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Life & Health Insurance Investment Banking Firms in North America

Showing 1 - 15 of 407 Life & Health Insurance Investment Banking Firms in North America. Sell or finance your Life & Health Insurance, Health Insurance or a Life Insurance Business.

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Managing Director, Diversified
Corporate Acquirer in Trinidad and Tobago
Interests: Usable assets, Existing customers, In need of investment.
Background: Group of companies based in Trinidad and Tobago having a strong market presence from over 40 years. We have businesses from diversified sector including construction and resorts.
8.1 / 10
Locations
Trinidad and Tobago + 1 more
Industries
Finance + 28 more
Investment Size
USD 150 K - 44 Mn
Send Proposal
Management, Management Consulting
Corporate Acquirer in United States
Interests: Existing customer base, good support model and potential for growth.
Background: Internet service provider, hosting solution provider, and managed services solution provider.
7.8 / 10
Locations
United States + 10 more
Industries
Finance + 38 more
Investment Size
USD 30 K - 10 Mn
Send Proposal
M&A Advisor, Lakes Business Group, Inc
Business Broker in United States
Interests: We help sell businesses.
Background: We help people buy and sell business in a confidential discreet manner. Creative business structures and negotiations are our specialty.
7.8 / 10
Locations
United States
Industries
Finance + 27 more
Investment Size
Upto USD 10 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 / 10
Locations
Canada + 1 more
Industries
Finance + 7 more
Investment Size
USD 2.2 Mn - 37 Mn
Send Proposal
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.
8.7 / 10
Locations
United States
Industries
Finance + 21 more
Investment Size
USD 1 Mn - 25 Mn
Send Proposal
Interests: We have extensive experience in a wide range of industries including, but not limited to: - Agriculture. - Construction. - FMCG. - Food. - Hospitality. - Manufacturing. - Mining. - Renewable & Alternate Energy. - Technology. - Water.
Background: We specialise in helping international businesses acquire or invest in businesses in Australia and New Zealand. We can assist with various services, from identifying opportunities to negotiation, deal structure, closing and post-settlement management. Through our registered Australian tax agent, we can assist in setting up the most efficient tax structures, providing you with the best possible outcome whilst complying with Australian tax laws. We also provide independent shareholder representation for international investors holding interests in ASX-listed and unlisted companies.
8.4 / 10
Locations
Canada + 12 more
Industries
Finance + 18 more
Investment Size
USD 1 Mn - 1 Bn
Send Proposal
Interests: Easy qualification. Quick approval and deposit. No collateral requirement. Unsecured. 6 month minimum of business history.
Background: I'm the sales director at our firm. We do advances, term loans, lines of credit, equipment financing, real estate loans, mortgage financing, purchase order financing, factoring, etc.  We have great terms and amazing programs. Please send me a proposal with some more information about your company and I'll send you information on what I do, how my rates/terms are, my contact info, etc. I know I can get things done for you and your business and I treat my clients like family.
8.3 / 10
Locations
Canada + 20 more
Industries
Finance + 45 more
Investment Size
USD 5 K - 500 Mn
Send Proposal
President, Porte D'Or Financial Ltd
CRE Broker in California, United States
Interests: Businesses who require financing for the acquisition or expansion or other cash needs for their operations. We finance purchases of businesses, commercial real estate or equipment even when borrower has been turn down by their bank or have recent credit challenges.
Background: We are business brokers affiliated with a CPA & Immigration Consulting firm specializing in international tax planning and immigration-related investment as well as their domestic financing activities.
8.6 / 10
Locations
United States + 3 more
Industries
Finance + 33 more
Investment Size
USD 500 K - 20 Mn
Send Proposal
Sales Representative - Business Financing
Financial Advisor in New York, United States
Interests: Our minimum requirements - 1 year in business. $100,000 in annual revenue. 500 FICO score for the term loan, 600 for LOC. We do not charge any upfront fees.
Background: RevoBid LLC is a global consultancy company located in New York City. We specialize in Global Supply Chain Management servicing Small to Fortune 500 companies across all sectors and industries worldwide. We also provide business financing to small companies. would love to get in touch with you and see how can help you grow and invest in your business.
8.3 / 10
Locations
Canada + 17 more
Industries
Finance + 100 more
Investment Size
USD 10 K - 50 Mn
Send Proposal
Founder & Managing Partner, SellBiz
Business Broker in Florida, United States
Interests: We don't just sell businesses, we improve them and boost their valuation by as much as 50% before discreetly taking them to market. We are the only broker specializing in the lower-middle-market that has the iREV system - improve Revenue, Earnings, and Valuation. We pioneered iREV because we know exactly what buyers look for in a business opportunity. We know because we have been there ourselves as entrepreneurs and business owners. We have had our own successful exits and worked with hundreds of like-minded entrepreneurs on their funding and M&A transactions.
Background: SellBiz is a licensed business brokerage and M&A Advisory firm specializing in business sales between $2M and $25M. We also assist businesses selling for less than $2M with a DIY Kit and A' La Carte services, no broker commission. Our unique selling proposition is iREV - improve Revenue, Earnings and Valuation (iRev. biz). We know how to boost valuation and help our clients walk-away with more money than what they would have gotten without our services.
8.1 / 10
Locations
United States
Industries
Finance + 15 more
Investment Size
USD 200 K - 25 Mn
Send Proposal
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
Advisor, Gvc Financial Services Llc
Financial Advisor in California, United States
Interests: Strong growth and EBITDA greater than 10%
Background: We are advisors providing M&A services for sell side and buy side. We also help in debt & equity raising, both ABL and cash flow. Our fee would be based on the transaction.
7.5 / 10
Locations
United States
Industries
Finance + 19 more
Investment Size
Upto USD 5 Mn
Send Proposal
Interests: Open to all the business which is profitable.
Background: We provide Introductions to equity funding sources, debt funding sources, assistance for U. S. and International Private Companies to raise capital in the U. S. and list on NASDAQ or AMEX. Assistance for U. S. and International Public Companies to raise capital in the U. S. with P. I. P. E. funding and securing "clean" public company shells for reverse mergers and performing due diligence.
7.8 / 10
Locations
United States + 2 more
Industries
Finance + 32 more
Investment Size
USD 3 Mn - 10 Mn
Send Proposal
CEO And Owner, Telecom, Software, Cloud, Blockchain, AI, Healthcare
Individual Buyer in Texas, United States
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.
8.2 / 10
Locations
California + 21 more
Industries
Finance + 20 more
Investment Size
USD 33 K - 10 Mn
Send Proposal
Director - Business Project, IT
Individual Buyer in Connecticut, United States
Interests: Interested to acquire a business with decent revenue generation.
Background: Working professional having over 20 years of IT work experience.
7.2 / 10
Locations
Connecticut
Industries
Finance + 19 more
Investment Size
Upto USD 5 Mn
Send Proposal

Frequently
Asked
Questions

  • How many life & health insurance investment banking firms in North America are listed on SMERGERS?
    There are 407 active and verified life & health insurance investment banking firms in North America listed on SMERGERS as of 23 April 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

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