Top Financial Services Corporations

Legatus Asset Management

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Legatus Asset Management (Legatus) is an Independent Business Platform focused on an unique mode of Real Estate Assets Development and Management.- Founded by Real Estate business executives that combined their technical, operational and analytic experiences to offer a differential investment case for investors, enhancing returns by investing in an early stage asset development. - Active participation in all investment phases: Origination, Product Conception, Feasibility Analysis, Due Diligence, Structuring, Development and Management.- In-house dedicated real Estate Asset Management team…

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PREMIOS

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PREMIOS (formerly DCG Software Value and The Spitfire Group) is a global provider of software analytics, software quality management and Agile development solutions. Our mission is to make software value visible. In helping IT and the business collectively visualize and discuss the value of software development, we foster improved decision making and resource management and quantifiably impact a company’s bottom line. Since 1994, large enterprises, growing mid-cap companies and emerging technology leaders have relied on us to implement improvements that make their software more efficient,…

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CashCo Pawn

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For over 10 years our customers have been and are our priority. We pride ourselves as being the leading pawn shop in San Diego, serving the financial needs of the community through pawning, buying, selling, and trading. CashCo Pawn is managed by two brothers who believe strongly in doing business with integrity, passion, and knowledge. All CashCo employees are trained thoroughly to obtain the education necessary to continue helping and giving their customers more than the best. The experience customers receive during their visit is unparalleled in the industry, and has even garnered CashCo…

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USG Insurance

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Note: Included financials are a rough estimate of performance. USG is seek to connect with lenders, equity investors and advisors in order to prepare for a succession plan and subsequent transactions. USG Insurance Services, Inc. specializes in providing innovative solutions for hard to place commercial insurance.USG is a national wholesale broker and managing general agent (MGA) with 15offices across the country. We represent a variety of A rated carriers, both admitted and non-admitted. We are an MGA for 16 carriers and work with over 260 different brokerage markets. We write business in…

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Ardentis LLC

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Ardentis LLC is a structured finance and corporate finance boutique providing support to middle market companies with operations in the USA and UK. The company provides debt placement and management support services. The founders have over 50 years of combined experience in the global corporate finance market and have worked together as a team for over 10 years. At Ardentis, we understand both sides of the deal process and can help clients position themselves effectively.

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AS

Atlas Sourcing & Supply Limited

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I co-own and run a foreign company that is looking to purchase a seasoned US based digital sales & marketing company to operate as a fully owned subsidiary of the foreign company, to continue its existing business plus act as US sales team for parent foreign company.

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Bohn de Mexico

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Bohn Frigus born the same day as the Free Trade Agreement between Mexico , USA and Canada. the January 1, 1994 .The Mexican company Frigus joins Heatcraft , the market leader in the United States and cooling coils to create Frigus Bohn .The Frigus market knowledge , coupled line Bohn and technology ( Heatcraft ) Frigus Bohn makes the company more important and innovative cooling Mexico . Since its birth, the company has been cooling line and most complete of Mexico coils.Frigus Bohn from day one has relied on its distributors and contractors , as the distribution channel for the cooling line…

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Walker Brothers

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Who We AreAs an independent insurance agency, our goal is to assist you in all your insurance needs. We will help you manage and plan for all your potential risks. As professionals, we assess your needs and offer you a variety of insurance products to choose from. Service, whether it is in response to an insurance claim or general question, is the most important value we offer you. We work hard to build a trusted relationship with our customers. We strive to make you feel both comfortable with and confident in our abilities by acting as your consultant. We want you to have the…

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Kivvik

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Kivvik automates client outreach allowing financial advisors to stay up to date with their clients.Kivvik is a platform build for service providers, it helps them increase revenue by create additional seamless touch points with their clients.After 6 weeks into its product launch Kivvik booked $45,000 of revenue, an approached by Capital One, FPA for various opportunities to partner.

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True Trade Holdings, Inc

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Executive SummaryTrue Trade Holdings Inc. (“True Trade”) believes there is an opportunity to disrupt the Foreign Exchange (Forex) and Contracts for Difference (CFD) markets by offering an innovative, transparent, independent, riskless trading venue to all segments of the market.

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Advantage Insurance Holdings

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Advantage provides specialty insurance and related services to business owners and high net worth individuals seeking customized insurance solutions for their risk management and financial planning needs. Our predecessor business was founded in 1993 by Ian Kilpatrick, our Vice Chairman and a pioneer in the captive insurance industry. We underwrite Life Insurance and Business Insurance through subsidiaries licensed in the United States and Cayman Islands. We also manage captive insurance companies in the United States and Cayman Islands on behalf of clients worldwide. Our Life Insurance…

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Innovazion, Inc.

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As an established business consulting company, Innovazion- with our experts- provides solutions and services in wide ranging sectors, including banking, communication, health care, insurance, transportation, travel and hospitality. The extensive experience and hard work helps us to keep our clients stay ahead in the competition. What we provide We provide consulting assistance to aid organizations in finding operational hazards and then work on either eliminating them or reducing them to the extent that these do not remain significant at all. By developing plans for improving the business…

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Pealo PTE LTD

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Boutique consulting agency offering clients strategies on growth ranging from corporate development , fund raising and exit strategies. South East Asia focused.We are currently helping companies raise from S$100 000 to S$15 millionWe are also focused on helping companies to venture into Sri Lanka and we provide business matching and facilitation services

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New City Insurance

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The name New City is a metaphor for the practices and service mentality of the company. It elicits the idea that we provide quality and efficient services to our clients in a unique way not typically seen in the insurance industry. As the business has grown over time with employees and clients, our goal is to maintain strong client-agent relationships with a foundation of respect and trust, like that of a community – or a city, if you will.Our focus is on service and surpassing client expectations. Our agents are not here to sell you something; they are here to make sure you get the…

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Formation 8

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Formation 8 is a venture capital firm that provides financial and strategic capital to early growth smart enterprise and energy technology companies. They support entrepreneurs who seek to transform the most important global industries by solving hard problems with technology solutions. Partnership is in their DNA. Formation 8 value trusted relationships with entrepreneurs, investors, and strategic partners through their global network.As a partner to young companies, Formation 8's goal is to create long-term, sustainable value through operational expertise and business development…

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Crownstone Investment Advisors

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Crownstone Investment Group is not your typical Commercial Real Estate Brokerage Firm. At Crownstone, it's not about listing and selling volume to meet the demands of a manager or Board of Directors. We are Financial Advisors for Investment Real Estate. Our goal is to build wealth for our clients through careful analysis, market knowledge and focused attention to detail. We specialize in the 1031 Exchange. With over 25 years of experience in Investment Real Estate through personally investing and brokering deals, we are experts in the field. We know the details of the transaction and we're…

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National Investment Banking Association

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Since 1982, The National Investment Banking Association (NIBA) has been a not-for-profit association for national, regional and independent broker dealers, investment banking firms, investment advisors, and related capital market service providers.NIBA has over 30 years of experience hosting conferences featuring public and private micro-cap and small-cap companies. During those 30 years NIBA Members have completed over a 1000 deals that have raised over $10 billion dollars for emerging growth companies. The NIBA Membership represents over 60+ services centered around micro-cap and…

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Dividend Solar

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Dividend Solar is an online, direct lending community that enables investment in residential solar at a meaningful scale. Our platform, the EmpowerPortal, changes the way investors and homeowners, alike, invest in solar. We connect creditworthy homeowners, customer-centric installers and financial investors, creating partnerships and aligning interests to enable all members of the solar value chain to benefit. Together, we make solar an investment – not just another monthly expense.Dividend Solar started from a core belief that positive economic and social returns are not mutually…

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Innovative Telecom LLC

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Innovative Telecom Corp is a telecommunication technology company with 15 years of experience, specializing in wholesale voice and SMS services. The company offers international voice termination services and a unique SMS Hub service for intelligent international SMS routing. With a focus on artificial intelligence and advanced technology solutions, Innovative Telecom Corp manages wholesale traffic with tailor-made solutions to meet each client's specific needs. Their services include A-Z coverage, direct MNO termination, SMPP, and HTTP, providing exceptional service through connections in…

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LJB Wealth Partners

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LJB Wealth Partners is committed to building a strong relationship with each of our clients by simplifying his or her financial life and maintaining the highest standards of service and integrity. We accomplish this by diligently striving to understand our clients’ unique financial situations, preferences, and goals in the context of the current market environment and by consistently delivering a service experience that exceeds expectations and inspires referrals.

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