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Mutual Fund Agent Advisors

Showing 505 - 518 of 976 Mutual Fund Agent Advisors. Buy or Sell your Mutual Fund Agent.

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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
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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
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Interests: How easy is it to incorporate into a website and many other related questions.
Background: As a member and financial consultant, I advise clients on investments, retirement, tax planning, and risk management.
6.6 / 10
Locations
India + 1 more
Industries
Finance + 1 more
Investment Size
Upto USD 28.3 K
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Interests: How easy is it to incorporate into a website and many other related questions.
Background: As a member and financial consultant, I advise clients on investments, retirement, tax planning, and risk management.
6.6 / 10
Spokane
Locations
India + 1 more
Industries
Finance + 1 more
Investment Size
Upto USD 28.3 K
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Interests: I am looking for businesses that are established and belong to a niche market.
Background: I have experience working in banks. I am now an independent advisor. I help my investor clients find appropriate businesses and investment opportunities. I provide my services in Dubai.
7.8 / 10
Locations
Dubai
Industries
Finance + 20 more
Investment Size
Upto USD 1.9 Mn
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Interests: I am a broker representing a client who has expressed strong interest in acquiring or investing in finance-related businesses in Dubai. My role is to identify suitable opportunities that align with their objectives and facilitate the process to ensure a smooth and strategic engagement.
Background: I am a business broker advising investors who are actively looking for business opportunities. My role is to identify ventures that align with their goals, provide strategic guidance, and facilitate smooth transactions that support both growth and sustainability.
6.6 / 10
Locations
Dubai
Industries
Financial Distributors + 1 more
Investment Size
Upto USD 1.2 Mn
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Interests: We are focused on helping both startups and SMEs achieve significant growth (10X) and helping them secure funding from MVP to growth stages. We are sector-agnostic, and we help with funding requirements from ₹25 lakhs to ₹5 crores. We have no geographical preferences for investments, seeking fair, open, and transparent business dealings.
Background: We are a business and management consulting company based in Chennai and Vadodara. We help businesses grow by helping them receive funding. We provide our services in India.
6.3 / 10
Locations
India + 1 more
Industries
Finance + 22 more
Investment Size
Upto USD 550 K
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Interests: We are interested in leveraging Information Memorandum and potentially other transaction support services for clients and exploring larger partnership opportunities, indicating experience in financial advisory and CFO services for growing businesses.
Background: We are associated working with Growth CFOs located in Washington DC, New York City, Australia, and New Zealand.
6.9 / 10
Locations
USA
Industries
Finance + 19 more
Investment Size
Upto USD 500 K
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Proprietor, Best Value Properties

CRE Broker in Chhatrapati Sambhajinagar, India

Interests: Clear title properties, deals as per market rate, fair and transparent deals.
Background: We are a real estate consultancy firm. We deal with all types of clear-title properties. We make deals in industrial, commercial, agricultural, and residential properties.
6.9 / 10
Locations
Ahilyanagar + 5 more
Industries
Finance + 20 more
Investment Size
Upto USD 105 Mn
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Corporate Finance And M&A Partner

M&A Advisor in Mexico City, Mexico

Interests: We are currently advising a wide range group of business owners, real estate investors, and family offices interested in the SME space. We like vet all kind of different opportunities in the market as we might find interested parties in our network of contacts both in Mexico and internationally.
Background: We are local players with a long international exposure to deals. We have been in the industry for over 20 years and we are a group of passionate professionals in the M&A and corporate finance industry. We have experts in diverse legal matters.
6.3 / 10
Locations
Arizona + 13 more
Industries
Finance + 19 more
Investment Size
Upto USD 10 Mn
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Managing Partner, M S Sulthan Legal Associates

Law Firm in Kozhikode, India

Interests: Prefers businesses that are cash flow positive. Focuses on companies that are stable and show growth potential.
Background: We are a law firm specialising in technology law, corporate advisory, and dispute resolution.
7.2 / 10
Locations
Kerala
Industries
Finance + 19 more
Investment Size
Upto USD 2.1 Mn
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Interests: - Our clients focus on quality, bankable mandates in business sales, acquisitions, and funding. - They prefer established running businesses and credible promoters seeking structured debt or equity solutions and long-term strategic partnerships. - They are open to both investing and acquisition.
Background: We are a real estate company based in Jabalpur, Madhya Pradesh, with expertise in the real estate and finance sectors. We specialize in business buying and selling (M&A), mergers and acquisitions, business sales and acquisitions, company takeovers, debt and equity funding, project finance, strategic investments, and corporate advisory. Through our pan-India network of companies, business owners, investors, and corporate buyers, we support business acquisitions, investor and strategic buyer searches, working capital and structured finance, and partnership opportunities. We provide confidential, end-to-end transaction support, including valuation, due diligence coordination, deal structuring, and closing support, helping businesses grow and unlock long-term value.
6.8 / 10
Locations
India + 4 more
Industries
Finance + 14 more
Investment Size
Upto USD 10.5 Mn
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Independent M&A Advisor

M&A Advisor in Pune, India

Interests: When I evaluate a company on behalf of my clients for investment, acquisition, fundraising, or strategic transactions, I look at the strength of its business model, revenue growth, profitability, cash flow, and the sustainability of earnings. I also assess whether the company has a competitive advantage, a loyal customer base, and clear opportunities for future expansion. I pay close attention to the quality of management, governance standards, financial transparency, legal compliance, tax records, and the company's ability to operate without excessive dependence on a single customer, supplier, or promoter. A scalable business with well-defined systems is always a positive indicator. Finally, I evaluate valuation expectations, industry outlook, market position, operational efficiency, intellectual property, employee capabilities, and potential risks. My objective is to help clients make informed decisions by identifying businesses that have the potential to create sustainable long-term value while managing investment risk.
Background: I am a semi-qualified chartered accountant and a finance and business strategy professional with over 30 years of diverse industry experience. I am an independent advisor and have a double postgraduate in finance and economics, combining strong financial expertise with practical business leadership. Throughout my career, I have worked closely with promoters, investors, financial institutions, and business owners to support strategic decision-making and long-term value creation. Over the years, I have held senior leadership positions including director, finance head, and strategic business leader across multiple organisations. My experience spans corporate finance, strategic planning, mergers and acquisitions, fundraising, international business development, and business transformation. He has successfully led organisations through growth, restructuring, expansion, and strategic initiatives in both domestic and international markets. I have evaluated more than 100 industries across India and global markets, providing insights into financial performance, scalability, operational efficiency, market positioning, and long-term business potential. My exposure extends across manufacturing, engineering, automotive, food processing, pharmaceuticals, packaging, logistics, chemicals, consumer products, infrastructure, and several other sectors. I have also developed business relationships across the Middle East, Europe, the United Kingdom, the United States, and the Australia & New Zealand region. I work with clients across industries excluding real estate and solar sectors. Today, I advise clients on SME IPO readiness, fundraising, mergers & acquisitions, business valuation, strategic growth, India market entry, and strategic business evaluation. My approach combines analytical financial assessment with practical commercial experience, enabling businesses, investors, and promoters to make informed decisions focused on sustainable long-term value creation.
7.7 / 10
Locations
India + 1 more
Industries
Finance + 15 more
Investment Size
Upto USD 1.57 Mn
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Interests: - My clients are interested in businesses in the tourism, fintech, IT, and other sectors in Sri Lanka. - Currency of transaction: LKR. - They prefer businesses with a track record of at least 3 years and proper registration. - They prefer businesses with clean financials and positive cash flow.
Background: We are a Sri Lanka-based M&A advisory firm specializing in opportunities for buying and selling businesses and providing investment advisory services.
6.4 / 10
Locations
Sri Lanka + 1 more
Industries
Financial Distributors + 20 more
Investment Size
Upto USD 1.5 Mn
Send Proposal
CEO, Hconsult Europe Ewiv

M&A Advisor in Gera, Germany

Interests: - Our clients are interested in businesses across sectors such as manufacturing, construction, healthcare, and logistics. - They prefer well-established businesses with proper licenses, clean financial records, and strong operations.
Background: We are a consulting firm specializing in M&A and assisting clients with buying and selling businesses globally.
7.7 / 10
Locations
Zurich
Industries
Finance + 20 more
Investment Size
Upto USD 1.4 Mn
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    There are 976 active and verified mutual fund agent advisors listed on SMERGERS as of 12 November 2026.
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