Mutual Fund Business Financial Consultants
Showing 43 - 56 of 299 Mutual Fund Business Financial Consultants. Buy or Sell your Mutual Fund, Mutual Fund, Exchange Traded Fund, Islamic Commodity ETF or a Islamic ETF Business.
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Business Advisor/Exit Consultant
Financial Consultant in Victoria, Canada
Interests:
We are focused on helping business owners get their businesses ready for sale, painlessly. Of course, they will only sell when they are ready and that might be 2, 5 or even ten years down the road. Based on our experience, we know that owners that plan ahead get tremendous advantages by doing so. We help owners of companies get perfectly positioned to sell when they are ready.
Background: 25+ years of experience in M&A, private equity, strategy, marketing strategy and exit planning. Certified in the ValueBuilder System.
Locations
USA + 1 more
Industries
Finance + 9 more
Partner, Rolling Horizons
Financial Consultant in Pune, India
Interests:
All points may or may not apply.
We consider things like Established since the owners know the business, Funds required for growth or starting up, availability of collateral, any banking defaults, and intentions of the owners.
Background: We work with nationalized banks, private banks, and NBFCs. We should be able to provide the solution for the required capital. We have disbursed close to 50 Crore this year. We will charge both upfront and success fees from the clients.
Locations
UAE + 12 more
Industries
Finance + 45 more
Proprietor
Financial Consultant in Pune, India
Interests:
We are interested in businesses with valuable assets and proper registration documents. The business should be in Bangalore, Hyderabad, Pune, and Mumbai, as our clients are looking for businesses in these locations.
Background: We operate an accounting firm. We help in accounting, auditing, taxation, and M&A services. We provide our services in the major cities of India. We do not charge upfront fees. We charge success fees post deal closure.
Locations
Haryana + 7 more
Industries
Finance + 31 more
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Proprietor
Financial Consultant in Pune, India
Interests:
We are interested in businesses with valuable assets and proper registration documents. The business should be in Bangalore, Hyderabad, Pune, and Mumbai, as our clients are looking for businesses in these locations.
Background: We operate an accounting firm. We help in accounting, auditing, taxation, and M&A services. We provide our services in the major cities of India. We do not charge upfront fees. We charge success fees post deal closure.
Locations
Haryana + 7 more
Industries
Finance + 31 more
Interests:
Healthcare, infrastructure, manufacturing, technology, startup, with special focus on SMEs.
Background: Rendering financial services and management consultancy services with a special focus on arranging loans, syndication of loans, besides advising on or acting as a consultant to the SME Sector in particular. We do not charge upfront fees. We charge success fees.
Locations
Andaman and Nicobar Islands + 37 more
Industries
Finance + 99 more
Senior Consultant
Financial Consultant in Gurgaon, India
Interests:
- Have a requirement in the technology and power sector companies that have high growth and margins.
- Would also look for strategic relationships and operational excellence.
- We have a pool of investors interested in making an investment in high growth business opportunities across India.
Background: We are an advisory firm assisting SMEs in the power sector to receive debt or equity investments. We also help in restructuring and M&A transactions. We have a team of people who are connected with other MNCs and are the board members or advisory members. We do not charge an upfront fee. Success fee will be charged based on the deal size.
Locations
India + 5 more
Industries
Finance + 12 more
Independent Advisor
Financial Consultant in Ho Chi Minh City, Vietnam
Interests:
Feasible and profitable projects. We do not charge upfront fee. Success fees will be covered.
Background: We can provide the whole business process outsourcing support: tax saving & optimization, licensing, land rental, investment & exit strategies, M&A services, advice on tax incentives, tax and regulatory compliance, accounting, finance services.
Locations
Ho Chi Minh City
Industries
Finance + 20 more
Founder CEO LB FInancial Services
Financial Consultant in Kolkata, India
Interests:
We do a 360-degree evaluation as investment bankers and advise our clients.
Background: We are a boutique investment banking firm specializing in fundraising and financial advisory services. We have good connections with the paper industry. We also worked on the resolution of some paper companies. We do not charge any upfront fee. We charge only a success fee after the deal closure. We have pan India clients.
Locations
Andhra Pradesh + 33 more
Industries
Finance + 75 more
Managing Director
Financial Consultant in Barrie, Canada
Interests:
Cash flow, technology automation, process, people resources, culture, and scalability.
Background: Well-established tenure in the financial services/lending sector with a deep understanding of lending practices. The client has significant capital.
Seeking opportunities to acquire within:
Building components.
Financial services.
Manufacturing.
Pharmacies.
Locations
Ontario + 1 more
Industries
Finance + 4 more
Independent Advisor
Financial Consultant in Delhi, India
Interests:
- Monthly revenue should be more than 5,000 USD.
- The business should have been active for at least 3 months.
- Business registered in USA or Canada.
Background: I work in a automotive data driven company. I am also an independent advisor, and I have tie-ups with international financial institutions to provide business loans. I help in providing loan advisory services to clients. I do not charge upfront fees. I charge success fees from the sell side party.
Locations
USA + 1 more
Industries
Finance + 19 more
Executive Director
Financial Consultant in New Delhi, India
Interests:
- Looking for mergers & acquisitions. Business should have a good past record, and litigation free, can be operated from anywhere in the country.
- We have a network of international investors who are looking for business opportunities in their countries.
Background: Our team has about 30 years of combined experience and fully understands the complexities of the Indian financial sector. The team possesses knowledge of various innovative financial instruments for raising funds and, provides concept to commissioning and holding. We majorly deal in healthcare, financial, sports and energy sectors. The advisory fee will be based on the transaction.
Locations
USA + 366 more
Industries
Fund Operators + 457 more
Interests:
- We specialize in building new companies and organizations and rescue & restore those in distress.
- The clients can be passive or active investors depending on the situation and requirements of the business.
- We help clients to raise funds from NBFC, central banks, insurance companies, financial institutions, endowments, foundations, individuals, and family offices.
- There is an upfront fee depending on the type of service the client wants.
- We charge a success fee. The success fee is usually 2-3% of the deal size. It depends on the transaction type and the risks involved.
- I am currently in Moscow, Russia, and will return to Dubai next week.
Background: We help clients navigate today’s evolving markets and identify the opportunities that shape them.
We build portfolios and long-term investment goals for clients. We develop and manage customized solutions for the world’s leading pension plans and sovereign wealth.
We advise clients on how to allocate assets to meet unique objectives, addressing the dynamic market environment.
We also research market ideas and build investment portfolios across a broad range of asset classes.
Locations
Miami + 4 more
Industries
Fund Operators + 13 more
Co-founder
Financial Consultant in Lewes, USA
Interests:
- Growth-oriented.
- Active businesses with clear accounts and reasonable EBITDA margin.
Background: We're an advisory firm that focuses on cross-border mergers and acquisitions. To deliver meaningful counsel to our clients, we rely on our close contacts with corporate leaders and private equity groups. We recognize the need to take big initiatives in this increasingly complex world. We can add a lot to any business relationship as seasoned entrepreneurs. We will offer a fresh perspective to the table, by bringing inquiry, integrity, and energy. Our major clients are from the US, Europe, and China, that is why our focus is on these countries. We do not charge any sort of upfront or retainer fee. We charge a success or deal closure fee that varies on the deal size.
Locations
USA + 79 more
Industries
Finance + 104 more
Interests:
Sales trend, EBITDA, valuation & growth potential.
Background: Our company is a strategic advisory firm. We support businesses in finding solutions to any growth-related issues. We maintain reliability, transparency, and active communication with our clients. We help our clients in buying and investing in businesses. We also offer expertise in functions like accounting, corporate financing, project management, legal, and in many other domains. We do not charge upfront fees. We charge success fees.
Locations
Bhopal + 1 more
Industries
Finance + 16 more
Independent Advisor
Financial Consultant in Mumbai, India
Interests:
- Budget.
- Available time and resources.
- Scalability.
- Market size and demand.
Background: I am a chartered accountant having 10+ years of experience in fundraising/debt restructuring/debt syndication/project finance/asset acquisition etc. On the platform, I am acting as an independent advisor. There is no upfront fee. Success fee is charged post deal closure.
Locations
India + 25 more
Industries
Finance + 58 more
Frequently
Asked
Questions
Asked
Questions
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How many mutual fund business financial consultants are listed on SMERGERS?There are 299 active and verified mutual fund business financial consultants listed on SMERGERS as of 14 February 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
