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Members (329 results)

Integrity Partners

Consultant
  • 5 Total Closed Deals
Integrity Partners is a multi-faceted consultative and management group which provides services to the healthcare sector. With its roots in pharmacy management Integrity Partners is in a uniquely positioned to address your organizations most critical challenges. Our Mission is to exceed customer expectations by providing sustainable results achieved through collaborative and real world expertise. Our commitment to forge lasting relationships by; • Creating competitive advantages in the market though unique solutions to today’s problems. • Driving repeatable and sustainable results. •…
Most Recent Transactions
Advisor
Dec 2014
was acquired by
Advisor
Oct 2014
was acquired by
Advisor
Dec 2013
was acquired by
Advisor
Sep 2013
was acquired by

Kirk+Co

Consultant
  • 5 Total Closed Deals
Kirk+Co is an investment and advisory firm focused exclusively on:-Capital Formation through Non-Dilutive financing,-Direct Business Lending -Managing private investments in closely held companies for sophisticated investors.We typically work with sophisticated management teams who appreciate Kirk+Co’s execution model: day-to-day involvement of highly experienced partners. We take a consultative approach with each client and aim to provide value-added Capital Advisory, Succession Planning, and Strategic Consulting. Firm principal, Kendrick Kirk has worked with companies in all steps of…
Most Recent Transactions
Investor
Aug 2021
secured investment from
Advisor
Mar 2016
secured investment from
Advisor
Sep 2014
secured investment from
Advisor
Jan 2007
secured investment from

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

Contractors Financial Opportunity, LLC

Consultant
  • 3 Total Closed Deals
Contractors Financial Opportunity’s (CFO) purpose is to deliver Chief Financial Officer level financial expertise to the owners of privately held air conditioning and plumbing businesses. CFO’s specific focus is to deliver clients highly accurate and fair business valuations, managing sophisticated exit strategies and executing business transactions in order to maximize the highest return for the hard work and sacrifice invested into the business by the owner.
Most Recent Transactions
Advisor
Feb 2015
was acquired by
Advisor
Nov 2014
was acquired by
Advisor
Jul 2014
was acquired by

Tarsus CFO Services

Consultant
  • 3 Total Closed Deals
Tarsus delivers human and financial capital to emerging and lower middle market companies that are taking it to the next level.Tarsus brings deep and applicable financing experience, along with our evergrowing relationships with a broad array of capital providers, to our clients. Attracting and securing the right capital to support your business is vital, yet episodic. We deliver the expertise and assistance when needed to ensure your business is well positioned for your plans.
Most Recent Transactions
Advisor
May 2022
secured investment from
Advisor
Apr 2021
secured investment from
Advisor
Apr 2021
secured investment from

Canna-Consulting

Consultant
  • 2 Total Closed Deals
Canna-Consulting is a virtual cannabis consultancy that offers a range of consulting services and in-depth cannabis industry knowledge to businesses in this emerging, exciting market.​We know that businesses in the cannabis industry face a unique set of organizational and business issues, from legal difficulties to social stigma to practical hurdles. With our experience and expertise, we can help you tackle those issues and meet your business’s objectives -- capital raise and management consulting.​We at Canna-Consulting have a diverse team of seasoned professionals with decades of…
Most Recent Transactions
Advisor
Feb 2021
secured debt financing from
Advisor
Feb 2021
secured debt financing from

PreConstruction Catalysts

Consultant
  • 2 Total Closed Deals
When it comes to client development, relationships matter more than a deal: deals come when the relationship is solid with mutual respect, integrity and accountability. Trust and genuine concern for the client's well-being is a lost art. My strengths are building a working relationship with people, and an innate ability to facilitate communication between these parties with direct relationships between the Principals on either side of the table, facilitating the introduction and cultivation of the new relationship. My job is building new high-level, high-net-worth relationships between…
Most Recent Transactions
Advisor
Dec 2014
was acquired by
Advisor
Dec 2014
was acquired by

Barrington Capital

Consultant
  • 1 Total Closed Deal
Barrington Capital is a business financing advisory firm focusing on debt and equity solutions in various industries. We advise and connect early-stage companies (small to lower mid-market sector) experiencing significant growth and seeking investment (debt or equity) to private and institutional investors/lenders. We also offer debt recapitalization strategies for business burdened with high interest and predatory loans. We have helped secure $400MM for over 1800 businesses since inception.Areas of Specialization: CRE, Crypto, SAAS, and Cannabis.
Most Recent Transactions
Advisor
Jun 2014
secured debt financing from

Goff Associates, Inc.

Consultant
  • 1 Total Closed Deal
Goff Associates, Inc. provides consulting to Entrepreneurs and small to medium size companies. Specialties include startups, turn around, capital raises, and buyouts. Assistance with identification and implementation of Key Performance Indicators and management by numbers. Industry expertise in manufacturing, financial services, oil & gas, and service companies.
Most Recent Transactions
Advisor
Jan 2015
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

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

Surepoint Capital Management LLC

Consultant
  • 1 Total Closed Deal
We are a transparent firm that believes that honesty humility and diligence are the core values we wish to present to our clients. We choose people who have capitalized on their financial ideology with traction, but may not have reached their capital horizon as of yet.
Most Recent Transactions
Advisor
Mar 2013
secured investment from

Liberty Quality Consulting LLC

Consultant
  • 1 Total Closed Deal
Liberty Quality Consulting LLC believes there are no cookie cutter solutions for Coaching / Buisness Development, Commodity & Product Sourcing, and Mergers & Acquisitions Support core practices. We take pride in understanding your business, culture and technology to deliver a solution that is right for your business. We partner with our clients to deliver a customized plan that meets and exceeds your expectations through our core values of Trust, Mutual Respect, Integrity and Honesty.We are experts in our field offering custom solutions, efficient and dependable in every project and…
Most Recent Transactions
Advisor
Feb 2020
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

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 principals focus on identifying opportunities in the life insurance secondary market for its clients, both retail and institutional capital sources and partners.
Most Recent Transactions
Advisor
Feb 2019
secured investment from

MainStreet Business Solutions

Consultant
  • 1 Total Closed Deal
Working with businesses to create important connections and leverage value creation opportunities.
Most Recent Transactions
Advisor
Jul 2014
was acquired by

Linnet Legacies LLC

Consultant
  • 1 Total Closed Deal
1) Consumer Product Goods:We invest in and advise consumer product goods (CPG) companies. I was introduced to the CPG space by launching my own brand in over 4,500 points of sale nationwide. Our operating company wedreamcenter.com expands the growth and sales of our CPG clients. Founding team has directly overseen over $1.1B in CPG wholesale sales.Typical company profiles: -Our CPG clients (we grow their sales) range from $0M-$10M in annual Revenue and are looking for investors. -Once our CPG clients reach $5M-$15M+ in Mass Market Annual Rev they are looking for a company sale. 2) Real…
Most Recent Transactions
Advisor
Dec 2014
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
Advisor
Nov 2018
secured debt financing from

Vistage - Boulder, CO

Consultant

    This member has no reported closed transactions.

Vistage members know what it takes to take their businesses to the next level. A 2015 analysis by Dun & Bradstreet revealed that companies that joined Vistage over the past five years grew at three times the rate of average U.S. companies. Vistage members get results.Vistage members are a special group of leaders who are qualified to provide valuable insight advice based on their extraordinary achievements. This unique peer group is a mix of experts with varying professional backgrounds, allowing members to tap into different perspectives and solve difficult challenges. That expertise gives…

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