Multi-line Insurance Consultants

Members (24 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…
Most Recent Transactions
Advisor
Jan 2021
secured debt financing from
Advisor
Dec 2017
secured investment from
Advisor
Jun 2014
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…
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
Advisor
Jun 2017
secured investment 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…
Most Recent Transactions
Advisor
Nov 2018
secured debt financing from

W Capital Partners

Consultant
  • 1 Total Closed Deal
W Capital Partners, LLC is a consulting firm in Austin, Texas that specializes in multiple financial product spaces with an emphasis on insurance, longevity risk and mortality based products. Using experience, contacts and knowledge of the financial, life insurance and life settlement markets, the…
Most Recent Transactions
Advisor
Feb 2019
secured investment from

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…

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…

EKBD CONSULT

Consultant

    This member has no reported closed transactions.

Ekbd Consult is a full service firm providing our clients with timely, reliable, and expert service with the end goal of securing proper financing to meet our clients’ needs. Our team finds success by matching progressive solutions with relevant local market trends, ultimately giving our clients…

Skipton & Associates, Inc.

Consultant

    This member has no reported closed transactions.

Skipton & Associates, Inc. specializes in representing consumers in the adjustment of insurance claims for both commercial and residential property losses. Our extensive claims management and public adjusting experience will assure that you obtain the maximum benefits allowable under your insurance…

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