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Mutual Fund Agent Advisors

Showing 491 - 504 of 974 Mutual Fund Agent Advisors. Buy or Sell your Mutual Fund Agent.

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Partner & Vice President, Listing Partners Ltd

M&A Advisor in Toronto, Canada

Interests: Interested companies that want to go public should be: 1. Generating >$750K USD in net profit.
Background: Global capital markets M&A and private equity.
6.7 / 10
Locations
USA + 4 more
Industries
Finance + 19 more
Investment Size
USD 1.5 Mn - 75 Mn
Send Proposal
Independent Financial Consultant

Financial Consultant in Kumbakonam, India

Interests: As an independent financial consultant, I am particularly interested in FinTech business for my clients. My clients are interested in solutions that enhance payment systems and offer efficiency in financial transactions. I prefer businesses that can integrate financial analytics and provide scalable solutions within these sectors.
Background: As an independent financial consultant, I work with clients in Tamil Nadu and provide. I provide tax planning, accounting, and consultancy services to my clients and do not charge any upfront or success fees. I charge a consultancy fee based on the specifics of each deal.
6.3 / 10
Locations
Tamil Nadu
Industries
Finance + 3 more
Investment Size
Upto USD 59 K
Send Proposal
Interests: We are interested in investing in businesses within the Financial sector, energy, technology, healthcare, and logistics industries in Europe, as our clients are based here. We prioritize companies with proper financial records and reliable operations. We provide our services in Europe. We do not charge upfront fees. We charge success fees.
Background: We are composed of a proficient team of analysts, financial advisors, and investment bankers passionately committed to identifying opportunities for our esteemed clients. Our focus lies in exclusive collaboration with single-family offices, High Net Worth Individuals (HNWI), and debt funds who align with our shared ethical principles. Operating from our offices in Dublin, Brussels and Geneva we are constantly expending and developing our network. We help in the buying and selling of businesses and also help the businesses in raising funds.
6.3 / 10
Locations
Europe + 1 more
Industries
Finance + 17 more
Investment Size
Upto USD 5.5 Mn
Send Proposal
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Interests: We are interested in investing in businesses within the Financial sector, energy, technology, healthcare, and logistics industries in Europe, as our clients are based here. We prioritize companies with proper financial records and reliable operations. We provide our services in Europe. We do not charge upfront fees. We charge success fees.
Background: We are composed of a proficient team of analysts, financial advisors, and investment bankers passionately committed to identifying opportunities for our esteemed clients. Our focus lies in exclusive collaboration with single-family offices, High Net Worth Individuals (HNWI), and debt funds who align with our shared ethical principles. Operating from our offices in Dublin, Brussels and Geneva we are constantly expending and developing our network. We help in the buying and selling of businesses and also help the businesses in raising funds.
6.3 / 10
Geneva
Locations
Europe + 1 more
Industries
Finance + 17 more
Investment Size
Upto USD 5.5 Mn
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Interests: We are interested in businesses in various industries such as energy, finance, healthcare, technology, and more, particularly in South India, as our clients want to invest here. We prioritize businesses that uphold strong ethics, culture, governance, and seek to create win-win situations.
Background: We operate an accountancy firm. We provide services in auditing and M&A. We provide our services in India. We do not charge upfront fees. We charges success fees.
6.3 / 10
Locations
Andhra Pradesh + 4 more
Industries
Finance + 11 more
Investment Size
Upto USD 36 Mn
Send Proposal
Approved Investment Manager, Asesor De Inversiones Ltd

Financial Consultant in Junín, Argentina

Interests: Interested in small commercial properties in BVI. Or finance business with properties.
Background: We are an approved investment manager licensed by FSC, we advise high net worth individuals and endowments on investments in the stock market.
6.8 / 10
Locations
British Virgin Islands
Industries
Finance
Investment Size
Upto USD 75 K
Send Proposal
Interests: Interested in knowing more about the sale and location.
Background: We are a business service company. We provide corporate services for profit and nonprofit organizations. We do not charge upfront. We charge only success after the deal closure.
6.6 / 10
Locations
Hong Kong + 1 more
Industries
Finance + 21 more
Investment Size
Upto USD 128 K
Send Proposal
Associate Vice President, Haitong

Financial Consultant in São Paulo, Brazil

Interests: Sizable deal in Brazil with no restrains regarding sector.
Background: We are a Chinese financial institution with a rich history. Founded in 1988, it has grown into a prominent investment bank and asset management firm. We provide a wide range of services, including investment banking, equity research, trading, and wealth management. The company has a strong presence in the Greater China region and has expanded globally. Its commitment to innovation, client-centric approach, and expertise in capital markets contribute to its success. We do not charge any upfront fee. We charge only the success fee after the deal closure.
7.4 / 10
Locations
Brazil
Industries
Finance + 19 more
Investment Size
USD 29 Mn - 58 Mn
Send Proposal
Honorary Chairman., Global Vision International Llc

Financial Consultant in Amman, Jordan

Interests: Business with good growth and existing processes.
Background: We are in the consulting business. Our ready or customized professional services cover many aspects of business development and management. We do not charge an upfront fee. We charge only a success fee after the deal closure.
6.8 / 10
Locations
Jordan + 3 more
Industries
Finance + 19 more
Investment Size
USD 1 Mn - 5 Mn
Send Proposal
M&A Specialist, ACTA Advisors

M&A Advisor in Salvador, Brazil

Interests: We are a merger and acquisition advisory firm based in Salvador, Brazil. We are interested in businesses spanning a wide range of industries, including energy, healthcare, technology, finance, and media. We aim to find potential opportunities and provide strategic guidance and support to sell, merge, or finance companies. We seek businesses seeking regional expertise in Brazil or aiming to expand into the South American market. We will not charge any upfront fees or success fees from the clients.
Background: We are seasoned M&A Specialists, adept at guiding clients through all facets of mergers and acquisitions, serving as a reliable partner in maximizing value and minimizing risk. With an in-depth understanding of market trends and a keen eye for strategic opportunities, we leverage our expertise to drive prosperous results for each engagement. Let's collaborate to achieve your M&A objectives effectively and efficiently.
6.9 / 10
Locations
Brazil + 1 more
Industries
Finance + 19 more
Investment Size
USD 870 K - 174 Mn
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Interests: Factors we consider before advising a business: We are committed to partnering with businesses of all sizes and stages to help them achieve their strategic goals. As a strategic law firm, we value relationships built on trust, collaboration, and a shared vision for success. When considering potential clients, we look for a few key factors that help us ensure we can provide the best possible legal support: 1. Business Vision & Potential: - What We Look For: We are inspired by businesses with a clear vision and a road map for growth. Whether you are a startup with innovative ideas or an established company looking to expand, we are eager to support your journey. - Our Approach: We are open to working with businesses across various industries, especially those that demonstrate a commitment to growth and innovation. Our goal is to help you navigate legal complexities as you scale and achieve your milestones. 2. Market Opportunity & Differentiation: - What We Look For: We appreciate businesses that have identified a strong market opportunity and offer something unique to their customers. Whether it’s through a novel product, a new technology, or a distinctive approach to service, we want to help you stand out. - Our Approach: We are particularly excited to work with businesses in emerging industries or those with a strong competitive edge. However, we are also eager to assist traditional businesses that are seeking to innovate and adapt to changing market conditions. 3. Leadership & Collaboration: - What We Look For: A strong, collaborative leadership team is key to any successful partnership. We look for businesses led by individuals who are not only passionate about their work but also open to collaboration and strategic advice. - Our Approach: We value working with leaders who are committed to their vision and who see legal support as a strategic component of their success. We are here to work alongside you, providing guidance that aligns with your business objectives. 4. Ethical Standards & Social Responsibility: - What We Look For: Integrity and social responsibility are important to us. We prefer to work with businesses that prioritize ethical practices and make a positive impact on their communities. - Our Approach: We are keen to support businesses that are not only focused on profitability but also on contributing to a better society. We believe in the importance of sustainability, diversity, and ethical business practices. 5. Alignment with Our Expertise: - What We Look For: We assess whether the legal needs of your business align with our firm's areas of expertise. Our aim is to ensure that we can deliver the highest level of service and help you achieve your goals. - Our Approach: While we are eager to work with a wide range of businesses, we are particularly well-equipped to assist companies in sectors such as technology, healthcare, consumer goods, and professional services. However, we are always open to new challenges and opportunities to expand our expertise. We will charge both the upfront fees and the success fee.
Background: Our dedicated team of seasoned legal professionals brings years of experience in corporate law, ensuring that every transaction is executed with precision, legal soundness, and strategic insight. Our Expertise Includes: 1. Fundraising & Capital Markets: - Structuring and negotiating investment rounds, including equity, debt, and hybrid instruments. - Drafting and reviewing term sheets, investor agreements, and compliance documentation. - Advising on regulatory requirements and best practices to secure and protect capital. 2. Mergers & Acquisitions (M&A): - Conducting thorough due diligence to identify potential risks and opportunities. - Structuring deals that maximize value while minimizing legal and tax liabilities. - Drafting and negotiating purchase agreements, non-disclosure agreements, and other critical documents. - Assisting with post-merger integration to ensure a smooth transition. 3. Company Sales & Exits: - Advising on strategic planning and preparation for sale, including asset valuation and market positioning. - Navigating the complexities of buyer negotiations, deal structuring, and closing. - Ensuring compliance with all legal obligations to protect the seller's interests and maximize returns.
6.3 / 10
Locations
Asia
Industries
Finance + 19 more
Investment Size
USD 1.2 Mn - 107 Mn
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Key Account Manager, Law Crust Global Consulting Ltd

Law Firm in Kolkata, India

Interests: We are focused on diverse sectors including management, finance, IT, and technology industries, alongside an alluring portfolio tenure, ideally leveraging modern innovations for growth. Encourage portfolio longevity bolstered by modern technological advancements and a well-articulated strategy for enlarging market impact.
Background: We are a law firm serving individuals and businesses for over half a decade. We focus on legal innovation by integrating management, finance, and tech. This has helped us reinvent business solutions, empower professionals, and introduce hybrid consulting. Our fee structure includes an upfront charge and a percentage of the deal.
7.2 / 10
Locations
Sacramento + 16 more
Industries
Finance + 89 more
Investment Size
USD 236 K - 15.4 Mn
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Interests: We are looking for businesses that need funds to operate and grow the business. We will follow our due diligence process to help businesses raise funds.
Background: We operate an accountancy firm in Mysore. We provide services in auditing, and taxation and also help businesses raise funds. We have tie-ups with many institutions for the same. We provide our services across India. We charge upfront fees. We charge success fees.
6.6 / 10
Locations
Bengaluru + 4 more
Industries
Finance + 22 more
Investment Size
Upto USD 59 Mn
Send Proposal
Associate, Alpine Funding Partners (Whetstone Holdings)

Financial Consultant in Fort Lauderdale, USA

Interests: The focus is on established businesses in diverse sectors, running for at least two years. Key interests span traditional energy and logistics, to technology and retail. Prefer unique businesses in USA demonstrating strong market presence, industry growth, and innovation, willing to adopt sustainable practices.
Background: We are private brokers, acting as an alternative finance company specialising in providing commercial financing solutions for small businesses. Focus on the SBA program, ensuring approvals by working with our underwriters and checking document readiness to prevent denials. Underwriters review credit details to confirm initial eligibility. We do not charge an upfront fee. Fees are applicable post-transaction and include loan proceedings.
6.8 / 10
Locations
USA + 1 more
Industries
Finance + 20 more
Investment Size
Upto USD 400 K
Send Proposal
Interests: I am interested in an existing business in a prime location.
Background: I worked as an engineering manager in a building materials company. I am a freelancer. I have clients who are interested in business opportunities. I am open to all sectors. I am an independent advisor. I charge both upfront and success fees.
6.3 / 10
Locations
Satna
Industries
Finance + 20 more
Investment Size
Upto USD 780 K
Send Proposal
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    There are 974 active and verified mutual fund agent advisors listed on SMERGERS as of 12 November 2026.
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