed attention to amounts due with follow-up until paid. We generate reports showing accounts receivable that can be used to convert to accrual accounting, to increase a site's valuation and to support financing. We provide clinical research sites with the financial expertise and support they need in order to get paid for all the work they do.

Recent Transactions

This member has no reported closed transactions.

Experienced multi-unit operator in the fitness and recreation space. Former F45 Training franchisee with a successful exit in 2023. Currently owns and operates multiple Altitude Trampoline Parks across NH, MA, and WA. Actively seeking expansion opportunities within the fitness and family entertainment sectors.

Recent Transactions

This member has no reported closed transactions.

Arcadia Investment Group is a corporate finance consulting firm wholly owned by Aurora Bay Trust, a Bahamas-established trust. The firm specializes in providing expert consulting services in corporate finance, focusing on direct investments in trade finance and project finance. Arcadia Investment Group connects businesses with premium investment opportunities, leveraging its expertise to facilitate strategic financial growth and development for its clients.

Recent Transactions

This member has no reported closed transactions.

Founded by academic researchers and consultants specialized on IT Performance Optimization, Moviri now helps some of the most IT-intensive organizations in the world to manage their infrastructure.Moviri major references include top companies in different market segments such as Telco, Banking, Insurance, Energy, Retail and Travel, in Europe and the US. Moviri partners include vendors and service providers such as BMC, Splunk, VMware and HP.Moviri is a member of itSMF (IT Service Management Forum), UK CMG (UK Computer Meauserement Group), CMG Italia (Computer Measurement Group) and SPEC…

Recent Transactions

This member has no reported closed transactions.

Blend is a unique supra-cryptocurrency backed by a basket of the top cryptos. It is better for payments, and better for investments. Blend is more stable and less volatile than any currency. By combining the top cryptos into one, Blend is the ideal store of value asset and medium of exchange.

Recent Transactions

This member has no reported closed transactions.

RETransform™ was founded in 1998 by an alumnus of the Harvard Business School, further diversifying a family business group established in 1961. Today, RETransform™ serves >200 customers worldwide, employing >450 individuals at its offices in USA, UK, UAE and India offering comprehensive solutions to the Real Estate Industry across three areas: Training & Consulting (People)- Student Courses- Executive Workshops- ConsultingBusiness Process Management (Processes)- Back Office Centers- Lease Administration- Finance & Accounting- Data ModelingSoftware and R&D (Technology)- Software…

Recent Transactions

This member has no reported closed transactions.

We are home to the largest gardening community on the planet - trusted by millions across YouTube, Instagram, TikTok, and our blog for making gardening simple, fun, and possible for everyone. Our vision is bold: a garden in every home. To achieve it, we’re building the world’s first category-defining gardening company at global scale - blending education, media, software and world-class products into one seamless experience.

Recent Transactions

This member has no reported closed transactions.

Experienced Workout & Turnaround Consultant, Import/Export Trade Finance, Materials Sourcing/Logistics, A/R Factoring, Purchase Order Finance, with the knowledge and expertise to successfully execute projects in challenging environments.

Recent Transactions

This member has no reported closed transactions.

The Mank Group is a premier executive search firm focused on the direct recruitment of executives and professionals for the Financial Services space. We are your partner, and our focus is on conducting custom recruiting and introductions for financial services partnerships, including merger and acquisition opportunities. Not only do we identify and connect you with the right skills and experience, but we also source for a match of individual style to your corporate culture. We have been solving talent recruitment and business partnership needs for close to fifty years. Our clients trust our…

Recent Transactions

This member has no reported closed transactions.

Growth Factors is a global consulting firm dedicated to value creation and strategic growth. With a focus on sales acceleration, offer optimization, talent leadership, and technology and process innovation, they drive comprehensive value creation strategies that directly impact profitability and market position. Operating from multiple international locations, including New York, London, Los Angeles, Miami, San Juan, and Zürich, Growth Factors collaborates with clients to maximize pricing strategies and optimize offer effectiveness. Their expertise extends to leveraging cutting-edge…

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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