Life & Health Insurance Investment Banking Firms in Texas

Interests: Looking for a growing Cloud software business that has EBITDA greater than $500,000 per year, Clean Balance Sheet, solid customer base, low or no Capex.

Background: Seasoned 31 year CEO and Board Member expertise in turning around businesses and ensuring rapid growth. Looking to purchase or invest in long term investments with small teams / companies. Background in Engineering and MBA and managed businesses in 13 countries.

Interests: Sustainability with strong cash flow in need of a new operator.

Background: We are a sector agnostic group of operators always looking for the next deal.

Interests: I value a positive cashflow in a growing market. Depending on the business I can be an active or silent investor.

Background: I have 18 years of international experience in the chemical industry. 3 years Europe, 10 years Asia and 5 years USA.

Interests: Synergy with the bank the family owns and with the rest of our group that operates in the energy sector. We will also be focusing on the business cashflow.

Background: Houston based global energy company established over 3 decades ago. We are involved in the exploration and production of crude oil and natural gas in West Africa and South America. We also own a $110 mil nationally chartered bank with 3 branches in Houston and Atlanta.

Interests: Interested in acquiring businesses which have proper management infrastructure. Seeking opportunities in the US for expansion. Prefer sellers that are retiring. We are owner investors, not owner operators. We are a safe pair of hands that will keep legacy going.

Background: I am a private investor with more than 20 years of experience.

Interests: I am open to help any legitimate business where the owner can provide proof of income, state issued ID, appropriate tax information, business licenses, and complete a short one-page application. Please note that other various forms of documents may be needed on a case-by-case basis in a timely and professional manner as it is in this same manner that clients will also be served. I can also help the business owner plan for tax advantaged retirement.

Background: I'm a full-service business advisor who helps in merchant processing, consumer financing for your business clients, arrange various kinds of business loans, joint venture / equity projects, and even client acquisition and retention. Instead of credit score driven, items are sales driven. These are the ways that I help add money to the company's bottom line even while providing the funding that one needs. I've acted as a corporate advisor to well-respect international and domestic firms. There will be no upfront or success fees from the business owners (sellers). I will receive a commission from my clients (investor)

Interests: Our company will be looking at some of the following criteria: 1. Does the company have any debt? if yes, what type, the duration and interest rate? 2. Progression of revenue and net profit over the last one year, we can work with less profit / revenue. 3. Management structure and background - - Our company provides funding capital to SMEs regardless of credit score across 50 states in the US only. Rates start at 0% based on client creditworthiness and project fundability. - We are interested in providing growth capital to small and medium sized businesses, real estate investors and mortar entrepreneurs. Our clients are typically doing from USD 20 thousand to USD 2 million in revenue. Refinancing and financing for residential and commercial properties, short and long term loans, working capital, line of credit, equipment financing and SBA loans with no upfront fees. 4. Our minimum requirement - 1 year in business generating USD 100 thousand annual revenue with a minimum FICO score of 500. 5. Here are the basic requirements: - More than 3 months in business operation. - US based entities. - A personal credit score of 500+ - Company generating revenue of over 100,000 USD in the past 12 months.

Background: We are a financial brokerage firm and specialize in business and commercial loans for SMEs or well-established businesses, rental properties, and residential mortgage as well. Our financial products are working capital, long and short term loans, equipment financing, SBA loans, line of credit, merchant cash advance loans and mortgage loans.

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.

Interests: Potential acquisition targets must be primarily in the range of USD 500,000 - USD 1.5 million+ of SDE or EBITDA. The business or company should be ideally located in Greater Houston, or remotely manageable.

Background: Graduate mechanical engineer with an MBA from Rice University. Co-founded 2 small companies and exited those. Now I am pursuing entrepreneurship through acquisition. Meanwhile, I manage a day job for quality assurance & risk management company, and as a principal engineer. Overall I have 20 + years of project, program & startup management experience. Post-acquisition I intend to be an operator with active involvement in running the business.

Interests: At least 1 year of operations, cash flow, industry agnostic.

Background: We provide direct capital for refinancing, buyout, growth, acquisitions and emerging companies in North America through our financial partners, private equity funds, family offices and hedge funds. We provide private equity, traditional debt financing, and mezzanine debt. We Provide traditional and non-traditional financing for businesses.

Interests: Interested in Sales & Marketing, Service and Manufacturing businesses.

Background: BizAlliance Advisors understands that selling or buying a business is one of the most significant events of a lifetime. We strive to make the transaction as smooth for both parties and believe that developing a win-win solution is the only way to become value-added partners in the transaction. Our firm abides by the IBBA Code of Ethics. All our brokers have had real-world experience in buying and selling businesses, and a minimum of 25 years of management experience. With broad backgrounds that include medical services, real estate, finance, business services, IT, construction, and manufacturing, we are confident that we will be able to assist you in your selling or buying process.

Interests: Profitable company which generates high revenue. I would like to know company details such as net profit, total customers at present, years of operation, and total expenditure. I am open to both established and startups firms anywhere in the USA or Gujarat, India.

Background: I am from Gujarat, India and working in the USA over the last 6 years. Have also worked in India for a year. Currently, working in a public company whose market cap is $500 Million. The company is into consumer lending, providing personal and auto loans to individuals with no credit history or low credit history.

Interests: I am looking to buy a business that has more than 3 years of financial history, with demonstrated growth or stability, an SDE > USD $700K (at minimum), revenues > USD $1M/year, priced <USD $5M, and located anywhere in mainland USA. I prefer online/digital/information/ data/software (SaaS, Subscription, DaaS, traditional) or services businesses with digital transformation potential.

Background: I assist start-up, SMB, big, and institutional firms in bootstrap operations and generate sales, profits, scalability, and growth as worldwide general management, business development, and product leader. I use a fast, iterative, analytical, fact-driven, and systematic method of problem-solving while making decisions. I am interested in technology and enjoy coming up with, creating, marketing, and selling ground-breaking goods that excite consumers and provide genuine value. I have extensive knowledge in the fields of operations, product, finance, and sales & marketing. I lead ideas across organizational functions, build inspired teams, and solve challenging business issues.

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.

Interests: Looking for a business opportunity.

Background: Associated with a couple of companies as a president, owner and board of director in the US.