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Investment Banking & Brokerage Consultants - Axial

Members (56 results)

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

Citi Capital and Consulting

Consultant

    This member has no reported closed transactions.

Business consultant, Commercial loan broker, Mortgage broker, Business Finance specialist, Equipment leasing, Asset based lending, Networker, real estate investor

CCMG Capital Partners

Consultant

    This member has no reported closed transactions.

CMG Capital Partners is the business/real estate brokerage division of our accounting and financial consulting firm CCMG (Coastal Consulting Management Group) out of Savannah, GA. We help business owners develop a plan for optimizing and then selling or exiting their businesses. CCMG Capital Partners is experienced in business valuation, taxation, and accounting, which allows us to provide the highest professional business broker services in the area.

EROC Advisors

Consultant

    This member has no reported closed transactions.

EROC Advisors provides expert business and financial insights and advice to business owners, management teams, entrepreneurs and investors to optimize business performance and maximize value. The principals of EROC have over 100 years of combined experience assisting small to middle market companies and draw on the strength of a full suite of professional and industry expertise, including executive management, commercial, investment and merchant banking, real estate finance, private equity and board level leadership.

Kaufman Rossin

Consultant
  • 3 Total Closed Deals
We provide professional services to businesses and their leaders, offering experienced guidance and strategic planning at every stage of business growth—from start-up to succession. We personally serve entrepreneurial, public, non-profit and individual clients.We have over 400 employees providing traditional accounting, audit and tax services, and business, risk and forensic advisory services. But more than that, we’re focused on bringing our clients joy—minimizing stress, opening up new possibilities, and making life sweeter.
Most Recent Transactions
Advisor
Jun 2024
secured investment from
Advisor
Jun 2023
was acquired by
Advisor
Jun 2023
secured debt financing from

Keen-Summit Capital Partners LLC

Consultant
  • 2 Total Closed Deals
Keen-Summit Capital Partners LLC, the winner of the Turnaround Management Association's 2016 Mid-Size Company Transaction of the Year Award, creates and executes real estate and investment banking solutions designed to maximize value. With a particular expertise in Real Estate workouts and restructurings as well as Consumer & Retail investment banking services, Real Estate investment banking services, and Distressed M&A services, Keen-Summit Capital Partners LLC represents property owners and commercial tenants, retailers, financial institutions and private equity investors, developers, and…
Most Recent Transactions
Advisor
Oct 2019
secured investment from
Advisor
Oct 2019
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

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

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

IMG Capital Partners

Consultant
  • 1 Total Closed Deal
At IMG Capital Partners we bring opportunity to the table. Our biggest asset is our relationships. IMG Capital Partners is connected to Private Pooled Trust Funds, Pension Funds, Foundations and Private Investment Banks with Hundreds of Billions in assets under management. IMG Capital Partners applies a value-added, strategic investment approach to identifying sectors of the economy and specific assets that we believe have strong long-term fundamentals. The team is committed to identifying investment opportunities in the global commercial real estate marketplace, and energy technologies…
Most Recent Transactions
Advisor
Aug 2019
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

Dewey Vaughn & Associates

Consultant
  • 1 Total Closed Deal
If your business issues are keeping you up at night, then we have a solution.As a consultancy group we provide experience which can solve your business issues. As consultants to your organization we will help you with strategic thinking, problem solving, supply chain navigation, complexity issues, technology or project feasibilities, financial, Government Policy & Regulation, Innovation, and Globalization.If you’re having informational overload and feeling uncertainty, contact us today.​Dewey Vaughn and associates provides part-time financial services to companies on an ongoing basis as…
Most Recent Transactions
Advisor
Jun 2018
secured investment 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 Energy

Consultant
  • 1 Total Closed Deal
Diversified consulting services firm with extensive senior level risk management experience conducting corporate development, and strategic planning for growth companies and asset disposition. Demonstrated track record of leading expansion efforts, skilled negotiations, and business acquisitions & divestitures supported by advanced ROI analysis. Proven 20 year track record of planning, organizing and mobilizing to fund new businesses and penetrate new markets to increase sales and profit margins.
Most Recent Transactions
Investor
Feb 2004
invested in

American Commercial Capital

Consultant
  • 1 Total Closed Deal
American Commercial Capital , LLC is a Consultant firm that helps connect Business owners with capital sources . American Commercial Capital also is direct to many funds providing asset based and commercial real estate backed transactions .
Most Recent Transactions
Advisor
Jun 2017
secured investment from

Freytag & Associates, LLC

Consultant

    This member has no reported closed transactions.

Freytag & Associates was established in 2009 to provide engineering consulting services, most specifically in the fields of acoustics and vibration. We typically partner with other industry experts in research, engineering and expert witness projects. An outline of experience and services may be found: http://freytagllc.com/.Currently we are seeking funding for a patent-pending vibratory tool for cleaning rifle barrels.A November 2012 Congressional Research Service report found that, as of 2009, there were 110 million rifles in the U.S. and 34.4 million people shot at ranges the same year…

Marx Consulting LLC

Consultant

    This member has no reported closed transactions.

Strategic advisory services to lower-middle market companies seeking debt and equity capital raising services, and transaction advisory services. Also act as an independent sponsor for lower middle market acquisition opportunities as well.

Shian Capital

Consultant

    This member has no reported closed transactions.

Provider of Financial services and advisory. Registered as Research Analyst by Market Regulators.Industry researchCapital Markets ResearchLong Term Investment research and advisory Advanced Financial ModelingModels with Sensitivity analysis for various key parametersModels with Scenario analysis for various outcomesWe conceptualize and build Analytical tools and Platforms

American Homeowner Preservation, LLC

Consultant

    This member has no reported closed transactions.

American Homeowner Preservation generates high-yield distressed mortgage investment opportunities which positively impact families and communities. As a Regulation D Private placement AHP purchases sub-performing mortgages at significant discounts, AHP can provide above-market financial returns to investors and sustainable solutions to struggling homeowners and communities. Investors earn annual returns of 9 - 12% while families receive transformative modifications to stay in their homes with affordable payments and discounted principal balances.

Green Catapult, Inc.

Consultant

    This member has no reported closed transactions.

Green Catapult is a boutique advisory focused on helping firms with growth through innovation and transformation strategies. Some of the greatest opportunities and strategic decisions for financial firms are huge challenges due to complex markets, competition, disruptive technology, regulations and resource constraints. We help our clients understand and overcome these barriers to enable growth through innovation.

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