↩ Go Back
Need help?

Finance Business Investment Opportunities in North America

Showing 1 - 14 of 14 Finance Business Investment Opportunities in North America. Invest in a Finance, Financial, Bank, Investment Bank, Fund Operator, Financial Market Operator, Shell Company, Consumer Lending, Property & Casualty Insurance, Life & Health Insurance, Reinsurance, Corporate Financial Service or a Financial Distributor Business.

Filters
  • Finance

  • North America

  • Investment Opportunities

 

Insurance Agency Investment Opportunity in Timonium, United States

Insurance providers helping Americans secure medicare advantage coverage at no cost seeks investment.
- The company generated USD 7,746,000 last year and pacing USD 27,725,119 this year, and currently, we are generating USD 200k on a monthly basis from policy renewals. There has been a significant increase in the revenue since there is an increase in the policy users. - We plan to use SGB as a flagship vehicle to roll up other brokers and organically scale our existing business. Our growth strategy is an easy math formula. - We are FMOs who are typically top-level organizations that are licensed to sell health insurance products in most if not all, states. - We work with multiple agents and multiple big-name and small-name carriers all across the U. S. Almost all of an FMO’s contracts are direct with carriers, and FMOs are usually able to offer agents contracts that provide higher than street-level commissions. - We have tied up with 6 agencies who market the products. - Every time we sell a policy we generate a sale of USD 500. Also, generate revenue from the re-occurring payment from the user. - Our founders helped grow a prior agency from 8 to 60 agents in just 3 years and exited at USD 40M. - Majority of the revenue is generated by the sale of health insurance.
Insurance providers helping Americans secure medicare advantage coverage at no cost seeks investment.
8.6   Timonium
Run Rate Sales
USD 26 million
EBITDA Margin
20 - 30 %
Financial Investment
USD 5 Mn for 5%
Contact Business

Asset Management Company Investment Opportunity in Oakville, Canada

Seeks Investment: Asset management company focused on real estate investing with proprietary technology platform.
- We are a well-rounded and complete service provider for asset management with a focus on real estate investing. - The company has a proprietary technology platform internally used and might be scaled for a larger real estate investing and asset management audience. - In contrast to traditional real estate investment companies, our primary focus is on providing customer-centric solutions. - We have embraced digitalization, streamlining the entire investment process from the virtual data room to the finalization of deals, including the registration of share certificates and the distribution of share profits. - The platform has the potential to grow into an AI-empowered real estate investing platform and/or real estate tokenization platform. - We own our proprietary technology that can be further employed by other real estate development companies or real estate agents or teams. - Our company is also considered a Halal investing and financing company, a niche that is underserved and with double-digit growth potential. - Since inception, the company was able to source some quality investment opportunities and to complete several investment cycles resulting in satisfied investors who have enjoyed annual returns ranging from 10% to 15%. - The team includes all Canadian citizens with top university degrees and experience in real estate, finance & banking. - The team has successfully worked together for more than 4 years and is in great harmony.
Seeks Investment: Asset management company focused on real estate investing with proprietary technology platform.
7.8   Oakville
Run Rate Sales
USD 1.1 million
EBITDA Margin
15 %
Financial Investment
USD 500 K for 25%
Contact Business

Newly Established Private Equity Company Investment Opportunity in Dallas, United States

Business delivers above-market returns for investors seeking to invest in alternative assets.
1. Business in Dallas that specializes in alternative investment acquisition. Acquires alternative assets such as cash-flowing businesses and/or multifamily real estate. 2. Provides reliable passive income streams for investors with capital preservation and monthly distributions. 3. We are purchasing a 5-location restaurant for USD 5 million. It is currently priced to sell at USD 6.45 million. We are getting this deal at a steal. The current seller and majority owner of the selling entity recently encountered a life-altering health diagnosis that precludes him from continuing. In daily work. 4. We anticipate an annual Pref/CoC return of 10% from Day 1. As the current business cash flow already supports this. 5. Debt with unbeatable terms in place. 6. Growth & potential to enter untapped markets.
8.0   Dallas
Run Rate Sales
USD 6 million
EBITDA Margin
35 %
Financial Investment
USD 2.7 Mn for 33%
Contact Business

Payment Services Company Investment Opportunity in Kansas City, United States

Company provides customized instant payment solutions through a channel of card processors, ISV and VAR.
Recently made public as a member of the Federal Reserve's Request for Payment Work Group to develop industry considerations for a uniform end-user experience relating to the Reserve's payment capabilities made available by the FedNow Service. will assist in formalizing any additional procedures or requirements that might be beneficial in promoting the industry's widespread adoption of Reserve's payment functionality.
8.4   Kansas City
Run Rate Sales
USD 42 thousand
EBITDA Margin
16 %
Financial Investment
USD 350 K for 20%
Contact Business

Commercial Leasing Business Investment Opportunity in Bridgetown, Barbados

Construction company in Barbados seeks investment to start a heavy equipment rental business.
- We currently have a construction business that deals in - 1. Drafting or architectural drawings of floor plans. 2. Building of private homes. 3. Civil works for the government of Barbados. 4. Build homes for the government of Barbados projects. 5. Building maintenance. 6. Demolition works. 7. Civil works for solar fields. 8. Tool rentals. 9. Freighting. - Now we wish to expand our business into heavy machinery rentals and supplying building materials. - These operations will be a part of a new business that has yet to be incorporated. - Our target market for this business would be contractors and general builders. - We will also deal in renting heavy equipment.
7.8   Bridgetown
Run Rate Sales
Nil
EBITDA Margin
Nil
Financial Investment
USD 200 K for 50%
Contact Business

Profitable Stock Broking Company Investment Opportunity in Sacramento, United States

SaaS-based algo/robo investment fintech/platform with $1.3 million portfolio & 19 accounts generating profits on daily-basis.
SaaS-based robo investment FinTech/Platform with 10 live customers generating profits. - Fully developed in-house. - Algorithmic & user rules-based. - No human involvement is required. - 5x portfolio increase in 1 month. - Targeting $ 50 Million by the end of this year. - 7 HNI paid customers using this product. - Scalable & secured cloud-based IT implementation. - $ 1 million portfolio. - 10 active customers. - Fully automated hands-free investment based on stock market-proven strategies. - User risk profile-based execution. - Support different types of investment accounts Corp/LLC/Investment/Join/Roth/IRA. - Producing on an average of more than 2% per month with an annual profit of more than 24% to customers. - Targeting $ 50 million in one year with huge potential to grow.
7.3   Sacramento
Run Rate Sales
USD 300 thousand
EBITDA Margin
30 - 40 %
Financial Investment
USD 250 K for 10%
Contact Business

Private Equity Company Investment Opportunity in Madrid, Spain

Investment management company with projects and verified deals / companies in hand to invest.
Company Overview: 1) Who we are: We are not only investors but visionaries. Our portfolio is diversified across global markets and industry sectors. Diversification has always been an important component of our strategy. Today we run a diverse portfolio that includes investments in commodities & trade operations, industrial or manufacturing companies, start-ups, or real estate development projects in Europe, Africa, and the Middle East. 2) What we do: We are investment managers, specialising in capital investment, equity, debt, and bank instruments. Our team works in exclusivity or on a contract basis with different types of investors, including fund managers, family offices, and private investors. • Real estate investments (buildings, industrial facilities, etc). • Venture capital and direct Investment practice. • Business & trade finance Investments (fast operations with high returns) • Agriculture and industry (soft commodities) • Manufacturing agents (direct investments in factories) • Global markets diversification (we assist companies to go global) • International trade management. • Risk management. - We hire contract workers as and when required by the business. Our 8 permanent employees mostly include accountants. The company is registered under the financial regulatory of the countries they are operating from.
Investment management company with projects and verified deals / companies in hand to invest.
7.3   Miami
Run Rate Sales
USD 650 thousand
EBITDA Margin
20 - 30 %
Financial Investment
USD 1.1 Mn for 10%
Contact Business

Venture Capital Business Investment Opportunity in Alexandria, United States

Venture capital fund focusing on early-stage private automotive sector companies seeks limited partners.
- Venture capital fund with a focus on early-stage private automotive sector companies that serve ultra-enthusiastic clients or that are broader market-disrupting innovators. - $6,225,000 total fund, with a $250,000 minimum buy in. - Binding commitment as GP to invest $125,000 of personal funds into the fund.
8.6   Alexandria
Run Rate Sales
USD 300 thousand
EBITDA Margin
Nil
Financial Investment
USD 6 Mn for 98%
Contact Business

Stock Broking Company Investment Opportunity in Seattle, United States

Company with an investment algorithm that trades on the futures market seeks investment capital.
- Our business uses algorithmic trading on the futures market to achieve superior risk-adjusted returns. - The bot is a diversified portfolio of algorithmic trading systems which trades on index futures markets. - Developer has more than 10 years of experience in quantitative trading and this bot has been running for the last 4 years by the promoter with an average return of 100% yearly. - If this was a fund, our performance would rank us in the top 0.1% of funds in the world on a risk-adjusted basis. - Our aim is to achieve consistent profitability with smooth equity curves and the ability to trade volatile bull or bear markets with no apprehension. - Company is debt free and owned solely by the promoter.
5.8   Seattle
Run Rate Sales
Nil
EBITDA Margin
Nil
Financial Investment
USD 3 Mn for 50%
Contact Business

M&A Advisory Company Investment Opportunity in Florida, United States

Investment opportunity: Well-recognized M&A advisory company involved in multiple activities.
- 17 years in the business with a unique concept and took over 100 co-public. - Company ranked as #10 fastest growing by 'Profit Magazine' and 'Top 40 Under 40'. - We operate 2 offices, one in Florida (head office) and a call center in Europe that prospects for us. - We also have over 50 agents throughout the USA who bring us a steady deal flow. - Partners are required as we wish to branch out into a hedge fund margin trading type setup.
Investment opportunity: Well-recognized M&A advisory company involved in multiple activities.
8.4   Florida
Run Rate Sales
USD 4.8 million
EBITDA Margin
30 - 40 %
Financial Investment
USD 7.5 Mn for 90%
Contact Business

Shell Company Investment Opportunity in Colorado, United States

SEC-registered and US publicly-traded company on the OTC market is selling a majority stake.
- Public shell company. Fully registered in the United States with the Securities and Exchange Commission. - The qualified investor receives the majority share of a public US company.
9.0   Colorado
Run Rate Sales
Nil
EBITDA Margin
Nil
Financial Investment
USD 400 K for 60%
Contact Business

Fund Operator Investment Opportunity in Las Vegas, United States

Company offers a B2B SaaS Marketplace for the construction industry.
- Registered in 2018 and started managing real estate assets from then onwards. We also acquired a real estate tech start-up the year after. - Our current market cap is USD 10.1 million. - Headquartered in Nevada, USA and principal executive office in Singapore. - Our investment portfolio include: 1) Boutique value-added hotels. 2) Wellness villas & resorts. 3) Equities / REITs /Debts. 4) Company marketplace. 5) Vault chain technology. 6) Tendersys App. - The business headquarters is in Las Vegas but the principal executive office is in Singapore. - The business does not have any revenue in the current year as no investment has been made so far in order to generate revenue. The user works in the Singapore office.
7.1   Las Vegas
Run Rate Sales
Nil
EBITDA Margin
Nil
Financial Investment
USD 370 K for 20%
Contact Business

Payment Services Business Investment Opportunity in El Pajonal, Guatemala

Startup company developing payment station for mobile prepaid payments, cash remittance and public service payments.
We are newly started company that has developed a prototype for a payment station. This payment station can be used for mobile prepaid payments, remittance transfers, public service payments and public transport payments. The kiosks can be sold to retail outlets and corporate clients looking to provide these services to their clients and employees. Our first prototype is currently in an ideal location and the number of live transactions are being tracked. We have 3 configurations for these payment stations with advanced extra configurations, full configurations and basic configurations respectively. The payment station accepts both cash and card transactions.
Startup company developing payment station for mobile prepaid payments, cash remittance and public service payments.
7.0   El Pajonal
Run Rate Sales
Nil
EBITDA Margin
Nil
Financial Investment
USD 350 K for 35%
Contact Business

Profitable Commercial Leasing Company Investment Opportunity in Philadelphia, United States

A well established American vehicle financing firm for aggressively expanding into the car rentals.
- We specialize in selling and renting 5-year-old and newer quality pre-owned automobiles, LT Trucks, SUV's and Mini vans to sub-prime credit customers. - We provide an ownership experience unparalleled in the marketplace today and cater our cars to Uber and Lyft for day to day operations. - We generate leads through online portal and through our previous firm and also provide repairs and parts through our in-house parts and service department. - We have 50 rental vehicle on the streets, another 40 vehicles are in the pipeline and the growth rate is 10% YoY. - Promoters has a strong combined experience 40 years working for various firms like Dani’s Auto Sales, Davis Motors and APS Holding,
6.3   Philadelphia
Run Rate Sales
USD 240 thousand
EBITDA Margin
35 %
Financial Investment
USD 800 K for 50%
Contact Business

Frequently
Asked
Questions

  • How many finance business investment opportunities in North America are listed on SMERGERS?
    There are 14 active and verified finance business investment opportunities in North America listed on SMERGERS as of 29 March 2024.
  • What level of due diligence does SMERGERS conduct on the businesses/member?

    SMERGERS scrutinizes all profiles and only features a select group of businesses, investors, advisors that meet a basic requirement. When required, certain members may have submitted some form of proof …read more

  • How active are the business profiles listed on SMERGERS?

    We regularly filter out businesses which are inactive or have already closed a transaction. Typically, if the business is actively looking to sell/raise capital, the status is shown in green.

  • How can I be sure about privacy and confidentiality?

    We understand the level of confidentiality required in strategic transactions and we strive to provide a safe and secure experience for our members. Please review our privacy policy. We …read more

  • How can I contact a business listed on SMERGERS?

    You need to be logged in before you connect with a business. Click here to register and message the business If you are already logged in, please use the contact …read more

  • Should you buy an existing business or start a business from scratch?

    Buying an existing business is generally an easier way to start a business with an immediate head start. It saves valuable time and administrative efforts, considering starting from scratch is …read more

  • How successful has SMERGERS been in helping its users successfully close a deal?

    SMERGERS is a discovery and matchmaking platform with a global reach. It helps in connecting Businesses, Investors, Acquirers, Lenders, M&A Advisors and Boutique Investment Banks across locations, industries and transactions. …read more

  • Show more