Investment Bank Financial Consultants
Showing 99 - 112 of 320 Investment Bank Financial Consultants. Buy or Sell your Investment Bank, Islamic Investment Bank, Merchant Bank or a M & A Advisory Business.
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Financial Consultant in Noida, India
Interests:
- One of my HNI clients is looking for an investment or acquisition opportunity in Gurgaon, as he resides in Gurgaon.
- The business must have growth potential.
- The return on investment synergy with the existing business plan will be analysed.
- I do not charge any upfront fee. I do charge a success fee. The success fee is usually 3-5 % on the deal side. The success fee varies according to investment criteria, investment type, and other risk factors.
- I also provide debt funding. For debt funding, the success fee is 1% on the deal size. Debt fund is provided from various banks, NBFCs, and international government funding agencies.
Background: I am CA, an ex-banker, and CFO of a prominent company in India. Currently, I work as an investment banker cum finance management consultant.
Locations
Gurgaon + 1 more
Industries
Finance + 20 more
Founder And CEO
Financial Consultant in Toronto, Canada
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.
Locations
USA + 26 more
Industries
Finance + 27 more
Consulting Partner
Financial Consultant in Panama City, Panama
Interests:
- Our clients are interested in investing or acquiring a business across various sectors.
- The business must be legally active with proper financials and documents.
- Business must have a positive cash flow.
Background: We are a consulting firm focused on understanding the needs and situations of our clients. We offer concrete measures and support until the objectives are achieved. We do not charge any sort of fixed charges. We charge success fees which tends to be around 1-5% of deal size, depending on the type of business and investment.
Locations
Panama + 3 more
Industries
Finance + 25 more
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Consulting Partner
Financial Consultant in Panama City, Panama
Interests:
- Our clients are interested in investing or acquiring a business across various sectors.
- The business must be legally active with proper financials and documents.
- Business must have a positive cash flow.
Background: We are a consulting firm focused on understanding the needs and situations of our clients. We offer concrete measures and support until the objectives are achieved. We do not charge any sort of fixed charges. We charge success fees which tends to be around 1-5% of deal size, depending on the type of business and investment.
Locations
Panama + 3 more
Industries
Finance + 25 more
Interests:
The major factors I always look for are.
1. Nature of business.
2. Management.
3. Financial, equity & debt, cash flow, and vertical of revenue.
Background: I am the founder of a Nepal-based company. I work as a financial consultant and have tie-ups with clients across various parts of the globe. I do not charge any upfront fees but the success fee of 2% is charged.
Locations
Hermosa Beach + 27 more
Industries
Finance + 45 more
Founder & CEO
Financial Consultant in Mumbai, India
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.
Locations
New Jersey + 42 more
Industries
Finance + 62 more
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.
Locations
USA + 6 more
Industries
Finance + 28 more
Interests:
Operating business with above USD $1M annual turnover and with a current bank overdraft of minimally USD $500k. The business should be in Malaysia or in Singapore, as our clients are based in these locations.
Background: Our company is a Singapore registered company that has offices in Malaysia as well. We provide M&A, financial structuring and fundraising services. We have done and completed many M&A deals as well as IPO structuring for companies. We look for company owners who are interested to be publicly listed within 2 years. We do not charge upfront fees. We charge success fees.
Locations
Malaysia + 1 more
Industries
Finance + 19 more
Founder, SBC (Steadfast Business Consulting LLP)
Financial Consultant in Hyderabad, India
Interests:
Growing CA firm, ready-made firm, accounting back offices, tax filing outsourcing, audit outsourcing, SOX, and 50-100 employees. Global retail franchise chain located in Hyderabad.
Background: We ourselves have entities in India, UAE USA, and Bahrain and looking to spread into KSA. We want to set up a huge back office for finance and tax consulting and also have bookkeeping and tax filings and audit outsourcing GCC in Hyderabad. There will be no upfront fee. Success fee will be charged post deal closure.
Locations
India + 1 more
Industries
Finance + 7 more
Director Of Financial Services, TruBest Financial Services, Inc
Financial Consultant in Memphis, USA
Interests:
- Our company provides funding capital to businesses regardless of credit score across 50 states in the US only. Rates starts at 7% based upon client creditworthiness and project fundability.
- We have diverse business experience and strategic partnerships with established national lenders and hedge management funds.
Background: - We offer a wide scope of financing and debt service programs for A through D credit tiers and have a lending capacity to tailor every transaction to our client’s specific needs.
- We provide options for quick approval, flexible payment, minimal to no financials required on most financing, no personal guarantor programs, non recourse and no early payoff penalty.
Locations
USA + 30 more
Industries
Finance + 57 more
Interests:
Trading track record and history of profitability. I have a client who is setting up an integrated financial services business including regulated fund structure.
Background: We are a consulting firm engaged in M&A and fundraising. We act on behalf of a regulated private equity fund. We will receive commission from the corporate group we are connected to. Will not be charging any upfront fee. Success fee may be charged based on the deal size.
Locations
UK + 2 more
Industries
Investment Banks + 3 more
Financial Service Consultant
Financial Consultant in Limassol, Cyprus
Interests:
Business should be:
- Legally incorporated.
- Have a well documented business plan.
- Activities: financial sector, forex, crypto, banking and fintech.
- The business should be in South Africa, Ukraine, Malaysia, Lithuania, Estonia, Cyprus, Saint Vincent and the Grenadines as our clients are looking for businesses in these countries.
Background: We are a financial service consultancy acting as a one stop shop and the bridge between the companies/investors and the vendors/services. We have also collaborated with an AI company to enhance our financial services. We charge upfront fees and success fees.
Locations
Saint Vincent and the Grenadines + 14 more
Industries
Finance + 8 more
Founder And Managing Partner
Financial Consultant in Lisbon, Portugal
Interests:
Growth potential.
Turnaround potential.
Companies in need of new investors or financing to fuel growth.
Background: More than 20 years of experience in management consulting with a strong focus on strategy, transformations, and turnarounds.
Strong experience in facilitating corporate finance operations on the buy and sell-side.
Private investor in early-stage companies and in companies with turnaround potential.
Specialist in emerging markets, particularly in Africa, leveraging 10 years of work in the continent. I have clients in Angola, Mozambique, Portugal, Cape Verde and Sao Tome and Principe. I charge success fee after the deal closure. Depending on the projects I may charge upfront fee too.
Locations
Angola + 8 more
Industries
Finance + 29 more
Investor Relations Specialist
Financial Consultant in Québec City, Canada
Interests:
- Business must have growth potential and a large investment range.
- Business owner must be open to international partnerships.
Background: I am an investor relations specialist working with investors in Canada and abroad.
Locations
Boquete + 48 more
Industries
Investment Banks + 94 more
Principal Consultant
Financial Consultant in New Delhi, India
Interests:
We are looking for sell side mandates from potential fund raisers and business sellers in education, FMCG, Heavy engineering, automotive, oil and gas, pharmaceutical,
Medical, warehousing and logistics industry.
We have a strong network and credentials in Industry and have advised on several marquee transactions.
Background: We are a corporate advisory firm based in New Delhi. We specialise in M&A, private equity, financial due diligence, business valuation and trade finance services. We do not charge upfront fees. We charge success fees.
Locations
India + 35 more
Industries
Finance + 56 more
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How many investment bank financial consultants are listed on SMERGERS?There are 320 active and verified investment bank financial consultants listed on SMERGERS as of 16 October 2025.
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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
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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.
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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
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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
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What is the checklist for selling a business?
Here is the checklist for selling a business
1. Find a manager who can take care of your business in your absence.
2. Fix the operations to optimize your profit …read more
