Business Financial Consultants in Ontario, California

Background: Hyderabad based advisory firm that has 10 years of market presence. Our services include DPR preparation, funding arrangements (equity / debt), VC and PE funding, and subsidies. Our projects range from hitech agricultural projects, MSMEs, Renewable Energy Projects, Microfinance, Financial Inclusion to Natural Resources Management and Climate Change including Mitigation and Adaptation. We work on assignments on a 'Retainer-cum-Success Fee' basis which usually does not exceed 3% of the Funded amount. We do not charge any upfront fees.

Background: We are a fast-growing M&A advisory and CFO services firm, that provides strategic financial guidance and support to companies of all sizes. With a team of highly experienced and qualified professionals, we help clients navigate the complex and ever-changing world of M&A and corporate finance. The firm's M&A advisory services include pre-acquisition due diligence, transaction structuring, and negotiation support. They also provide post-acquisition integration services, including financial and operational assessments, cost-cutting measures, and performance improvement initiatives. In addition to M&A advisory, we also offer a wide range of CFO services. These include financial planning and analysis, budgeting and forecasting, and financial statement preparation. They also have expertise in accounting and tax and can provide support with compliance and regulatory issues. We serve clients across a variety of industries, including technology, healthcare, manufacturing, and retail. They have a strong track record of successfully completing complex and high-value transactions, and have built a reputation for providing expert advice and delivering outstanding results for their clients. With a deep understanding of the M&A landscape and a commitment to providing personalized, results-driven service, we are the go-to firm for companies looking to navigate the challenges of mergers and acquisitions and achieve their financial goals. We have clients across the globe.

Background: We are a boutique M&A advisory and capital raising advisory firm based out of Hyderabad; founded by seasoned IT professionals turned bankers; we have developed a specialized expertise in the technology and healthcare vertical. We have successfully closed over two dozen transactions across India, Europe, the US, Australia and Japan. Our relationships with small to Fortune 10 companies help keep us updated on opportunities for promoters to exit or expand through acquisitions. As a part of our practice and our standing in the investor ecosystem, we have connections with leading VC, PE, and Debt firms to help raise capital for revenue-generating firms. We charge both upfront and success fees depending on the deal.

Background: We are a boutique M&A advisory and capital raising advisory firm based out of Hyderabad; founded by seasoned IT professionals turned bankers; we have developed a specialized expertise in the technology and healthcare vertical. We have successfully closed over two dozen transactions across India, Europe, the US, Australia and Japan. Our relationships with small to Fortune 10 companies help keep us updated on opportunities for promoters to exit or expand through acquisitions. As a part of our practice and our standing in the investor ecosystem, we have connections with leading VC, PE, and Debt firms to help raise capital for revenue-generating firms. We charge both upfront and success fees depending on the deal.

Background: I am a practicing chartered accountant and especially work on tax matters and HNI services. On the platform, I am acting as an individual consultant. I assist in tax, accounting, GST, and financial services. I will charge a minimal upfront fee depending on business nature. Success fee will be levied post-deal closure.

Background: We are a consulting and advisory firm with razor sharp focus on startups, early stage ventures and mid market companies. We provide consulting & advisory services in the areas of fund raise, M&A, emerging technology and business process. The founders come with over 40 plus years of experience in PE & VC, consulting, investment banking and operations. We have pan India clients. We do not charge upfront fee. We charge only success fee after the deal closure.

Background: We are an Oman-based advisory firm. We help our clients by providing various financial and business services. We do not charge any sort of upfront fee or retainer fee. We charge a success fee, which is around 2%-6% of the deal size.

Background: Lyon based advisory business that has a rich experience in international business, M&A, investments. We are experts in financial analysis, legal and financial due diligence and have assisted deals of over 3 mil EUR. Our business network spans across 45 countries. We charge an upfront fee on a case by case basis and will also be charging a success fee.

Background: Around 12 years of experience in the field of project management, investment management, business consulting, training and development, and professional services. Client deals are under taken for preparing for loan documentation, agreement, evaluating of business valuations, audit reports, compliance reports, and business agreements through paid services. Large-scale development projects will operate directly or through contractors for raising funds from financial institutions, high-net-worth individuals, and industrialists as per terms. To build long-run relationships with angel investors, corporates, industrialists, venture capitalists, and others. I will charge an appropriate upfront fee 1 to 2 %, and success fee 4 to 6% for each business deal.

Background: We are a consulting firm which helps a startup or an established business who needs to increase revenue, expand market share, or attract investors and also provide advisory services. We charge both upfront fee and success fee.

Background: We are a global investment bank with a global presence. We are UK based hedge fund. We do investments at the global level in any business ideas. We do not charge an upfront fee. We charge a success fee as a processing fee after the loan is disbursed.

Background: We are a boutique advisory firm scouting for companies with diversified end markets. We work with corporate clients who we provide services for on a recurring basis. We provide our services in India, Europe and USA. We do not charge upfront fees or success fees. We charge an annual fee from our recurring clients.

Background: We are a Canadian Consulting company which integrates investors and startups needing financial resources. We conduct total due diligence and business operations on your behalf in Canada and USA as per your needs and requirements.

Background: We provide advisory services and help SMEs and start-ups grow by implementing unconventional business ideas and marketing programs. Our company is known to assist businesses with growth strategies and digital transformation. Our CEO is an innovator, an entrepreneur, a senior technology leader, a lifelong student in technology innovation and marketing. We charge only success fee post deal closure.

Background: 1. Profile: - Promoter is designated as director deal origination with an investor group & company formed in 2017 by a group of highly experienced management and finance professionals with more than 100 years of collective experience, with investment support from a group of offshore corporate & individual high net worth investors. - The exclusive investment managers of this private equity group are responsible to manage all investments in India & globally. - The core responsibility of the promoter is to originate & lead to investment, up to be on board as an independent director for monitoring for small-cap /mid-cap /large-cap in core industries such as pharmaceutical, medical & clinical research, manufacturing, engineering & infrastructure, real estate and innovations in all diversified industries. - He would provide fundamental success to investment, by acting as an interface between the investor & the invested company, and ethically influence the investor group for a private equity / merger & acquisition / to providing venture capital for innovations. - Fee details: The undersigned (advisor) provides business advisory services on a fixed retainer basis for the clients who would need to corporatize their business, create investor pitch reports, presentations to investor level for breaking through the investment for our investor group for the client on a retainer & success fee basis. This is mostly for companies who would like to be statutorily, and business model-wise be poised to level their structure to the standard of acceptance for investment. 2. Process - - Post initial screening and discussions with the promoters and the management, a technical due-diligence (TDD) is initiated through a nominated sectoral expert. Based on the TDD report an expression of interest is issued based on an in-principle clearance from the advisory board, detailing various tentative covenants. - Post issuance of the EOI (Expression of Interest) and its execution with the promoters, a due-diligence process is initiated, through nominated independent agencies to cover the following areas: • Financial Due-Diligence. • Legal Due Diligence. - After the above process an EOI (Expression of Interest) to envisage the indicative terms & structures for. Transacting followed by a Term-Sheet / MOU would be released mentioning the deal structure and all terms & conditions for the investments. - If all is clear with the prospect company statutory / financial & legal documents with a clear business plan the lead time for closing an investment would be 3 months signing the engagement with Investment. - Banker / business advisor to suit the case of the deal. - On confirmation of the investment for the prospect brought in by the promoter at a success fee between 5% of the invested amount becomes due to be paid as per the investment banking agreement signed at the start of the transaction, and based on the recommendation of the investment committee. One of our promoters will be positioned as an independent director for monitoring & providing the management solutions to the company for the investor side and providing the timely, management information to the investor growth or resolution as need be. 3. Investment process: 1. Screening of proposals by an evaluation team. 2. Meeting with promoters if evaluation is positive. 3. Discussion on the funding requirements, expected dilution & deployment. 4. Review of vision, growth plans & tentative transaction structure. 5. Technical due-diligence. 6. Issue of an EOI after interim clearance from the investment advisory group. 7. Financial, legal & business due-diligence. 8. Recommendation to the investment committee with the due-diligence reports. 9. Sanction from the investment committee. 10. Documentation with the investment specific SPV (The Fund) 11. Compliance to conditions precedent to disbursement. 12. Disbursement of funds through a no-lien account. 13. Compliance to conditions post disbursement. 14. Fund deployment as per approved deployment plan. 15. Appointment of nominee directors & compliance to governance norms. 4. sectoral focus: 1. Power generation, power transmission & distribution. 2. Pharmaceuticals & chemicals. 3. Waste management and water purification. 4. Medical grade water. 5. Healthcare & research. 6. Engineering procurement & construction. 7. Infrastructure development. 8. Automobile & automobile spares. 9. Real estate & low-cost housing development. 10. Logistics & warehousing. 11. Oil & gas–exploration, refining, storage & marketing. 12. Shipbuilding. 13. Port development & management. 14. Aviation. 15. Water purification & waste management. 16. Heavy engineering. 17. Hospitality. 18. FMCG. 19. Information technology (IT), advanced technology engineering & manufacturing, and robotics. 5. Specialties: • Listed & unlisted companies. • NPAs. • NBFC’S. • Growth & diversification. • Debt reduction. • Capital expenditure & augmentation of. • Working capital. • Buyouts & revival of stressed assets.