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Mutual Fund Agent Advisors

Showing 239 - 252 of 970 Mutual Fund Agent Advisors. Buy or Sell your Mutual Fund Agent.

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Interests: Sizeable companies that might fit into various acquisition criteria of our buy-side clients who are looking for opportunities across CEE.
Background: M&A advisory boutique focusing on corporate M&A, commercial real estate and private equity transactions across Central & Eastern Europe. We will not be charging an upfront fee. We do charge a flexible combination of success fee and fixed fee which are tailored to the situation.
6.9 / 10
Locations
Bulgaria + 15 more
Industries
Finance + 24 more
Investment Size
USD 550 K - 110 Mn
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Business Development Associate

Business Broker in Riyadh, Saudi Arabia

Interests: We have clients looking to invest in businesses or companies that are established as well as startups and need investment for growth, traction, or for other business activities. We do not have an upfront fee. We charge a success fee. The success fee depends on the deal size.
Background: I represent my company on this platform. We are a business consultancy firm based in Saudi Arabia. We provide various services to both investors as well as businesses. The charges vary depending on the type of service availed by the company.
8 / 10
Locations
Hermosa Beach + 17 more
Industries
Finance + 27 more
Investment Size
USD 1.33 Mn - 53 Mn
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Interests: - Legal entity in state in which business operates. - 2 to 12 months of bank statement. - 3 years of profit & loss statements. - Has not filed bankruptcy in 7 years. - Limited number of overdraws or negative account balance - varies with lenders.
Background: We are a leading company in Virginia operating for more than 5 years. We work with national lenders across USA. Apart from success fees, we do not charge any upfront fees.
7.4 / 10
Locations
Charlotte + 4 more
Industries
Finance + 21 more
Investment Size
Upto USD 10 Mn
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Interests: - Legal entity in state in which business operates. - 2 to 12 months of bank statement. - 3 years of profit & loss statements. - Has not filed bankruptcy in 7 years. - Limited number of overdraws or negative account balance - varies with lenders.
Background: We are a leading company in Virginia operating for more than 5 years. We work with national lenders across USA. Apart from success fees, we do not charge any upfront fees.
7.4 / 10
Chesapeake
Locations
Charlotte + 4 more
Industries
Finance + 21 more
Investment Size
Upto USD 10 Mn
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Interests: We are interested in investment/acquisition opportunities. We have a network of Japanese investors who aim at investing/acquiring outside Japan. We would like to support in connecting the needs to realize transactions. The investment will be made after all the requirements of the investor are fulfilled.
Background: We are a Japanese advisory firm that specializes in mergers and acquisitions and alliances. We do not charge an upfront fee. We charge a success fee that depends on the service availed and the deal size.
7.2 / 10
Locations
USA + 74 more
Industries
Finance + 136 more
Investment Size
USD 5 Mn - 50 Mn
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Interests: -Profitability and prospective potential. -Easy resale value. -Turnover and plant / land specifications. -Require full P&L reports for last 2 years. -The business can be based anywhere in Italy, as my clients are from here.
Background: I run a business consultancy firm. I am also an independent consultant. I help my clients in investing/ buying and selling. I do not charge any upfront fees. I charge success fees after the deal closure.
6.6 / 10
Locations
Italy + 1 more
Industries
Finance + 20 more
Investment Size
USD 550 K - 110 Mn
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Founder And Managing Director

Financial Consultant in Istanbul, Türkiye

Interests: We are actively seeking investment opportunities to make investment analysis, and present them to our private investors. The business should be based in Turkey, as we have clients from here.
Background: Our company provides management, supply chain & logistics, and investment consultancy to our clients. Our founder has businesses in trading, oil & gas, petrochemical, real estate, FMCG, and textile sectors. Our director is a professional with comprehensive experience in entrepreneurship, global supply chain management, business development, finance handling, and operations management. We charge both upfront fees and success fees.
7.1 / 10
Locations
Russia + 2 more
Industries
Finance + 27 more
Investment Size
Upto USD 1.11 Mn
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Business Advisor, Liberty Business Advisor

Business Broker in Dubai, UAE

Interests: - Profitable. - Stability. - Value for money. - High returns. - The business should be in the UAE, as our clients want to invest in UAE.
Background: For business owners and purchasers both locally and abroad, Liberty Business Advisors offers professional advising and brokerage services. We help in buying and selling of businesses. We do not charge upfront fees. We charge success fees.
7.1 / 10
Locations
India + 7 more
Industries
Finance + 79 more
Investment Size
Upto USD 27 Mn
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Interests: We are looking for investments in financial services industries with an emphasis on stability and profitability. Our preference is for ventures that clearly define KRIs and KPIs alongside reliable, cash-generating business models. A keen interest lies in operations like asset management and private equity, fostering both growth and resilience in the market. We are interested in businesses primarily in Bangalore and Mumbai, as we have good business connections in these locations.
Background: We are a rapidly growing financial services and wealth management company focused on helping individuals and businesses achieve their financial goals through a wide range of investment solutions. The company specialises in the distribution of fixed-income products, bonds, mutual funds, structured investment opportunities, and personalised wealth advisory services. With a client-centric approach, we combine research-driven insights, technology-enabled processes, and dedicated relationship management to deliver customised investment solutions. The company caters to retail investors, HNIs, professionals, business owners, and corporate clients seeking reliable avenues for wealth creation, capital preservation, and regular income generation. Our product portfolio includes corporate bonds, NCDs, tax-efficient investment solutions, mutual funds, fixed-income instruments, and curated investment opportunities sourced from reputed issuers and financial institutions. The company has established strategic partnerships with leading financial product providers to offer clients access to diversified investment options. We are driven by a vision to simplify investing and make professional wealth management accessible to a broader audience. Through a combination of expert guidance, transparent processes, and continuous investor education, the company aims to build long-term relationships and create sustainable value for its clients. The business operates on a scalable and technology-driven model, supported by a growing network of advisors, referral partners, and distribution channels. With strong growth potential in India's expanding wealth management and fixed-income investment market, we are well-positioned to capitalise on increasing investor demand for professionally managed financial solutions. Tagline: Future Begins Today.
7.4 / 10
Locations
Ahmedabad + 7 more
Industries
Mutual Fund Agents + 14 more
Investment Size
Upto USD 530 K
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Interests: We are looking for businesses with transparency, growth potential, niche, clear past records, present financial status, and a clear mindset of management. We will not charge any upfront fee from the businesses. We will charge a success fee from the clients.
Background: We are a professional team with prior experience dealing with large corporations and assisting in the execution of a network of prospective takeovers, partnerships, mergers, and other transactions. We provide advice services.
6.6 / 10
Locations
New Delhi
Industries
Finance + 21 more
Investment Size
Upto USD 590 K
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Interests: We are interested in different sectors considering we have many investors interested in different markets. The business should be in Europe, as our clients are mainly from Europe. business size or stage criteria. We are open to acquiring both partial stakes and complete ownership.
Background: We are a dynamic and open-minded company based in Bratislava and we have offices in the UK and Ireland. We provided business advisory services and help in the buying and selling of businesses mainly in Europe. We have many HNI investors. We do not charge upfront fees. We charge success post deal closure.
7.4 / 10
Locations
Europe
Industries
Finance + 20 more
Investment Size
Upto USD 52 Mn
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Interests: Financial licenses/fintech, e-money licenses, payment licenses, crypto license business for sale.
Background: We are an M&A advisory firm. We provide expert services for mergers, acquisitions, and strategic matters to both public and private clients in the financial sector. Our team is committed to helping businesses achieve their growth goals. With offices in London and the Baltic states, we combine global reach with local expertise. Our clients are focused on acquiring or investing in businesses in the financial sector, software, pharmacy, and sport & luxury assets, typically within a value range of €1-3 million. They operate in the UK, EU, and Singapore.
6.9 / 10
Locations
USA + 5 more
Industries
Finance + 5 more
Investment Size
Upto USD 35 Mn
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Senior Business Consultant, AE Business Advisors

Financial Consultant in Valletta, Malta

Interests: - Financial performance & sustainability. - Consistent revenue streams with clear growth potential. - Positive EBITDA margins with room for operational efficiency. - Clean, reconciled financial records (preferably audited) - Accurate working capital and debt position. - Business model & industry fundamentals. - Scalable and resilient business models. - Exposure to growing sectors (for example, education, tech-enabled services, compliance/regulatory services) - Limited reliance on single clients, suppliers, or founders. - Compliance & legal standing. - Good standing with tax and regulatory authorities. - Properly documented contracts, IP rights, and employee matters. - Clarity on licenses, permits, and potential regulatory red flags.
Background: We are an advisory firm in Valletta, Malta. We assist buyers, sellers, and investors by providing due diligence, valuation, and transaction support services. While we do not directly acquire businesses ourselves, we are engaged by clients to assess business quality, identify risks, and provide strategic advice throughout the acquisition or sale process. We do charge an upfront and success fee based on the deal.
7.7 / 10
Locations
Malta
Industries
Finance + 19 more
Investment Size
Upto USD 116 Mn
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Public Relations Officer

Law Firm in Kuwait City, Kuwait

Interests: We are looking for a transparent business that has proper financial records, we have the ability to loan or buy businesses.
Background: We are a law firm. We have clients who are interested in business. We do not charge an upfront fee.
7.5 / 10
Locations
New Jersey + 14 more
Industries
Finance + 58 more
Investment Size
Upto USD 98 Mn
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Interests: Factors we look for in a business: We are interested in businesses and real estate-related opportunities with strong operational potential, clear ownership structures, and long-term growth prospects for our clients. We prefer companies with transparent financials, scalable business models, good market reputation, and ethical business practices. We are particularly interested in: - Property management companies. - Facilities management businesses. - Real estate service providers. - Maintenance and engineering service companies. - Building material and construction support businesses. - Hospitality and commercial property operations. We value businesses with recurring income, experienced management teams, and opportunities for operational improvement and expansion. We generally avoid businesses with unresolved legal disputes, poor financial transparency, excessive debt exposure, or unstable operational structures.
Background: We are a Sri Lanka-based property and facilities management company specialising in end-to-end property management solutions for residential, commercial, and mixed-use developments. Our services include: - Property and facility management. - Building maintenance and operational management. - Painting and renovation services. - Tenant coordination and client relations. - Technical and vendor management. - Property inspections and consultancy services. Our management team brings professional accounting, operational, and real estate expertise, enabling us to provide practical and financially focused management solutions. We work closely with property owners, investors, and management committees to improve operational efficiency, maintain asset value, and enhance customer satisfaction. We are interested in building strategic partnerships, investment opportunities, acquisitions, and collaborations within the real estate and property services sector.
7 / 10
Locations
Sri Lanka + 4 more
Industries
Finance + 23 more
Investment Size
Upto USD 10.4 Mn
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    There are 970 active and verified mutual fund agent advisors listed on SMERGERS as of 23 October 2026.
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