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Founder, AI Financial Modelling, Individual Buyer, Palo Alto, USA

Individual Buyer in Palo Alto Looking to Buyout M & A Advisory and Business Service Businesses Upto USD 3 million


  • Name, Phone, Email
    Available after connect
  • Company
    Available after connect
  • Professional Summary

    I am the founder and CEO of a leading AI platform for institutional financial modelling with a strong background in leading private equity and corporate development for publicly traded companies.

  • Transaction Preference
  • Investment Size
    Upto 3 million USD
  • Investment Criteria

    Focused on finding an established financial advisory firm proficient in M&A advisory and business services. Seeking firms with strong brands renowned for buy-side and sell-side transactions. Prioritising businesses with deep client relationships, excellent market reputation, and proven high-quality execution. A goal to integrate and outsource advisory tasks, leveraging potential synergies. I prefer businesses in the US, due to familiarity with the markets here.

  • Overall Rating
    6.1 / 10
    View Details
  • Local Time
    4:02 PM (America / Los Angeles)
  • Status
    Moderately Active
  • Sector Preference
  • Location Preference
  • Recent Activity
  • Preferences
    Industries83%195.46879255215453174.4289911468135317%114.5312074478454237.571008853186510%154.9999999999999726.5IndustriesM&A AdvisoryBusiness ServicesOthers
    Locations60%230.60899304546473130.5668510528083220%79.3910069545353130.5668510528083220%108.2710724427483641.68314894719168LocationsTexas CityVancouverFlorida
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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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