Investment Banking & Brokerage Consultants

Members (55 results)

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…

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…

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…
Most Recent Transactions
Advisor
Jan 2021
secured debt financing from
Advisor
Dec 2017
raised capital from
Advisor
Jun 2014
raised capital 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…
Most Recent Transactions
Advisor
Oct 2019
secured acquisition financing 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…
Most Recent Transactions
Advisor
Jan 2011
raised capital from
Advisor
Jan 2001
raised capital 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…
Most Recent Transactions
Advisor
Oct 2014
raised capital from

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
raised capital 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 &…
Most Recent Transactions
Investor
Feb 2004
provided capital to

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

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,…
Most Recent Transactions
Advisor
Jun 2018
raised capital from

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