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Members (40 results)

Crystal Capital Consulting

Consultant
  • 11 Total Closed Deals
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…
Most Recent Transactions
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by

Superior Business Lending, LLC

Consultant
  • 3 Total Closed Deals
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.
Most Recent Transactions
Advisor
Aug 2023
secured debt financing from
Advisor
Mar 2023
secured debt financing from
Advisor
Mar 2022
secured debt financing from

Lagon Business Development Agency

Consultant
  • 2 Total Closed Deals
Lagon Business Development Agency assists companies and individuals with the sale of their privately-owned businesses, locate prominent partners in targeted sectors, develop strategic regional alliances, achieve competitive advantage, and secure lasting results. Our goal is to help you consistently drive superior business performance via Strategic Partnerships, M&As, and innovative implementation of Business Models.
Most Recent Transactions
Advisor
Jan 2011
secured investment from
Advisor
Jan 2001
secured investment from

Visionary Consulting Group, LLC

Consultant
  • 1 Total Closed Deal
We create and implement solutions that address your business-critical needs.With experience delivering results for 100’s of businesses nationwide, Visionary Consulting Group is ready to do the same for you. Our mission is helping business owners achieve their dreams, making businesses more valuable and maximizing that value for you. We specialize in representing business owners in M & A transactions, providing creative financing and capital, working with owners to increase the value of their business and, business turnarounds, restructuring and mediation for those that need a…
Most Recent Transactions
Advisor
Feb 2020
secured investment from

Cliveden Advisory Group

Consultant
  • 1 Total Closed Deal
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.
Most Recent Transactions
Advisor
May 2020
secured debt financing from

Beverly Consulting Group

Consultant

    This member has no reported closed transactions.

 Beverly Consulting Group is a boutique consulting agency exclusively focused within the substance abuse treatment space. We are committed to providing expert guidance to our customers. Whether you are an experienced operator seeking to expand or sell your operation, or an entrepreneur seeking start-up assistance, BCG can assist you in executing your strategic plan. Please feel free to explore our site and book a free consultation.

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…

Ann Deck Solutions, LLC

Consultant

    This member has no reported closed transactions.

We listen. We connect. We deliver. You win.At Ann Deck Solutions, we love to dive into your business or organization to understand what your challenges are so we can address them head on. We’ve built strong relationships with a vast network of services, technologies and top notch organizations in order to be your innovation agent to connect the dots and tackle complex enterprise challenges. Our solutions might seem unorthodox at first, but that’s what makes them successful. We often bring ideas to the table that have never been explored. Our objective is for you to succeed beyond your…

Scan MedPartners

Consultant

    This member has no reported closed transactions.

Scan MedPartners (SMP) was established to act as an extension of your business in the United States. We provide patented, clinically proven, disruptive MedTech companies companies the necessary clinical and commercial acceleration services to enter the US healthcare system faster. SMP primarily represent Scandinavian client companies with innovative technology solving a significant health care need that also have clinical evidence and intellectual property to support and protect it.  Non-US based companies have significant disadvantages versus US companiesThey are less familiar with US…

Governance Growth

Consultant

    This member has no reported closed transactions.

Governance Growth focuses on the following aspects of each business: corporate development, governance and compliance, communications and messaging, investor relations and services facilitation. They are each directed at the various stakeholders within the business and affected by governance decisions. Governance Growth will analyze a business to understand how the various stakeholders interact both formally and informally. In so doing, Governance Growth will gain an understanding of the corporate structure and how it positively and negatively affects these relationships and make…

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

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

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…

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…

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