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Business Financial Consultants in Costa Rica

Showing 1 - 14 of 27 Business Financial Consultants in Costa Rica. Buy or Sell your Business in Costa Rica.

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Interests: - My clients prefer businesses that are operational, generate annual revenue of up to $50k, and have a business model that aligns with their investment criteria. - They prefer businesses with a strong financial team in place or the ability to recruit qualified financial professionals.
Background: We are a strategic finance advisory firm based in Heredia. We specialize in treasury and cash flow optimization, M&A, corporate finance, and FP&A. With experience across diverse industries including commercial services, industrial operations, automotive, healthcare, technology, restaurants, investment banking, and construction, we help businesses drive value creation while balancing operational discipline with long-term growth and buying and selling globally.
7.1 / 10
Locations
Costa Rica + 3 more
Industries
Business Services + 5 more
Investment Size
Upto USD 1 Mn
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Interests: Looking for shopping malls and commercial properties.
Background: We have 2 decades of experience in mortgage planning.
7.2 / 10
Locations
Sámara
Industries
Rented Commercial Properties + 2 more
Investment Size
Upto USD 2 Mn
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Managing Partner, NuVest Management Services

Financial Consultant in Ontario, Canada

Interests: We look for small, growing businesses with owner operators. We help companies to grow to the next level. We are interested in buying a call centre platform to one of our client.
Background: We are a management services company. We help companies with management support. We have our clients in India, North America and Philippines. We do not charge success fee. We charge only the upfront fee.
7.8 / 10
Locations
North America + 2 more
Industries
Call Centers + 1 more
Investment Size
Upto USD 3.74 Mn
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Managing Partner, NuVest Management Services

Financial Consultant in Ontario, Canada

Interests: We look for small, growing businesses with owner operators. We help companies to grow to the next level. We are interested in buying a call centre platform to one of our client.
Background: We are a management services company. We help companies with management support. We have our clients in India, North America and Philippines. We do not charge success fee. We charge only the upfront fee.
7.8 / 10
Ontario
Locations
North America + 2 more
Industries
Call Centers + 1 more
Investment Size
Upto USD 3.74 Mn
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Senior Partner, Creditaria Estudio Lega

Financial Consultant in Mexico City, Mexico

Interests: Looking for businesses on behalf of my clients.
Background: We provide legal assistance to SMEs registered locally and internationally. We mainly deal in the processing and intermediation of credits, mainly mortgages, with banks.
6.8 / 10
Locations
Costa Rica + 7 more
Industries
Finance
Investment Size
USD 29 K - 290 K
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Interests: - Active and functional business that generates stable revenue. - The business should also yield a fair ROI. - My client would like to know about the operational performance indicator data of the business, including the leasing of land and property and legal and jurisdiction terms. - Operational performance indicator data (plus supplemental support material if available – e. g., durational specific leases for continued non-conforming land usage, regulatory jurisdictional specific licensure/permissions, et cetera) for the last two challenging years ending in December 2020 and YTD, soon to be closing 2021. - Since the industry has been adversely affected by the Covid Pandemic and, assumedly, some competitive dynamics have been altered. We would like to confirm the comprehensive (i. e., “lock, stock, and barrel”) asking price and/or a third-party objectively projected valuation. - Operational facilities, inclusive of land, real properties (buildings, PPE, inventory) and the ongoing commercial operation to provide a more complete set of facts. - Whether there have been any significant changes in terms of visitor numbers or expenditure plus regulation and/or host community tolerance of activity variances.
Background: We are an independent group of advisors. We provide comprehensive advice in the hospitality industry. We do not charge any sort of upfront or retainer fees. We charge a success fee, which is around 3%-6% of the deal size.
6.2 / 10
Locations
North America + 1 more
Industries
Hotels + 4 more
Investment Size
Upto USD 1 Mn
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Interests: We are looking for technical data to assess the grade and evaluate the investment. We are looking for businesses in Africa and Central America, as our clients are interested in these locations.
Background: We are an advisory company mainly serving the mining and data center businesses in raising funds, and also helping in M&A transactions.
6.1 / 10
Locations
Costa Rica + 14 more
Industries
Bauxite Mining + 21 more
Investment Size
Upto USD 60 Mn
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Interests: I am an individual advisor actively seeking businesses in need of financing solutions, whether through debt or equity, with or without collateral. I specialize in facilitating a wide range of business loans tailored to diverse operational needs and growth stages. The minimum funding size we offer is USD 1 million, and I am open to working with companies across industries that demonstrate strong potential and financial clarity. I will not charge any upfront fee to the businesses. I will charge the success fee as per the client's requirement.
Background: I am an entrepreneur with a passion for helping people and businesses solve problems. I am a registered broker. I also have access to over 500 unique sources of investors like international hedge funds, pension funds, private equity firms, investment banks, trust funds, family offices etc.
8.8 / 10
Locations
San José + 73 more
Industries
Air Logistics + 78 more
Investment Size
Upto USD 200 Mn
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Interests: I present loan applications to lenders that are suitable for the specific lending projects. Need to complete just one application, I gather some basic documents, then present the proposal to every local, regional, and national lender that fits loan requests. The lending community will be able to compete for a loan through one single point of contact.
Background: We help borrowers to obtain business and commercial real estate loans of various types. Our lending programs offer full-recourse and non-recourse, commercial financing for the acquisition or refinancing of stabilized properties. We also can offer different types of business loans to our customers. There are no upfront or hidden fees. Now we can not speak for the actual lenders but we as brokers only get paid after the client has their deal funded.
6.9 / 10
Locations
North America + 56 more
Industries
Adhesive + 89 more
Investment Size
USD 50 K - 1000 Mn
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Interests: - Our clients are interested in investing or acquiring a business across various sectors. - The business must be legally active with proper financials and documents. - Business must have a positive cash flow.
Background: We are a consulting firm focused on understanding the needs and situations of our clients. We offer concrete measures and support until the objectives are achieved. We do not charge any sort of fixed charges. We charge success fees which tends to be around 1-5% of deal size, depending on the type of business and investment.
6.6 / 10
Locations
San José + 3 more
Industries
Cleaning Supplies + 25 more
Investment Size
USD 1 Mn - 20 Mn
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Interests: A typical company that works with us is generating revenue and is seeking growth to expand their business, capture more market share, or acquire add-on companies. We are industry universal, and welcome the opportunity to speak with companies from all backgrounds.
Background: We partner with Middle Market Companies to provide Investment Banking and Management Consulting Services. One of the best things about CTX Capital is that we are industry agnostic in focus, and therefore work with a diverse group of companies and business owners.
7.7 / 10
Locations
North America + 9 more
Industries
Agricultural Machinery + 51 more
Investment Size
USD 1 Mn - 100 Mn
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Interests: - We are open to any preferred approach you wish for your project either by debt financing or joint venture. - We are willing to invest in any project that needs funding and willing for beneficial genuine projects to fund as soft loans. - We grant loans to both corporate and private entities at a low-interest rate between 2.5% to 5% ROI per annum. The terms are very flexible and interesting. - Loan will require due diligence underwriting insurance performance bond is mandatory while JV will require professional risk assessment which would come at a cost. - The project impact needs to be assessed before any funding consideration and projects with higher impact are preferable. - We offer Collateral Transfer which is the delivery of assets from one party to another, often remitted in the medium of a Bank Guarantee. This process happens whereby the Providers agrees to issue the Bank Guarantee to the beneficiary in return for a rental or return, known as a Contract Fee. Both parties agree to enter into a Collateral Transfer Agreement, which governs the issuance and terms of the Guarantee.
Background: We are a recently founded independent technical and financial consultant who works with high-profile investors on financial and brokerage transactions. We specialize in transactional and valuation development. Our main focus is the impact project with a priority in the energy sector. If any company is looking for capital or has a desire to enter into a partnership, we are experts in bringing you to that. We do not charge upfront fees, we only charge at the success of the transaction.
7.9 / 10
Locations
North America + 26 more
Industries
Accounting Firms + 27 more
Investment Size
USD 55 K - 110 Mn
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Interests: We finance the following: Business Financing. Small Business Loans. Business Line of Credit. Equipment Financing. Small business administrative Loans. AR Financing. Merchant Cash Advance. Franchise Financing. Asset-Based Loans. Fix N Flip Loans. Credit Card Processing. We do not charge an upfront fee. We charge a success fee as well as a processing fee. The success fee and processing fee depends on the transaction size.
Background: We are an alternative business financing firm and provide capital for small and large businesses either on a short or long-term basis. We have a huge network of alternative lenders as well as clients across the USA.
7.2 / 10
Locations
North America + 8 more
Industries
Advertising Agencies + 29 more
Investment Size
USD 10 K - 5 Mn
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CEO & Chairman, IMCI Group International Gmbh

Financial Consultant in Zürich, Switzerland

Interests: - Documentation. - A feasibility study. - Business Plan. - Pre-qualified. - Strong management.
Background: We are an active consultancy firm that deals in all kinds of industries across the globe. We are well-known group in our domain and have been acknowledged as one of the best for the same. We are updated with business realities and are unmatched in our domain. Our fee details are mentioned below: - We do ask for the engagement a retainer of EUR 20’000. This will occur only upon we have received the green light from our investors. This means the file will be previously pre-assessed and accordingly presented. - Additionally, every project must go through due diligence. The due diligence will cost between USD 25’000 up to USD 250’000 depending on the size of the project. This is also an upfront / retainer fee. - Our success fees vary depending on the size of the deal. From 5% down to 1.5% - 2.5%, for large > over USD 1 billion deals. We may ask for small equity and involvement as director.
7.4 / 10
Locations
Costa Rica + 13 more
Industries
Automotive Accessories + 69 more
Investment Size
USD 11 Mn - 660 Mn
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Interests: Energy, Commercial Real Estate, Manufacturing, Aviation, Automobile, Medical Tech, Waste Recycling, Oil & Gas.
Background: With over 20 years dedication in small-medium business finance in multi-commercial sectors in UK, Norway, Germany, Sweden and Switzerland I am well placed to offer my experienced approach to the international clients. With a proven track record of surpassing objectives in both the private & commercial finance sectors. Capable of working as part of a team or individually, with a real desire to make a difference to customers and the bank alike and aspirations to progress within the business area. A committed professional with positive interpersonal skills at all levels, a quick learner with a willingness to assimilate and apply new work procedures and systems. Transactional and commerce experience - Private Equity, Equities, Bonds, Oil & gas, Mineral-mining, Renewable energy, commercial real estate and small-medium manufacturing companies. As a company we can provide financial solutions for lump sum capital investments, startup business, merger & acquisition, buy outs, capital growth needs, low interest rate based loan solutions for commercial and residential real-estate transactions. A financial solution from CreditIncome Limited financial services has many advantages over a traditional commercial loan from a bank.
6.4 / 10
Locations
Costa Rica + 62 more
Industries
Asphalt Manufacturing + 82 more
Investment Size
USD 1.27 Mn - 12.7 Mn
Send Proposal
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    There are 27 active and verified business financial consultants in Costa Rica listed on SMERGERS as of 12 August 2026.
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