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Independent Strategic Facilitator & Business Connector, Financial Consultant, Roseville, USA

Financial Consultant in Roseville Seeking Businesses Upto USD 100 million


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

    I am an independent strategic facilitation and relationship-development practice focused on helping business owners, project sponsors, and professional service providers identify the right relationships and resources for legitimate business opportunities.

    My background is centred on business development, relationship building, government contracting, construction, and the broader contractor ecosystem. I work across a network of specialised professionals and capital relationships and help identify where a business need may align with an appropriate resource.

    I cater to clients in America and Europe.

    My role is primarily to understand the opportunity, identify important qualification issues, determine whether there appears to be a legitimate fit, and facilitate direct communication between the appropriate parties.

    My experience is focused on opportunity sourcing, qualification, relationship development, and introductions rather than acting as the lender, investor, securities broker, investment adviser, attorney, or transaction underwriter.

    I do not provide securities brokerage, investment advisory, lending, legal, or underwriting services.

  • Fee Details

    Fee arrangements are determined on a case-by-case basis depending on the nature and scope of the engagement. I do not currently maintain a standard upfront retainer, fixed success-fee percentage, or published fee range. I typically charge a success fee upon successful deal closure.

    Any compensation arrangement, where applicable, must be agreed upon in writing before services are performed and must be appropriate and legally permissible for the specific type of transaction and services involved.

  • Transaction Preference
  • Investment Size
    Upto 100 million USD
  • Investment Criteria

    I am an independent financial consultant seeking businesses for clients. I am particularly interested in established businesses and well-developed projects with credible management, clear objectives, sufficient supporting information, and identifiable capital or strategic needs.

    I work with established businesses, business owners, and project sponsors where there is a clearly defined business or capital need and a credible path forward. I am particularly interested in opportunities involving construction, infrastructure, government contracting, real estate development, industrial businesses, and established business services, while remaining open to other sectors when there is a strong fit.

    I look for credible ownership and management, an understandable business model, clearly defined use of capital, reasonable financial information, direct access to the business owner or project principal, and a willingness to provide the documentation required for proper evaluation.

    For development projects, I prefer opportunities that have progressed beyond the conceptual stage and have meaningful project readiness, such as site control, plans, approvals, entitlements, contracts, committed stakeholders, or other evidence that the project can realistically advance.

    I generally do not pursue purely conceptual opportunities, unclear or unsupported capital requests, businesses unwilling to provide basic financial information, opportunities without access to the principal decision-maker, or situations involving unnecessary chains of brokers or intermediaries.

  • Overall Rating
    7.2 / 10
    View Details
  • Local Time
    6:47 AM (America / Los Angeles)
  • Status
    Active
  • Sector Preference
  • Location Preference
  • Recent Activity
  • Preferences
    Industries23%198.6465831113610238.49266940438966615%217.0981307509789110.356702736189238%186.79574249071322145.836240882894978%155.00000000000003154.08%123.20425750928683145.8362408828950338%93.634751931375463.70377952281129IndustriesFilm ProductionAdult EntertainmentCoalTruckingWarehousingOthers
    Locations25%202.4110571064500242.084951660169912%215.35123311904363114.7157006460779912%179.7676223220387149.1765059848374312%130.23237767796132149.176505984837436%100.86863119660093125.7596995680632131%99.6861850771384951.99469652010383LocationsLos AngelesTorontoAtlantaBostonNorth AmericaOthers
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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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