We are an Advisory Investment Banking Firm – “A trusted partner for an organization’s most important decisions” We offer our clients truly strategic advice and process execution which are the result of knowledge and vision. By combining a deep understanding of an organizations objectives, their industry, and today’s global market, we help navigate the short- and long-term opportunities and challenges facing an organization. For over 30 years, our team has been managing complex financial transactions that maximize value for our clients while earning their trust and building…
Warp & Weft provides management consulting as well as investment banking services covering four key areas: Sales & Marketing Finance & OperationsStrategic Change ManagementCapital Raises (Debt & Equity)We approach every project as a unique opportunity to tailor a specific solution for your company.
Our Mission:We help borrowers and bank workout officers get to sleep at night. Using our proprietary database of nationwide specialty lenders, Kaldes Financial has been helping companies break free of troubled banking relationships by sourcing targeted debt financing, nationwide. Our mission is to provide best-in-class service for borrowers, lenders and service providers by finding the most suitable deal structure for each needed financing in as expedient a manner as possible.Responsive:At Kaldes Financial, our goal is simple: To get your company the most ideal financing available in the…
Superior Business Lending is a full service small to medium-sized business lending provider. Superior works with businesses throughout the country that might not fit into the traditional bank guidelines.
1) Consumer Product Goods:We invest in and advise consumer product goods (CPG) companies. I was introduced to the CPG space by launching my own brand in over 4,500 points of sale nationwide. Our operating company wedreamcenter.com expands the growth and sales of our CPG clients. Founding team has directly overseen over $1.1B in CPG wholesale sales.Typical company profiles: -Our CPG clients (we grow their sales) range from $0M-$10M in annual Revenue and are looking for investors. -Once our CPG clients reach $5M-$15M+ in Mass Market Annual Rev they are looking for a company sale. 2) Real…
Glick Financial Solutions is an advisory firm working with small and middle market businesses trying to grow, turnaround, acquire a company or asset or sell a company or asset. Since 1986, we have provided hands on operational advice to help our clients reach their operational goals. We also arrange and raise all of the capital required by our clients to reach their goals. We commonly source, structure and negotiate senior lines of credit, subordinated debt and equity in support of our clients goals.We assemble appropriate teams of professionals to perform due diligence on M&A projects and…
A boutique consulting & advisory business focusing on credit, treasury, and corporate finance services. We work with qualifying firms to assess debt capacity, structure facilities and find suitable lending partners. We can cover the entire suite of debt and hybrid debt products.
For over 30 years, Phoenix has been effectively assessing complex situations to lead clients down a clear path towards stability and value preservation. As an industry leader we have proven the power of our integrated approach through more than 1,300 engagements nationwide. We are an advisory firm providing business owners and their stakeholders with complete solutions that address challenges that may be faced throughout the lifecycle of any enterprise. Our three service groups, Phoenix Management Services®, Phoenix Capital Resources® and Phoenix Transaction Advisory Services®, work…
Small business owners face both challenges and opportunities on a daily basis that require them to have access to capital. LVRG offers small business loans, revenue based financing, cash flow & working capital solutions to help you overcome the challenges unique to your business, or to take advantage of important time sensitive opportunities.From purchasing inventory and equipment to remodeling and advertising, small businesses need capital for many reasons. Our business financing products may be used for any business expense, even if you just need an influx of capital to boost your cash…
New Food Strategies is devoted to helping startup and early stage food entrepreneurs navigate the high change environment of fast growth. Whether your goal is to grow and exit or build a company for the long term, getting guidance from someone who has traveled the path means you can reach your goals faster and with less risk. We want to help you succeed.We have experience in effectively managing the critical areas of PEOPLE, CUSTOMERS, CASH, SYSTEMS and LEADERSHIP in a wide variety of high growth situations. We know how to balance the critical decisions demanded today with a vision of what…
NTIB Finance & Consulting helps companies to raise debt capital, develop new workflows, find innovative solutions to acquire new equipment and expand inventory, and develop more profitable client relationships. While having great lender relationships is important, getting our clients prepared for the application first makes us more successful. We take the time to really understand your business, your needs and goals. We review your financial statements and supporting documentation. Where necessary we will work with the company to correct errors and presentation of the financials. …
Advising corporate clients and private company owners as an independent financial consultant. Representative engagements include working with a high growth privately held consumer branded company as interim CFO and with the senior executive team of a $2.0+ billion public company on M&A strategy.
We serve as ethical advocate of our clients from “Start” to “Exit”. Throughout the business life cycles we assist executives to effectively align strategy, execution and capital. Our advisory services include helping companies develop products and services, core competencies, improve financial results, solidify competitive advantages, sales & marketing, develop channel partners and Boards.
Toll Bridge Company is a San Diego-based retained intermediary with offices in New Orleans, Chicago, and NY.We represent a variety of family offices with mandates across a range of industries. Providing a quick yes and even quicker no thank you - 95% close rate on ones that we pursue.
Through 2B Partners Consulting, I have been dedicated to help companies to better structure, restructure or to expand faster at the lowest possible cost via services of interim management and advisory board
Brand New Matter provides business engineering, capital formation and strategic advisory services to entrepreneurs and management teams who want to accelerate achievement of defined success. We help our clients navigate through a dynamic business landscape to define real markets and capitalize on real opportunities, leveraging our collective experience as founders, investors, and executives.
We open new doors for our clients — We open up new markets for our clientsWe advise and help companies realize healthy strategic growth. Growth for the sake of growth, leaves many a company overextended and underfunded. We introduce companies to our clients that we believe can develop into good strategic alliances that will provide future revenue generation. The expertise that we bring to the table -Michael Best: Strategic legal business advisers – Structuring and closing complex financial transactions. We create commercial solutions that rest on a solid foundation, formulated…
This is a test from EY Mexico to see if Axial is a good investment. Our Lead Advisory team is currently exploring the platform to assess its usefulness to our practice.
