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Mortgage Processors & Servicers M&A Advisory Firms - Axial

Members (168 results)

WD Capital Markets

M&A Advisory Firm
  • 28 Total Closed Deals
Based in Toronto, Canada, WD Capital (“WDC”) is a boutique M&A and Transaction advisory team, specializing in arranging transformational transactions for small & mid-market companies in the $10M to $150M+ range. Run by owners, each with 25+ years of expertise, we have completed 200+ transactions, totalling over $2 billion.WDC is dedicated to helping founders and investors in Canadian companies monetize their investment by arranging sale transactions with strategic and financial buyers globally.​We also apply our expertise to help select clients enhance their organic growth…
Most Recent Transactions
Advisor
Jun 2024
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Mar 2024
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Mar 2024
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Mar 2024
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Strategic M&A Advisors, LLC

M&A Advisory Firm
  • 26 Total Closed Deals
Strategic M&A Advisors, LLC ("SMAA") specializes in exit strategies and confidential business divestitures. The members of SMAA have been assisting middle-market business owners during the final stages of the business life-cycle for over two decades in our capacities as lawyers, accountants, corporate risk managers, and businesss advisors.
Most Recent Transactions
Advisor
Apr 2024
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Jul 2023
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Aug 2022
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Oct 2021
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Liberty Ridge Advisors

M&A Advisory Firm
  • 23 Total Closed Deals
Liberty Ridge is the most difficult and treacherous trek on the Pacific Northwest’s iconic Mt. Rainier. As founders, with deep roots in the Pacific Northwest, we consider Liberty Ridge the perfect metaphor to represent the challenging yet rewarding endeavors that a merger or acquisition can be for business owners.The final summit, for any private business owner, is to achieve hard earned liquidity and successfully exit the business on one’s own terms. Even the most experienced climbers understand that it’s a team effort and would never dare to summit Liberty Ridge without the aid of an…
Most Recent Transactions
Advisor
Jul 2024
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Mar 2024
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Aug 2023
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Aug 2023
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Florida Business Exchange

M&A Advisory Firm
  • 19 Total Closed Deals
The FBX Team has over 100 years of experience in Business Sales and Consulting, which has resulted in transactions worth millions of dollars. Our Professionalism and Confidentiality are your best assets when it comes to the business of business transfers. Our firm specializes in finding solutions and providing guidance by identifying, qualifying and fulfilling the requirements of Sellers, Buyers and Lenders. Our attention to detail benefits both the Seller and Buyer during the sensitive pre-closing process. The result is minimum delays in closing which saves time and money. We provide full…
Most Recent Transactions
Advisor
May 2024
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May 2024
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Apr 2024
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Feb 2024
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Plymouth Financial Group

M&A Advisory Firm
  • 18 Total Closed Deals
It is the endeavor of Plymouth Financial Group to use our experience and resources to represent our clients with the highest level of integrity and confidentiality. Our goal is to act as an intermediary between willing sellers and buyers, using aggressive and innovative techniques to maximize after-tax dollars for our clients while keeping the client informed during the process.Plymouth Financial Group is focused on what are known as lower middle market business with a special emphasis on businesses operating in the commercial/B2B arena.
Most Recent Transactions
Advisor
Apr 2024
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Advisor
Sep 2023
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Advisor
Sep 2023
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Advisor
Jul 2023
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Horizon M&A Advisors

M&A Advisory Firm
  • 13 Total Closed Deals
We offer comprehensive and innovative solutions to business owners seeking to sell or to grow by acquisition. We specialize in guiding our clients through the complexities of mergers and acquisitions, providing them with tailored advice, and identifying strategic opportunities to maximize their value. With years of experience, a deep understanding of the market, and a commitment to excellence, we are the partner you can trust to achieve your business goals. Our team of experts is dedicated to delivering personalized service, professionalism, and results-driven outcomes that exceed our…
Most Recent Transactions
Advisor
Mar 2024
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Advisor
Nov 2023
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Advisor
Feb 2022
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Advisor
Nov 2021
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VR Business Brokers - Boca Raton/Palm Beaches, FL

M&A Advisory Firm
  • 11 Total Closed Deals
VR has been the industry leader for over twenty years and has the distinction of having sold more businesses in North America than anyone else. It has set the highest quality standards in the industry, provides the most extensive training program for its Intermediaries, maintains the largest national database of sold businesses to assist in business valuations, and has been rated the number one Business Brokerage in the world for 16 of the last 20 years. VR BUSINESS BROKERS was founded in 1979 to fill the void for quality service that existed between the Real Estate Industry and Investment…
Most Recent Transactions
Advisor
Jul 2023
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Jul 2023
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Jul 2023
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Jul 2023
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Lloyds Business Brokers

M&A Advisory Firm
  • 11 Total Closed Deals
Lloyds Corporate Brokers have been selling businesses successfully for more than 35 years. We are recognised leaders in Corporate Sales, Mergers, Acquisitions and General Business Brokerage with Local, National and International exposure and associations. Since 1984 we have compiled an impressive record of sales. Read more about our profile, our highly experienced team or see businesses for sale. We specialise in international commercial business broker services to mid market enterprises, servicing niche markets in the fields of manufacturing, import/export, wholesale distribution, mining,…
Most Recent Transactions
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Jul 2023
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Jul 2023
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Jul 2023
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Whitehorn Merchant Capital

M&A Advisory Firm
  • 11 Total Closed Deals
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…
Most Recent Transactions
Advisor
Jul 2023
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Jul 2023
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Jul 2023
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Jul 2023
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Apex Capital Advisors

M&A Advisory Firm
  • 10 Total Closed Deals
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.
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Aug 2023
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Aug 2023
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Aug 2023
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Aug 2023
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Gilbert & Pardue Transaction Advisors

M&A Advisory Firm
  • 8 Total Closed Deals
Gilbert & Pardue Business Advisors (GaP) is a boutique Houston-based business advisory firm serving lower middle market and middle market business owners from coast to coast through representation for Mergers & Acquisitions (M&A) and through business value-growth services such as Fractional CFO, Advisory Board, Executive Coaching, and Consulting.​Matt Gilbert and Bret Pardue established GaP to provide owners of businesses generally enjoying annual revenue of $5-$80 million with the quality of M&A representation and value-enhancement services previously only available to…
Most Recent Transactions
Advisor
Jul 2023
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Advisor
Jul 2023
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Advisor
Jun 2021
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Advisor
Feb 2021
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Salt Creek Partners

M&A Advisory Firm
  • 8 Total Closed Deals
Salt Creek Partners (SCP) is a full-service M&A advisory firm guiding business leaders in the emerging and middle markets. Our mission is centered on investing in long-term relationships with our clients through independent, trusted, and innovative advice, and to achieve superior results in line with the overall strategic objectives of the company. SCP’s team of complementary partners have proven track records with managing complex financial transactions, providing investment banking services, performing market research and analysis, guiding companies from concept through hyper growth,…
Most Recent Transactions
Advisor
Aug 2024
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Mar 2024
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Advisor
Mar 2024
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Advisor
Jan 2024
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Maine Business Brokers

M&A Advisory Firm
  • 6 Total Closed Deals
Maine Business Brokers is the region's leading business brokerage and appraisal firm. Headquartered in Portland, Maine, our company serves small to medium size businesses ($500,000 to $10,000,000 in annual revenues) within the Maine and New Hampshire markets. Whether you want to buy or sell a business we can help. Let us put our systems, teamwork and track record to work for you. We have five major systems that define the way businesses are sold that include valuation, confidentiality, working with buyers and negotiating to close. Our team of brokers that achieves business sales through…
Most Recent Transactions
Advisor
Apr 2022
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Nov 2021
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Nov 2021
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Advisor
Nov 2021
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STS Capital Partners

M&A Advisory Firm
  • 4 Total Closed Deals
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…
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Advisor
May 2023
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Jan 2023
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Jul 2022
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Ocean Bridge Capital

M&A Advisory Firm
  • 4 Total Closed Deals
Ocean Bridge Capital focuses on midmarket mergers, acquisitions, disposals, and capital raising, designing and executing transactions largely between $5 to over $100 million in enterprise value.As an independent boutique advisory firm, OBC provides completely objective and pragmatic advice on strategic options for our clients.
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Investor
Jul 2023
acquired
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Jul 2023
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Jul 2023
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Jul 2023
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First Boca Associates, Inc.

M&A Advisory Firm
  • 3 Total Closed Deals
First Boca Associates, Inc. (FBA) is a mid-market merger and acquisition niche specialist. FBA maintains relationships with a global network of well-funded buyers and investors primarily focused on the acquisition, merger, or recapitalization of all or part of mid-market, US-based companies (revenue over $10 million or EBITDA over $2 million).FBA has spent the past 20 years establishing relationships with a broad spectrum of qualified investors, including private equity and institutional funds, strategic investors, and family offices. We are in active daily communication with buyers regarding…
Most Recent Transactions
Advisor
May 2015
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Advisor
Sep 2014
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Advisor
Sep 2014
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Pacific M&A and Business Brokers Ltd.

M&A Advisory Firm
  • 3 Total Closed Deals
The Certified Business Intermediaries and M&A Advisors of Pacific M&A and Business Brokers Ltd. based in Vancouver, Kelowna, and Victoria represent businesses of all sizes and types. Our brokers are experts in buying or selling businesses, business valuations, mergers and acquisitions, divestitures, recapitalizations, and exit strategies. During each business agreement, our goal is to professionally and ethically manage the business sale process to ensure each party’s needs are met.To close successful business deals, we follow strict guiding principles which focus on maintaining ethics and…
Most Recent Transactions
Advisor
Apr 2022
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Mar 2021
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Mar 2021
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Acquivest Financial

M&A Advisory Firm
  • 3 Total Closed Deals
ACQUIVEST Financial Group is a boutique mergers & acquisitions advisory firm, catering to businesses with annual revenues from $1M to $150M.Specialties: mergers & acquisitions, valuation services, sell-side and buy-side engagements
Most Recent Transactions
Advisor
Aug 2019
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Aug 2019
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Advisor
Oct 2018
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Kaufman Rossin

M&A Advisory Firm
  • 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.
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Advisor
Jun 2024
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Advisor
Jun 2023
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Advisor
Jun 2023
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Sunbelt Business Brokers - Little Rock, Arkansas

M&A Advisory Firm
  • 2 Total Closed Deals
As a part of the largest business brokerage network in the world, Sunbelt of Arkansas can guide you through the business sales process.We specialize in serving the buyers and sellers of small business in the Sunbelt of Little Rock area. Our comprehensive services and resources provide professional guidance for business valuations, buyer financing and exit strategy and planning. Contact us today to discover why Sunbelt of Little Rock is the place to go to buy or sell a business.
Most Recent Transactions
Advisor
May 2022
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Apr 2022
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