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Investment Banking & Brokerage Consultants - Axial

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 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.

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.

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
Investor
Jun 2014
secured investment 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
Investor
Oct 2019
secured investment from
Investor
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
Investor
Jan 2011
secured investment from
Advisor
Jan 2001
secured investment 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

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
Investor
Jun 2017
secured investment 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

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
Investor
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, 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
Investor
Jun 2018
secured investment 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

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
Investor
Nov 2018
secured debt financing from

Ventana Financial Associates

Consultant

    This member has no reported closed transactions.

Ventana Financial Associates is a principal investment firm specializing in seed, startup, buyout and mezzanine investments. It seeks to invest in midwest, southeast and southwest United States. The firm seeks to invest a minimum of $5 million in its portfolio companies.Ventana Financial Associates was founded in 1984 and is based in Northbrook, Illinois.

Race Global Holdings Inc

Consultant

    This member has no reported closed transactions.

Currently seeking issuers of Entrex Tigrcub securities as a debt capital raise and Blockchain public listing while simultaneously providing a first position Yield for Investors and groups. email [email protected] send revenues, ebitda, and base equity values for a eligibility term sheet. As a leading provider of project finance, Buy/Sell side consulting and brokerage, Real Estate, Oil & Gas, Commodities, and Technology we take pride in offering the best service to accomplish your goals. We are dedicated to serving the needs of our clients each and every day. We bring decades of…

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…

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…

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…

e-ALGO Limited

Consultant

    This member has no reported closed transactions.

e-ALGO Intelligence LLC is a provider of FX custom-tailored big data intelligence, quantitative analytics and models for global currency fluctuation risk management. Primary beneficiaries are multinational corporations, hedge funds, family offices and others who interact with the global currency markets. - Global Currency Translation Risk Assessments - Client Specific Global FX Risk Solutions - Global Currency Fluctuation Snapshot Studies - Global Economic Snapshot Studies - Country Specific Snapshot Studies - Stage Selective Mitigation Plans - Hedging Models…

G.D.M. Investor Relations Group Inc.

Consultant

    This member has no reported closed transactions.

G&M offers a wide range of strategic consulting and investor relations services, for non-listed entities, with the necessary tools and expertise to help grow your business. We partner with our clients from start to finish, focusing on their needs while producing new ideas, developing effective strategies and designing high quality and scalable solutions. Contact us to learn more.

Aurynion LLC

Consultant

    This member has no reported closed transactions.

Aurynion provides management consulting and advisory services focusing on Business Growth, Optimization & Improvement as well as Merger & Acquisition (M&A). We cater our services directly to small- and medium-sized companies. We work together with financial advisory and investment firms - such as Investment Banks, M&A Lawyers and Venture Capital / Private Equity funds - and support our clients in their dynamic portfolios as well as in new transactions. Aurynion LLC was founded in 2012 and is headquartered in New York City.

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