2912 Advisors is a boutique consulting firm offering a broad range of advisory services, including CFO/COO services and a suite of middle and back office functions, to emerging and mid-size investment...2912 Advisors is a boutique consulting firm offering a broad range of advisory services, including CFO/COO services and a suite of middle and back office functions, to emerging and mid-size investment managers, family offices and liquidating funds. Our partners have operated as a team for over a decade and have first-hand experience launching and managing a variety of investment vehicles including traditional hedge funds, managed accounts, single investor funds, and private equity and hybrid funds across a number of investment strategies.
Abrigo provides market-leading compliance, credit risk, and lending solutions to enable its customers to think bigger, allowing them to both manage risk and drive growth.
Our mission to "Make Big T...Abrigo provides market-leading compliance, credit risk, and lending solutions to enable its customers to think bigger, allowing them to both manage risk and drive growth.
Our mission to "Make Big Things Happen" underscores our commitment to helping community financial institutions succeed against "the perfect storm" of ever-changing and increasing regulatory requirements, limited resources, increasing and new competition, evolving technologies, and changing customer expectations.
We provide product innovation, world-class support, and unparalleled expertise so that our customers can make big things happen.
amicaa is passionate about providing both investors and organisations with the expertise they need to reach their goals. In funds management, we originate and manage corporate loans to quality Austral...amicaa is passionate about providing both investors and organisations with the expertise they need to reach their goals. In funds management, we originate and manage corporate loans to quality Australian businesses, enabling private investor capital to participate in the evolving private debt arena. Our corporate advisory business provides independent advice to growing Australian companies when making important strategic decisions in M&A, capital raising, refinancing and strategic ventures. Our culture is collaborative and results focused, acting responsibly and transparently for our clients.
Applied Fund Solutions (AFS) provides CFO, shadow accounting, middle- and back-office solutions to alternative investment funds. AFS has a strong emphasis on providing the best-in-class client experie...Applied Fund Solutions (AFS) provides CFO, shadow accounting, middle- and back-office solutions to alternative investment funds. AFS has a strong emphasis on providing the best-in-class client experience and the institutionalization of client operating models and infrastructure. This is achieved by utilizing AFS professionals, process and technology in order to align with client requirements. SS&C Advent Geneva® is at the core of the AFS portfolio and accounting platform coupled with independent 3rd party reference data, robust workflow management and reconciliation technologies to deliver a seamless, automated process while reducing operational risk. As trusted advisors, the AFS team takes a holistic approach and acts as an extension of the firm to help you achieve your investment goals.
BCP Capital Advisors is an independent investment and strategic & financial advisory firm headquartered in Toronto, Canada.
Analyze • Identify • Execute • Capitalize
BCP advises glob...BCP Capital Advisors is an independent investment and strategic & financial advisory firm headquartered in Toronto, Canada.
Analyze • Identify • Execute • Capitalize
BCP advises global mid-market and emerging growth companies who are confronted by critical strategic decisions and require the benefit of an experienced strategic and financial advisor - often to even the playing field and to provide knowledge and expertise in corporate strategy, structure, finance and execution.
Our ability to view client mandates from advisory, operator and investor perspectives provides unique insights into how best to maximize value while also achieving each client's objectives. Our dynamic professionals provide direction, access to capital markets and the intellectual horsepower to drive our clients' objectives forward with expertise and integrity.
BCP provides Advisory Services related to:
• Mergers & Acquisitions / Divestitures
• Private Equity & Venture Capital
• Strategic Planning & Business Development
• Executive Leadership & Tactical Execution
• Business & Competitive Analysis
• Corporate Finance & Capital Structure
• Management Buyouts / Buy-ins
• Joint Ventures & Partnerships
• Turnarounds & Recapitalizations
• Corporate Governance & Due Diligence
• Corporate Valuations & Fairness Opinions
Cavendish is a UK champion for ambitious growth and investment companies. The Group is trusted by public and private companies, operating across industry sectors, to deliver expert services in equity ...Cavendish is a UK champion for ambitious growth and investment companies. The Group is trusted by public and private companies, operating across industry sectors, to deliver expert services in equity capital markets, M&A, debt advisory and growth capital.
Cavendish has offices in London and Edinburgh and has a global reach through its membership of Oaklins. finnCap Group plc (to be renamed Cavendish Financial plc) is quoted on AIM.
For more information on Cavendish, please visit www.cavendish.com
DG Group is a leading China-Europe merchant bank founded by Lin Feng, a former Summit Partners investor and UBS banker. Based in London and Shanghai, we are backed by a group of high-profile investors...DG Group is a leading China-Europe merchant bank founded by Lin Feng, a former Summit Partners investor and UBS banker. Based in London and Shanghai, we are backed by a group of high-profile investors such as Wind Information (the clear market leading financial data provider in China) and Luolai Home ($1bn+ listed homeware company backed by Carlyle).
Since inception, we have advised and invested in cross-border deals with total deal size of over $3bn, including inbound and outbound deals, pure equity M&A, share-backed debt financing, structured convertible instruments and capital raise deals.
We are specialists in China cross-border M&A, with an extensive network across China's domestic founders, corporates, investors and business owners. With thorough knowledge of both the Chinese and Western market, we unlock value by identifying areas of unexplored potential between the two regions, investing in and bringing European companies to the Chinese market, identifying suitable Chinese investors and partners for European companies, and helping Western capital enter highly attractive segments of the Chinese market.
We focus on the healthcare, TMT, consumer and real estate sectors and work with selected partners across a range of late stage VC and mid/large-cap private equity deals.
Dealytics is a platform that provides M&A data analytics, business intelligence metrics, and proprietary algorithms to financial institutions, investment banks, law firms, and other financial companie...Dealytics is a platform that provides M&A data analytics, business intelligence metrics, and proprietary algorithms to financial institutions, investment banks, law firms, and other financial companies.
We optimise the financial reporting and forecasting of private equity-backed technology companies. This allows our clients to make more informed data-driven decisions using robust real-time KPIs, with...We optimise the financial reporting and forecasting of private equity-backed technology companies. This allows our clients to make more informed data-driven decisions using robust real-time KPIs, without the need to implement new software.
We spent years preparing companies for institutional investment. Founders repeatedly commented that the most insightful information they had about their business was at the point of sale.
So we thought.. "why don't we work with technology companies and provide these valuable insights earlier in their growth journey?". This led us to found Finomatic Consulting.
In fast-growing businesses, financial reporting often lags behind. In particular, technology companies often:
- Lack confidence in strategic decision making due to incorrect or incomplete data
- Have little experience of fundraising from institutional investors
- Operate with overstretched teams, time-consuming manual processes and little expertise in data analytics
- Are not prepared for a financial due diligence process at short notice
- Do not have instant access to relevant KPIs
We guarantee our clients greater:
- Speed and efficiency in their finance functions
- Accuracy and understanding of their accounting information
- Confidence in presenting this information to an investor/buyer
- Knowledge about how potential investors perceive the data
Why Finomatic?
- Team continuity: We are a family business, founded by two brothers with a passion for finance, technology and data
- Corporate finance expertise: We identify key drivers of business performance
- Investor perspective: We frequently communicate with institutional technology investors
- Money-back guarantee: We are certain that we will deliver value for money
Formidium is a leading global fund administrator specializing in alternative investment funds. Our proprietary technology solutions deliver unparalleled flexibility to meet bespoke client needs, far s...Formidium is a leading global fund administrator specializing in alternative investment funds. Our proprietary technology solutions deliver unparalleled flexibility to meet bespoke client needs, far surpassing standard off-the-shelf systems. We offer a comprehensive suite of services—including Net Asset Value (NAV) reporting, year-end tax and financial reporting, cross-currency and cryptocurrency integration, and full compliance support—to alternative investment funds worldwide.​
Our cloud-native, scalable SaaS platform enables automated workflows, real-time data access, and modular capabilities that support seamless growth.​
Since 2016, the firm has built a global presence with offices in the U.S., India, Canada, and Singapore, supporting over 600+ clients, over 1800+ multi-asset funds, and managing $27B+ in assets under administration (AUA) across 25+ jurisdictions.
Founded in 1993, MITCO is one of the first management companies to be licensed by the Financial Services Commission (FSC) of Mauritius to provide a full range of Corporate, Trust, Fund and Tax service...Founded in 1993, MITCO is one of the first management companies to be licensed by the Financial Services Commission (FSC) of Mauritius to provide a full range of Corporate, Trust, Fund and Tax services.
The MITCO Group has built a reputation for providing value added services which enables our clientele to attain their objectives.
MITCO Group offers turnkey services to our clientele from project management, technical assistance, structuring, professional outsourcing to marketing services.
MITCO Group forms part of CIEL Limited which is one of the leading local industrial and investment groups in Mauritius with operations in a number of African and Asian countries, among which CIEL Agro & Property, CIEL Textile, CIEL Hotels & Resorts, CIEL Healthcare and CIEL Finance. CIEL Limited is listed on the Stock Exchange of Mauritius.
Expertise, trust & scale
Welcome to Ocorian, a leading global provider of fund administration, capital markets, corporate and compliance solutions.
We deliver solutions that solve complex challe...Expertise, trust & scale
Welcome to Ocorian, a leading global provider of fund administration, capital markets, corporate and compliance solutions.
We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices
We help our clients succeed by unlocking new value through expertise, trust and scale.
Here's what sets us apart:
Unmatched expertise: We deliver specialised, tech-enabled solutions grounded in extensive industry knowledge, ensuring our recommendations are tailored to your specific needs.
Trusted partnerships: With over 8,000 clients globally, we've built a reputation for reliability and long-lasting partnerships. You can be confident you're working with a team that prioritises your success.
Global scale, local focus: Operating across 20+ countries allows us to offer seamless service and support, no matter where you are located.
Park Avenue Finance ("PAF") is an emerging global leader in financial innovation. We specialize in the business of financial product innovation, specifically the design, execution and protection of in...Park Avenue Finance ("PAF") is an emerging global leader in financial innovation. We specialize in the business of financial product innovation, specifically the design, execution and protection of innovative first-generation financial solutions tailored to conform to rules-based constraints in law, accounting, regulation, tax, credit ratings and market conventions, which unlock identifiable and quantifiable value that would otherwise be unattainable. Each of our solutions is crafted with the utmost precision and integrity, and together with innovation and sophistication these attributes permeate our culture and business activity.
In developing, executing, and protecting these specialized, innovative products, PAF combines expertise in 1)Finance- Capital, funding and risk markets 2)Law- Financial services law and regulation, tax law and regulation, intellectual property law and regulation, and global jurisdictional law regarding business entities and activities 3)Technology- Web-based applications, proprietary data and risk analytics, and advanced architecture and programming for computational models
Park Avenue Finance has a combined team with over 150+ years of specialized expertise in financial product innovation. In addition, deep concentrations in design, risk quantification, relative-value analysis, investment management operations and governance are qualities the team brings to the market place. We are committed to building an organizational foundation which cultivates innovative thinking, diversity and an inclusive workplace environment that inspires and propels each individuals' maximum potential.
Financial Engineering Inquires: Solutions@parkavenuefinance.com
*Park Avenue Finance does not provide advice nor act as an advisor in any capacity*
Founded in 1995 by Tom Gores, Platinum Equity is a global investment firm with approximately $48 billion of assets under management and a portfolio of approximately 60 operating companies that serve c...Founded in 1995 by Tom Gores, Platinum Equity is a global investment firm with approximately $48 billion of assets under management and a portfolio of approximately 60 operating companies that serve customers around the world. Platinum Equity specializes in mergers, acquisitions and operations – a trademarked strategy it calls M&A&O® – acquiring and operating companies in a broad range of business markets, including manufacturing, distribution, transportation and logistics, equipment rental, metals services, media and entertainment, technology, telecommunications and other industries. Over the past 29 years Platinum Equity has completed more than 450 acquisitions.
Quantum FBI is a strategic finance and business intelligence advisory firm that orchestrates finance, technology, and talent to achieve financial clarity, amplify performance, drive growth, and delive...Quantum FBI is a strategic finance and business intelligence advisory firm that orchestrates finance, technology, and talent to achieve financial clarity, amplify performance, drive growth, and deliver shareholder value.
Backed with 25 years of Finance and Business Intelligence advisory, Quantum FBI knows how to lead a business through transformation while streamlining and solving growth blocks and inefficiencies.
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Many early stage and middle market companies leave untold sums of time and money on the table from unrealized financial and operational opportunities.
✱ Do you have true financial visibility into every aspect of your business?
✱ How about access to the insights critical to growing your business?
Visit www.QuantumFBI.com to learn more and book a free 30-minute consultation.
Through expert financial advisory, we enable our clients to achieve financial clarity, drive growth, amplify performance, and deliver shareholder value.
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CFOs are in the midst of an evolution that is happening at a radical pace in a market that is shifting and changing daily.
Sounds dramatic because its impact is dramatic.
Quantum FBI enables CFOs to make this shift and transform the Finance operation for long-term gain while meeting short-term demands and solving immediate challenges.
We solve inefficient and ineffective finance operations and leverage strategic value from finance disciplines, could-based solutions, business intelligence, and data analytics resulting in complete transformation of the finance function.
It is our unique value and how we help you.
We serve the office of the CFO.
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Join us on our mission:
We're on a mission to transform finance in a big way.
Transform how Executives view and utilize the finance department and teams.
Transform what finance and accounting teams deliver, and how it is delivered.
And transform the results into powerful business insights and breakthroughs.
Razorhorse is a software buy-side advisory firm.
We work with leading growth and private equity firms to identify investment and buyout opportunities, as well as management teams and Boards at comp...Razorhorse is a software buy-side advisory firm.
We work with leading growth and private equity firms to identify investment and buyout opportunities, as well as management teams and Boards at companies actively evaluating strategic M&A targets. Our clients deploy over $2Bn of capital annually.
Razorhorse is optimized to accelerate well-informed decisions between high-quality software companies and world-class investors and acquirers, whose mandates range across North and South America, Europe, and Australia.
Since our founding in 2012, Razorhorse has grown to a team of 50 FTEs across 4 continents.
Retail Capital Partners AG is an international investment and consulting company with an exclusive focus on Retail and Consumer Goods.
Our employees and partners have extensive knowledge of the Ret...Retail Capital Partners AG is an international investment and consulting company with an exclusive focus on Retail and Consumer Goods.
Our employees and partners have extensive knowledge of the Retail and Consumer Goods industry, which they acquired over many years in leading positions with international strategy consulting firms, investment banks and investment companies. This combination of hands-on experience and high strategic and methodological competence, paired with a clear industry focus, differentiates Retail Capital Partners. We create substantial added value for our clients and our holdings and systematically orient them for the future. Retail Capital Partners AG transactions and projects focus on three lines of business and build on a solid foundation of successful reference products in each of these areas:
1. Direct Investments
2. M&A
3. Advisor
These three lines of business reflect the long experience of our team in the various aspects of the industry. At the same time, this integrated approach enables us to provide maximum added value for our investors and clients.
The Retail Capital Partners AG team is supported by an advisory board of active top executives who complement our advisory skills in all three lines of business.
Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients' business and wealth.
With a t...Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients' business and wealth.
With a team of 4,600 talented financial services specialists on the ground in more than 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world's financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track record of outstanding execution in financial services.
For more information on our group, visit www.rothschildandco.com
SRS Acquiom delivers the smartest way to run a dealâ„¢ with solutions that reduce the administrative burden throughout the entire deal lifecycle. Our services include paying and escrow agent services,...SRS Acquiom delivers the smartest way to run a dealâ„¢ with solutions that reduce the administrative burden throughout the entire deal lifecycle. Our services include paying and escrow agent services, online document solicitation and reporting, professional shareholder representation, and virtual data rooms. For loan and credit transactions, we provide independent administrative, collateral, and sub-agent services. Since 2007, we have helped sophisticated deal parties reduce administrative drag, enabling them to focus on building great businesses and maximizing value.
SRS Acquiom | Elevate Your Gain
Third-party posts do not reflect the views of SRS Acquiom and have not been reviewed by the firm for completeness or accuracy.
Trinity Capital Inc. (Nasdaq: TRIN) is an international alternative asset manager, aiming to provide investors with stable and consistent returns through access to the private credit market. We source...Trinity Capital Inc. (Nasdaq: TRIN) is an international alternative asset manager, aiming to provide investors with stable and consistent returns through access to the private credit market. We source, vet, and invest in dynamic privately funded growth-oriented companies, giving our investors access to a strong and diversified portfolio. With distinct business verticals— Trinity Capital stands as a trusted partner for innovative companies seeking tailored growth capital solutions. Headquartered in Phoenix, Arizona, the firm has an international footprint, supported by a dedicated team of investment professionals strategically located across the globe.
Vinci Partners is a reference in alternative investments in Brazil, specialized in asset management, wealth management and financial advisory with an independent and unique model in the country. A Bra...Vinci Partners is a reference in alternative investments in Brazil, specialized in asset management, wealth management and financial advisory with an independent and unique model in the country. A Brazilian company with global reach that works listed on Nasdaq under the ticker VINP.
Founded in 2009 by a group of managers with extensive experience in the financial market, our solid reputation and credibility are explained by our culture of principles and values beyond financial returns.
At Vinci, partners are clients and clients are partners. Our interests are strongly aligned with those of our clients, and our outstanding team benefits from excellent human capital, complementary experience and deep knowledge about the economy. Thanks to all this, together with an ethical conduct and a holistic market vision, the institution is one of the largest independent Brazilian fund manager, with approximately R$ 69 billion* under management (Dec/2023).
More information: vincipartners.com.
*AuM is calculated as consolidated with double counting, due to funds from one segment that invest in funds from other segments. It does not include double counting from funds co-managed by two or more of Vinci Partners' investment segments.
VRC is a full-service, independent, global valuation firm. We have been named International Valuation Firm of the Year for 12 years at the International M&A Awards and four consecutive years as Valuat...VRC is a full-service, independent, global valuation firm. We have been named International Valuation Firm of the Year for 12 years at the International M&A Awards and four consecutive years as Valuation Firm of the Year by the Association for Corporate Growth.
Since 1975, VRC's U.S.-based team of 300+ colleagues and our international network of nearly 1,500 valuation professionals have provided objective, supportable conclusions of value to domestic and international clients.
Our core services include financial opinions regarding valuation, solvency, capital adequacy, and fairness in connection with mergers, acquisitions, divestitures, leveraged buyouts, recapitalizations, financings, and financial and tax reporting matters. Our in-house valuation capabilities include businesses, equity and debt securities, loans, derivative instruments, structured products, intangible assets, fixed assets, and real estate.
Our clients range from Fortune 500 companies to privately held organizations. Our client base is derived from companies in a broad range of industries, which allows us to track and understand industry trends. In addition, we have long-standing relationships with commercial lenders, investment banking firms, private equity firms, hedge funds, law firms, and accounting firms nationwide.
VRC has offices in Atlanta, Boston, Chicago, Cincinnati, Dallas, Los Angeles, Milwaukee, Princeton, New York, San Francisco, and Tampa. Our global network of member firms, Valuation Research Group, provides quality valuations and value-related services for the international business community, serving clients on five continents in more than 60 countries.
153 East Partners is an independent investment firm with investments across a number of businesses and projects. Its principals have a combined 50 years experience across investment, investment bankin...153 East Partners is an independent investment firm with investments across a number of businesses and projects. Its principals have a combined 50 years experience across investment, investment banking, private equity, venture capital, funds management and stockbroking.
The team has expertise and experience across a variety of industry sectors, transaction types and geographies, having executed a range of private equity, public equity and debt transactions across multiple jurisdictions.
The principals invest their own capital, and may also bring other family offices into co-investment opportunities. Where required, the firm may also provide corporate advisory and corporate finance services to opportunities.
1602 Capital Partners is an independent Corporate Finance and Private Equity partnership, offering M&A Advisory, Corporate Development, Strategic Advisory, Debt Advisory & Restructuring and Financial...1602 Capital Partners is an independent Corporate Finance and Private Equity partnership, offering M&A Advisory, Corporate Development, Strategic Advisory, Debt Advisory & Restructuring and Financial and Strategic Communications to its clients.
The different backgrounds of our professionals give 1602 Capital Partners extensive knowledge and experience as well as a strong domestic and international network.
We are determined to professionally and creatively support our clients with the realization of their goals.
2912 Advisors LP
Abrigo
amicaa
Applied Fund Solutions, LLC
BCP Capital Advisors
Cavendish
DealGlobe
Dealytics
Finomatic Consulting
Formidium
MITCO Group
Ocorian
Park Avenue Finance
Platinum Equity
QuantumFBI
Razorhorse Capital
Retail Capital Partners AG
Rothschild & Co
SRS Acquiom
Trinity Capital
Vinci Partners
VRC (Valuation Research Corporation)
Wall Street Oasis
153 East Partners
1602 Capital Partners