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Mutual Fund Agent Advisors

Showing 211 - 224 of 968 Mutual Fund Agent Advisors. Buy or Sell your Mutual Fund Agent.

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Interests: - Our clients focus on long-term sustainability rather than short-term profitability. They assess every opportunity based on financial, operational, legal, and strategic factors. - Key factors they look for include: * Strong and ethical promoters with a clear vision and commitment. * A scalable and sustainable business model with a competitive advantage. * Healthy financial performance, positive cash flow, and realistic future projections. * Transparent accounting, legal compliance, and sound corporate governance. * Strong industry growth potential and market demand. * A capable management team with relevant operational expertise. * A clear use of investment funds and a practical growth strategy. * Fair and realistic business valuations supported by financial fundamentals. * Strong intellectual property, brand value, customer relationships, or other competitive advantages. * Clear exit opportunities and attractive potential returns on investment. - They are particularly interested in businesses with strong growth potential across sectors such as manufacturing, healthcare, renewable energy, technology, fintech, logistics, hospitality, education, infrastructure, consumer brands, commercial real estate, and export-oriented businesses. They are also open to distressed but fundamentally strong businesses where strategic restructuring or additional investment can unlock significant value. - They generally avoid businesses with poor governance, unrealistic valuations, unresolved legal disputes, non-transparent financial records, unsustainable business models, or no clear path to profitability and long-term growth.
Background: - We are a strategic investment and business advisory firm based in Mumbai, operating a deal origination platform dedicated to connecting business owners, investors, strategic buyers, lenders, and property owners with the right opportunities. Our mission is to bridge the gap between businesses seeking capital or an exit and genuine investors looking for high-quality opportunities. - We specialize in business valuation, equity valuation, project valuation, asset valuation, brand valuation, and techno-economic feasibility studies. While advising companies across diverse industries, we recognized that many business owners needed more than valuation reports—they also needed access to the right investors, buyers, and strategic partners. - Our team brings expertise in: * Business and Equity Valuation. * Mergers and Acquisitions (M&A) * Investment Advisory. * Fundraising and Capital Raising. * Business Sales and Acquisitions. * Commercial and Industrial Real Estate Advisory. * Project Feasibility and Financial Analysis. * Due Diligence Support. * Strategic Growth and Expansion Planning. - Over the years, we have advised businesses ranging from startups and SMEs to established enterprises across sectors such as manufacturing, healthcare, technology, renewable energy, infrastructure, hospitality, logistics, education, consumer products, and real estate. We have worked closely with entrepreneurs, family-owned businesses, financial institutions, lenders, developers, and investors, giving us an understanding of transactions from every stakeholder's perspective. - Our extensive network of investors, venture capital firms, family offices, HNIs, corporate buyers, lenders, developers, and international business partners allows us to identify suitable opportunities and facilitate meaningful connections. Rather than simply introducing parties, we focus on preparing businesses for investment, determining fair valuations, structuring transactions, and supporting negotiations through to completion. - We believe every successful transaction is built on trust, transparency, confidentiality, and long-term relationships. Whether you are looking to raise capital, sell your business, acquire a company, secure strategic partnerships, or monetize commercial property, our objective is to help you maximize value while ensuring a smooth and professional transaction process. - We welcome opportunities from businesses across India and international markets and are committed to building partnerships that create sustainable growth and long-term success.
7.7 / 10
Locations
Wilmington + 54 more
Industries
Finance + 129 more
Investment Size
Upto USD 20.7 Mn
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Attorney And Tactical Business Enabler

Financial Consultant in Bengaluru, India

Interests: We work on buy-side as well as sell-side transactions. We have mandates across various industries including manufacturing sector, renewable energy, hospitality, IT, and real estate.
Background: I facilitate fund raising and M & A deals for various corporates. I am working on various deals in sectors such as wind and solar power, financial services, hospitality, IT, real estate. I work on buy-side as well as sell-side transactions. I am a Corporate Attorney with over 15 years across sectors such as Private Equity, Financial Services & Banking, Information Technology, Real Estate, General Corporate & Commercial. I also provide in-house legal services to various corporates across diverse business sectors.
6.9 / 10
Locations
USA + 11 more
Industries
Finance + 17 more
Investment Size
USD 120 K - 42 Mn
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Interests: We seek business for funding mainly import of capital equipment (Foreign funds) from USA area of Energy, solar projects, Road Construction, EPC, Healthcare, Pharma, hospitality sector in Equity and debt, as we have good number of investors both Indian and international.
Background: We are in business since the last 30 yrs. Have a great team of Investment bankers and trade specialist and good network globally. Already tied up with some big Lenders from the US and other parts of the world. We are already working on couple of funding projects.
6.5 / 10
Locations
Cancún + 58 more
Industries
Finance + 85 more
Investment Size
USD 240 K - 120 Mn
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Interests: We seek business for funding mainly import of capital equipment (Foreign funds) from USA area of Energy, solar projects, Road Construction, EPC, Healthcare, Pharma, hospitality sector in Equity and debt, as we have good number of investors both Indian and international.
Background: We are in business since the last 30 yrs. Have a great team of Investment bankers and trade specialist and good network globally. Already tied up with some big Lenders from the US and other parts of the world. We are already working on couple of funding projects.
6.5 / 10
Delhi
Locations
Cancún + 58 more
Industries
Finance + 85 more
Investment Size
USD 240 K - 120 Mn
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Business Analyst, Blackshield Capital AG

M&A Advisor in Kyiv, Ukraine

Interests: We are interested in M&A banks, gas production, pharmaceutical, construction, plant protection industry. We will look at the current financials of a business to ensure it is trading profitably. We will also look for a business that has a genuine potential to grow. We are open to profitable companies.
Background: We are helping our clients to do first-class business. We have taken a long-term approach to client solutions – providing committed, innovative and consistent advice and execution to our clients at all times. We provide strategic, M&A, wealth management and fundraising advice and services to governments, companies, and individuals worldwide. We are a global financial advisory independent group. We have been at the center of the world’s financial markets. From our historical roots in Europe, we have developed a unique global footprint. Our group's four main arms are – Corporate Finance, Private Equity, Wealth Management, and Multi-Family Office. We charge 1% as an upfront fee.
8 / 10
Locations
USA + 25 more
Industries
Finance + 45 more
Investment Size
USD 200 K - 100 Mn
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Interests: We are interested in two segments. 1. Strategic / individual investors / N. R. I. s / Angel investors / Venture Capital funds looking to fund / invest in good startups / ventures / business looking for expansion, in and around the state of Kerala in South India. 2. Startups and established companies in and around Kerala looking for funding / investment in the range of Rs. 30 lakhs to Rs. 500 crores.
Background: 1. For strategic / individual investors / N. R. I. s / Angel investors / Venture Capital funds looking to fund / invest in good startups / ventures / business looking for expansion, in and around the state of Kerala in South India. . Based in Kochi, the commercial capital of Kerala and with good knowledge of Kerala market, we identify good businesses in Kerala and present it to discerning investors. Based on investor requirements, we also provide customised services like initial screening and assessment, meetings / interactions, enterprise valuation, asset valuation, share local market intelligence, help in local ground work, due diligence, etc. 2. For startups and established companies in and around Kerala looking for funding / investments in the range of Rs. 30 lakhs to Rs. 500 crores. - We study the company and funding needs, prepare detailed information memorandum, take it to V. Cs, angel Investors, Private equity fund houses, strategic investors, financial institutions based on the requirements; both directly and through our associates and advice and help in getting these funds; and do end to end structuring of the deal.
6.8 / 10
Locations
Kerala + 17 more
Industries
Finance + 27 more
Investment Size
USD 36 K - 60 Mn
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Interests: Depending on the mandates that we receive from our clients we look for various factors in a business we acquire. We conduct the first level of due diligence and then propose a feasible business for acquisition or equity investment.
Background: We offer services in mergers and acquisitions. We work across all sectors except Real Estate as per the mandates from our clients. We are based out of Mumbai with presence in Kolkata, Ahmedabad and Bhubaneswar.
7.1 / 10
Locations
India + 35 more
Industries
Finance + 54 more
Investment Size
USD 520 K - 20.7 Mn
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Director Of Financial Services, TruBest Financial Services, Inc

Financial Consultant in Memphis, USA

Interests: - Our company provides funding capital to businesses regardless of credit score across 50 states in the US only. Rates starts at 7% based upon client creditworthiness and project fundability. - We have diverse business experience and strategic partnerships with established national lenders and hedge management funds.
Background: - We offer a wide scope of financing and debt service programs for A through D credit tiers and have a lending capacity to tailor every transaction to our client’s specific needs. - We provide options for quick approval, flexible payment, minimal to no financials required on most financing, no personal guarantor programs, non recourse and no early payoff penalty.
6.6 / 10
Locations
USA + 30 more
Industries
Finance + 57 more
Investment Size
USD 5 K - 100 Mn
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Interests: I am interested in receiving proposals from Textiles Wholesale, Energy, Finance businesses in Ahmedabad
 
6.5 / 10
Locations
Ahmedabad
Industries
Finance + 2 more
Investment Size
USD 12 K - 120 K
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Financial Service Consultant

Financial Consultant in Limassol, Cyprus

Interests: Business should be: - Legally incorporated. - Have a well documented business plan. - Activities: financial sector, forex, crypto, banking and fintech. - The business should be in South Africa, Ukraine, Malaysia, Lithuania, Estonia, Cyprus, Saint Vincent and the Grenadines as our clients are looking for businesses in these countries.
Background: We are a financial service consultancy acting as a one stop shop and the bridge between the companies/investors and the vendors/services. We have also collaborated with an AI company to enhance our financial services. We charge upfront fees and success fees.
7.3 / 10
Locations
Saint Vincent and the Grenadines + 14 more
Industries
Finance + 8 more
Investment Size
Upto USD 1.1 Mn
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Interests: Cash flow or EBITDA should be greater than USD 600K.
Background: We represent a large number of buyers / investors across the US who pay our fees to find businesses for them.
7.1 / 10
Locations
USA + 9 more
Industries
Finance + 32 more
Investment Size
Upto USD 40 Mn
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GM, Odas Global Consulting Srl

Financial Consultant in Cluj-Napoca, Romania

Interests: We are representing our clients based across Europe.
Background: - Established in 2003, we offer a wide range of services like business counselling, strategic communications, advisory services assisting catering to the European institutions, agencies, and international companies, financial and corporate communications services. - We have a worldwide presence with our branch offices located in multiple continents. In addition to the European institutions through the members of the organization and globally, seeking to minimize economic inequalities by broking expenditure and growing the period needed to attain an expenditure. - There will no upfront fee. We will charge a commission post-deal closure.
7.7 / 10
Locations
Beverly Hills + 62 more
Industries
Finance + 112 more
Investment Size
USD 1 Mn - 50 Mn
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Interests: Our clients are sector agnostic, not interested to fund new real-estate projects and also not interested in mining projects without JORC report.
Background: We are a leading strategy and financial advisor based in Singapore with operations in Singapore, Malaysia, Vietnam, Indonesia, Philippines, Myanmar, Cambodia, Bangladesh, Sri Lanka and India. We help entrepreneurs on strategy development and fund raise and investors on deal origination and value creation. We have built relationships with more than 90 investors that include private equity funds, venture capital funds, family offices, corporate investors, spread across Asia and Middle East. We do not charge upfront fee. We charge only success fee after the deal closure.
7.2 / 10
Locations
North America + 14 more
Industries
Finance + 19 more
Investment Size
USD 10 Mn - 600 Mn
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Interests: M&A boutique company representing both sell and buy sites. High level of business ethics.
Background: We are a financial and M&A advisory company specializing in matching sellers and buyers to a win/win deal! We are the ideal deal-makers, helping business to grow as our main objective is to provide the perfect match among the two sides. We are focusing on financials and culture and looking at companies of all industries. We have clients in Asia, Africa, The United States and Europe. We do not charge upfront fees. We only charge success fees after the deal.
7.6 / 10
Locations
USA + 10 more
Industries
Finance + 24 more
Investment Size
Upto USD 550 Mn
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Interests: - Business must have growth potential and a large investment range. - Business owner must be open to international partnerships.
Background: I am an investor relations specialist working with investors in Canada and abroad.
6.6 / 10
Locations
Boquete + 48 more
Industries
Finance + 93 more
Investment Size
USD 5 Mn - 20 Mn
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    There are 968 active and verified mutual fund agent advisors listed on SMERGERS as of 21 October 2026.
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