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Business Financial Consultants

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  • kalaari capital

 
Interests: Looking for businesses or startups with strong financials, experienced management team, business network, and accreditation, if any. Documents associated with business activities should be clear without any legal or other litigation. I am representing Indian clients based abroad. I am temporarily in Switzerland due to personal reasons.
Background: I work in a one year old travel and consulting company as a Non Executive Director. I am well connected with investors, family offices, and capital firms mainly from Europe, Switzerland, and the UK due to my work influences. I have 15 years of work experience in the investment banking and corporate sector and provide financial advisory services in my individual capacity. I generally advise leading corporate companies that are looking to raise equity or debt for their projects or are interested in M&A activities. I will not be charging any upfront fees. The success fees would range from 2.0% to 4.0%.
6.7 / 10
Locations
North America + 12 more
Industries
Bio Diagnostics + 24 more
Investment Size
USD 120 K - 60 Mn
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Interests: - Profit margin. - EBITDA. - Cash flows and revenue. - Assets. - Owners. - Credibility. - Location.
Background: -I have over 3 decades of experience as head of finance in the UAE and India. -I act as an advisor to businesses and help to arrange capital, finance or investment for businesses, as well as help to buy and sell businesses. -My clients are looking to acquire or invest in profitable businesses. -I also help to arrange debt finance and equity for companies all over the world having a revenue of at least USD 10 million annually. I offer valuation services to small and medium-sized businesses as well as due diligence services. Please connect with me if you require any of the above services. I charge retainer fees and/or success fees.
8.3 / 10
Locations
USA + 44 more
Industries
Agriculture Wholesale + 164 more
Investment Size
USD 270 K - 90 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
USA + 26 more
Industries
Accounting Firms + 27 more
Investment Size
USD 55 K - 110 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
Toronto
Locations
USA + 26 more
Industries
Accounting Firms + 27 more
Investment Size
USD 55 K - 110 Mn
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Interests: High return on capital employed and earning before interest, depreciation, and taxes.
Background: We are in the service sector. Also, provide consulting services for mergers and acquisitions. Our clients are actively searching for pan India-based businesses. We will not charge an upfront fee. Success fee will be levied post deal closure.
5.4 / 10
Locations
India
Industries
Auto Component + 2 more
Investment Size
Upto USD 18 Mn
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Interests: - ROI, EBITDA, cash flow, and future growth potential. - Global businesses across diverse sectors.
Background: We are a boutique advisory firm specializing in private credit arrangements, debt syndication, and fundraising solutions for companies across sectors. With a strong network of HNIs, family offices, debt funds, and institutions across Asia, the Middle East, Far East, USA, and Canada We connect credible businesses with the right capital partners. Advisory fees of 5% will be charged upon successful disbursal/investment by our lenders/partners.
7.1 / 10
Locations
New Jersey + 57 more
Industries
Agriculture Wholesale + 77 more
Investment Size
Upto USD 100 Mn
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Registered Investment Advisor

Financial Consultant in Santa Clara, USA

Interests: Profitable, stable business and large capital Interested in a veterinarian clinic, professional services, healthcare services, farm, ranch or vineyard, probate sale, real estate property and school.
Background: I worked as a podiatric surgeon before deciding to work full-time as a financial services tax consultant. I have been in the financial industry for over 15 years and am currently the president of a nonprofit professional association society in San Jose, California. I am an investment advisor representative and the CEO of an investment advisory firm. I am also the managing principle of a retirement strategy firm. I've worked as a director for a church and as an advisor for several California firms.
7.1 / 10
Locations
USA + 6 more
Industries
Amusement Parks + 28 more
Investment Size
USD 1 Mn - 15 Mn
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Interests: - Scalability. - Profitability in existing operations. - Management. - Sector.
Background: I operate a contracting and construction company. I am also an independent advisor and help in M&A transactions. I along with my partners have a deep expertise and relationships with leading investment banks, growth capital funds, distressed asset funds etc.
6.8 / 10
Locations
Dubai + 15 more
Industries
Advanced Medical Equipment Wholesale + 49 more
Investment Size
Upto USD 105 Mn
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Interests: - We are interested in investing in NBFCs and trade license-based businesses, preferably NBFCs with a net owned fund of ₹5 crore or more. - We focus on financially sound and compliant businesses with clear regulatory approvals and clean records.
Background: We are a Kolkata-based advisory firm specialising in regulatory compliance, financial analysis, and capital structuring. We help businesses with growth strategies, corporate governance, fundraising, and facilitate business acquisition and sale transactions across India.
6.6 / 10
Locations
India + 1 more
Industries
NBFC + 4 more
Investment Size
Upto USD 105 K
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Interests: - My clients focus on opportunities in Healthcare & Medicine, Technology, Hospitality, and Real Estate. - They prefer businesses that have undergone proper due diligence, maintain healthy profit margins, and have clean financial records.
Background: I am a process lead in an insurance company based in Pune. I am also an independent advisor and funding consultant, helping entrepreneurs and businesses across India raise capital for growth, expansion, and new ventures. Additionally, I assist clients with buying and selling businesses across India.
7.4 / 10
Locations
Bengaluru + 1 more
Industries
Ethanol Fuels + 11 more
Investment Size
Upto USD 3.1 Mn
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Interests: Good management, unique product or service, transparent reporting and strong financials.
Background: A boutique corporate finance and asset management company providing financial and asset management advisory to private and public listed companies. We charge 1% - 2% success fee.
5.6 / 10
Locations
Indonesia + 1 more
Industries
Energy + 2 more
Investment Size
USD 3.3 Mn - 33 Mn
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Interests: We're sector and industry agnostic. We like to learn more about businesses with EBITDA greater than or equal to $1 million USD.
Background: A. J. Baron Capital (AJBC) is a world-class M&A Advisory firm. AJBC offers financial consulting and advisory services to emerging growth, middle market, and large businesses, development finance institutions (DFIs), local and federal government agencies, public and private companies in developing countries, and multinational companies operating in or preparing to invest in developing countries. By bringing together financial experts and highly qualified business personnel, AJBC creates geographic and project specific diversity in its portfolio. The firm differentiates its services by providing exceptional turnaround time and high quality solutions that uniquely fit customer’s short, intermediate, and long-term financial goals and strategic objectives.
6.6 / 10
Locations
USA + 2 more
Industries
Advertising Agencies + 182 more
Investment Size
USD 200 K - 50 Mn
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Interests: EITDA margin 20, prefer a proven model needing management and capital to scale, attractive valuation.
Background: Management, Finance, Sales Growth, Technology, Innovation, Creativity, Capital, Network.
6.4 / 10
Locations
USA + 1 more
Industries
IT Services
Investment Size
USD 100 K - 5 Mn
Send Proposal
Interests: We are interested in two segments. 1. Strategic / individual investors / N. R. I. s / Angel investors / Venture Capital funds looking to fund / invest in good startups / ventures / business looking for expansion, in and around the state of Kerala in South India. 2. Startups and established companies in and around Kerala looking for funding / investment in the range of Rs. 30 lakhs to Rs. 500 crores.
Background: 1. For strategic / individual investors / N. R. I. s / Angel investors / Venture Capital funds looking to fund / invest in good startups / ventures / business looking for expansion, in and around the state of Kerala in South India. . Based in Kochi, the commercial capital of Kerala and with good knowledge of Kerala market, we identify good businesses in Kerala and present it to discerning investors. Based on investor requirements, we also provide customised services like initial screening and assessment, meetings / interactions, enterprise valuation, asset valuation, share local market intelligence, help in local ground work, due diligence, etc. 2. For startups and established companies in and around Kerala looking for funding / investments in the range of Rs. 30 lakhs to Rs. 500 crores. - We study the company and funding needs, prepare detailed information memorandum, take it to V. Cs, angel Investors, Private equity fund houses, strategic investors, financial institutions based on the requirements; both directly and through our associates and advice and help in getting these funds; and do end to end structuring of the deal.
6.8 / 10
Locations
Kerala + 17 more
Industries
Cement Factories + 27 more
Investment Size
USD 36 K - 60 Mn
Send Proposal
Interests: We are mainly interested in medium-sized companies looking for growth capital or a buy-out. We have a specific sector focus across 3 verticals: - Food & Beverage (Alcoholic & Non-alcoholic beverage, new food concepts) - Retail & Luxury Goods. - Hospitality (mainly 4*-5* properties hotel properties and restaurant chains)
Background: We draw on over a decade worth of experience in private equity and corporate development within the consumer retail sector to provide founders and management teams with strategic guidance on the following business matters: - Fundraising efforts (Debt / Equity financing) - Buy-side & sell-side mergers, acquisitions and disposal projects, - Strategic partnerships (JVs, distribution / licensing deal structuring, etc. )
6.3 / 10
Locations
Europe + 1 more
Industries
Bottled Water + 19 more
Investment Size
USD 5.5 Mn - 27.3 Mn
Send Proposal
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