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New Account Specialist, Financial Services, Individual Buyer, Pinellas Park, USA

Individual Buyer in Pinellas Park Looking to Buyout Industrial Machinery and Industrial Automation Businesses Upto USD 2.5 million


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

    I help clients set up their accounts and navigate their financial needs. My role focuses on providing excellent customer service and ensuring a smooth on-boarding experience for new investors. I am knowledgeable about financial products and eager to assist clients in reaching their investment goals.

  • Transaction Preference
  • Investment Size
    Upto 2.5 million USD
  • Investment Criteria

    I deeply respect owners who have built something meaningful and are now seeking the right person to carry it forward. I am drawn to turnkey businesses because I value established operations, loyal customers, and the dedication that has already gone into making a venture successful. I approach opportunities with a long-term mindset, strong work ethic, and a commitment to stability and consistency. My intention is to preserve what has been built, care for customers and employees, and ensure a smooth transition that honours the legacy of the business.

  • Overall Rating
    7.6 / 10
    View Details
  • Local Time
    1:12 PM (America / Chicago)
  • Status
    Active
  • Sector Preference
  • Location Preference
  • Recent Activity
    • Connected with 1 business
  • Preferences
    Industries43%225.9979444310438681.1300791884015243%97.51622284966852141.5889881532540414%124.0245565386409431.173831933097090%154.9999999999999724.25IndustriesIndustrial Measurin…Industrial Measuring EquipmentIndustrial Automati…Industrial AutomationIndustrial MachineryOthers
    Locations100%155.00043125201.24999999892188LocationsPuerto Rico
  • Tags
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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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