1.800.860.4519

Sign In Get Started

Powered by Axial Data

Top Financial Services Corporations

Explore 641 Financial Services Corporations that source acquisition and investment opportunities on Axial’s M&A platform.

Explore Firms Join Axial Explore Firms Join Axial

Axial Insights

Financial Services Corporations

641

Active Firms

2,456

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 461-480 of 641 Corporations

Sorted by recent activity

Ambe Engineering

View Full Profile
Across the United States, thousands of family-owned manufacturing businesses built over decades are at risk. Seventy-five percent of their owners are nearing retirement with no succession plan. When these companies flip or close, often times communities lose jobs, supply chains lose critical capability, and legacies disappear.We founded American Legacy Operators to change that outcome.We are an operator-led, permanent capital platform that acquires and grows US-based manufacturing and services businesses. We are actively seeking minority, majority, full acquisition, and partnership…

Recent Transactions

This member has no reported closed transactions.

Insurance Office of America

View Full Profile
Insurance Office of America is a full-service insurance agency and was founded in 1988. First recognized as one of the top 100 U.S. insurance brokers in the year 2000, we are a privately-held agency and one of the largest in the country. We are currently the 11th largest privately-held agency by Insurance Journal, and the 27th largest U.S. broker according to Business Insurance magazine.

Recent Transactions

This member has no reported closed transactions.

MCO Investments, LLC

View Full Profile
MCO Investments, LLC is a business brokerage and investment banking firm located in Louisville, Kentucky.

Recent Transactions

This member has no reported closed transactions.

MBLinx

View Full Profile
mblinx is a San Francisco Bay Area based startup with the expertise in mobile markets. We provide mobile and cloud services solutions for transforming businesses around market inflection points enabling them to operate in real time and grow sales.

Recent Transactions

This member has no reported closed transactions.

WhiteSand Research, LLC

View Full Profile
WhiteSand Research, LLC is an independent research firm established in 2006 that publishes news and proprietary research reports on companies facing Event-Driven Catalysts, including Mergers and Acquisitions, Corporate Buyback Situations, Turnarounds, Spin-Offs, Post-Bankruptcies and Capital Restructurings. Our singular focus is to consistently identify attractive investment opportunities for clients. We are an independent research firm serving primarily mutual fund managers and the hedge fund community. We provide in-depth analysis of under-researched companies and help to identify complex…

Recent Transactions

This member has no reported closed transactions.

Hush Hush

View Full Profile
In a world where massive amounts of data flow between multiple servers and environments, protecting your PII data is a necessity. Hush Hush solves this challenge by masking data on the fly or in static database copies and allows you to store it in a variety of formats, including databases, files, and cloud storage.Hush Hush is a component suite. It encapsulates an algorithm for every PII entity and preserves the original data structure and rule-set. Remove the learning curve, development, and integration costs of third party solutions and reduce overall cost by installing an appropriate…

Recent Transactions

This member has no reported closed transactions.

Stop Browsing. Start Transacting.

Join 20,000+ members who source deals, connect with counterparties, and close transactions on Axial.
Get Started Today

Mercury Insurance

View Full Profile
Mercury Insurance offers comprehensive coverage options ranging from personal auto insurance to homeowners insurance to mechanical breakdown protection. Dedicated managers and enthusiastic employees work hand in hand with our network of independent agents to make Mercury one of the fastest growing auto insurers in the nation and the leading insurer in California.At Mercury, we believe in having the best of both worlds. Low rates, excellent coverage and a local agent who’s there every step of the way. That’s what sets Mercury apart from our competitors. And that’s what makes us the…

Recent Transactions

This member has no reported closed transactions.

Integrita Capital

View Full Profile
Integrita Capital Partners LLC is an operationally focused private equity firm that invests in the acquisition of family businesses, management buyouts and corporate divestitures in the United States and Canada. ICP seeks opportunities where it can help companies reach their full potential by combining industry experience, capital and transaction experience with proven operating executives.The firm’s principals and operating partners have over 100 years of experience in mergers and acquisitions and/or senior management experience. Our principals and operating partners have been leaders of…

Recent Transactions

This member has no reported closed transactions.

mina mar group

View Full Profile
Mina Mar Group offers a full range of investor relations services for OTC Markets (QB & QX) and NASDAQ small cap companies. We offer a full range of services from A to Z including non traditional startup personal guarantee loans to mezzanine financing, bridge loans, traditional and non traditional operating lines of credits for businesses with revenues from $300,000 to $5 million. We work with some of the best accounting and legal firms in the US that specialize in small cap markets.

Recent Transactions

This member has no reported closed transactions.

Planwise

View Full Profile
The technology that exists today that businesses give people to help them make major life decisions, like buying a home, is terrible. It does nothing to help the consumer get to the point of making a decision which has a critical impact to the business of the person selling the home or providing the mortgage attached to it. An entire generation of consumers are now coming to a point in their life where they are making these decisions. They love technology, want to self-serve and publicly judge brands by the quality of the experience they have.Planwise technology meets this need head on, with…

Recent Transactions

This member has no reported closed transactions.

ACI Health

View Full Profile
ACI Health is THE Value-Driven Healthcare Information Technology Provider. We invest in extensive research and analysis of a customer’s environment to ensure the right solution set. We satisfy our clients by exceeding their expectations of quality and delivering a project below cost and ahead of expectation. We partner with our clients to increase value in search of innovative alternatives.

Recent Transactions

This member has no reported closed transactions.

NISA Capital

View Full Profile
NISA Capital’s mission is to provide integrated investment solutions, guaranteeing customer risk minimization in the process of project implementation, and successful business development. Company’s specialization – risk management, strategic decision analytical support, project structuring (including syndicated M&A transactions), investment packaging, transaction structuring, arrangement of project financing, and project administration.

Recent Transactions

This member has no reported closed transactions.

Shandelle Group LLC

View Full Profile
With 25 years experience in Business, Financial Services, Marketing and Business Development, we are well positioned to take any Businesses to a new level.We can handle all aspects of building a business:-Strategic Consulting, including business plan & sales and financing strategy development.-Advising new businesses on formation of corporations and business structures, drafting privacy policies and structuring commercial transactions.-Generated new development deals for a real estate development company that focuses on multi-family residential projects and commercial, including real-estate…

Recent Transactions

This member has no reported closed transactions.

SAVI Infoservices (India) Pvt. Ltd

View Full Profile
Founded in 2004, SAVI is headquartered in Orange, CA with additional operations located in Gurgaon, India. They have a world class team with over 100 years of collective experience. They currently service 30+ physician groups with 100+ medical practitioners across 11 specialties on 4 major billing platforms. They can seamlessly integrate and interface with most eHR products in use. SAVI provides custom workflow tools to show transparency to their clients. These tools show clients performance and service levels to help improve efficiency for clinical and financial outcomes. SAVI is ranked a…

Recent Transactions

This member has no reported closed transactions.

Unisource Information Services

View Full Profile
Unisource Information Services is a national provider of transaction services to the mortgage and real estate related industries. Utilizing the latest cutting edge proprietary technology, Unisource provides: Title Insurance Escrow /Settlement Appraisal Credit information Flood determination services throughout the 50 states Combining the advantages of centralized ordering and processing via our highly automated and industry leading technology systems allows for a high quality local market understanding and national service for a one stop solution.

Recent Transactions

This member has no reported closed transactions.

Alternativ, LLC

View Full Profile
Alternativ, LLC is a private investment firm focused on small to medium sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders. 

Recent Transactions

This member has no reported closed transactions.

incUbanker

View Full Profile
Giving you access to invest in Early-Stage Start-Up Entrepreneurial Ventures !We offer liquidity to privately-held companies that allows shareholders to sell equity in a manner that’s largely controlled by the companies and compliant with All SEC rules.

Recent Transactions

This member has no reported closed transactions.

Benetech

View Full Profile
Benetech is an advisory and management firm specializing in the areas of employee benefits, workforce solutions and regulatory compliance.By coupling technology with consulting expertise, we enable employers to better manage their benefit plans and workforce through a single-source integrated solution.Our business philosophy is simple: reduce overhead cost by creating efficiency's through streamlining administrative processes and automating manual functions.Founded in 1985, Benetech offers solutions to over 400 employer groups throughout the United States.

Recent Transactions

This member has no reported closed transactions.

Continuum Analytics

View Full Profile
Continuum Analytics provides Python-based data analytics solutions and services for organizations to analyze, manage and visualize big data.Continuum’s Python-based data analytics products and consulting services empower organizations to analyze, manage and visualize big data – turning massive datasets into actionable insights and business value. Built on proven, open-source offerings and easily integrated within existing IT environments, Continuum’s tools allow organizations to make critical business decisions based on their data quickly, easily, inexpensively and with flexibility.…

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 641 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 641 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.

Want to Keep Exploring?

Enter your details to access all firm profiles.

Let us curate Relevant Introductions.

Rather than a one-off introduction to company, work with an Axial Exit Consultant to find the best options from our network of 2,500 M&A advisors — at no cost to you.

Companies sold using Axial Advisor Finder:

Get Introduced to the Right Advisors

This service is complimentary and all information is confidential. Looking to learn more? Complete the form above.

By providing telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt of further messaging.

You’re All Set

We’ve received your request. An Axial Exit Consultant will reach out shortly to coordinate next steps.

While you’re waiting, you can learn more about our advisor introduction offering here.

We've Received Your Request

A member of our team will follow up to coordinate next steps.

 Explore Axial
Template