Life & Health Insurance Investment Banking Firms in Rolling Hills Estates

Interests: Open to all the business which is profitable.

Background: We are a boutique lower middle market M&A advisory firm. Our expertise is in the privately-held micro-middle market and lower-middle markets. Advisory fees will depend upon every transaction and no upront fees.

Interests: I am looking for a high-tech company that generates profits and has room to grow. I make personal investments in firms that are going public.

Background: Direct NASDAQ and New York Stock Exchange listings and institutional funding: Direct listings have emerged as an attractive alternative to traditional initial public offerings (IPOs) as the financial landscape continues to shift. A straight public listing offers the company a few appealing advantages. This method, we believe, has the potential to boost the company's growth prospects while also providing a variety of benefits to your shareholders and stakeholders. The traditional IPO process systematically underprices the stock of companies that use it. From 1980 to 2020, companies going through the traditional IPO process have underpriced their stock by an average of 20% and left a collective $200 billion on the table. In 2020 alone was even worse with an average of 48% underpricing and USD 30 billion left on the table. Underwriters and investment banks assist in the sale of stock in a company that is going public, they make substantial purchases at a significant discount for their account and their top customers. However, the shares are often sold by the investment bank at a discount to their genuine value, which has a negative influence on the company's total valuation.

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: Business with good leadership, cashflow, revenue. Adaptable and scalable businesses with a good track record, and technology.

Background: We are a consulting firm based in the US. Our CEO is an entrepreneur, thought leader, innovator, and fintech and global leader. Looking for opportunities for the expansion of our company.

Interests: Solid customer base, revenue growth potential, steady workforce.

Background: We deliver accurate books and actionable financial intelligence for startups and small businesses.

Interests: We're sector and industry agnostic. We like to learn more about businesses with EBITDA greater than or equal to $1 million USD.

Background: A. J. Baron Capital (AJBC) is a world-class M&A Advisory firm. AJBC offers financial consulting and advisory services to emerging growth, middle market, and large businesses, development finance institutions (DFIs), local and federal government agencies, public and private companies in developing countries, and multinational companies operating in or preparing to invest in developing countries. By bringing together financial experts and highly qualified business personnel, AJBC creates geographic and project specific diversity in its portfolio. The firm differentiates its services by providing exceptional turnaround time and high quality solutions that uniquely fit customer’s short, intermediate, and long-term financial goals and strategic objectives.

Interests: Looking for business opportunities.

Background: I am a CFO and also a financial consultant. Experienced in marketing, sales, and business development.

Interests: - Managed Services Provider that gives small to medium enterprises outsourced IT Support with the following focus. - Primary focus: network support, LAN oversight, help desk, client computer & IT configuration assessment / consulting, remote access support, repairs for hardware and software, installation, troubleshooting hardware and software, data / back-up recovery, firewall, wiring, email management etc. - Secondary focus: cloud computing & support, SAAS / software resale (e. g, Microsoft Certified Products, Quickbooks etc, hardware reselling etc. - Healthy, loyal customer base under recurring service level agreements. - $1M – $4M+ in annual sales. - Can consider smaller and larger opportunities on a case-by-case basis. - Cash Flow Positive.

Background: We are an operationally focused fund with equity and debt capital in place, targeting the acquisition of Managed Service Providers in the greater Los Angeles area. Our Principals come from Investment Banking, Business Development and Sales / Marketing backgrounds. We are unique from other buyers, as we plan to retain and keep employees after an acquisition. We are not after just want a book of business rather want to acquire a team & infrastructure as well; are flexible and able to allow the seller to exit fully after 6mnths – 1-year transition and still have upside potential in the business. Our experience allows for creative deal / tax structuring to allow for optimal value for sellers. Please contact for more information. Referrals that result in a transaction will be compensated and direct outreach from company founders are encouraged.

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.

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.

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.

Interests: Looking for internet based, low employee count, and decent profit margin businesses. Net profit should be a minimum of USD 300 thousand.

Background: Owner of a real estate investment company.

Interests: Interested in investing in revenue generating companies. Preferably Software related. Industry agnostic.

Background: Serial entrepreneur and investor in companies and real estate.

Interests: Interested in well-established companies generating a constant revenue.

Background: Working professional with around 30 years of experience in finance, real estate and consulting.

Interests: Interested in Business Services, IT Services, Financials, Food and Beverage.

Background: We are an M&A / Advisory firm based out of San Diego, CA.