At Strategic Equity Group ("SEG"), we are investment bankers and valuation advisors. In our investment banking practice, we assist business owners and executives in bringing about, negotiating, and successfully closing mergers, acquisitions, ESOPs, divestitures, and other forms of ownership transition. In our valuation practice, we provide a wide variety of valuation and financial opinion services to satisfy our clients’ legal, tax, regulatory, fiduciary and financial reporting requirements. We are valuation specialists with deep expertise in all major industries, and we partner with…
SOBI Capital is a leading international business intermediary firm serving a diverse client base seeking assistance in the acquisition, divesture or evaluation of mid-market companies. The M&A division only contacts companies that meet the parameters given to us by companies looking to expand in their industry. Large private equity investment companies that we meet with on a personal level, give us specific information for target industries they would like to make acquisitions in. We are committed to providing quality intermediary services with the goal of serving every client competently and…
SAGE Advisory Group is a California Business Brokerage firm which acts as a marketing engine, sale facilitator and sell-side representative for business owners and corporations seeking to transfer sale of companies generating $2mm - $15mm annual revenue.
Commercial/Corporate Finance consulting services. turn around, debt placements, business and Real Estate brokering, M&A Advisory and corporate capital formation consulting.
Crux Rubicon is an end-to-end, integrated strategy and corporate development advisory group for closely-held, private businesses. We partner with you and your team to develop targeted adjustments to optimize all areas of your organization and work as a strategic command center to navigate all complex and tactical business decisions. Whether it is implementing a new strategy, acquiring a company, vetting unsolicited acquisition offers or assessing due diligence readiness, our team can help you navigate all the difficult and complex matters facing your organization. Rooted…
Dolan Sales, Inc. is a licensed real estate corporation in the state of Florida serving sellers nationwide. Owner Robert M. "Bob" Dolan is a licensed real estate broker and the qualifying broker of the company. The company works with selected sellers with sales in the $700,000 to $20 million range. Thanks to having a broad range of experience as a franchisor, Bob understands the inner workings of the industry. The target sellers of Dolan Sales include businesses making money, particularly with a niche, in manufacturing, B2B services, restaurants, the graphics industry (including publishing),…
ONEtoONE Corporate Finance Group is a Global Digital Investment Bank, specialized in M&A advisory, serving the middle-market.Our Mission: Transform the Investment Banking world into a 100% costumer-centric industry.We provide our clients with an integral financial consultation, in order to allow for the entry of new investors, sell their companies, move into new markets through acquisitions, strengthen their market position through a merger, draw up a strategic plan, and value their businesses correctly and accurately.With more than 100 senior professionals, ONEtoONE helps find, attract and…
Business ValueXpress (BVX) is one-of-a-kind business valuation software that simplifies business valuation and provides objective valuations that equal real-life actual transaction. BVX integrates Price, Terms and Deal Structure, and uses optimization techniques to satisfy the needs of all parties to an M&A transaction. Some of its unique features are, cash vs. financed valuation, stock vs. asset purchase valuation, mezzanine equity determination, and goodwill calculation. With BVX one can perform live interactive valuations. BVX does not use any formulas, nor does it use any market data.
Tioga Advisors is a Central California investment bank providing business valuation and strategic advisory services in support of our client’s long-term success. Reputation is important and Tioga Advisors is known for our comprehensive industry and tax knowledge, M&A transaction experience, and senior-level attention we provide to every client engagement.We have extensive operational and transaction experience spanning multiple industries, and maintain an expansive business network of contacts and relationships at private equity firms and corporations, extending across the country.Our…
Montpelier Ventures is an M & A advisory firm focused on the Middle and Lower Middle Markets. It engages in both sell-side and buy-side transactions and works across a broad range of industries including Financial Services, FinTech, Online Publishing, Wearables, Smart Textiles, Construction Supply & Equipment and others.
In our long history of assisting buyers and sellers, we have learned that each deal has unique nuances that benefit from the attention and knowledge of a team of skilled advisors. Whether it is evaluating strategic alternatives, buying or selling, both before and after the close, our team has the experience to execute and solve problems.We are dedicated to helping clients achieve their very best outcomes. We help buyers and sellers evaluate opportunities, determine specific objectives and effectively manage liquidity events. Our experience has taught us that successful deals hinge on…
MAB Corporate Advisors is a boutique investment bank that provides financial advisory services to select companies. The firm offers mergers and acquisitions advisory, monetization strategies and strategic buyer search services.In 2016 we souirced the transaction that created Artisan Design Group and remained engaged to the company as an exclusive buyside advisor for the next 5 years completing 23 add on transactions and a successful turn of the entire entity during that period. ADG grew from $100M to 1#1.8B during that time.In 2022 we partnered with a seasoned roofing / building materials…
Sica | Fletcher is a strategic and financial advisory firm. The firm was founded in 2014 by Michael Fletcher and Al Sica, two of the industry's leading insurance M&A advisors who have closed over $5 billion in insurance agency and brokerage transactions since 2014. According to S&P Global, Sica | Fletcher ranked as the #1 insurance broker M&A advisory firm for2019 and 2020 in terms of total deals advised on.
Balius Advisors is a Mexico City-based independent merchant advisory firm focused on corporate finance, and principal investments.Our team has over six decades’ of combined investment banking and direct investment experience. Our principals have held senior management positions at local and international institutions, have invested in successful ventures, and have worked together in a number of deals over the last two decades. We focus on the regional market supporting both local clients and international investors looking to manage their positions both in Mexico and the region. While…
Eagle Partners LLC is a San Francisco mergers, acquisitions and corporate finance advisory firm. Our focus is on providing high quality advisory services to clients seeking to complete middle market transactions.
M&A is at the core of what we do, and we work to ensure our clients are prepared before, during, and after an M&A transaction. Most of our clients do not have a full C-Suite of executives, but they still need those types of resources to address the complex and ever-changing components of their business. We provide a suite of business advisory services to help our clients maximize the value of their enterprise. After all, M&A is not about what something costs, it is about what it is worth and matching sellers with buyers that provide the best outcome for both parties and the…
Ridger Capital is an investment banking firm based in Los Angeles. We offer sector specific assistance for capital raises and M&A to clients primarily in the Life Sciences and Food & Agribusiness industries.We serve companies, entrepreneurs, and investors globally. The firm sources capital from multiple platforms, including strategics, specialized funds, sovereigns, offshores, family offices and other private investor groups.Securities are offered through GT Securities, Inc., a licensed broker-dealer and FINRA and SIPC member.
Riveron is a business advisory firm infused with entrepreneurship. Drawing on our consulting, public accounting and industry backgrounds, we approach your business with purpose and pragmatism.Our unique perspective on transactions, business transformation and accounting advisory was developed through guiding clients in times of high growth and distress, integrations and separations. We partner with private equity firms, corporations and lenders to prepare for change and deliver an unprecedented level of understanding and results. Founded in 2006 and headquartered in Dallas, Texas, Riveron has…
Barnes Dennig has earned a reputation for outstanding accounting, tax and advisory services – as illustrated by the number of national and local awards for innovation, responsiveness and overall satisfaction. Highly-specialized professionals with expertise in assurance, internal controls, international tax and numerous other disciplines provide insight and ideas to business owners in the region. See why we are the right answer for middle-market, closely-held businesses.
