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    Wealth Management Company Seeking Loan in Bridgetown, Barbados

    Financial services company, providing wealth management and investment advisory, having more than 10 clients.
    This transaction has concluded.
    Established 10-20 year(s)
    Employees 5 - 10
    Legal Entity C Corporation
    Reported Sales USD 2.5 million
    Run Rate Sales USD 3 million
    EBITDA Margin 50 %
    Industries Wealth Management
    Locations  Bridgetown
    Local Time 1:09 PM America / Barbados
    Listed By Business Owner / Director
    Status Active
    Overall Rating
    7.7 / 10
    Compare with industry
    Seeking Loan
    USD 12 million for 5.0% annual interest, 10 years (Native Currency: BBD 25,000,000)
    Reason: For working capital and to establish private equity and a trading platform.
    Collateral Available: USD 12 million
    Interested to connect with advisors
    Business Overview

    - International financial services company providing a wide range of investment services and products with partners in Europe and across the Caribbean region.

    - We provide wealth management and investment advisory services to professional and institutional clients including individual investors, qualified traders and wealth management firms. ​

    - Our original commitment of providing independent advice and timely and efficient service to clients and institutions with a focus on global markets is more pertinent than ever in today’s environment.

    - Have more than 10 clients.

    - Our firm manages around 5 Million USD worth assets.

    - Promoter has more than 6 years of experience in this business.

    Products & Services Overview

    Investment advisory and wealth management services.

    Facilities Overview

    Rented facility in Bridgetown.

    Capitalization Overview
    Not Disclosed
    Recent Activity
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    This transaction has concluded. View similar business opportunities on SMERGERS
    Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.

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