G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank. G2 delivers unique investment banking solutions and uncompromising advice by pairing highly experienced C-...G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank. G2 delivers unique investment banking solutions and uncompromising advice by pairing highly experienced C-level executives with specialist investment bankers in both growth and stressed situations.
G2 focuses on industries where our C-level operating partners have deep industry knowledge and expertise. We offer our clients a strategic, operational and financial "insider's perspective" into each industry we specialize in including: Transportation & Logistics, Supply Chain, Industrial, Manufacturing, Technology, and Business Services.
**Operating Principles and Culture:
Dedicated to Our Clients – Without them, we are nothing but an office
Resolute – Creative solutions to complex challenges
Tenacious – The Definition of G2: We strive to be tenacious in all that we do
Honest and Respectful – Our reputation is our greatest asset
Accountable - For our actions, our work and ourselves
Differentiated – Our model, our team and our capabilities
Finalist for The M&A Advisors 2011 Boutique Investment Banking Firm of the Year & Turnaround of the Year
G2 Capital Advisors – Trusted Advisors – Operations-Centric – Results Driven
**Securities offered through Hollister Associates, LLC. Member FINRA, SIPC. G2 Capital Advisors, LLC and Hollister Associates, LLC are separate and unaffiliated entities.**
Agenda Health is a leader in healthcare transaction advisory services with a proven track record of over 15 years of successful transactions, specializing in home healthcare, hospice, behavioral healt...Agenda Health is a leader in healthcare transaction advisory services with a proven track record of over 15 years of successful transactions, specializing in home healthcare, hospice, behavioral health, and health and wellness. Combining our industry know-how and a people-first approach, we are experienced healthcare advisors who connect high-intent sellers with qualified buyers.
Agenda Health started with one mission – to deliver consistent results with a faith-based, Christ-centered focus. Our team of knowledgeable brokers has over 30 years of combined healthcare services experiences spanning home healthcare, hospice, home care and behavioral health. When you work with a member of our team, you can count on us to use our expertise with integrity to help you accomplish your goals.
Attivo Partners is a full-service Finance and Accounting firm. Our fractional CFO and accounting services help founders navigate the complexities of company building through all stages of the journey ...Attivo Partners is a full-service Finance and Accounting firm. Our fractional CFO and accounting services help founders navigate the complexities of company building through all stages of the journey - raising capital, building business models, and achieving successful exits. Attivo's partnership is built to scale, providing customized solutions and thought leadership with services that drive growth and evolve alongside our client's business.
HCS Capital Partners LLC (HCS) is an investment firm based in Miami, FL, that takes minority and majority positions in companies - in the US, Latin America, Israel - within Fintech, Insurtech and Cybe...HCS Capital Partners LLC (HCS) is an investment firm based in Miami, FL, that takes minority and majority positions in companies - in the US, Latin America, Israel - within Fintech, Insurtech and Cyber risk management sectors. As part of this strategy, HCS has invested in companies in Pet Insurance, IoT, Telematics, Crowdfunding, Regtech industries and Cybersecurity.
VertexCFO provides fractional CFO and Controller expertise to middle market and well-funded start-up companies seeking to make solid financial decisions to manage, grow or sell their companies.
Ba...VertexCFO provides fractional CFO and Controller expertise to middle market and well-funded start-up companies seeking to make solid financial decisions to manage, grow or sell their companies.
Based in Denver, Colorado, VertexCFO specializes in making sense of complex financial information, providing CEOs and entrepreneurs sound data to run their businesses and present to their investors. VertexCFO supplements current accounting teams, overlaying CFO and Controller knowledge to support budgeting, forecasting, cash management, accuracy of monthly financials, projections and financial presentations to investors and stakeholders. VertexCFO delivers services to clients in a professional yet approachable manner.
Our clients are CEOs and entrepreneurs of well-funded start-up companies and high growth middle market companies that:
- have outgrown the skillset of their current accounting team
- are preparing to raise capital
- are preparing the company for future sale or acquisition
We offer:
- Fractional CFO and Controller services, including accounting support
- CFO expertise for capital raise process (i.e. equity financing, debt financing, corporate restructuring)
- CFO expertise for mergers and acquisitions (M&A)
Aquasia is an independent corporate advisory and funds management business with extensive experience in strategic advisory, and a deep understanding of capital markets, treasury, derivatives and risk ...Aquasia is an independent corporate advisory and funds management business with extensive experience in strategic advisory, and a deep understanding of capital markets, treasury, derivatives and risk management.
Our philosophy of "knowledge through experience" is demonstrated through the seniority of our advisors and their substantial backgrounds in providing clients with bespoke solutions to meet their strategic plans and financing requirements.
We offer a genuinely conflict free advisory service driven solely towards providing the best independent advice to our clients.
The Aquasia Team also has expertise in the establishment and management of wholesale funds investing in a range of credit and fixed-income assets and private equity.
Disclaimer: The content on this site is produced by Aquasia Pty Ltd ABN 20 136 522 051, AFSL 337872 (Aquasia) as general information for wholesale clients. It does not constitute personal financial or investment advice or recommendation or an offer to buy or sell any financial product. It does not take into consideration any person's objectives, financial situation or needs and should not be used as the basis for any investment or financial decision. Past performance is not a reliable indicator of future performance. Anyone wishing to invest in an Aquasia fund should refer to the fund's Information Memorandum and seek independent financial advice and input from accounting, tax, legal and other professional advisors before investing.
Atlas is a 10-year-old Financial solutions and Technical Services Company with its Corporate Office at Hyderabad and offices in Mumbai, Bangalore, Delhi, Kolkata, Bhopal and Andhra Pradesh.
The Co...Atlas is a 10-year-old Financial solutions and Technical Services Company with its Corporate Office at Hyderabad and offices in Mumbai, Bangalore, Delhi, Kolkata, Bhopal and Andhra Pradesh.
The Company has on its Board/ roles professionals with decades of experience in the fields of Technical and Credit Expertise along with strong business domain knowledge.Our Team Comprises of former Top Executives of Public/Private Sector Banks/ Engineers IBBI Regd Valuers, Chartered Financial Analysts and Management Graduates from Premier B Schools. We leverage the industry domain experience of the team along with the deep knowledge and skills in Engineering, finance and business research across various sectors and sub-sectors, to produce an insightful analysis and research.
Atlas is empanelled by all major Banks in India like State Bank of India, Canara Bank, Bank of Baroda, Union Bank of India, Punjab National Bank, Indian Bank, Bank of Maharashtra, National Bank for Financing Infrastructure and Development, UCO Bank, National Fisheries Development Board. The company has successfully completed more than 342 assignments across TEV Studies and LIE across the industry and sectors during last 10 Years.
Team Atlas has qualified Engineers from IIT Kharagpur on board along with IBBI Registered Engineers and Subject Matter experts from Various fields such as Pharma, Agri, manufacturing, Infrastructure and Energy.
M&A boutique specializing in mid-cap transactions with a unique expertise in growth companies. With over 450 transactions closed since 2003, we have built a large ecosystem with PE's, VC's and interna...M&A boutique specializing in mid-cap transactions with a unique expertise in growth companies. With over 450 transactions closed since 2003, we have built a large ecosystem with PE's, VC's and international buyers. Cambon Partners intervenes at all stages of the company's lifecycle: venture, growth capital, LBO and M&A. We have developed strong expertise in various verticals such as IT services, Insurance, E-Travel, Enterprise software, E-commerce, Digital Media, Healthtech and financial services. We have a presence in Paris and London with a team of 50 skilled M&A professionals. Cambon Partners is ranked among the Top 3 M&A boutique in France.
Cambon Partners' purpose is to positively impact entrepreneurs and enable them to succeed in all aspects of their lives, both professionally and personally, by revealing the true value of their companies. Cambon upholds three core company values: Conviction, Overachievement, and Enjoyment.
CFM partners ag is a Switzerland-based M&A advisory firm, established and registered in Zurich in January 2012.
The firm specialises in providing strategic advice including buy- and sell-side M&A a...CFM partners ag is a Switzerland-based M&A advisory firm, established and registered in Zurich in January 2012.
The firm specialises in providing strategic advice including buy- and sell-side M&A advice, company valuations and transaction execution services for banks, insurances and other financial services companies.
CFM partners ag stands for:
- Advisers with profound industry knowledge and experience
- Senior industry experts working for and with clients to provide added value
- A hands-on approach to work and a "get the job done" attitude
The founders and partners each have more than 20 years of experience in the financial services industry and cumulatively more than 80 years of specific experience in M&A for financial services; they have successfully managed and closed more than 80 transactions in this sector. Our experts understand the financial services industry's business models, challenges, decision parameters, market and regulatory impacts and have access to a wealth of opportunities.
CFM partners ag is the only Swiss M&A boutique exclusively focused on financial services. The firm concentrates on the Swiss market but also has in-depth experience in a number of important European markets such as the United Kingdom, Germany, the Benelux region, France, Italy, Monaco and the Channel Islands.
CFM partners ag commits to high quality execution and has one of the industry's strongest transaction execution capabilities.
Cherry Bekaert is a Virginia-based accounting firm that provides services such as tax, audit, and advisory for industries including healthcare and retail.
CXG is a top-tier compliance firm, servicing FINRA regulated broker-dealers across the continental U.S. We are one of the few firms that provide outsourced principals, in addition to regulatory consul...CXG is a top-tier compliance firm, servicing FINRA regulated broker-dealers across the continental U.S. We are one of the few firms that provide outsourced principals, in addition to regulatory consulting, CCO & FINOP outsourcing, and CMA-1017 services. A true engine for growth, CXG serves broker-dealers, removing barriers to growth.
With leading talent and proven expertise, all outsourced at a fraction of in-house costs, CXG is equally equipped for meeting immediate short-term needs or providing long-term solutions. If you're a small to mid-size firm looking to grow, or a start-up firm seeking FINRA approval, we can help.
âžœPrincipal Outsourcing
Seasoned CCOs, FINOPs and 24s ready to help you reduce costs, manage risk, and even clear trades. Grow & lead your firm into new markets; all as rapidly as your business demands.
âžœBD Compliance Services, putting our clients in the lead.
Customizable, cost-effective compliance services that transform your compliance into your leading edge. With CXG, the weight of registration or compliance issues is lifted off your shoulders, clearing the way for you to focus on revenue growth.
âžœBuy or Sell a Broker-Dealer
As the fast-approval experts, we won't let a CMA hold you back from doing business. CXG's start-to-finish support gets firms open as quickly as possible. Buy a broker-dealer to get up and running fast. Or, if you need to add business lines or branch offices to your current operation, we can get you there. If you would like to sell your broker dealer, we can find you a quality buyer, ensuring a successful sale.
âžœFINOP
Outsourced FINOP & CFO services to cover all your SEC and FINRA compliance needs. Whether your start-up needs a FINOP or your mid-sized firm could use a seasoned CFO, we have the critical resources and leadership that your firm needs now.
âžœLicenses Held:
Series 24, Series 4, Series 79, Series 53, Series 27, and Series 99
eCAP PARTNER is a corporate finance boutique dedicated to the tech & digital industries.
We advise fast-growing companies on M&A, LBO & fundraising processes in the smidcap segment.
The team has com...eCAP PARTNER is a corporate finance boutique dedicated to the tech & digital industries.
We advise fast-growing companies on M&A, LBO & fundraising processes in the smidcap segment.
The team has completed 150+ deals since 2011.
Fimecap is a leading independent investment bank located in Mexico City that specializes in mergers & acquisitions and corporate finance. We offer strategic financial advice to businesses facing compl...Fimecap is a leading independent investment bank located in Mexico City that specializes in mergers & acquisitions and corporate finance. We offer strategic financial advice to businesses facing complex strategic decisions and transactions. Founded back in 2009 by a group of bankers with more than 25 years of experience in the local and global markets, Fimecap offers unique cross-border M&A and capital solutions. Fimecap has a strategic partnership with CIBanco, a leading financial institution based in Mexico City.
FinLantern (managed by "The Lantern" Research SA) is a fast-growing international network founded in 2009, with a database of 120,000+ finance professionals (Financial Analysts, Economists, Portfoli...FinLantern (managed by "The Lantern" Research SA) is a fast-growing international network founded in 2009, with a database of 120,000+ finance professionals (Financial Analysts, Economists, Portfolio Managers, Corporate Finance Advisors, Traders …) from all over the world. The network aims to support its members' activities and to increase their visibility in the international financial community.
FinLantern is headquartered in Lugano (Canton of Ticino, Switzerland), where it has rapidly achieved leadership in the organization of events in the financial sector, thanks to a specific database of 8,000 finance professionals based in the area of the Canton of Ticino. Through a network of partners, Fin Lantern can organize road-shows, fairs, presentations, seminars and courses in Lugano, Geneva, Zurich, Milan, Paris, Montecarlo, Munich, Frankfurt, London, New York …
Founded in 2003, England & Company is an independent investment bank that provides strategic advice on mergers and acquisitions, recapitalizations and restructurings, and capital markets transactions ...Founded in 2003, England & Company is an independent investment bank that provides strategic advice on mergers and acquisitions, recapitalizations and restructurings, and capital markets transactions to owners, executives, and boards of directors of domestic and international companies. The firm's clients include leading companies in the Energy & Sustainability, Healthcare, Industrial & Infrastructure, and Technology markets. For further information, please visit: www.englandco.com
England serves its clients from its offices in Houston, New York, San Diego, Washington, DC, and Singapore.
Investment banking services are provided by England Securities LLC, a registered broker-dealer and member of FINRA and SIPC.
MarshBerry – Helping Clients Learn, Improve & Realize Value
MarshBerry is a global leader in financial services and consulting dedicated to helping insurance brokerages, and firms in the wealth m...MarshBerry – Helping Clients Learn, Improve & Realize Value
MarshBerry is a global leader in financial services and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit www.MarshBerry.com.
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*Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.
AmbroseAdvisors is a middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with business succession planning, executing liquidity strategies and ca...AmbroseAdvisors is a middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with business succession planning, executing liquidity strategies and capital placements.
We have a concentrated focus on the utilization of an Employee Stock Ownership Plan ("ESOP") as an exit planning solution.
Our practice includes full-service ESOP consulting and third-party administration ("TPA") services.
Founded in 2009, Armor Capital is a financial advisory boutique based in Hong-Kong and Paris. The firm provides corporate finance services to mid-cap companies based in Asia Pacific and EMEA.
Armo...Founded in 2009, Armor Capital is a financial advisory boutique based in Hong-Kong and Paris. The firm provides corporate finance services to mid-cap companies based in Asia Pacific and EMEA.
Armor Capital specializes in cross-border M&A, company valuation, fundraising (equity and debt), and strategic consulting.
Our three partners, Guillaume Caillet, Jean Giorgis and Alain Ghiretti combine 60 years of experience in EMEA and Asia Pacific.
With strong local knowledge and contacts in the key global economies, we help business owners to manage the ever-changing and increasingly competitive economic landscape.
Our team places a high value of the enduring nature of the relationships with our clients, partners and investors, including taking a financial position in a client company.
Email us: admin@armor-capital.com
Financial planning solutions, wealth management and asset allocation for high net worth clients; individuals, families and institutions.
Acts in concert with law firms, property consultants, tax expe...Financial planning solutions, wealth management and asset allocation for high net worth clients; individuals, families and institutions.
Acts in concert with law firms, property consultants, tax experts and with private equity funds, as well as M&A's firms to provide "taylor made" solutions.
Cembrus Capital specializes in serving the business financing needs of middle market to upper middle market companies. We provide management with customized solutions designed to grow and enhance your...Cembrus Capital specializes in serving the business financing needs of middle market to upper middle market companies. We provide management with customized solutions designed to grow and enhance your business. Cembrus Capital provides the tools, resources and expert advice for structuring financing alternatives for equipment purchases, receivables and inventory financing, real estate financing and complete balance sheet restructuring.
Cembrus Capital offers clients the most cost effective financing available in the marketplace. Our solutions preserve and enhance your borrowing capacity for other opportunities. We provide diversified funding capability utilizing internal portfolio products and debt participation. The advantage to our clients is a larger product selection coupled with wider credit and investment windows than traditional sources.
Cheval M&A specializes in mergers and acquisitions in the Cloud, Hosting, MSP and related Internet services sectors. Cheval M&A is an affiliate of Cheval Capital, a FINRA broker dealer.
Clean Infra Partners ("Clean Infra") is a climate finance advisory firm that provides transaction advisory services for the fast-growing renewable energy, energy transmission, waste and water infrastr...Clean Infra Partners ("Clean Infra") is a climate finance advisory firm that provides transaction advisory services for the fast-growing renewable energy, energy transmission, waste and water infrastructure markets, and works with financial institutions to develop innovative climate investment schemes. The Clean Infra team is based in London and New York.
The Clean Infra principals worked together as co-heads of the solar team at the Clinton Climate Initiative ("CCI"), an initiative of the William J. Clinton Foundation that advises governments on the design and implementation of climate-related pilot projects in developing countries. They bring to Clean Infra's clients their combined 45 years of experience in private equity investment, project finance advisory, project M&A and consulting.
The Clean Infra team has particular expertise in commercial contracting, financial structuring, and mobilizing capital for clean infrastructure projects in developing countries, working with project developers, governments, investors and a variety of financial institutions.
G2 Capital Advisors
Agenda Health
Attivo Partners
HCS Capital
LGA, LLP
VertexCFO
Aquasia
Atlas Financial Research & Consulting Pvt. Ltd.
Cambon Partners
CFM partners ag
Cherry Bekaert
Compliance Exchange Group (CXG)
eCAP PARTNER
Fimecap, S.A. de C.V.
FinLantern
England & Company
MarshBerry
AmbroseAdvisors
Armor Capital
Banque Hottinguer
Bocconi Students Investment Club
BullMark Investimentos
Cembrus Capital
Cheval M&A, Inc
Clean Infra Partners