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Mutual Fund Agent Advisors

Showing 323 - 336 of 971 Mutual Fund Agent Advisors. Buy or Sell your Mutual Fund Agent.

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Interests: Looking for business opportunities across industries in Argentina.
Background: One of the Big Four Accounting organizations. We provide auditing, consulting and financial advisory services. We also have a large network structure and have worked with big and major clients worldwide.
7.6 / 10
Locations
Argentina
Industries
Finance + 19 more
Investment Size
USD 36 K - 1.8 Mn
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Corporate Finance - Assistant Manager, Bdo Capital Advisors Llc

Investment Bank in Dubai, UAE

Interests: Seeking business opportunities in Dubai.
Background: Advisory firm mostly deals in manufacturing & distribution, consumer, food & retail, healthcare & life sciences, business services, energy & natural resources and technology, media & telecom sectors. We focus on M&A and capital raising for buy and sell side. Our advisory fee will be based on the transaction.
6.3 / 10
Locations
Dubai
Industries
Finance + 19 more
Investment Size
Upto USD 2.9 Mn
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Interests: Authentic and transparent legal documents & business model.
Background: Financial services company engaged in rendering loans and operating since the last 9 years in Uttar Pradesh. We are channel partners of 10 private banks and NBFCs. Our advisory fee is based on the transaction.
6.6 / 10
Locations
Delhi + 4 more
Industries
Finance + 26 more
Investment Size
USD 60 K - 600 K
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Interests: Authentic and transparent legal documents & business model.
Background: Financial services company engaged in rendering loans and operating since the last 9 years in Uttar Pradesh. We are channel partners of 10 private banks and NBFCs. Our advisory fee is based on the transaction.
6.6 / 10
Lucknow
Locations
Delhi + 4 more
Industries
Finance + 26 more
Investment Size
USD 60 K - 600 K
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CEO & Business Broker, Contango Investments, Inc.

Business Broker in Orlando, USA

Interests: - Our clients are looking for businesses with multiple years of earnings in a growth cycle, primarily in business services, construction, finance & insurance, industrial services, manufacturing, and wholesale trade, focusing on lower-middle-market companies. - The business should have stable revenue and profitability with clear potential for further growth.
Background: We are an advisory and business brokerage company based in Orlando, FL. We act as an intermediary in the lower middle market, assisting with valuations and buy-side and sell-side transactions across business services, construction, finance and insurance, industrial services, manufacturing, and wholesale trade sectors.
7.2 / 10
Locations
Orlando
Industries
Finance + 7 more
Investment Size
Upto USD 10 Mn
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Interests: Small and mid-market companies in the Western Massachusetts and Northern Connecticut. Company should be operating profitably with a strong client base.
Background: Strategic consulting and transactional advisory services firm. We work with the owners of privately held SME's in building, maximizing and realizing the value in their companies.
6.9 / 10
Locations
Connecticut + 1 more
Industries
Finance + 19 more
Investment Size
USD 5 Mn - 10 Mn
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Associate Partner, J Georghiou & Co. Limited

Accounting Firm in New York City, USA

Interests: Open to businesses looking to raise equity and debt capital.
Background: We are a combined group of personnel catering to local, national and international clients. We offer services for tax planning, audit, business services to listed and unlisted companies.
6.4 / 10
Locations
New York City
Industries
Finance + 19 more
Investment Size
USD 5 Mn - 20 Mn
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Interests: Strong management team, debt serviceability, and existing collateral or loans will be checked. Interested to know about the business and financing needs.
Background: Credit Analyst at a leading holding company in Trinidad & Tobago and acting as an independent consultant on the platform. Seeking to grow loan portfolio. M&A Finance can be arranged from a leading bank. I will not be charging any upfront fee.
7 / 10
Locations
Trinidad + 3 more
Industries
Finance + 27 more
Investment Size
Upto USD 14.7 Mn
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Interests: We look for a minimum deal size of LKR 200 Million.
Background: - With over 22 years of operating history, we are one of the leaders in investment banking, providing a variety of financial products and services in the areas of debt and equity structuring, M&A, and corporate advisory services. - We have expertise in providing corporate advisory services includes corporate and balance sheet restructuring, privatization, diagnostic studies, valuations, and feasibility studies. - We will not be charging an upfront fee. But success and processing fee will be charged.
6.8 / 10
Locations
Sri Lanka + 1 more
Industries
Finance + 21 more
Investment Size
USD 620 K - 69 Mn
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Interests: We match potential businesses and realize their corporate goals and objectives through our wide network. We endeavor to serve successful companies in their desire to attain their corporate objectives.
Background: We are a group of seasoned consultants who decided to converge our experiences and technical know-how in financials, corporate re-engineering, human resources, M&A, and high-powered negotiations, gained from international practices. We have partnered with a few small private banks to raise debt finance. We do not charge an upfront fee. Our success fee will be based on the transaction value. We are also open to negotiations for the same.
6.3 / 10
Locations
Philippines + 1 more
Industries
Finance + 8 more
Investment Size
Upto USD 3.6 Mn
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Interests: Looking to facilitate loans on projects developed on a large scale.
Background: Established in 2010, we are one of the leading financial consultants in South India mainly focusing on corporate projects and loan syndication above INR 1 crore. We are run by a group of cost accountants and CAs. We have partnered with nationalized banks like Bank of Baroda, Canara Bank, Indian Bank for loan services. We will not charge an upfront fee or processing fee. Advisory fee will be levied at 5 % based on the transaction.
6.6 / 10
Locations
India + 3 more
Industries
Finance + 21 more
Investment Size
USD 120 K - 12 Mn
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Interests: If I were to evaluate a business for investment, acquisition, or advice, there are several key factors I would consider: 1) Market potential: What to look for: Size of the market, growth trends, and future potential. A large and growing market indicates more opportunities for growth. Example of businesses: I would favour tech startups in the AI, renewable energy, or biotech sectors due to their immense market potential. 2) Business model: What to look for: How the company makes money, revenue streams, and scalability. Why: A solid and scalable business model ensures long-term profitability. Example of businesses: Companies like subscription-based SaaS (Software as a Service) businesses, which have recurring revenue models. 3) Financial health: What to look for: Profit margins, cash flow, debt levels, and financial statements. Why: Sound financial health indicates stability and a lower risk of failure. Example of businesses: Established companies with healthy balance sheets, such as blue-chip stocks like Apple or Microsoft. 4) Competitive advantage: What to look for: Unique selling propositions, patents, or brand strength. Why: Competitive advantages protect the business from competitors. Example of businesses: Businesses with strong brands or unique technology, such as Tesla. 5) Management team: What to look for: Experience, vision, leadership skills, and track record. Why: A competent management team can execute the business strategy effectively. Example of businesses: Startups led by founders with a proven track record in their industry. 6) Customer base: What to look for: Customer loyalty, satisfaction, and diversity. Why: A diverse and loyal customer base reduces risk. Example of businesses: Companies with a strong and diverse customer base, like Amazon. Innovation and R&D: What to look for: Investment in research and development, and new product pipelines. Why: Continuous innovation keeps the business ahead of competitors. Example of businesses: Tech companies like Google, which continuously innovate. 7) Regulatory environment: What to look for: Compliance with regulations, and potential legal challenges. Why: Regulatory hurdles can impact the business’s ability to operate. Example of businesses: Avoid businesses in highly regulated industries unless they have a strong legal team. 8) Social and environmental impact: What to look for: Sustainability practices, social responsibility. Why: Increasing importance of ethical practices and sustainability. Example of businesses: Companies with strong ESG (Environmental, Social, and Governance) practices, like Patagonia. Businesses I would potentially favor: Renewable energy companies like NextEra Energy. Tech giants like Google or Amazon. Biotech firms with strong R&D pipelines. Businesses I would be cautious about: - Companies in declining industries such as traditional coal mining. - Firms with high debt levels and poor cash flow. - Businesses with negative press regarding unethical practices, like some fast fashion brands. By evaluating these factors, I would aim to make informed decisions that align with both short-term and long-term goals, ensuring a balanced and sustainable approach to investment and business advice.
Background: I am working as a legal advisor in a software development company. I am also an independent advisor and help in the buying and selling of businesses. I provide my services to my clients in the Middle East and in the UK. I do not charge upfront fees. I charge success fees.
6.6 / 10
Locations
Iran + 5 more
Industries
Finance + 3 more
Investment Size
Upto USD 63 Mn
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Interests: We represent a few clients who are interested in M&A options across Sri Lanka.
Background: We are a chartered accountancy firm engaged in providing tax, accounting, secretarial support and audit services. We are sector agnostic and cater to domestic and international clients. We do not charge an upfront fee. The success fee will be levied based on the transaction size.
6.3 / 10
Locations
Sri Lanka + 1 more
Industries
Finance + 21 more
Investment Size
Upto USD 37 K
Send Proposal
Interests: Our clients are looking for businesses in Portugal that generates good cashflow and profits.
Background: We are specialized and tailor-made consulting firm based in Portugal providing services for M&A, accounting, and HR domains. We do not charge an upfront fees. We charge a success fee upon the deal closure.
6.9 / 10
Locations
Portugal
Industries
Finance + 18 more
Investment Size
Upto USD 6.6 Mn
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Interests: We are expert in consulting startup projects in Real Estate, Textiles, Argo-ventures, FMCG, and Trading.
Background: I am a financial consultant. We provide consultancy services in technical and marketing. Here, I am seeking opportunities for myself.
6.3 / 10
Locations
North Central Province + 1 more
Industries
Finance + 24 more
Investment Size
Upto USD 3.4 K
Send Proposal
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    There are 971 active and verified mutual fund agent advisors listed on SMERGERS as of 30 October 2026.
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