Mutual Fund Agent Advisors
Showing 533 - 546 of 977 Mutual Fund Agent Advisors. Buy or Sell your Mutual Fund Agent.
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Financial Advisor
Founder & Managing Partner, SellBiz
Business Broker in Florida, USA
Interests:
We don't just sell businesses, we improve them and boost their valuation by as much as 50% before discreetly taking them to market. We are the only broker specializing in the lower-middle-market that has the iREV system - improve Revenue, Earnings, and Valuation. We pioneered iREV because we know exactly what buyers look for in a business opportunity. We know because we have been there ourselves as entrepreneurs and business owners. We have had our own successful exits and worked with hundreds of like-minded entrepreneurs on their funding and M&A transactions.
Background: SellBiz is a licensed business brokerage and M&A Advisory firm specializing in business sales between $2M and $25M. We also assist businesses selling for less than $2M with a DIY Kit and A' La Carte services, no broker commission. Our unique selling proposition is iREV - improve Revenue, Earnings and Valuation (iRev. biz). We know how to boost valuation and help our clients walk-away with more money than what they would have gotten without our services.
Locations
USA
Industries
Finance + 15 more
Consultant
Financial Consultant in Gwalior, India
Interests:
1. Min turnover should be Rs. 4 crores.
2. Profit after tax deduction should be Rs. 1 crore.
3. Firm must be at least 3 years old.
4. Open to any business expect Real Estate.
Background: We provide investments through market, banks and some private investors. We do charge upfront and success fees based on the transaction.
Locations
Delhi + 3 more
Industries
Finance + 21 more
Interests:
- Genuinely interested in carrying on the business after funding.
- Potential for good valuation post infusion of funds.
- Good management team.
- Commitment to good corporate governance.
Background: Advisory firm assisting in due diligence, structuring deals, regulatory compliances, based in Hyderabad. The advisory fee would be transaction based.
Locations
Andhra Pradesh + 3 more
Industries
Finance + 3 more
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Interests:
- Genuinely interested in carrying on the business after funding.
- Potential for good valuation post infusion of funds.
- Good management team.
- Commitment to good corporate governance.
Background: Advisory firm assisting in due diligence, structuring deals, regulatory compliances, based in Hyderabad. The advisory fee would be transaction based.
Locations
Andhra Pradesh + 3 more
Industries
Finance + 3 more
Interests:
Looking for businesses across industries.
Background: Financial advisory firm deals mainly in LAP for commercial purposes. We charge 1% - 3% as our advisory fee. We are a fast growing sales associate of 12 Banks and NBFC and are operating since the last 4 years.
Locations
Lucknow
Industries
Finance + 19 more
Interests:
Businesses with professional directors along with strong management practices.
Background: I am CA by profession and own a CA firm having head office in Kolkata. We are also looking to acquire and tie-up with various lawyers, chartered accountants and accountants who are looking for various assignments on sharing basis.
We are skilled in arranging funds, prepare financials and compliance issues. We would charge an advisory fee based on the transaction for direct clients.
Locations
West Bengal + 1 more
Industries
Finance + 19 more
President, The Gulf of Paria Group
M&A Advisor in Baltimore, USA
Interests:
Looking for an active business with clear accounts. EBITDA should be more than 12%.
Background: M&A Advisory firm and sub-Private Equity group in the USA. We advise business owners who are seeking an exit strategy in selling their company or seeking a strategic partner to joint venture or merge with. We do not charge upfront fees.
Locations
USA + 6 more
Industries
Finance + 17 more
Interests:
Will go through the legal and audited documents of the company.
Background: We are an escrow agency dealing with sale and purchase transactions for SMEs. We are on the neutral side and hold the funds and documents. We are the only communication channel between the parties involved and helping in the deal closure. We do not charge an upfront fee. We will charge a commission from our clients.
Locations
Romania
Industries
Finance + 19 more
CEO, BizFit
Business Broker in Warsaw, Poland
Interests:
We are looking for healthy or distressed companies available for M&A or funding transactions.
Background: We are independent business broker. We specialize in the sale / purchase of medium-sized companies, mainly manufacturing.
We operate in EEC countries - mainly Poland and Germany. We also provide business valuation services and their adaptation to sales. The success fee will be levied based on the their transaction size.
Locations
Poland + 1 more
Industries
Finance + 9 more
Individual Advisor
Financial Consultant in Bhubaneswar, India
Interests:
I am representing my personal clients on the platform. They are seeking pan India opportunities.
Background: I am a CA with over 2 decades of post-qualification experience in assurance & advisory services. In the past worked for 2 Big 4 firms abroad. For shorter periods, I was the accounts & finance head, a financial controller, and CFO of a few limited liability companies. There will no upfront fee. The success fee will be based on the deal size.
Locations
India + 3 more
Industries
Finance + 19 more
Director, Dealmasters D.M. Ltd
M&A Advisor in Nicosia, Cyprus
Interests:
Our clients are looking for well managed and growth potential businesses with reasonable valuation.
Would like to know the details of recent accounts and business plan.
Background: 20 years' experience in corporate finance, private equity, acquisitions. Member of international investment banking network. Specialists in cross-border deals, investor finding for equity and quasi-equity investments. We charge both upfront fee and success fee.
Locations
Cyprus + 2 more
Industries
Finance + 19 more
Agent, Lendio
Financial Consultant in Highland, USA
Interests:
No credit inquiry is required. Lines of credit and SBA/working capital loans.
Background: We are lenders specializing in all secure lines of credit, business credit / loans, term loans, and others. Some of these can be combines such as a line of credit and a term program to keep the costs as low as possible. We have a lender network of more than 50 products. We have received a couple of awards by Fortune 500 companies.
Locations
Oswego
Industries
Finance + 20 more
Independent Advisor
Business Broker
Interests:
We are looking for a production, a technological asset in the Baltic region.
Background: Company providing assistance in the acquisition and sale of business assets in Latvia.
Locations
Vilnius
Industries
Finance + 21 more
Managing Partner
Financial Consultant in Ha Noi, Vietnam
Interests:
Historical financial performance.
Potential growth.
Attractive industries.
Good corporate governance.
Corporate social responsibility.
Background: We are a boutique M&A advisor based in Hanoi, Vietnam with another office in Ho Chi Minh City. We advise companies to raise capital from foreign investment funds, and vice versa, advising foreign corporate investors and investment funds in the deal-sourcing in Vietnam. We charge a retainer fee for the case that might involve significant admin expense like travel, expert interview, translation work. The retainer is also deducted from success fee at the end of the project. For the other cases, we only charge success fee.
Locations
Vietnam + 2 more
Industries
Finance + 22 more
Consultant
Accounting Firm in Singapore
Interests:
Our client is looking for opportunities in various sectors and in multiple cities. Would prefer the business to be profitable. We can increase the investment range depending upon the business and its profitability.
Background: We provide advisory services to businesses looking to restructure, innovate, make process improvements, raise capital or explore merger and acquisition transactions. We do not charge any upfront fee, but we charge a success fee of up to 3%.
Locations
Indonesia + 8 more
Industries
Finance + 20 more
Frequently
Asked
Questions
Asked
Questions
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How many mutual fund agent advisors are listed on SMERGERS?There are 977 active and verified mutual fund agent advisors listed on SMERGERS as of 13 November 2026.
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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
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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.
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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
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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
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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
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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
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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
