↩ Go Back
Need help?

Clearing and Custodial Service Investors in Texas

Showing 31 - 45 of 749 Clearing and Custodial Service Investors in Texas. Sell or finance your Clearing and Custodial Service Business.

Filters
  • Clearing and Custodial Service

  • Texas

Interests: - Market Potential. - Unique Value Proposition. - Financial Performance. - Management Team. - Scalability. - Barriers to Entry. - Customer Base. - Technology and Innovation. - Legal and Regulatory Environment. - Exit Strategy. - Risk Tolerance. - Industry Trends.
Background: I am a career software engineer, founder and investor. I have a background in IT, Software development, financing and small scale investments while helping lead to scale.
6.6 / 10
Locations
United States
Industries
Finance + 20 more
Investment Size
Upto USD 200 K
Send Proposal
Vice President, Family Office
Corporate Acquirer in Mumbai, India
Interests: Looking at acquiring simple business services businesses like accounting services, HR services, bookkeeping services, etc. The company should be EBITDA positive and have a revenue of close to US$ 12-24 MN. The business should be based out of the North American region, preferably the USA.
Background: Family office looking to buy an interesting business services company based in the Northern American region preferably USA.
8.3 / 10
Locations
North America + 2 more
Industries
Finance + 4 more
Investment Size
USD 15 Mn - 20 Mn
Send Proposal
Interests: - Businesses with paying customers. - Businesses with clear areas of improvement. - Interesting business owners.
Background: I am the founder of a data science prop-tech startup (I exited), a software factory (in operation) and CEO of a fintech, which is where I put most of my time today. I want to start investing in the real estate sector in Argentina, and I was just having the idea of starting a company to remodel and manage apartments on Airbnb.
7.1 / 10
Locations
United States + 1 more
Industries
Finance + 5 more
Investment Size
USD 1 K - 50 K
Send Proposal
Interests: I am interested in investing in businesses in the finance, healthcare, technology, food & beverage, education, media, and business services industries. I am also looking for opportunities in the United States, Hong Kong, Singapore, Taiwan, South Korea, Malaysia, The United Arab Emirates, and China. We will not charge any upfront or success fee from the businesses on the platform. We will charge from investors whom we are representing.
Background: As a director, I excel in strategic decision-making and providing leadership to drive the company's success. With a keen understanding of market trends and a proven track record of guiding organizations to achieve their goals, I am dedicated to making impactful contributions to our company's growth and profitability. My expertise lies in leveraging opportunities and mitigating risks to ensure sustainable business development.
6 / 10
Locations
United States + 7 more
Industries
Finance + 6 more
Investment Size
USD 210 K - 11 Mn
Send Proposal
Head Of Operations, Investment Firm
Corporate Acquirer in London, United Kingdom
Interests: We are interested in investing in businesses across various industries such as apparel, electronics, energy, healthcare, technology, and more. We are particularly keen on finding businesses in England, the United States, Netherlands, Asia, and Cyprus, as we already have portfolios in these locations. We are looking for companies with a loyal team, a clear product vision, and a proven track record of successful execution.
Background: We operate an investment firm based in London and Cyprus. We have a strong background in closing deals in the financial technology, biomedical, and energy sectors. We excel in driving operational efficiency and strategic decision-making to maximize investment opportunities. With a keen eye for emerging trends and market dynamics, we are looking for opportunities to expand our portfolio.
8.9 / 10
Locations
United States + 4 more
Industries
Finance + 14 more
Investment Size
Upto USD 1.1 Mn
Send Proposal
Owner, Mk Vargas Tax N Tech ( MK Vargas LLC)
Accounting Firm in Hutto, United States
Interests: Business with good growth potential and sustainability.
Background: I am the owner of an accounting firm, specializing in providing financial services and guidance to individuals and businesses. With years of experience in the industry, I am dedicated to delivering comprehensive and personalized solutions to meet my clients' financial needs. My goal is to help my clients achieve their financial objectives and secure their long-term success.
6.5 / 10
Locations
Texas
Industries
Finance + 16 more
Investment Size
USD 200 K - 50 Mn
Send Proposal
Interests: Looking to acquire/invest in businesses with positive cash flow and healthy net margins that need capital infusion and/or access to line of credit to obtain greater growth opportunities in the US. 1) Financial Services companies. 2) Construction. 3) Manufacturing. 4) Health Care, Assisted Living home care, 5) Nutritional Supplement Industry.
Background: We provided working capital, supply chain/material purchasing, and back office support services to the construction industry for over 20 years. We are a real estate investment/holding company. We specialize in helping companies with their working capital and back office to maximize profits by optimizing purchasing power and early pay discounts.
8.4 / 10
Locations
United States + 3 more
Industries
Finance + 5 more
Investment Size
Upto USD 5 Mn
Send Proposal
Interests: We invest in B2B Businesses with a demonstrated track record of profitable, sustainable cash flows.
Background: We're a private equity investor focused on investing in SME businesses and providing an exit route for founders/owners who might be so inclined.
7.4 / 10
Locations
United States + 5 more
Industries
Finance + 18 more
Investment Size
USD 3.2 Mn - 12 Mn
Send Proposal
Interests: - Financial Health and Performance. Profitability and Revenue Trends: Examine the financial statements to understand the historical performance and revenue trends of the business. Analyze factors such as growth, consistency, and profitability over time. Debts and Liabilities: Assess the company's liabilities, outstanding debts, and financial obligations. Understanding the financial health will help you gauge the potential risks and liabilities associated with the acquisition. - Market Conditions and Industry Trends: Industry Analysis: Research the industry in which the business operates. Understand the current market conditions, growth potential, and any emerging trends that could impact the business. Assess how well the business is positioned within its industry. - Legal and Regulatory Compliance: Due Diligence on Contracts and Agreements: Review all existing contracts, agreements, and legal obligations of the business. Ensure compliance with local, state, and federal regulations. Identify any potential legal issues that might affect the acquisition. - Operational Processes and Management: Operational Efficiency: Evaluate the efficiency of the current operational processes. Identify any areas for improvement and assess the scalability of the business. Management Team: Examine the qualifications and experience of the existing management team. Consider how well the team can adapt to new ownership and whether key personnel will remain with the business post-acquisition. - Customer Base and Reputation: Customer and Client Relationships: Analyze the customer base and the relationships the business has built. Understand customer loyalty, satisfaction levels, and potential risks associated with customer turnover. Reputation Management: Assess the overall reputation of the business within its industry and community. A positive reputation can be an asset, while a negative one may pose challenges in the transition.
Background: We are full-service M&A Advisory firm with global reach, in-depth market insight, and broad execution capabilities. We develop a unique perspective across our lines of business.
6.6 / 10
Locations
United States + 4 more
Industries
Finance + 20 more
Investment Size
USD 1 Mn - 50 Mn
Send Proposal
Interests: I am interested in investing in a wide range of businesses in the United States, including those in industries such as energy, finance, healthcare, technology, retail, and logistics.
Background: As a managing director, I oversee the strategic direction and operations of the company. My extensive experience and leadership skills enable me to drive growth, make key decisions, and ensure the overall success of the business. I am dedicated to maximizing value for stakeholders and creating a strong and sustainable business foundation.
6.3 / 10
Locations
United States
Industries
Finance + 19 more
Investment Size
USD 1 Mn - 50 Mn
Send Proposal
Interests: I am interested in investing in a wide range of industries including energy, technology, healthcare, and logistics. I am also open to opportunities in the retail, education, and media sectors. Additionally, I am particularly keen on businesses based in The Colony, Texas, and Thailand.
Background: As a CEO in the food and drinks industry, I am focused on driving innovation and sustainable growth within our company. With a passion for creating delicious and nutritious products, I am committed to leading my team towards success and delivering exceptional value to our customers. My expertise lies in strategic planning, operational efficiency, and fostering a culture of excellence.
5.9 / 10
Locations
The Colony + 1 more
Industries
Finance + 19 more
Investment Size
USD 5 K - 120 K
Send Proposal
Interests: We are looking for more employees with clients.
Background: We are a technology services company. We are okay with any sector.
6.2 / 10
Locations
Irving + 4 more
Industries
Finance + 25 more
Investment Size
Upto USD 2 Mn
Send Proposal
Interests: I am interested in investing in finance businesses in the United States that demonstrate strong profitability.
Background: We operate a consulting firm. We are currently operating under a buyer's mandate. We are facilitating a search on behalf of our national client, who is keen on acquiring multiple independent CPA firms across the United States, each with annual revenues surpassing a minimum of $750,000. Our Client operates as a cash buyer, and our primary objective, in alignment with their goal, is to maintain the existing structure and staff at the local level while seamlessly integrating the newly acquired CPA firms into their established umbrella organization.
5.7 / 10
Locations
United States
Industries
Finance + 1 more
Investment Size
Upto USD 60 K
Send Proposal
Interests: Established business with opportunities to scale. Discounted valuation.
Background: As a CEO in the real estate industry, I am focused on strategic leadership and driving growth for my company. With a strong understanding of market dynamics and a keen eye for opportunities, I am dedicated to maximizing returns and creating value for our stakeholders. I excel at leveraging my industry expertise to make informed investment decisions and drive the success of our real estate ventures.
8.4 / 10
Locations
United States + 3 more
Industries
Finance + 6 more
Investment Size
Upto USD 6 Mn
Send Proposal
Managing Director, Fundvice Private Limited
M&A Advisor in Delhi, India
Interests: Business with good growth potential and sustainability.
Background: We are an investment company. We offer services for venture buildings and M&A. If it is a start-up business we charge both a minimum upfront and a success fee. If it is running, we do not charge upfront, we charge only a success fee. We have clients pan India and globally.
6.7 / 10
Locations
United States + 2 more
Industries
Finance + 18 more
Investment Size
USD 800 K - 60 Mn
Send Proposal

Frequently
Asked
Questions

  • How many clearing and custodial service investors in Texas are listed on SMERGERS?
    There are 749 active and verified clearing and custodial service investors in Texas listed on SMERGERS as of 02 June 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

  • 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

  • Show more