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Life & Health Insurance Investment Banking Firms in Burlington

Showing 1 - 15 of 95 Life & Health Insurance Investment Banking Firms in Burlington. Sell or finance your Life & Health Insurance, Health Insurance or a Life Insurance Business.

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Interests: Good cash flow, valued clients, good products and proper business valuation.
Background: I am an investor, tech-savvy and a banker. Our company is engaged in strategic advisory and financing services. We are currently looking at building our portfolio.
7.9 / 10
Locations
Canada + 16 more
Industries
Finance + 41 more
Investment Size
USD 370 K - 7.5 Mn
Send Proposal
Relationship Manager, CWB (Canadian Western Bank)
Bank in Toronto, Canada
Interests: I am interested in helping businesses across Ontario, from Bolton to Halton Hills, in a variety of industries, from freight & logistics to textiles, with their cash flow needs.
Background: I'm a relationship manager for a leading international bank. Our bank is a global leader in the banking and financial services industry. With a combination of my diverse educational background and years of experience in customer service, I'm able to provide exceptional financial guidance and advice to our customers.
7.2 / 10
Locations
Burlington + 16 more
Industries
Finance + 14 more
Investment Size
USD 370 K - 19 Mn
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Owner, Insurance, Hospitality, Home Furnishings, Insurance Comapy
Corporate Acquirer in Brampton, Canada
Interests: Would like to know the detailed executive summary and shareholders, existing collateral, financials for the last 3 years and clear objective for funds and repayment plan. Our clients are interested in furniture wholesaling, distribution, plastic manufacturing, insurance agency, hospitality industry, and hospitality supplies in Ontario, Canada.
Background: We are corporate investors and we looking for M&A in insurance, hospitality, home furnishing, and furniture distribution and IT companies. We do not charge any fee. We will buy 10-40 percent in your company and help to grow your business.
7.8 / 10
Locations
Ontario + 10 more
Industries
Finance + 30 more
Investment Size
USD 75 K - 37 Mn
Send Proposal
Interests: Cash flow, technology automation, process, people resources, culture, and scalability.
Background: Well-established tenure in the financial services/lending sector with a deep understanding of lending practices. The client has significant capital. Seeking opportunities to acquire within: Building components. Financial services. Manufacturing. Pharmacies.
7.1 / 10
Locations
Ontario + 1 more
Industries
Finance + 4 more
Investment Size
Upto USD 7.5 Mn
Send Proposal
Lawyer, AR Business Brokers
Business Broker in Toronto, Canada
Interests: Our clients are seeking business opportunities in Ontario, Canada. Interested in learning more about the business plan and profit details.
Background: We are a business brokers based in Canada. We do not charge upfront fee. We charge only success fee after the deal closure.
7.2 / 10
Locations
Ontario + 1 more
Industries
Finance + 20 more
Investment Size
Upto USD 7.5 Mn
Send Proposal
Interests: Major criteria will be looking at: 1. Does the company have debt? If yes, then what type and the duration & interest rate? 2. Progression of revenue and net profit over the last 3 years. 3. Management structure and background. 4. Company shareholders. 5. What are the area of growth in the next 3-5 years?
Background: I am based in Toronto, Ontario. Running a consulting firm facilitating deals both internationally and locally.
8.1 / 10
Locations
Canada + 27 more
Industries
Finance + 50 more
Investment Size
Upto USD 7.5 Mn
Send Proposal
Interests: Our clients are looking to purchase call centers or collection agencies in Canada, US, Caribbean or Latin America.
Background: We are M&A advisors have been in the contact center business since 50 years. Our CEO is a leader in the use of technology to improve efficiencies and understand how to apply them at a cost advantage. Over the last twenty years, he has concentrated on sales and marketing, leading businesses through big growth cycles. His two key business interests are preparing companies for penetration into target markets and partnering with the financial institutions to strengthen their vendor relationships. We do not charge upfront fee. We charge only success fee post the deal closure.
6.3 / 10
Locations
Canada + 12 more
Industries
Finance + 7 more
Investment Size
USD 190 K - 7.5 Mn
Send Proposal
Interests: Need to know the details of IP, EBITDA, current client base, and growth potential. Our clients are looking for opportunities in the US and Canada.
Background: We are a management consulting firm and also provide advisory services, in operation for the last 15 years with offices in downtown Toronto, and across North America. We charge both upfront fee and success fee.
6.8 / 10
Locations
Canada + 5 more
Industries
Finance + 11 more
Investment Size
Upto USD 15 Mn
Send Proposal
National Brand Manager, Consumer Packaged Goods
Individual Buyer in Toronto, Canada
Interests: - Sales revenue: $2 - $20 million CAD. - Profitability: $500k+ CAD operating income. - Industry focus: Business services, consumer products / services, light manufacturing, healthcare, and SaaS. - Geography: Ontario & Quebec, Canada.
Background: - I come from an entrepreneurial and operating background. Well-positioned to provide a succession plan for a private company. Dedicated to devoting 100% of his time and effort to leading the company, ensuring continuity for employees, partners, and the brand, and helping maximize potential for the long-term. - Prior to this, I have founded and led an ice cream CPG company, from which I took to an exit in 2020. Prior to this, Have 6 years of expertise in finance, sales / marketing of confectionery, pet, and ice cream brands. My last role with the organization was as the National Portfolio Manager of Skittles / Starburst for the Canadian Market, where I led a team that drove double digit growth during his tenure. Prior to this, I did led the eCommerce marketing strategy for a company in Canada, driving the online channel from <1% to 10% of revenue contribution. - My early career included working in strategy at a light manufacturer and as a marketing professional in the automotive industry. - I have earned my undergraduate degree in Economics major and MBA focused on entrepreneurship and general management. - I live in Toronto, ON with my wife.
8.7 / 10
Locations
Canada + 2 more
Industries
Finance + 19 more
Investment Size
USD 1.5 Mn - 7.5 Mn
Send Proposal
Interests: Niche cash-generative focused private equity firm seeking investment opportunities in under-appreciated and mis-understood B2B service based industries / sectors in Canada and the United States.
Background: Independent Sponsor focused on services-based business opportunities in Canada and the United States.
7.4 / 10
Locations
Canada
Industries
Finance + 6 more
Investment Size
Upto USD 7.5 Mn
Send Proposal
Interests: - We are open to any preferred approach you wish for your project either by debt financing or joint venture. - We are willing to invest in any project that needs funding and willing for beneficial genuine projects to fund as soft loans. - We grant loans to both corporate and private entities at a low-interest rate between 2.5% to 5% ROI per annum. The terms are very flexible and interesting. - Loan will require due diligence underwriting insurance performance bond is mandatory while JV will require professional risk assessment which would come at a cost. - The project impact needs to be assessed before any funding consideration and projects with higher impact are preferable. - We offer Collateral Transfer which is the delivery of assets from one party to another, often remitted in the medium of a Bank Guarantee. This process happens whereby the Providers agrees to issue the Bank Guarantee to the beneficiary in return for a rental or return, known as a Contract Fee. Both parties agree to enter into a Collateral Transfer Agreement, which governs the issuance and terms of the Guarantee.
Background: We are a recently founded independent technical and financial consultant who works with high-profile investors on financial and brokerage transactions. We specialize in transactional and valuation development. Our main focus is the impact project with a priority in the energy sector. If any company is looking for capital or has a desire to enter into a partnership, we are experts in bringing you to that. We do not charge upfront fees, we only charge at the success of the transaction.
9.1 / 10
Locations
Canada + 26 more
Industries
Finance + 27 more
Investment Size
USD 55 K - 110 Mn
Send Proposal
Growth Director, Berkshire Hathaway Homeservices (BHH Affiliates, LLC)
CRE Broker in Toronto, Canada
Interests: Looking for business opportunities.
Background: We are a real estate brokerage firm. We assist in buying and selling of residential and commercial properties.
6.9 / 10
Locations
Canada
Industries
Finance + 19 more
Investment Size
USD 3.7 Mn - 7.5 Mn
Send Proposal
Partner & Vice President, Listing Partners Ltd
M&A Advisor in Toronto, Canada
Interests: Interested companies that want to go public should be: 1. Generating >$750K USD in net profit.
Background: Global capital markets M&A and private equity.
6.7 / 10
Locations
Canada + 4 more
Industries
Finance + 19 more
Investment Size
USD 1.5 Mn - 75 Mn
Send Proposal
Managing Director, Meridian Business Advisors
M&A Advisor in Toronto, Canada
Interests: Looking for owner-managed businesses with continuing management in place. Minimum revenue should be USD 5 million and USD 1 million of EBITDA. Typically, we would not prefer retail, restaurants, resources, real estate, construction businesses or franchises.
Background: We advise private equity companies, family offices, search funds, private investment firms, serial entrepreneurs, individuals and others interested in acquiring owner-managed businesses in the US and Canada. We don't charge upfront fees and success fees depend on the deal size.
6.3 / 10
Locations
Canada + 1 more
Industries
Finance + 12 more
Investment Size
USD 750 K - 37 Mn
Send Proposal
President, Halladay Education Group
M&A Advisor in Canada
Interests: Looking to acquire private schools.
Background: We are the Industry Leader For Private School Sales. Working in the private education sector & is one of the most active M&A consulting firms in the K-12 & post-secondary education field. It is a value-added advisory that leverages our operating expertise & knowledge of education businesses to drive value for our clients. We work with school & business owners & buyers globally regarding the sale, start-up, & operation / management of private schools. We work with an extensive list of qualified buyers seeking to purchase businesses in variety of markets & school types.
8.0 / 10
Locations
Canada + 1 more
Industries
Finance + 7 more
Investment Size
USD 2.2 Mn - 37 Mn
Send Proposal

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  • How many life & health insurance investment banking firms in Burlington are listed on SMERGERS?
    There are 95 active and verified life & health insurance investment banking firms in Burlington listed on SMERGERS as of 28 March 2024.
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    1. Find a manager who can take care of your business in your absence.
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