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Members (64 results)

KORUS Partners

Consultant
  • 7 Total Closed Deals
Deal Advisory and Investment expert with experience in Investment Banking and Strategic Venture Financing Advisory for startups and high growth companies, a managing partner in venture capital firm focusing on Technology, Sensor, Device Components, and materials for Heath, Medical Device, Biotech, Lice Science and Semiconductor
Most Recent Transactions
Advisor
Dec 2019
secured investment from
Advisor
Jun 2018
secured investment from
Advisor
May 2018
secured investment from
Advisor
Jun 2017
secured investment from

Gold Hill Advisors

Consultant
  • 7 Total Closed Deals
Our mission is to leverage technology in helping our clients make the best decisions. Our services leverage technology to help family office, and mid sized firms make informed decision by providing:Target SourcingTechnology Consulting OperationData Science \ Artificial Intelligence for Private Equity Research Business intelligence \ ReportingVietnam Real Estate Investment \ Property Management \ Transaction SupportWe are currently searching for the following targets for our clients in the revenue range of $1M - $5MPrivate Equity Opportunities Equity Debit \ Mezzanine Commercial Real…
Most Recent Transactions
Advisor
Aug 2019
secured debt financing from
Advisor
Oct 2018
secured debt financing from
Advisor
Apr 2018
secured investment from
Advisor
Mar 2018
secured debt financing from

Integrity Partners

Consultant
  • 5 Total Closed Deals
Integrity Partners is a multi-faceted consultative and management group which provides services to the healthcare sector. With its roots in pharmacy management Integrity Partners is in a uniquely positioned to address your organizations most critical challenges. Our Mission is to exceed customer expectations by providing sustainable results achieved through collaborative and real world expertise. Our commitment to forge lasting relationships by; • Creating competitive advantages in the market though unique solutions to today’s problems. • Driving repeatable and sustainable results. •…
Most Recent Transactions
Advisor
Dec 2014
was acquired by
Advisor
Oct 2014
was acquired by
Advisor
Dec 2013
was acquired by
Advisor
Sep 2013
was acquired by

Kaldes Financial, LLC

Consultant
  • 3 Total Closed Deals
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…
Most Recent Transactions
Advisor
Jan 2021
secured debt financing from
Advisor
Dec 2017
secured investment from
Advisor
Jun 2014
secured investment from

Barrington Capital

Consultant
  • 1 Total Closed Deal
Barrington Capital is a business financing advisory firm focusing on debt and equity solutions in various industries. We advise and connect early-stage companies (small to lower mid-market sector) experiencing significant growth and seeking investment (debt or equity) to private and institutional investors/lenders. We also offer debt recapitalization strategies for business burdened with high interest and predatory loans. We have helped secure $400MM for over 1800 businesses since inception.Areas of Specialization: CRE, Crypto, SAAS, and Cannabis.
Most Recent Transactions
Advisor
Jun 2014
secured debt financing from

Pathfinder USA

Consultant
  • 1 Total Closed Deal
A Full Service Business Consulting Firm specializing in succession and retirement planning, dedicated to providing every client with individualized Financial Solutions. We combine a team approach that combines knowledge and experience to help our customers: Tax planning, Business Brokerage, Capital Raising, Acquisition Analysis, ESOP Trust and Legal management, Business and Asset Valuations and Risk Management.Given the complexities of the financial and business market place, taking organized steps toward financial freedom is critical when bringing together your team of professionals. We…
Most Recent Transactions
Advisor
Apr 2024
secured debt financing from

United Sales Resources

Consultant
  • 1 Total Closed Deal
United Sales Resources (USR) is a sales leadership coaching and advisory services firm. We support small, medium, and large companies in their efforts to win new businessOur team of experts works one-on-one with clients to bring practical, sustainable solutions to their business. We help our clients to diagnose the issues that are hampering sales growth, and we help them identify opportunities for growth that previously have gone untapped. Our goal is simple -- to see our clients get the results they want and the sales they want.Our clients have the option of working with a dedicated Coaching…
Most Recent Transactions
Advisor
Oct 2014
secured investment from

W Capital Partners

Consultant
  • 1 Total Closed Deal
W Capital Partners, LLC is a consulting firm in Austin, Texas that specializes in multiple financial product spaces with an emphasis on insurance, longevity risk and mortality based products. Using experience, contacts and knowledge of the financial, life insurance and life settlement markets, the principals focus on identifying opportunities in the life insurance secondary market for its clients, both retail and institutional capital sources and partners.
Most Recent Transactions
Advisor
Feb 2019
secured investment from

Glick Financial Solutions

Consultant
  • 1 Total Closed Deal
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…
Most Recent Transactions
Advisor
Nov 2018
secured debt financing from

Boost Financial Solutions

Consultant

    This member has no reported closed transactions.

Boost Financial Solutions is a funding intermediary to help small, medium and large businesses boost their inventory, purchase equipment, scale-up, purchase real estate, complete business projects, develop technology and for most other situations that a business will encounter.We welcome businesses that need a creative funding solution and from a range of industries.Our expertise ranges from entrepreneurship, finance, law and management consulting to support our clients in a variety of paths to their success.It is our pleasure to help you reach your investment goals! Contact us today!

Avistas

Consultant

    This member has no reported closed transactions.

Avistas is an independent advisory firm specializing in agility, growth and transformation. During our 15 years of history, we have served clients across most all of the recognized "critical infrastructure" industries both domestically and abroad.Avistas measures results in revenue growth, profitability and risk management while driving changes top down, through people, process and technologies.Avistas generally engages our clients and partners with "SNAP Assessments" followed by comprehensive and actionable "Journey Maps" designed to focus on urgent priorities and achievable steps towards…

The FDA Group

Consultant

    This member has no reported closed transactions.

The FDA Group is a world-class service organization that utilizes a proprietary talent selection process of Former FDA & Industry Experts, which is amplified by a corporate culture of responsiveness and execution. Headquartered in Westborough, Massachusetts, The FDA Group has 340+ consultants (55 of whom are Former FDA) across 36+ states. Why is The FDA Group in business?The FDA Group's purpose is to empower our clients to bring their life-changing healthcare products to the market and keep them there.How does The FDA Group do it?The FDA Group is able to do this by providing a world-class…

Strategic Consulting & Advisory Services

Consultant

    This member has no reported closed transactions.

Colin Daniel BBA, FCA, FCGAColin is the Principal of Strategic Consulting & Advisory Services has worked in Barbados, Bermuda, Canada and the Cayman Islands. He is a Fellow of the Certified General Accountant Association of Canada having gained his designation in 1990 and a Fellow of the Institute of Chartered Accountants of Barbados. He was elected to fellowship in 2004. He has over 29 years experience in his chosen field and has served in a number of senior positions in the last 21 years.My focus is on assisting clients in the following ares:Strategy & PlanningAdvisory ServiceCorporate…

Phoenix Management Services

Consultant

    This member has no reported closed transactions.

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…

SRG Ventures

Consultant

    This member has no reported closed transactions.

SRG Ventures has established itself as one of the leading business and brand development companies for emerging brands, visionary entpreneurs and established companies with new ideas looking to grow and increase their revenues.We also have expertise in numerous other fields to include:licensing,fund raising,product design/manufacturing and contacts and a network in the U.S. and International Retail Industry.

LVRG, LLC

Consultant

    This member has no reported closed transactions.

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…

Colville Consulting

Consultant

    This member has no reported closed transactions.

Investment operations is our operation. Colville Consulting’s mission is to find better operational solutions for investment firms. Colville provides deep domain expertise in operations, IT and compliance to all types and size investment firms from advisors to fund administrators. At Colville’s core is a unified front, middle and back-office platform that integrates with firms’ internal systems and external institutions. Data transformation awakens this platform as data flows through the system. Combined with Colville’s business services, firms have enterprise resources to simplify…

RFS Strategies, LLC

Consultant

    This member has no reported closed transactions.

RFS Strategies, LLC provides government relations, public affairs and strategic planning support to companies, government agencies and non profit organizations, with an emphasis on successfully accomplishing business and policy goals through effective advocacy, coalition building and sustained planning and implementation of policy initiatives. We have a particular focus on domestic and international telecommunications and information services, healthcare, transportation and supply chain fields. We assist clients in solving complex challenges in the most efficient and responsive manner.

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