Through an extensive network and established relationships with family offices, private equity, venture capital firms, lenders, and debt investors, Podium assists clients in accessing private capital markets for both debt and equity financing.Our proven, step-by-step process is managed to ensure that our clients can remain focused on running their businesses while we create efficient, executable, and cost-effective solutions to various financing needs.
ROI Capital Partners, LLC represents private companies seeking capital. The majority of our clients are existing businesses seeking capital for expansion while others are owners seeking a buyer or majority investor.These organizations, located throughout the US, operate within diversified and varied sectors of the economy.. They often seek millions of dollars to build their enterprises. Transaction structures can include: Growth CapitalAcquisition FinancingPrivate EquityPrivate DebtMezzanine FinancingsReal Estate project FinancingsPurchase/Sale
Whitehorn Merchant Capital Inc. is an independent Calgary, Alberta based business advisory firm. Our focus is to assist private business owners and management teams effectively plan business succession in order to reach financial, strategic and personal goals.We believe this fundamental planning is critical to long-term business success. In order to maximize the value of any enterprise, business succession activities must be undertaken throughout its entire life cycle.At Whitehorn, business succession activities include:Developing and implementing strategies to enhance business valueExecuting…
Casspium Associates is a New York-based Buyside Mergers and Acquisitions Intermediary that specializes in providing Outsourced Mergers and Acquisitions Origination services for strategic corporations and private equity-backed portfolio company clients actively seeking to acquire and invest in companies with $5 million to $250 million in revenues and $3 million to $15 million in EBITDA.
CDI Global has advised on mergers and acquisitions for middle-market crossborder transactions for over 40 years. We are known for our experienced international personnel and our in-depth business development expertise. CDI has successfully partnered and collaborated with clients globally, in vertical sectors that span virtually every major industry that moves commerce, including technology, finance, retail, construction, industrial manufacturing, chemicals, oil & gas, healthcare & pharmaceuticals, food & agriculture and aerospace.We understand the prime importance of making informed choices…
Apex Capital Advisors is a lower mid market M & A advisory firm based in the greater Toronto, Canada region. Our industry focus includes business services, manufacturing and industrials, technology, media, marketing, energy, utility and the broader infrastrucure sector. We do predominantly buy side and sell side M & A work as well as strategic advisory work for younger companies seeking to better position themselves for an exit.
Tounge Associates is a longstanding Family-owned Mergers & Acquisitions Advisory Services Firm focused primarily on sell side engagements of lower/middle market companies. We help Business Owners sell their Companies! Our focus is on companies in the Commercial Lighting, Energy Distribution & Services and Healthcare Services. But if you are a business owner with revenues in the $5-$50MM range and considering your options, Let us help you form a plan to exit on your terms and your timing.
The Wheatley Group is a merger and acquisition advisory firm providing cutting edge,"value-added" services to clients interested in selling or acquiring companies. We manage and handle complex and sophisticated transactions in all kinds of industries and are recognized as a leading regional advisory firm. The majority of our selling clients are headquartered in Arizona, the Southwest and other Western states. Our Buyers have been national and international in nature, including: Public Companies (NYSE and NASDAQ), Large Privately Held Companies, Private Equity Groups, Affluent Individuals and…
SELLSIDE M&A PROCESSCreating value for founders and their businessesCORPORATE ADVISORY BUY SIDE AND DIVESTITURESOpportunities growing businessesGROWTH CAPITAL RESTRUCTURING CAPITALDeveloping the competitive strategy
From founder-led service businesses to professional partnerships, our experience enables us to provide a tailored approach across a wide range of transaction sizes. Every deal is unique, which means our processes adjust to make sure we find the right buyer for every business.
Compass Advisors is a Merger & Acquisition firm specializing in business sales, mergers, acquisitions, and valuations for privately held companies. Since 1991, our firm has successfully advised in over 125 transactions, establishing Compass Advisors as the premier firm in the northern Rocky Mountains.Compass Advisors was founded to supply mid-market companies with quality valuation and investment banking style services. We are based in beautiful Bozeman, Montana, and we have affiliates and buyers throughout the world. Our practice typically involves manufacturing, distribution, service,…
Bench Capital+ Advisory is an M&A and corporate finance advisory firm dedicated to helping small and mid-sized businesses maximize their valuation at exit. For high-growth companies, we help founders and CEOs secure the capital they need to fund their business's growth and expansion.M&A Advisory ServicesOur expertise covers M&A processes, deal structuring, valuation, negotiation, due diligence, and closing, ensuring our clients avoid common pitfalls and achieve objectives. With an established global network that includes strategic buyers, private equity firms, family offices,…
If you are looking to buy, sell, expand, consolidate, or simply need to understand your options and their effects, we can help. No matter your current business model, structure or financial condition, there are actions that you should and could be taking now. As an aspect of strategic management or investments, our team at Groce, Rose & Moore will assist you in selling - acquiring - growing - downsizing - understanding your company's value, changing the nature of your business, competitive position and more. We not only have the knowledge and experience to get things done, but understand…
Crestmont Investments is a private equity sponsor that structures and arranges investments in companies and projects dedicated to fostering a cleaner, safer, and healthier world. With nearly 20 years of experience, our management team collaborates closely with family offices to facilitate direct, private offerings. We partner with exceptional management teams to drive impactful investments that contribute positively to global sustainability and societal well-being.
STS Capital Partners is a global sell-side M&A firm like no other. They are expert guides for entrepreneurial business owners on the journey to achieving an Extraordinary Exit™. By helping clients sell their businesses strategically to the people that buy strategically, STS is able to achieve maximum financial valuation, create legacy potential, and realize true potential value. STS’ services include divestitures, mergers, acquisitions, strategic consulting, and financial advisory for mid-market private businesses. Their extensive global relationships, world-class team, and proven deal…
Thanks to over 30 years of its Founders' experience in the M&A space, in a previous M&A Advisory company "Telema" they decided to start a new challenge. "Dealnext" is an European-based corporate finance boutique, established in early February 2021. Dealnext is a company actively engaged in the M&A European mid-cap market.
NTA is dedicated to the growth, optimization, recovery and success of middle-market, privately-owned businesses. We believe these companies are the foundation of: Technological Innovation, Social Change and Quality Jobs.Through a comprehensive suite of services, NTA is the #1 trusted advisor to successful business owners, as they transition through the various stages of the business lifecycle. We are a team of experienced entrepreneurs, business owners, investors and veteran c-suite executives, and we understand the many complex…
What sets us apartAs your financing intermediaries — having initiated, consulted on, negotiated, structured and presided over billions of dollars’ worth of corporate buy- and sell-side transactions, acquisitions and divestitures, takeovers and management buyouts — our goal, always, is to help you take your business dealings further, faster, whatever stage you’re at in the transaction life cycle.Serving boards, management teams, buyers and lenders, entrepreneurs, owner-managers and shareholders of both established and emerging mid-market public and private companies across most every…
Our mission is to help business owners maximize their outcome during a liquidity event. As operators with a combined 25+ years of experience running all sizes of businesses, we are uniquely positioned to help business owners with sales and financial operations early in the process all the way through to the closing of a transaction. We utilize technology and specialized services to implement the best solutions for our clients.Our primary focus is on lower middle market transactions in the high tech and eCommerce space. Our team of advisors has experience running the types of companies we…
