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Mutual Fund Agent Advisors

Showing 71 - 84 of 959 Mutual Fund Agent Advisors. Buy or Sell your Mutual Fund Agent.

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Interests: I am looking for a small-sized to medium-sized business in Slovenia that are looking to sell up to 100% share of the business.
Background: I am a financial analyst in a boutique M&A financial advisor company. I work with small to medium sized business to help them exit or grow the business successfully.
8.7 / 10
Locations
Slovenia
Industries
Finance + 10 more
Investment Size
Upto USD 11.6 Mn
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Interests: Stability, future, profitable, fun experience and loyal opportunities.
Background: I am an international business broker based in Israel. One of my partners is interested in buying a company or becoming a partner with a concrete offer in line with business expectations. I have clients in Germany and Amsterdam, Netherlands. I do not charge upfront fee. I charge only success fee after the deal closure.
8.2 / 10
Locations
Germany + 1 more
Industries
Finance + 20 more
Investment Size
Upto USD 1.1 Mn
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Interests: We have customers interested in buying a business directly in Europe. We are looking for a company for sale that has the following features: - Has to be older than 2 years. - Have a turnover of more than EUR 2,000. - Should not have any issues with the public authorities. As secondary data we would like to have the following: - Should have VAT number, EORI, and websites. We do not charge an upfront or success fee from the business. We only charge a fee to the investors that we are representing.
Background: We are a business consulting firm providing services in various sectors across Europe. We cater to individuals as well as corporates for various ticket sizes. We have a client who wants to buy a business based anywhere in Europe.
8.1 / 10
Locations
Europe
Industries
Finance + 19 more
Investment Size
Upto USD 110 K
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Interests: We have customers interested in buying a business directly in Europe. We are looking for a company for sale that has the following features: - Has to be older than 2 years. - Have a turnover of more than EUR 2,000. - Should not have any issues with the public authorities. As secondary data we would like to have the following: - Should have VAT number, EORI, and websites. We do not charge an upfront or success fee from the business. We only charge a fee to the investors that we are representing.
Background: We are a business consulting firm providing services in various sectors across Europe. We cater to individuals as well as corporates for various ticket sizes. We have a client who wants to buy a business based anywhere in Europe.
8.1 / 10
Athens
Locations
Europe
Industries
Finance + 19 more
Investment Size
Upto USD 110 K
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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.
8.1 / 10
Locations
Zurich
Industries
Finance + 20 more
Investment Size
Upto USD 1.4 Mn
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Research Analyst, Kennis Venture Pvt. Ltd

Investment Bank in Mumbai, India

Interests: We look into businesses to provide both fundraising and advisory support. For our current investment requirements, we prefer ventures that have a clear strategy and defined goals. We do not impose strict timelines and are open to opportunities anywhere in India.
Background: I am a research analyst representing an investment banking and financial advisory firm. We specialize in equity fundraising, M&A advisory, strategic partnerships, and transaction advisory for growth stage businesses. Our work involves collaborating with founders and investors to raise growth capital, identify strategic partners, and support business expansion.
8.3 / 10
Locations
India + 3 more
Industries
Finance + 23 more
Investment Size
Upto USD 10.6 Mn
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Managing Partner, Law Firm of Teo

Law Firm in Kuala Lumpur, Malaysia

Interests: We are selective about the businesses we work with because we aim to build long-term advisory relationships rather than one-off legal engagements. We are particularly interested in founder-led SMEs, growth-stage companies, family businesses, and investment-backed ventures seeking to scale, institutionalise operations, raise capital, expand internationally, or prepare for acquisitions, strategic partnerships, or eventual IPOs. Our preferred sectors include technology, fintech, healthcare, logistics, manufacturing, energy (including oil & gas), infrastructure, maritime, commodities, industrial businesses, professional services, consumer brands, and scalable B2B businesses. We are also comfortable advising regulated industries where governance and compliance are critical. Before accepting an engagement, we generally look for: - Ethical and capable founders with a long-term vision. - Willingness to improve internal controls and corporate governance. - Sustainable competitive advantages rather than short-term speculation. - Clear revenue model and commercial scalability. - Businesses with potential for fundraising, M&A, regional expansion or succession planning. - Management teams that value experienced external advisors and independent perspectives. We are generally less interested in businesses whose primary objective is short-term speculation, businesses with unresolved governance concerns, or companies unwilling to adopt proper legal, financial and compliance frameworks. Beyond legal work, we frequently assist businesses in structuring transactions, improving governance, introducing strategic connections, preparing for investment, and acting as long-term trusted advisors to founders and boards.
Background: We are an established Malaysian corporate & commercial law firm advising founders, investors, family businesses, private equity, venture capital funds and high-growth companies on complex commercial transactions, fundraising, corporate governance and strategic growth. We believe lawyers should do far more than draft agreements. Our role is to become a trusted strategic advisor who helps businesses make better commercial decisions, manage risk, negotiate effectively and build structures capable of supporting long-term growth. Our experience includes advising on: • Venture capital, private equity and strategic investments. • Preference share and investment structuring. • Cross-border acquisitions and vendor due diligence. • Corporate restructuring and shareholder arrangements. • Mergers & acquisitions. • Commercial contracts and strategic partnerships. • Company secretarial and corporate governance advisory. • Regulatory and compliance matters. Representative mandates (client confidential) include: • Structuring a pioneering trust-based healthcare financing model involving a Securities Commission-regulated trustee and Malaysian investment bank. • Designing a multi-million Ringgit plantation-backed Redeemable Preference Share investment structure secured by valuable real estate assets. • Acting as Malaysian legal counsel on a cross-border private equity acquisition alongside international Magic Circle counsel. • Advising venture capital funds, sophisticated investors, accelerators and technology companies throughout fundraising and investment cycles. LFOT has also contributed to the World Bank Business Ready 2025 Report on Due Diligence in Financial Services. The Managing Partner, Kyleigh Teo, is an Advocate & Solicitor of the High Court of Malaya and licensed Company Secretary. She regularly advises boards, founders and investors on governance, fundraising, fiduciary duties, capital raising, shareholder matters and strategic transactions. Our objective is to become a long-term trusted advisor to businesses and not simply an external legal counsel. We frequently work alongside founders, directors and investors throughout the lifecycle of a business, from incorporation and fundraising through expansion, acquisitions, succession planning and exit. We are also open to opportunities as: - Board Advisor. - Strategic Advisor. - Independent Director. - Non-Executive Director. - Corporate Governance Advisor. - Transaction Counsel for investors and acquirers. - General Counsel (Fractional/External)
8.8 / 10
Locations
Malaysia + 1 more
Industries
Finance + 20 more
Investment Size
Upto USD 12.2 Mn
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Partner, Russell Bedford

M&A Advisor in Bogotá, Colombia

Interests: Sales projection, business plan, competitive advantage vs competitors.
Background: I am a highly experienced partner specializing in mergers and acquisitions, with a proven track record of advisory excellence. I bring leadership, strategic acumen, and a deep understanding of market dynamics to guide my clients through complex M&A transactions. I ensure successful deals by providing tailored strategies and expert negotiation expertise.
8.8 / 10
Locations
Colombia
Industries
Finance + 14 more
Investment Size
USD 1.03 Mn - 25.7 Mn
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Interests: - I am looking for properly registered businesses in India, Saudi Arabia, the UAE, and Oman, as I have clients in these regions. - The business should also offer a good return on investment.
Background: I am the managing director of a training institute, and I also act as an independent advisor. I assist with the buying and selling of businesses in India, Saudi Arabia, the UAE, and Oman.
8.2 / 10
Locations
India + 3 more
Industries
Finance + 19 more
Investment Size
Upto USD 26 Mn
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Associate, SAS Partners Corporate Advisors Private Limited

M&A Advisor in Chennai, India

Interests: Our expertise lies in the Merger & Acquisition, PE / VC Funding raising, Business Plan, Financial Model, Valuation, Due-Diligence report.
Background: We are a multi disciplinary corporate advisory organisation with a clear focus on transaction (fund raising / M&A) advisory engagements for start up and growth capital seeking organisations.
7.8 / 10
Locations
USA + 16 more
Industries
Finance + 40 more
Investment Size
USD 120 K - 41 Mn
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Partner, Invictus Advisors

Investment Bank in Gurugram, India

Interests: Interested in education sector, healthcare and Lending businesses.
Background: - A full service independent Indian investment bank focused on all aspects of the financial services busines- Specialties are: Merchant banking, Indian debt capital markets, project finance, M&As, private equity syndication and infrastructure.
6.7 / 10
Locations
Andhra Pradesh + 43 more
Industries
Finance + 77 more
Investment Size
USD 600 K - 11 Mn
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Interests: Interested in any business which may or may not be operational. It can be anywhere in Italy as our clients are based in Italy.
Background: We are an Italian financial advisory company that provides services for Italian SME and advisors. We do not charge any upfront fees. We charge retainer and success fees.
6.9 / 10
Locations
Bulgaria + 47 more
Industries
Finance + 86 more
Investment Size
USD 57 K - 22.7 Mn
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Director, Grocap Advisory Services

Financial Consultant in Vadodara, India

Interests: Businesses with sustainable business models across India.
Background: We are a boutique investment bank assisting SMEs in raising funds via project loan, working capital, equipment finance, bill discounting.
6.8 / 10
Locations
India + 14 more
Industries
Finance + 59 more
Investment Size
USD 30 K - 12 Mn
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Interests: Transparent business with future growth and commercial viability.
Background: We provide strategic inputs to various clients on issues ranging from changing market scenarios, regulatory developments, M&A. In addition to above we assist our clients in framing achievable action plans and developing detailed business plans. Our inputs in analyzing numerous deals and agreements proves invaluable to clients, whether they are start-ups or group of companies seeking to maximize value. We charge only success fee post the deal closure. We do not charge upfront fee.
7.2 / 10
Locations
Delhi + 5 more
Industries
Financial Distributors + 74 more
Investment Size
Upto USD 7.2 Mn
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Interests: We like businesses with growth opportunities and one that have the potential to be a listed company. Looking for deals for our investors.
Background: We are an advisory firm registered in Malaysia. Apart from our home clients, we also represent clients based in China, Taiwan, Japan, Korea, and Australia. We do not charge an upfront fee. Success fee would be applicable based on the transaction type and deal size.
6.1 / 10
Locations
Malaysia + 26 more
Industries
Finance + 71 more
Investment Size
USD 1.1 Mn - 4.4 Mn
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  • How many mutual fund agent advisors are listed on SMERGERS?
    There are 959 active and verified mutual fund agent advisors listed on SMERGERS as of 26 September 2026.
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