Mutual Fund Agent Advisors
Showing 225 - 238 of 970 Mutual Fund Agent Advisors. Buy or Sell your Mutual Fund Agent.
Filters
Mutual Fund Agents
Financial Advisor
Managing Partner
M&A Advisor in Münster, Germany
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.
Locations
USA + 10 more
Industries
Finance + 24 more
Investor Relations Specialist
Financial Consultant in Québec City, Canada
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.
Locations
Boquete + 48 more
Industries
Finance + 93 more
Principal Consultant
Financial Consultant in New Delhi, India
Interests:
We are looking for sell side mandates from potential fund raisers and business sellers in education, FMCG, Heavy engineering, automotive, oil and gas, pharmaceutical,
Medical, warehousing and logistics industry.
We have a strong network and credentials in Industry and have advised on several marquee transactions.
Background: We are a corporate advisory firm based in New Delhi. We specialise in M&A, private equity, financial due diligence, business valuation and trade finance services. We do not charge upfront fees. We charge success fees.
Locations
India + 35 more
Industries
Finance + 58 more
List your business on SMERGERS.
Get visibility from 110,000+ member network of Businesses, Investors, Acquirers, Lenders and Advisors
from 900+ Industries and 170+ Countries
Create Business Profile
Principal Consultant
Financial Consultant in New Delhi, India
Interests:
We are looking for sell side mandates from potential fund raisers and business sellers in education, FMCG, Heavy engineering, automotive, oil and gas, pharmaceutical,
Medical, warehousing and logistics industry.
We have a strong network and credentials in Industry and have advised on several marquee transactions.
Background: We are a corporate advisory firm based in New Delhi. We specialise in M&A, private equity, financial due diligence, business valuation and trade finance services. We do not charge upfront fees. We charge success fees.
Locations
India + 35 more
Industries
Finance + 58 more
Interests:
We are sector agnostic. We would like to know granular details of your company's products/ services, financials and reasons for fundraise / buy / sell.
Background: We are a boutique investment banking firm that provides best-in-class advisory services for mergers & acquisitions, structured debt financing, venture capital & private equity funding for growth-stage companies.
Our team comprises industry experts to provide you with high-quality and nuanced advice for your requirements. We charge upfront and a success fee.
Locations
India + 39 more
Industries
Finance + 94 more
Partner, Valuing Tools (Criticalfactor Unipessoal LDA)
Business Broker in Azeitão, Portugal
Interests:
We are interested in a variety of industries located in Portugal, as our clients are based here. We represent our clients from the sell side, offering various investment opportunities for investors.
Background: An innovation-focused company specializing in the business valuation. We help in M&A services in Portugal. We do not charge upfront fees. We charge success fees.
Locations
Portugal
Industries
Finance + 19 more
Interests:
Searching for M&A targets for my Asia-based clients in the target regions of Europe, North America, Australia, LatAm, and Southeast Asia. Also assisting international players in their M&A, investment, partnership, and exit/divestiture in Greater China. I will not charge any upfront or success fee from the businesses on the platform. I will charge from investors whom we are representing.
Background: I have over 15 years of experience at top-tier international investment banks such as Morgan Stanley and Citigroup, based in Asia, specializing in cross-border M&As. I have now started my own M&A advisory business, dedicated to offering expert advisory and consulting services for small to medium-sized enterprises (SMEs), facilitating outbound M&As for China-based buy-side clients targeting global targets, as well as assisting in M&As, investments, partnerships, and exits/divestitures for international businesses within China. I am uniquely positioned to bridge the gap between Asian/Chinese business cultures and international market transaction standards. I am committed to delivering the highest standard of professional services to both local and international clients, doing so at highly competitive fees. My approach combines extensive international experience with a deep local understanding, ensuring that our clients receive tailored, strategic advice that is both practical and effective in navigating the complexities of cross-border M&A transactions.
Locations
USA + 6 more
Industries
Finance + 20 more
Interests:
Our focus is on well-established businesses situated in Petaling Jaya. A strong community presence with a loyal customer base is essential. A sustainable sourcing approach for ingredients is valued.
Background: We were established in 2014 and based in Kuala Lumpur, Malaysia. We are a boutique firm focusing on mergers and acquisitions, pre-IPO advisory, company secretarial services, debt restructuring, and insolvency. We specialize in M&A, restructuring, and company secretarial matters. We charge a fee based on the deal.
Locations
Petaling Jaya
Industries
Finance + 20 more
Individual Advisor
M&A Advisor in Hong Kong, Hong Kong
Interests:
I am a former investment banker from a top-tier investment bank in Hong Kong, now operating an M&A advisory platform focused on connecting buyers with sellers facing succession challenges across APAC. My platform facilitates seamless transactions without requiring any upfront fees from businesses. Instead, I apply a success-based fee structure, with percentages ranging from 1% to 6%, depending on the deal size.
Background: I am the founder of an AI-powered M&A advisory platform that helps to connect SME owners to buyers across APAC with guidance from in-house M&A advisors with experience from top-tier investment banks, including UBS, CLSA, CITIC Securities, Morgan Stanley, Macquarie Capital etc.
Locations
Europe + 11 more
Industries
Finance + 32 more
Partner
M&A Advisor in New Delhi, India
Interests:
We evaluate businesses through a value-creation and risk-control lens, not just growth narratives. The objective is to identify enterprises where capital, governance, or strategic intervention can materially improve outcomes.
Background: We are a strategy-led advisory firm focused on transaction advisory, M&A support, financial structuring, and governance-driven growth for Indian businesses, particularly in the SME and mid-market segments. Our background is rooted in Chartered Accountancy, legal advisory, taxation, and corporate finance, which allows us to view businesses holistically, across numbers, compliance, contracts, and commercial reality. This integrated approach enables us to not only execute transactions but also prepare businesses to become transaction-ready.
Locations
India
Industries
Finance + 24 more
Managing Partner
Financial Consultant in Fort Myers, USA
Interests:
I am looking for strong, existing or start-up companies who are seeking debt and equity capital.
Background: I am a private commercial financing consultant with a direct connection to a private lender/check writer. We can lend worldwide.
Locations
USA + 16 more
Industries
Finance + 52 more
President, Porte D'Or Financial Ltd
CRE Broker in California, USA
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.
Locations
USA + 3 more
Industries
Finance + 33 more
Interests:
Selection based on:
- Innovative idea.
- Team's capability to execute that idea.
- Team should have a unified goal and should have been working together for 1-3 years.
Background: Our goal: Create value by incubation Startups in cooperation and turn it into the business system with organic growth and stable operation.
Socratus Studio was founded with the investment of the Gund Investment holding company.
Socratus studio aims to revolutionize the approach to startups and SME development offering a set of solution to improve organization performance and for sustainable growth via Tus service, mentoring and funding.
Locations
North America + 18 more
Industries
Finance + 51 more
Proprietor
Financial Consultant in Jhalawar, India
Interests:
Collateral availability, EBITDA margin, and current turnover.
Background: I am an authorized digital marketing person for a US-based investment company who are looking to invest both in form of debt and equity across the globe.
Locations
USA + 11 more
Industries
Finance + 33 more
Interests:
Operating business with plans to grow in the future. Businesses' existing borrowing and current loan details and competitive market position.
Background: We are financial consultants working on different fronts like arranging funds for a new project in the form of term loans, startup capital, and PE. We also do restructuring of existing loan. Our advisory fee depends on case to case basis.
Locations
India + 11 more
Industries
Finance + 44 more
Frequently
Asked
Questions
Asked
Questions
-
How many mutual fund agent advisors are listed on SMERGERS?There are 970 active and verified mutual fund agent advisors listed on SMERGERS as of 22 October 2026.
-
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
