Life & Health Insurance Investment Banking Firms in Nuevo Leon

Interests: I am looking for healthy businesses with more than 5 years of experience in Mexico or the United States.

Background: I am the president of a training centre where we offer training in different sectors. I have connections with other investors. Interested in M&A. The source of funding will be through family, my savings and we have stocks in public companies.

Interests: Interested in a business related to energy, industrial, finance, healthcare, food and beverage, education and textiles.

Background: We help capable entrepreneurs who can run profitable and scalable business.

Interests: Looking for a position in the USA or Mexico, through an ongoing, profitable and strategic company in specific markets. I´m mostly interested in Healthcare, F&B, Technology and Business Services but am open to other sectors as well since I firmly believe that it is not the industry, but the people who ultimately make the business profitable.

Background: Founder of the company has worked for global medium, small size and familiar companies. He was a human resources consultant for reputed businesses for more than 15 years. He is also well acquainted with real estate investment.

Interests: We are interested in acquiring a profit-making business in any sector except casino, table dance, and motels. Previous transactions and financials.

Background: We are a reputed vocational training school based in Mexico. We are interested in Mexico and the USA as we are expanding our company there. We have recently acquired another company.

Interests: I have a client who is looking to buy a payment services company.

Background: I am an independent advisor assisting with transactions like investment management, mergers and acquisitions, management buyouts, joint ventures, financing / re-financing, structuring and project analysis. I was also associated with an HR & recruiting company.

Interests: Identify medium-sized companies in Mexico with valuations below the estimated optimal value proposition to bring them an analysis and positioning strategy for an appropriate sale / M&A.

Background: Consulting firm focused on professional management and financial services through a remote CFO solution. We have our own application that enables simple and efficient remote management for companies that do not have a formal financial planning structure within the organization. We also advise investors for financial due diligence in the process of buying / M&A of medium-sized companies in Mexico.

Interests: Profitable business with willing sellers, strong balance sheet preferably.

Background: Specialty in cross-border M&A transactions representing both buyers and sellers. We are based in Mexico City.

Interests: Looking for an active business with clear accounts. EBITDA should be more than 12%.

Background: M&A Advisory firm and sub-Private Equity group in the USA. We advise business owners who are seeking an exit strategy in selling their company or seeking a strategic partner to joint venture or merge with. We do not charge upfront fees.

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.

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.

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.

Interests: We have extensive experience in a wide range of industries including, but not limited to: - Agriculture. - Construction. - FMCG. - Hospitality. - Manufacturing. - Mining. - Renewable & Alternate Energy. - Technology. - Water.

Background: We are an investment consultancy firm based in Brussels, Belgium, that effectively serves significant public and private clients in several countries across the world. Our top professionals have over ten years of worldwide financial industry expertise. We provide dependable finance for projects by employing the most practical schemes and models for various economic sectors. We are willing to make whatever necessary investment in the project. Even the most demanding consumer will be satisfied by the knowledge of our asset managers and economists. Experienced specialists and partners with a sterling reputation assist our clients in achieving their objectives and implementing significant infrastructure, industrial, and energy projects nearly anywhere in the world. We do not charge any fee from the business owners. I get my commission directly from the company that I represent on the platform.

Interests: We would be interested to provide help for financing needs.

Background: We are an independent financing company providing funding solutions for equipment. We deal in small businesses across the US.

Interests: We can fund asset-based loans for any business with hard assets and/or receivables as collateral. We do not do venture capital if there is no or little collateral.

Background: I am representing my company on the platform. We have funded over 400 businesses worldwide, with deals ranging from under $100K to over $200M USD. Our largest product is asset-based loans, but we also do factoring, MCA, and PO financing. We primarily operate in North America and are US-based but can accept deals globally. We look forward to helping you realize the vision for your business!

Interests: - Company must be existing and should generate a positive cash flow. - A good cash flowing business that can keep running without involvement where the owner simply wants a retirement exit plan. Or. - A business where my team and I can partner with existing management to help restructure and help grow by augmenting and supplement growth, in addition, to simply cash acquisition whether by introducing customers, modifying supply chain, or financial reengineering. - Larger companies: Strong free cash flow generation and strong management teams looking for an exit with an earn-out for five years. - Smaller companies: Strong business that generates good cash and has healthy margins but needs growth capital. - Preference will be given to companies that needs access to China or North American (Canada & USA) markets. We have extensive access to both governmental and top corporates in these markets.

Background: Executive chairman and chairman of multi-family office holding globally diversified portfolios including finance, industrial, logistics, energy, and seafood (FILES). Also a seasoned chief executive (public and private) and chairman of the board specializing in turn-around restructuring into an innovative growth platform in portfolio companies looking for investment. Have skills and experience in engineering, banking, public & private executive. I am a CPA professional and masters securities lawyer. Also an MBA postgraduate from Kellogg.