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Top Financial Services Corporations

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

Axial Insights

Financial Services Corporations

641

Active Firms

2,456

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 561-580 of 641 Corporations

Sorted by recent activity

Research and Capital for AfricaGatestreetAfrica accepts mandates from investors and investees to unite capital with African enterprises and projects. Our deep-rooted connections across the African continent mean that we are able to source unique opportunities that fit our stringent criteria for promotion. All of our investment sourcing companies are African businesses and have an in-built understanding of the realities of doing business across the continent.

Recent Transactions

This member has no reported closed transactions.

Vertex Capital Private Fund is a Real Estate Consulting Firm. Ray Urrutia, the founder of Vertex Capital Private Fund, utilizes 30+ years experience in Sales, Marketing and Brand Management, with an additional seventeen years experience within real estate. Vertex Capital Private Fund knows the energy it takes to be successful. Our mission is to identify and work with 2 types of clients; Sellers who provide Bulk packages of properties and/or liens secured by property and Buyers who are looking for a solution for property/lien acquisition. To help provide funding and rehabbing resources…

Recent Transactions

This member has no reported closed transactions.

Enshored is an outsourcing firm purpose-built to solve the challenges related to scaling disruptive, high growth businesses, delivering proven results by employing our unique agile operating framework and the most highly skilled associates in the industry.Enshored provides support to many of the fastest-growing companies in the World. From e-commerce startups to global technology giants, Enshored supports its clients with a range of outsourced solutions.

Recent Transactions

This member has no reported closed transactions.

Saint Louis Loan Company LLC, established in 2020, specializes in providing hard money lending solutions, including fix and flip loans and rental property loans across the United States. As a limited liability company, it offers flexible financing options with terms extending up to 30 years and interest rates at 5%, without any prepayment penalties. The company is capable of funding up to $50 million, with a swift closing process of 2-3 business days, catering to borrowers who are prepared with all necessary documentation. Saint Louis Loan Company LLC is headquartered in Clayton, Missouri,…

Recent Transactions

This member has no reported closed transactions.

Financial Tracking Technologies LLC was founded in 1999 as an independent portfolio compliance monitoring and alerting service. We began with a deep understanding of the investment and investment oversight processes. We have been a pioneer in many areas of risk and compliance that has given strength, breadth and depth to our solutions. Over time, we expanded on our expertise that enabled today’s menu of 22 compliance modules offered bundled or a la carte. We offer the most comprehensive all in one compliance platform built with a modular architecture for buy and sell side firms, other…

Recent Transactions

This member has no reported closed transactions.

Toovio is a SaaS based marketing solution provider focused on enabling multichannel offer orchestration. Toovio was founded to fill a void in real time marketing and customer interaction tools. Focusing primarily on acquisition, cross sell and customer retention scenarios, Toovio assists a range of industries in driving profitable business between the organization and its customers. Toovio’s industry leading real time decision management specialists have over 50 years of combined experience.

Recent Transactions

This member has no reported closed transactions.

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Meyler was founded on the belief that the capital-raising process is ripe for disruption. Our marketing-centric approach leverages modern marketing strategies, technology and a robust group of industry experts to help you attract more capital.The Meyler team averages 20 years of global capital markets experience across a broad scope of disciplines. With access to a network of thousands of pre-qualified institutional and accredited investors, along with technology and tools like video, Sonar Marketing and robust analytics, we increase our clients’ potential for success in building a…

Recent Transactions

This member has no reported closed transactions.

AMASS is a specialized advisory services firm that works closely with major private equity funds, corporate buyers, private investors and emerging businesses. We focus on the value added investment approach in the lower middle market, including partnering with management to build and grow businesses in manufacturing, software, healthcare and business services. With decades of global experience and proven track records, our Clients can be assured that our levels of expertise and services are nothing short of exceptional.

Recent Transactions

This member has no reported closed transactions.

Holding company of diversified specialty financial services operating companties, Real Estate investment holdings, and angel investing. 3 successful exits of mid size operating companies in past decade

Recent Transactions

This member has no reported closed transactions.

Sherman and Associates, Inc. is the acknowledged leader in loan quotation software, including all credit insurance and debt protection methods in use across the country. We offer PC software, DLL's, calculation engines, Internet solutions, and consulting for consumer loans, commercial loans, mortgage loans, student loans, payday loans, and APR calculations. Sherman software systems are invaluable in calculating and disclosing even the most complex loan structures, with or without credit insurance/debt protection, quickly, easily, and accurately.

Recent Transactions

This member has no reported closed transactions.

What began as a family-owned moving & storage company in the early 2000’s, has grown into a multi-faceted, ever-changing partnership of entities and vertical offerings. Over the following years, the vision of delivering fully integrated logistics services in a customer centered operation continued to grow as more customers were drawn to the company’s commitment to quality service.Warehouse capacity, skilled workforce, additional locations, technology systems and installation crews were added. As a result, iWest companies has become an award winning agent for Atlas Van Lines serving…

Recent Transactions

This member has no reported closed transactions.

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Recent Transactions

This member has no reported closed transactions.

Mason-McDuffie Mortgage Corporation, headquartered in San Ramon, CA is a mortgage banker, licensed in multiple states. With a rich history in real estate, Mason-McDuffie has been a leader in mortgage lending since 1887. In 1982 the Company held the 6th largest portfolio in the U.S. and was purchased by Weyerhaeuser Mortgage Company that same year. Mason-McDuffie Mortgage was reestablished in 2005 through the joint venture of several original partners. Leveraging the extensive experience of its senior management and loan officers, Mason-McDuffie Mortgage offers a broad range of loan products…

Recent Transactions

This member has no reported closed transactions.

EVA Global Capital is a boutique capital advisory and asset management firm. Our unique capital advisory and asset management model represents a multitude of innovative capital solutions. We leverage the strength of our strategic alliances with investment law attorneys, tax advisory firms and direct capital market access to domestic and international lenders, private lending institutions, investment banks, charter banks, sovereign funds as well as ultra high net worth investor private equity and debt funds. We implement a systematic approach to collaborate with your company to stage, lead and…

Recent Transactions

This member has no reported closed transactions.

Gold Acceptance is a leading financial services company that specializes in developing partnerships with automobile dealerships to sell cars and provide financing for people who cannot get financing through other traditional means.Gold Acceptance has financed over 100,000 customers over the last 20 years in the finance industry and has built partnerships with dealers in California, Washington, Oregon, Arizona, Idaho, Colorado, and Nevada and continues to grow.Gold Acceptance is known for creating financial products that enrich people's lives and are dedicated to improving people's lives by…

Recent Transactions

This member has no reported closed transactions.

Electronic commerce is the backbone of the world economy. Calpian, Inc. (CLPI), a publicly traded company, is at the heart of electronic commerce, with corporate offices in Dallas, Texas, operating centers in Georgia, New York and Illinois, and mobile payments emerging-market operations through its subsidiary in India.Calpian's wholly owned subsidiary, Calpian Commerce, provides the merchant community with an integrated suite of payment processing services and related software enabling products. Calpian Commerce offers credit and debit card processing, ACH, mobile acceptance and gateway…

Recent Transactions

This member has no reported closed transactions.

Phenna Group is a global leader in testing, inspection, certification, and compliance services, established in 2019. With a strong presence in built environment, infrastructure, industrials, food and life sciences and general certification and compliance sectors, Phenna Group partners with niche, independent companies to enhance its service offerings. The company is committed to maintaining high standards while expanding its capabilities, serving a diverse client base worldwide. Phenna Group operates multiple divisions, each specializing in different industry sectors, ensuring comprehensive…

Recent Transactions

This member has no reported closed transactions.

Accordion is a firm made up of principal investing and operating professionals. We drive change for management teams and their sponsors. We’ve been in this role before so we know how transformative a technical skill set and commitment to best practices can be.

Recent Transactions

This member has no reported closed transactions.

Potomac Research Group’s team of top notch analysts deliver an unrivaled product to institutional investors and are widely-recognized by the industry as authorities in their respective policy areas. Coupled with superior customer service from sales directors, our research helps mutual funds, pension funds, and hedge funds understand the impact of legislation and regulation on markets, industries, and companies. Potomac Research Group strives to employ world-class talent and create a professional environment that is intellectually challenging and personally rewarding.

Recent Transactions

This member has no reported closed transactions.

Garrett Company Solutions equip businesses with the very best in transaction processing Technology and Services. With the power of Central Payment, a TSYS Joint Venture our competitive pricing, 24/7 Customer Support and innovative technology set the industry gold standard and represents 55,000 and counting businesses with $5 Billion in annual credit card sales. We have the technology and infrastructure to support your business and it's future.

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.


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