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Business Financial Consultants

Showing 15 - 28 of 170 Business Financial Consultants. Buy or Sell your Business.

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Interests: Business and real estate trade wholesale stock lots.
Background: We deal in warehouse goods trade, real estate, and general cargo trade.
6.3 / 10
Locations
Asia + 1 more
Industries
Apparel Stores + 20 more
Investment Size
Upto USD 33 Mn
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Interests: A great team that has a great track record of growing successful business. Disruptive business. A big TAM.
Background: I am a broker that has access to HNWI, private equity, family offices, stock loan firms and commercial loan firms. I do not charge any upfront fee. I only charge a success fee which is 1%-2% of the deal size.
6.6 / 10
Locations
USA + 2 more
Industries
Edutech + 4 more
Investment Size
Upto USD 2 Mn
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Interests: As a Financial Consultant based in Gurgaon, I am focused on machine tools and online marketplace businesses with advanced technology, automated processes, strong sales/support for clients, and a clear future vision. I thoroughly evaluate the product quality and usage processes to ensure the potential for sustainable growth and success. I will not charge any upfront or success fee from the businesses on the platform. I will charge from investors whom I am representing.
Background: I am a Senior Consultant with a strong track record in financial consulting, specializing in stock investing and mutual funds. I have recently launched my own franchise and am dedicated to bringing valuable financial advice to my clients. My expertise lies in providing tailored and efficient strategies for wealth management and sound investment decisions.
5.6 / 10
Locations
Gurgaon
Industries
Machine Tools + 2 more
Investment Size
USD 1.2 K - 2.4 K
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Interests: As a Financial Consultant based in Gurgaon, I am focused on machine tools and online marketplace businesses with advanced technology, automated processes, strong sales/support for clients, and a clear future vision. I thoroughly evaluate the product quality and usage processes to ensure the potential for sustainable growth and success. I will not charge any upfront or success fee from the businesses on the platform. I will charge from investors whom I am representing.
Background: I am a Senior Consultant with a strong track record in financial consulting, specializing in stock investing and mutual funds. I have recently launched my own franchise and am dedicated to bringing valuable financial advice to my clients. My expertise lies in providing tailored and efficient strategies for wealth management and sound investment decisions.
5.6 / 10
Gurgaon
Locations
Gurgaon
Industries
Machine Tools + 2 more
Investment Size
USD 1.2 K - 2.4 K
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MD, Investallign Securities Pvt Ltd

Financial Consultant in Ahmedabad, India

Interests: Few of our clients are actively seeking to takeover a running educational unit.
Background: We are a stock brokerage trading platform operating across India. We are also the business partners of Zerodha. Also, provide advisory services to our clients and are sector agnostic. We do M&A, debt and equity raising. Will not be charging any upfront fee or advisory fee. We have tie up with private sector banks for raising business capital.
7.4 / 10
Locations
Gujarat + 7 more
Industries
Edutech + 4 more
Investment Size
Upto USD 1.2 Mn
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Business Head, Niriis S.A. Consultants

Financial Consultant in Athens, Greece

Interests: 1. Financial health & stability. 2. Profitability: Businesses with strong net profit margins and sustainable cash flows. 3. Debt load: Manageable debt. 4. Revenue consistency: We dislike businesses with extreme seasonality or unpredictable revenue streams. 5. Market position & competitive advantage. Moat & differentiation: We value businesses that have a clear competitive edge—whether through technology, brand, network effects, or regulation. 6. Low customer churn: We avoid businesses with high customer attrition, as this leads to constant spending on acquisition. 7. Recurring revenue model: We prefer businesses with subscription-based models or long-term contracts (e. g. , SaaS, B2B solutions). 8. Scalability & growth potential. 9. Tech-Enabled growth: We appreciate businesses that use AI, automation, or software to scale. 10. M&A potential: Businesses that could expand through acquisitions rather than being maxed out in their market. 11. Market size & demand: We favour businesses in growing industries over stagnant or shrinking ones. AI, B2B SaaS. We dislike highly regulated businesses with compliance-heavy overheads unless the regulation is a competitive advantage, overly seasonal businesses, low-margin, high-churn consumer goods, management & operational efficiency, and strong leadership but not overly dependent on one person.
Background: We are involved in. - Pre-Acquisition Structuring & Preparation. - Financial Clean-Up & Valuation Optimization. -. Ensured financials were structured to be attractive to potential buyers for multiple SMEs, esp. SaaS businesses. We helped in optimizing EBITDA and adjusted for one-time expenses to enhance valuation. -. We helped assess SaaS infrastructure and API capabilities aligned with client potential integrations. - Corporate Governance & Compliance. - Clean cap tables, IP protections, and regulatory compliance in place before engaging with client. - Buy-Side & Sell-Side Strategy Development. - Targeting the right buyers. - Positioned businesses as a strategic fit for businesses by highlighting synergies. - Competitive deal positioning. - Ensured that multiple bidders were engaged at different stages to create competitive tension and maximize valuation. - Due diligence & negotiation support. - Financial & legal due diligence. -Worked alongside target's legal and financial teams to prepare for client diligence requests. - Operational Due Diligence. - Ensured that HR, product roadmap, and infrastructure were structured for seamless post-acquisition integration. - Negotiation Assistance. - Helped structure terms that protected target's leadership team while maximizing their equity and earnout benefits. - Post-Acquisition Integration Strategy. - Leadership Retention & Knowledge Transfer. - Strategic Positioning – Making businesses highly attractive to the right acquirer. - Efficient Diligence Preparation – Reducing deal friction by preemptively resolving legal/financial issues. - Maximizing Deal Value – Ensuring strong valuation and competitive bidding dynamics. - Post-Deal Execution – Planning for smooth integration to prevent value loss. We do not charge an upfront fee. We charge only a success after the deal closure.
8.6 / 10
Locations
Athens
Industries
Apparel Stores + 19 more
Investment Size
USD 3.15 K - 3.15 Mn
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Interests: Some of the key factors that we consider when evaluating a business include: Market opportunity: The size and growth potential of the market the business operates in. A large and growing market can provide significant opportunities for a business to expand and increase its revenue. Competitive advantage: A business with a unique product or service, proprietary technology, or a strong brand may have a competitive advantage over its rivals. Financial performance: Our investors typically look for businesses that generate strong and consistent revenue growth, high-profit margins, and a solid return on investment. Management team: The quality and experience of the management team can be a critical factor in a business's success. Risks and challenges: It's important to consider the risks and challenges that a business faces, such as competition, regulatory issues, and changing market conditions. We do not charge an upfront fee. We charge a success fee.
Background: We are a boutique consultancy firm that has partnered with investment firms, banks, NBFCs, and lenders to provide funds to businesses. Have over 50 plus years of combined experience bringing cutting-edge expertise to our clients. We also sometimes invest in businesses ourselves if it matches our requirements. We are looking for businesses in India, Dubai, and Sri Lanka as we already have operations and a large network in these locations.
8.3 / 10
Locations
India + 6 more
Industries
Agriculture Wholesale + 26 more
Investment Size
USD 600 K - 6 Mn
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Interests: If I were to evaluate a business for investment, acquisition, or advice, there are several key factors I would consider: 1) Market potential: What to look for: Size of the market, growth trends, and future potential. A large and growing market indicates more opportunities for growth. Example of businesses: I would favour tech startups in the AI, renewable energy, or biotech sectors due to their immense market potential. 2) Business model: What to look for: How the company makes money, revenue streams, and scalability. Why: A solid and scalable business model ensures long-term profitability. Example of businesses: Companies like subscription-based SaaS (Software as a Service) businesses, which have recurring revenue models. 3) Financial health: What to look for: Profit margins, cash flow, debt levels, and financial statements. Why: Sound financial health indicates stability and a lower risk of failure. Example of businesses: Established companies with healthy balance sheets, such as blue-chip stocks like Apple or Microsoft. 4) Competitive advantage: What to look for: Unique selling propositions, patents, or brand strength. Why: Competitive advantages protect the business from competitors. Example of businesses: Businesses with strong brands or unique technology, such as Tesla. 5) Management team: What to look for: Experience, vision, leadership skills, and track record. Why: A competent management team can execute the business strategy effectively. Example of businesses: Startups led by founders with a proven track record in their industry. 6) Customer base: What to look for: Customer loyalty, satisfaction, and diversity. Why: A diverse and loyal customer base reduces risk. Example of businesses: Companies with a strong and diverse customer base, like Amazon. Innovation and R&D: What to look for: Investment in research and development, and new product pipelines. Why: Continuous innovation keeps the business ahead of competitors. Example of businesses: Tech companies like Google, which continuously innovate. 7) Regulatory environment: What to look for: Compliance with regulations, and potential legal challenges. Why: Regulatory hurdles can impact the business’s ability to operate. Example of businesses: Avoid businesses in highly regulated industries unless they have a strong legal team. 8) Social and environmental impact: What to look for: Sustainability practices, social responsibility. Why: Increasing importance of ethical practices and sustainability. Example of businesses: Companies with strong ESG (Environmental, Social, and Governance) practices, like Patagonia. Businesses I would potentially favor: Renewable energy companies like NextEra Energy. Tech giants like Google or Amazon. Biotech firms with strong R&D pipelines. Businesses I would be cautious about: - Companies in declining industries such as traditional coal mining. - Firms with high debt levels and poor cash flow. - Businesses with negative press regarding unethical practices, like some fast fashion brands. By evaluating these factors, I would aim to make informed decisions that align with both short-term and long-term goals, ensuring a balanced and sustainable approach to investment and business advice.
Background: I am working as a legal advisor in a software development company. I am also an independent advisor and help in the buying and selling of businesses. I provide my services to my clients in the Middle East and in the UK. I do not charge upfront fees. I charge success fees.
6.6 / 10
Locations
Iran + 5 more
Industries
IT Services + 3 more
Investment Size
Upto USD 63 Mn
Send Proposal
Interests: Real and serious business. Aircraft buyers. Military Equipment. Minerals.
Background: We are an international market analysis research and consulting group with leading advisors on management strategy and market research worldwide. We partner with clients in all sectors (We sell Aircrafts and Spare parts, Military equipment, Minerals, Projects Financing and Financial Instruments) and regions to identify their highest-value opportunities, address their most critical challenges, and transform their businesses. Our information products include major market, scientific, economic and technological developments for business leaders across all major industries. We combine a unique blend of research and consulting capabilities, geographical reach, and domain expertise that cannot be matched by our rivals. Our focus is on providing knowledge and solutions throughout the entire value chain of the industries we serve. Our tailored approach combines unfathomable insights into the dynamics of companies and markets with close cooperation at all levels of the client organization. This ensures that our clients achieve an unmatchable competitive advantage, build more proficient organizations, and secure lasting results.
6.6 / 10
Locations
Dominican Republic
Industries
Aircraft Equipment Wholesale + 6 more
Investment Size
Upto USD 1.35 Mn
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Interests: Nothing predicts more a win but to find the right company, in the right market, at the right time. Our mission is to find distressed cases where, through our network, we can help expand and flourish into market leaders.
Background: Our roots are rooted in over 50 years of sales generation experience at all levels. Our experience ranges from conceptualizing and executing startup companies to managing and maintaining public companies. We have grown by selling, advising, and collaborating with high-growth startups and mid-market companies focused on the backbone of growth and operational efficiency. Through our business growth model and repeatable processes, we have provided our clients with a foundation of scientific frameworks that have been infused into all aspects of the business cycle while addressing the unnecessary disruptive forces that may be preventing your sales team from producing. We have been trusted by many prominent organizations around the world.
5.6 / 10
Locations
USA
Industries
Freight & Logistics + 10 more
Investment Size
USD 20 - 65 K
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Country Head, Prosight Partners

Financial Consultant in Vancouver, Canada

Interests: Good investment opportunity in an attractive field with growth potential. We will look at financial reports of the past few years.
Background: We help companies find strategic investors in the global market. We charge advisory fee in line with the market and varies depending on the amount to be raised.
7.1 / 10
Locations
Canada + 3 more
Industries
Medical Devices + 22 more
Investment Size
USD 374 K - 18.7 Mn
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Interests: Good market reputation/track record, business solutions, innovative or state of the art technologies, valid licenses, quality products and service, strong customer base, pipeline, positive net assets, good cashflow, consistent revenue, EBITDA comparable to industry, record of service improvement, innovation and no debt.
Background: I represent investors with interests in asset management, financial services, fintech, logistics and supply chain business, including fuels and warehousing. I manage client overall strategic business planning and investment planning. I have oil and gas background with many contacts from the industry. I had been working with and co-opted as COO of a private investor for the last few years, and my company had been inactive. With a strong background in strategic planning and M&A matching, I am re-entering the consulting market.
7.5 / 10
Locations
Hong Kong + 9 more
Industries
Asset Management + 20 more
Investment Size
USD 3.7 Mn - 37 Mn
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Interests: I am interested in industries within technology, hospitality, leisure, travel, and healthcare for my clients. I am seeking businesses thriving on strong IT infrastructure and established systems. Critical for success are equitable business supply and demand dynamics compatible with robust digital solutions.
Background: I represent Australian investors seeking to expand into Indonesia's IT market. I offer business analysis and consultancy services, focusing on providing effective strategies for market entry and expansion. I do not charge an upfront fee. I work on a success fee basis, ensuring alignment with clients' goals.
8.1 / 10
Locations
Bekasi + 2 more
Industries
Advertising Agencies + 19 more
Investment Size
Upto USD 313 K
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Interests: - Looking for a good team with integrity, the sector and the opportunity the business creates for large addressable market. - OpEx and number of insulations - seed stage, pre-revenue / revenue stage will be reviewed. - Digital awareness into remote diagnostic & discreet module.
Background: Asset management platform available for buying and selling of movable and immovable assets. One of our clients is actively looking for investment in a healthcare software firm with reasonable penetration and large market access. They are a Gujarat based IT firm that is looking to expand its services across India. We provide services for growth consulting for small, medium and large business. We will charge an upfront fee. Success fee will be levied post deal closure and will be based on the deal size.
5.7 / 10
Locations
Gujarat
Industries
Medical Software
Investment Size
USD 360 K - 3 Mn
Send Proposal
Director - Strategy & Operation, Ekameva Consult Private Limited

Financial Consultant in Chennai, India

Interests: - The Business and market conditions: To understand the potential for growth and profitability. - The company's management team: The background and experience of the management team. - Financials: Analyze the company's financial statements and projections to assess its financial health and potential for growth. - Competitive landscape: Understand the company's competition and how it differentiates itself from others in the market. - Risk and return: Consider the potential risks and returns of the investment, and compare them to other investment options. - Legal and regulatory due diligence: To be aware of any laws or regulations that may impact the company. - Exit strategy: Have a plan in place for exiting the investment if necessary. - We do not charge an upfront fee. We will charge a success fee.
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.
7.6 / 10
Locations
USA + 21 more
Industries
Advertising Agencies + 34 more
Investment Size
USD 1 Mn - 100 Mn
Send Proposal
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    There are 170 active and verified business financial consultants listed on SMERGERS as of 20 May 2025.
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