Business Financial Consultants in Oakville
Showing 29 - 42 of 49 Business Financial Consultants in Oakville. Buy or Sell your Business in Oakville.
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Financial Consultant
Interests:
We have clients from all around the globe. We are looking to invest in luxury hotels and cruise ships on behalf of our clients.
Background: We are a consultancy firm dealing in solar energy. We are representing a client on the platform. We do not charge any upfront and success fee. We charge a 3% commission on the deal size.
Locations
Canada + 13 more
Industries
Bed & Breakfasts + 10 more
Interests:
1. The companies should be positioned in the lower middle market arena.
2. Should have above USD 5 million - 200 million Enterprise Value or USD 1 million – 50 million minimum EBITDA.
3. Our clients are interested in companies located in the USA and Canada.
Background: We are a business advisory firm based in the USA. We serve various corporate as well as individual clients across the USA.
We charge an upfront fee. It depends on the type of service availed by the client. We also charge a success fee. The success fee depends on the deal size and other risks involved.
Locations
Canada + 2 more
Industries
Digital Marketing + 6 more
Managing Partner
Financial Consultant in Dallas, USA
Interests:
1. Principals who have documented equity investment in their project.
2. Detailed executive summary.
3. Clear detailed repayment strategy.
4. Existing collateral (not always necessary).
5. We have lenders who want to look for business globally.
Background: 1. We are a funding group having access to multiple alternative funding lenders and investment sources. We can help any sized business obtain like:
- Term loans & SBA bridge loans.
- Equity investment, equipment financing, savings on credit card processing.
- Lines of credit.
- Merchant cash advances, and credit renovation.
2. Specialties: Business capital funding, global project funding and providing investment capital.
3. We will not charge any upfront or processing fees. Mandate fees will be applicable on case to case basis.
Locations
Canada + 11 more
Industries
Bars + 24 more
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Managing Partner
Financial Consultant in Dallas, USA
Interests:
1. Principals who have documented equity investment in their project.
2. Detailed executive summary.
3. Clear detailed repayment strategy.
4. Existing collateral (not always necessary).
5. We have lenders who want to look for business globally.
Background: 1. We are a funding group having access to multiple alternative funding lenders and investment sources. We can help any sized business obtain like:
- Term loans & SBA bridge loans.
- Equity investment, equipment financing, savings on credit card processing.
- Lines of credit.
- Merchant cash advances, and credit renovation.
2. Specialties: Business capital funding, global project funding and providing investment capital.
3. We will not charge any upfront or processing fees. Mandate fees will be applicable on case to case basis.
Locations
Canada + 11 more
Industries
Bars + 24 more
Independent Advisor
Financial Consultant in Delhi, India
Interests:
- Monthly revenue should be more than 5,000 USD.
- The business should have been active for at least 3 months.
- Business registered in USA or Canada.
Background: I work in a automotive data driven company. I am also an independent advisor, and I have tie-ups with international financial institutions to provide business loans. I help in providing loan advisory services to clients. I do not charge upfront fees. I charge success fees from the sell side party.
Locations
Canada + 1 more
Industries
Apparel Stores + 19 more
Interests:
We focus on payment services and international trade finance for our clients. Interest in shell companies and trade licenses. Preference for FinTech and crypto-oriented businesses.
Background: We are a Latvia-based advisory firm specialising in FinTech and blockchain sectors, offering services such as licensing, regulatory compliance, business structuring, and M&A support. Our company works with FinTech businesses and SME clients across multiple jurisdictions, helping them navigate complex financial and regulatory environments. We operate on a success-fee basis, we do not charge an upfront fee.
Locations
Canada + 4 more
Industries
International Trade Finance + 3 more
Chief Consultant
Financial Consultant in Millers Creek, USA
Interests:
Our client wants to invest in Fintech companies with recurring revenue and asset appreciation opportunities.
Background: We provide -
1) Payment auditing.
2) Financial transaction reconciliation.
3) Commerce solutions.
4) Technology staffing.
5) Data analytics and corporate intelligence.
Locations
Canada + 4 more
Industries
FinTech + 4 more
President
Financial Consultant in Chicago, USA
Interests:
1. Detailed executive summary or pitch deck.
2. Clear, detailed repayment strategy.
3. Prefer businesses in the pharmaceutical, biotech and healthcare industries but am generally agnostic.
4. Not very keen on startups but have been known to make exceptions to compelling cases.
Background: As President, I am an experienced and strategic financial consultant who excels in providing personalized solutions for businesses and individuals. Leveraging a wealth of expertise and extensive industry knowledge, I expertly navigate complex financial landscapes to drive growth and success. With a commitment to delivering results and fostering strong client partnerships, I guide my clients towards achieving their long-term financial objectives.
Locations
Canada + 1 more
Industries
Clinics + 3 more
Portfolio Manager, Afrifocus Securities
Financial Consultant in Johannesburg, South Africa
Interests:
Must be profitable, good revenue and growing.
Background: We deal with securities and the stock market. Every time a client buys or sells shares, we charge a commission. Some of my clients are also charged an ongoing advice or management fee; however, this fee is not charged to all of my clients because some of my clients manage their own share portfolios without advice.
Locations
Canada + 15 more
Industries
Asset Management + 5 more
Senior Manager, Avon River Ventures
Financial Consultant in Beaverton, USA
Interests:
We are a financial institution interested in businesses focused on innovation and sustainability. We prefer companies that demonstrate strong growth potential and adaptability.
Background: We are a global non-bank lender and capital solutions firm. We provide tailored funding solutions for small to lower-middle market companies across nations. Our firm offers services such as asset-based lending, equipment and inventory financing and M&A or business acquisition financing, serving clients primarily across North America, Europe, the Middle East, and Asia-Pacific. We charge small upfront and success fees based on the specifics of each deal.
Locations
Canada + 9 more
Industries
Ecommerce Websites + 13 more
Senior Partner, Accord Investments & Finance
Financial Consultant in Amravati, India
Interests:
- Free cash flow is the most preferred parameter.
- Opportunities to invest in scaling an existing traditional business, or going the franchise route.
- Services and retail are preferred sectors.
- Most preferred industries are IT, Healthcare, Education & Media.
- Businesses with a clear, transparent invoicing and revenue recognition systems with minimal cash receipts and payments is an essential criterion.
Background: We are an investment & wealth management firm. A significant amount of our investments is are group's own capital, and some portion comes from clients we advise. We prefer one business, one SPV investing route. Opportunities without management control, with good operating profit and a need to scale. We do charge an upfront fee and a deal conclusion fee as a success fee.
Locations
Canada + 8 more
Industries
Apparel Stores + 12 more
Director
Financial Consultant in Tampa, USA
Interests:
Interested in a business related to the IT/ software sector.
Background: We are a mergers and acquisitions firm based in USA.
Locations
Canada + 9 more
Industries
Call Centers + 5 more
Interests:
- In business for at least 4 years.
- At least $1M -5M USD annual revenue.
- 20-30% EBITDA.
- Seller looking for a safe pair of hands.
Background: We are a privately-held M&A advisory company who serves clients' needs and help in acquiring a company to build their business portfolio. We also acquire a business because we have the ability to grow the business and to ensure that the previous owner's legacy lives on- we are a safe pair of hands.
We have experience in a myriad of industries. We choose not to participate in convenience stores, start-ups, and restaurants.
I am a trustee in a company over the past 2 years and have 14 years of work experience.
Locations
Canada + 2 more
Industries
Asphalt Manufacturing + 19 more
CEO, Pearl Eastern Consulting
Financial Consultant in Kuala Lumpur, Malaysia
Interests:
Important factors would be price, investment conditions, credibility, reliability, access to information, due diligence.
Background: Advisory business based in Kuala Lumpur. We have been operational since 1996 and offer a wide range of consulting services. We are representing investors and funds interested in various industries and assets in Asia-Pacific. We do not charge an upfront fee. We will be charging a success fee which would be dependent on the transaction.
Locations
North America + 4 more
Industries
Hospitals + 22 more
Founding Partner
Financial Consultant in Singapore
Interests:
Our clients are sector agnostic, not interested to fund new real-estate projects and also not interested in mining projects without JORC report.
Background: We are a leading strategy and financial advisor based in Singapore with operations in Singapore, Malaysia, Vietnam, Indonesia, Philippines, Myanmar, Cambodia, Bangladesh, Sri Lanka and India.
We help entrepreneurs on strategy development and fund raise and investors on deal origination and value creation.
We have built relationships with more than 90 investors that include private equity funds, venture capital funds, family offices, corporate investors, spread across Asia and Middle East. We do not charge upfront fee. We charge only success fee after the deal closure.
Locations
North America + 14 more
Industries
Apparel Stores + 19 more
Frequently
Asked
Questions
Asked
Questions
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How many business financial consultants in Oakville are listed on SMERGERS?There are 49 active and verified business financial consultants in Oakville listed on SMERGERS as of 10 December 2025.
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What level of due diligence does SMERGERS conduct on the businesses/member?
SMERGERS scrutinizes all profiles and only features a select group of businesses, investors, advisors that meet a basic requirement. When required, certain members may have submitted some form of proof …read more
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How active are the business profiles listed on SMERGERS?
We regularly filter out businesses which are inactive or have already closed a transaction. Typically, if the business is actively looking to sell/raise capital, the status is shown in green.
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How can I be sure about privacy and confidentiality?
We understand the level of confidentiality required in strategic transactions and we strive to provide a safe and secure experience for our members. Please review our privacy policy. We …read more
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How can I contact a business listed on SMERGERS?
You need to be logged in before you connect with a business. Click here to register and message the business If you are already logged in, please use the contact …read more
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Should you buy an existing business or start a business from scratch?
Buying an existing business is generally an easier way to start a business with an immediate head start. It saves valuable time and administrative efforts, considering starting from scratch is …read more
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How successful has SMERGERS been in helping its users successfully close a deal?
SMERGERS is a discovery and matchmaking platform with a global reach. It helps in connecting Businesses, Investors, Acquirers, Lenders, M&A Advisors and Boutique Investment Banks across locations, industries and transactions. …read more
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What is the checklist for selling a business?
Here is the checklist for selling a business
1. Find a manager who can take care of your business in your absence.
2. Fix the operations to optimize your profit …read more
