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Business Advisor/Exit Consultant

Financial Consultant in Victoria, Canada

Interests: We are focused on helping business owners get their businesses ready for sale, painlessly. Of course, they will only sell when they are ready and that might be 2, 5 or even ten years down the road. Based on our experience, we know that owners that plan ahead get tremendous advantages by doing so. We help owners of companies get perfectly positioned to sell when they are ready.
Background: 25+ years of experience in M&A, private equity, strategy, marketing strategy and exit planning. Certified in the ValueBuilder System.
7.9 / 10
Locations
USA + 1 more
Industries
Electronic Equipment + 9 more
Investment Size
USD 500 K - 5 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.
8.9 / 10
Locations
Athens
Industries
Apparel Stores + 19 more
Investment Size
USD 3.15 K - 3.15 Mn
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Interests: I am looking for the opportunities for myself and also for our clients in both buy/sell side. I can also arrange financing of all sorts including IPO in almost every part of world through our associates.
Background: A seasoned CEO and financial strategist with over 26 years of international experience, I specialize in transforming financial operations and spearheading sustainable growth for multi-industry conglomerates. Currently, I provide strategic financial leadership across a diverse portfolio including financial advisory, funds raise, renewable energy, agro chemicals, and FMCG. My core expertise lies in architecting and executing financial strategies that deliver measurable impact—optimizing capital allocation, securing complex funding, and driving profitability. I have a proven track record of building high-performing teams and fostering robust governance frameworks in dynamic, global environments. Key Expertise & Value Delivery: Corporate & Financial Strategy: Developing and executing long-term strategic plans, risk management frameworks, and capital allocation models that align with ambitious business goals. Capital Raise & Financial Engineering: Securing capital through diverse channels including IPOs, Private Equity, Structured Debt, and Bank Financing for both greenfield and brownfield projects. Strategic Growth & M&A: Leading mergers, acquisitions, and joint ventures, as well as overseeing greenfield expansions and seamless ERP implementations to enable scalable growth. Stakeholder Value Creation: Excelling in Investor & Stakeholder Relationship Management, ensuring transparency, building trust, and maximizing value for all partners. Operational Excellence & Automation: Overseeing corporate finance, treasury, tax, and compliance while driving the automation of functions and processes to enhance efficiency and accuracy. Leadership Journey & Sectoral Expertise: My leadership philosophy has been shaped by senior roles in globally recognized organizations such as Reliance Industries, Aditya Birla Chemicals, Dubai Port World, Jindal Films, and EaseMyTrip. This journey has provided me with deep, hands-on expertise across Manufacturing, Logistics, IT/ITeS, E-Commerce, SaaS, NBFC, and Real Estate. A notable chapter includes leading the Renewable Energy (Solar) division for one of India's largest manufacturers, where I was instrumental in driving innovation and scaling operations in the sustainable energy sector. Global Mindset: I am a collaborative leader who has successfully managed and worked alongside professionals from over 17 nationalities. This experience has endowed me with a unique blend of strategic insight, operational rigor, and cross-cultural adaptability, essential for driving success in today's interconnected and competitive markets. I do not charge upfront fees. I charge success fees.
6.5 / 10
Locations
USA + 58 more
Industries
Auto Repair and Service + 37 more
Investment Size
USD 335 K - 11.2 Mn
Send Proposal
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Interests: I am looking for the opportunities for myself and also for our clients in both buy/sell side. I can also arrange financing of all sorts including IPO in almost every part of world through our associates.
Background: A seasoned CEO and financial strategist with over 26 years of international experience, I specialize in transforming financial operations and spearheading sustainable growth for multi-industry conglomerates. Currently, I provide strategic financial leadership across a diverse portfolio including financial advisory, funds raise, renewable energy, agro chemicals, and FMCG. My core expertise lies in architecting and executing financial strategies that deliver measurable impact—optimizing capital allocation, securing complex funding, and driving profitability. I have a proven track record of building high-performing teams and fostering robust governance frameworks in dynamic, global environments. Key Expertise & Value Delivery: Corporate & Financial Strategy: Developing and executing long-term strategic plans, risk management frameworks, and capital allocation models that align with ambitious business goals. Capital Raise & Financial Engineering: Securing capital through diverse channels including IPOs, Private Equity, Structured Debt, and Bank Financing for both greenfield and brownfield projects. Strategic Growth & M&A: Leading mergers, acquisitions, and joint ventures, as well as overseeing greenfield expansions and seamless ERP implementations to enable scalable growth. Stakeholder Value Creation: Excelling in Investor & Stakeholder Relationship Management, ensuring transparency, building trust, and maximizing value for all partners. Operational Excellence & Automation: Overseeing corporate finance, treasury, tax, and compliance while driving the automation of functions and processes to enhance efficiency and accuracy. Leadership Journey & Sectoral Expertise: My leadership philosophy has been shaped by senior roles in globally recognized organizations such as Reliance Industries, Aditya Birla Chemicals, Dubai Port World, Jindal Films, and EaseMyTrip. This journey has provided me with deep, hands-on expertise across Manufacturing, Logistics, IT/ITeS, E-Commerce, SaaS, NBFC, and Real Estate. A notable chapter includes leading the Renewable Energy (Solar) division for one of India's largest manufacturers, where I was instrumental in driving innovation and scaling operations in the sustainable energy sector. Global Mindset: I am a collaborative leader who has successfully managed and worked alongside professionals from over 17 nationalities. This experience has endowed me with a unique blend of strategic insight, operational rigor, and cross-cultural adaptability, essential for driving success in today's interconnected and competitive markets. I do not charge upfront fees. I charge success fees.
6.5 / 10
Delhi
Locations
USA + 58 more
Industries
Auto Repair and Service + 37 more
Investment Size
USD 335 K - 11.2 Mn
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Interests: Running businesses that are looking to raise funds in both the debt/equity model from individual investors/M&A companies. Also help facilitate audited/non-audited companies raise funds from institutional investors by listing them in the US OTC markets.
Background: I am the MD of an advertising agency, also a active property investment consultant in the Dubai Real estate market. I also act as an advisor to HNW individuals, M&A companies and corporate clients to acquire/sell/merge their companies. I cater to deals from AED 1M to AED 750 million. I do not charge an upfront fee. I charge a success fee.
7.4 / 10
Locations
Dana Point + 5 more
Industries
Accounting Firms + 45 more
Investment Size
USD 27 K - 204 Mn
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Senior Manager - Project Finance, Baker Tilly Middle East (Baker Tilly Middle East & JFC Group)

Financial Consultant in Dubai, UAE

Interests: - There must be sustainable growth and decent profits. - Business should be in operations and running. - Our clients' preferred location is Dubai. But they can look for other options too if the proposal is good. - We want to fix the deal ASAP. - Business should be engaged in the products of cakes, pastries, and croissants.
Background: We undertake mergers and acquisitions for our clients under our investment banking portfolio on Buy side and Sell side. On the platform, we are representing our client who wants to immediately takeover a bakery. The investment will not be a problem as it is a high-profile and reputed client based in Dubai. We will not charge an upfront fee. The success fee will be levied post deal closure.
8.7 / 10
Locations
UAE + 2 more
Industries
Bakeries + 2 more
Investment Size
Upto USD 5.4 Mn
Send Proposal
Interests: We want to purchase a Swiss company for our clients (preferred canton – Zug) with a valid crypto license to purchase, sell and manage crypto-assets.
Background: Our company primarily is a hedge fund incorporated in Cayman Islands. We offer a variety of products ranging from long-only portfolios to algorithmic and fixed income DeFi (Decentralised Finance) funds. We also provide M&A services. Our clients include HNWI, renowned family offices, and funds of funds. We charge upfront fees and success fees.
6.6 / 10
Locations
Switzerland
Industries
Crypto + 1 more
Investment Size
Upto USD 2 Mn
Send Proposal
Senior Business Consultant, AE Business Advisors

Financial Consultant in Valletta, Malta

Interests: - Financial performance & sustainability. - Consistent revenue streams with clear growth potential. - Positive EBITDA margins with room for operational efficiency. - Clean, reconciled financial records (preferably audited) - Accurate working capital and debt position. - Business model & industry fundamentals. - Scalable and resilient business models. - Exposure to growing sectors (for example, education, tech-enabled services, compliance/regulatory services) - Limited reliance on single clients, suppliers, or founders. - Compliance & legal standing. - Good standing with tax and regulatory authorities. - Properly documented contracts, IP rights, and employee matters. - Clarity on licenses, permits, and potential regulatory red flags.
Background: We are an advisory firm in Valletta, Malta. We assist buyers, sellers, and investors by providing due diligence, valuation, and transaction support services. While we do not directly acquire businesses ourselves, we are engaged by clients to assess business quality, identify risks, and provide strategic advice throughout the acquisition or sale process. We do charge an upfront and success fee based on the deal.
7.7 / 10
Locations
Malta
Industries
Apparel Stores + 19 more
Investment Size
Upto USD 116 Mn
Send Proposal
Interests: Regarding business preferences, I am particularly interested in high-growth sectors such as technology, healthcare, and renewable energy. Family-owned businesses with a strong legacy and potential for long-term value creation. Businesses with strong intellectual property or unique assets that provide a competitive edge. Conversely, I would generally avoid businesses with high levels of debt, significant regulatory or legal risks, uncertain or declining industry prospects, a history of poor financial performance. I will not charge any upfront fee from the businesses. I will charge the success fee from the businesses.
Background: With over 20 years of experience in wealth management and investment advisory for High-Net-Worth Individuals (HNWIs) in Indonesia, I possess a deep understanding of financial markets, investment strategies, and business valuations. When considering investment opportunities, I prioritize the following factors: Strong Fundamentals: I look for businesses with a proven track record of profitability, sustainable revenue growth, and a strong competitive advantage. Robust Management Team: A skilled and experienced management team is crucial for long-term success. I assess their leadership qualities, industry expertise, and ability to execute strategic plans. Attractive Industry Dynamics: I favor industries with favorable growth prospects and limited competitive pressures. Clear Value Proposition: The business must offer a unique and compelling value proposition to its customers. Strong Financial Position: I carefully analyze the company's financial statements, including its debt levels, cash flow, and return on equity. I am eager to connect with business owners seeking to sell their companies, as well as investors interested in acquiring businesses that align with these criteria.
6 / 10
Locations
Jakarta
Industries
Application Software + 11 more
Investment Size
USD 310 K - 3.1 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 + 41 more
Industries
Agriculture Wholesale + 154 more
Investment Size
USD 270 K - 90 Mn
Send Proposal
Interests: Companies willing to sell that have the potential to grow within the Mexican industry.
Background: I am the managing partner. I was born in Toluca and moved to Mexico City a long time ago, and now I have my own investment banking boutique firm that advises clients throughout Mexico. I would love to take a quick call with you to introduce ourselves and chat.
7.1 / 10
Locations
Woodcliff Lake + 7 more
Industries
Aquaculture + 20 more
Investment Size
Upto USD 45 Mn
Send Proposal
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.
7.3 / 10
Locations
USA + 1 more
Industries
Apparel Stores + 19 more
Investment Size
Upto USD 1.17 Mn
Send Proposal
Interests: Our clients are looking for businesses that are profitable for at least 3 years. Business with complete business papers and other legalities are preferred. Businesses that wanted to sell or looking for expansion.
Background: I am a multi-bank personal loan sales associate and an individual business broker referral agent. I can assist in applying for a loan in major banks that offer non-collateral loans. I can also assist in finding buyers for businesses available for sale. I charge 5% of commission after the successful deal closure.
5.6 / 10
Locations
Philippines
Industries
Food Ingredients + 20 more
Investment Size
Upto USD 36 K
Send Proposal
Interests: We are searching for businesses in the energy sector. We have done a lot of projects in Ukraine and Brazil.
Background: We are a Saudi-based company and dealing with solar, wind, and hydro energy-based systems i-e RTB and RTS (Ready to build and Ready to sell), all over the world. We are representing our clients on the platform. We do not charge any upfront or success fees. We charge a 4% commission on the deal size from the seller.
6.6 / 10
Locations
Brazil + 3 more
Industries
Solar Power Plants + 1 more
Investment Size
Upto USD 13.3 Mn
Send Proposal
Interests: Interested in a business that is licensed by a regulator in Europe or G20. The business should be based in Europe as our clients want to invest in the European market.
Background: We are a boutique advisory firm. We provide services in licensing, compliance, raising investment funds, and in many other domains. We do not charge upfront fees. We charge success fees.
7.4 / 10
Locations
Europe
Industries
Asset Management + 4 more
Investment Size
USD 550 K - 1.1 Mn
Send Proposal
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