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Financial Technology Consultants - Axial

Members (79 results)

MEGA INTERNATIONAL FINANCIAL SERVICES LTD

Consultant

    This member has no reported closed transactions.

We are a Global Commercial Finance Firm. Through our Capital Partners, We provide both junior and senior loans to small businesses and real estate developers. In select situations, we invest mezzanine debt, growth equity, and purchase notes. We understand that fundraising can be a distraction to business operations and we work hard to make the due diligence and closing process both fast and fair. We are able to provide a minimally dilutive solution, often through providing loans in urgent scenarios, where we can close in as fast as 10 days. DIRECT LENDINGWe have the flexibility to…

Citi Capital and Consulting

Consultant

    This member has no reported closed transactions.

Business consultant, Commercial loan broker, Mortgage broker, Business Finance specialist, Equipment leasing, Asset based lending, Networker, real estate investor

Tailored Partners

Consultant

    This member has no reported closed transactions.

ON-DEMAND CFO & STRATEGIC ADVISORY SERVICESWe help our clients build value through the inflection points in their business. Our core industry focus is on Consumer, Hospitality, Impact Investing, Mobility, Retail, SaaS, Tech and Travel, and we specialize in:OPERATIONSLeading all financial activities of the Company and managing appropriate teams.Financial planning and analysis; defining KPIs and preparing forecasts, budgets and operating plans; overseeing the monthly closing process; managing payroll, A/P and A/R; financial reporting and presentations to internal decision makers – Board…

Focus 1 Associates

Consultant

    This member has no reported closed transactions.

Focus 1 Associates works with investment advisors across the country to provide regulatory RIA and SEC compliance services. Our team of SEC & RIA consultants specialize in annual compliance review, mock SEC examinations, third-party compliance reviews, new adviser setup, compliance training, and A La Carte services or those looking for assistance within a specific area of compliance. Our goal is to provide you with scalable services and practical compliance with expansive knowledge and industry-wide perspective. We have strong background in the areas of SEC compliance, GIPS compliance and…

Mason Potter

Consultant

    This member has no reported closed transactions.

I have been living in the Tampa Bay area since 1985 where I began my career in commercial banking. After serving as a management and operational consultant to start-up businesses during the 1990’s, I settled into ownership and executive management of an area business for 10+ years. Returning to my professional roots in finance as an advisor, I have been helping clients with business succession, strategic exits, mergers and acquisitions since 2011. Working with a North American network of private equity and strategic buyers, I am able to assist business owners in creating value, growth and…

Patrick Haueter

Consultant

    This member has no reported closed transactions.

My duty is to help you save your hard-earned equity while protecting and preserving your wealth!As an Intensely Unconventional, Fast-Acting, High-Ticket Bespoke Capital Lender/Investor-Partner, and Accounts Receivable/Invoice Factor with Trusted Domestic and International banks, insurance companies, family offices, capital firms, brokerage houses, and private money lenders, organizations rely on me to arrange injections of large sums of capital into the development of Commercial Projects, Worldwide!We screen projects for a number of private funding sources - ALL of which are seeking sensible…

SouthSpec, Inc.

Consultant

    This member has no reported closed transactions.

Whether you sell products or services, SouthSpec, Inc. can help you move your business into our trusted hands by acquiring, operating and growing the great business you built over the years. We work with you and your management staff through coaching and consulting activities to help everyone focus on the most important aspects of the business. We have helped many business owners, executives and managers get back their focus. We work with growth, turnaround and startup businesses to move forward with confidence through accountability.

Accordion partners

Consultant

    This member has no reported closed transactions.

Accordion Partners is a financial consulting firm focused on executing value-creation initiatives for private equity firms at their portfolio companies, particularly within the finance function. We act as an extension of mid and large-cap sponsors’ internal resources and operations groups, working shoulder-to-shoulder with portfolio company management to implement new mandates and facilitate decision-making.

G2X Group

Consultant

    This member has no reported closed transactions.

We focus on early stage accelerated go-to-market strategies for small to medium size companies so that they can compete and grow on a global stage. We understand the gap between knowledge transfers, localization and believe in strategic capital sourcing that facilitates cross-border business opportunities. Leveraging on innovation and 21st century technologies and businesses across international borders, we aim to create a global commerce and culture that make a difference for our future.

Sarko Consulting LLC.

Consultant

    This member has no reported closed transactions.

We offer a range of consulting services, all designed to help your company reach its potential. Whether you're looking for a small tweak or complete overhaul, we have you covered. Our services are available a la carte so you can get precisely what you need.Each company is unique. One-size-fits-all approaches will never help your business reach its full potential. We deliver custom solutions, tailored to you – your industry, your culture, your one-of-a-kind challenges.

Outsource Risk Management, LLC

Consultant

    This member has no reported closed transactions.

Outsource Risk Management creates sustainable enterprise risk management (ERM) programs for financial and non-financial organizations. Our ERM programs help organizations drive strategic direction and enterprise transformation (precursors of organizational growth).

M&M Quality Consulting

Consultant

    This member has no reported closed transactions.

We work with financial technology companies through access to consulting and capital introductions. Our clients range small entrepreneurial companies to later stage venture backed companies.

ClearThink Capital LLC

Consultant

    This member has no reported closed transactions.

ClearThink Capital assists emerging growth and lower middle market companies in achieving their business objectives by rendering expert guidance and perspective and by providing access to strategic, commercial, capital, merger & acquisition and other partners and structuring and executing the related transactions.

Golden Equator Consulting

Consultant

    This member has no reported closed transactions.

Golden Equator Consulting provides business management solutions to Small and Medium-sized Enterprises, producing effective strategic and execution-driven results across every vertical, as well as offering our expertise in the Marketing and Creative Services, Technology and Digital Consulting spheres to large Corporations.

Anbeco, Inc. Actively Sourcing Deals

Consultant
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

New York based consulting firm, which provides advisory services to clients in Latin America and Spain.  Services include: M & A, raising capital and strategic alliances.

Beyond Financial Group

Consultant

    This member has no reported closed transactions.

Provides consulting services in investment banking, structuring, merger, acquisition, financial modeling, and financial referrals. Was established in 2007 and assisted GMAC to implement FASB related balance sheet and off balance sheet strategies. Merged into ZIUCON, a Korea project financing company, and actively sourced US later stage ventures in advanced technologies for Korean investors.

SunGard

Consultant

    This member has no reported closed transactions.

FIS has acquired SunGard. Pushing the pace of financial technology, together we’ll help our clients solve technology challenges for their business. SunGard is one of the world’s leading software and technology services companies, with annual revenue of about $2.8 billion. SunGard provides software and processing solutions for financial services, education and the public sector. SunGard serves approximately 16,000 customers in more than 100 countries and has more than 13,000 employees.

MXL Consulting

Consultant

    This member has no reported closed transactions.

MXL Consulting specializes in a few areas that have direct benefit to investors and investment firms.1 - Buy Side / Sell Side Technology Due Diligence2 - Product Management Review3 - Cloud / Outsourcing Strategy

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