Atlantico Capital is a financial advisory boutique that provides M&A, corporate finance and project finance advisory in middle market transactions, with a focus on cross border transactions in Latin A...Atlantico Capital is a financial advisory boutique that provides M&A, corporate finance and project finance advisory in middle market transactions, with a focus on cross border transactions in Latin America and Spain, as well as transactions in the US for Latin American and Spanish clients.
The firm is headquartered in Miami and has an office in Spain and counts with a multidisciplinary team of experienced professionals. Atlantico develops its activity under the brand MAP Alliance together with various Latin American and European affiliated advisory firms with offices in Brazil, Chile, France, Germany, Italy and Sweden, providing international coverage to its clients in M&A and debt transactions.
Four companies in Three countries, with Twelve partner companies, all coming together to provide you with the best personal financial strategy that's perfectly designed for you.
You can find out mo...Four companies in Three countries, with Twelve partner companies, all coming together to provide you with the best personal financial strategy that's perfectly designed for you.
You can find out more about the above by visiting our website.
PERSONAL FINANCIAL COACHING
More than two decades of observing people make choices creates a deep understanding of the impact of decisions on quality of life.
When you tell us your story, whatever it may be, we help you identify the various directions, and understand their impact on your experience.
And yes, it applies to low-income, as well as high-net-worth individuals.
PERSONAL FINANCIAL STRATEGY
The Ultimate goal for any individual is to achieve the ability to remove Obligation from their financial lives. Financial Freedom is achievable.
We've coached employees, freelancers, CEO's and Business owners. We have 23 years of behavioral business intelligence with clients from various income levels and different walks of life. And we are very good at using it to your advantage.
Atlas FinTech Holdings Corp. is a US holding company whose affiliates include a clearing and settlement bank with world class trading, risk management and credit extension technologies.
Atria Africa is an emerging market investment advisor and fund manager. We operate globally with offices in Mauritius and Zimbabwe, combining international experience with local knowledge across multi...Atria Africa is an emerging market investment advisor and fund manager. We operate globally with offices in Mauritius and Zimbabwe, combining international experience with local knowledge across multiple sectors. We are licensed and regulated by the Financial Services Commission (Mauritius) and by the Securities and Exchange Commission of Zimbabwe.
FUND MANAGEMENT
We seek to achieve meaningful and sustainable investment returns on both an actual and relative basis. We do this through investing in businesses that have specific advantages versus their peers, are run by exceptional management teams and which meet our strict investment criteria. With listed African equity markets often volatile, private equity and debt structures provide an opportunity to deliver longterm returns without the day-to-day fluctuations of financial markets. We offer a diverse set of funds across asset classes, looking to maximise returns within each fund's risk parameters.
THE TEAM
Our team is based on the ground and comprises individuals who live and were brought up in Africa.
Founded in 2015, Atticus Franchise Group is an Atlanta-based private equity firm focused on consumer and retail companies, with a specialization in franchised and multi-unit business models primarily ...Founded in 2015, Atticus Franchise Group is an Atlanta-based private equity firm focused on consumer and retail companies, with a specialization in franchised and multi-unit business models primarily in the Southeast (in addition to the Southeast, we currently have locations in the Mountain Region and Mid-West). Atticus focuses on franchise concepts with a compelling value proposition, meaningful barriers-to-entry, predictable cash flows, and identifiable growth. Through our industry relationships, advisory board, lending partners, and previous experience of franchise operations, our team looks to create a competitive advantage for outsized returns to our investors. Currently, Atticus owns and operates Massage Envy, Wingstop, and Maaco Franchise locations.
Atticus Franchise Group was named after Atticus Finch, in the novel "To Kill a Mockingbird". Atticus, who was a lawyer, was respected and admired by his peers for being fair, flexible, and steadfastly honest. When faced with tough decisions, he exemplified penetrating intelligence, calm wisdom, exemplary behavior, and absolute consistency. Atticus represents morality, reason, positivity, and brings out the best in other people. Atticus Franchise Group's investment style, core values, and business philosophy are meant to exemplify the traits and qualities that Atticus Finch embodied throughout the novel.
Founded in 2016, ATW Partners is a New York-based investment manager of a family of private equity funds. We invest in innovative companies across both public and private markets. ATW seeks to invest...Founded in 2016, ATW Partners is a New York-based investment manager of a family of private equity funds. We invest in innovative companies across both public and private markets. ATW seeks to invest at the top of a company's capital structure and looks for meaningful upside potential through equity participation, creating a superior risk-adjusted return profile for our LPs. Our investment mandate is sector-agnostic; we seek to partner with companies that are going through a significant transitional period (i.e. private-to-public crossover, growth/M&A financing, operational turnaround, financial restructuring, and other special situations). Our current investment opportunity set lies mainly within the dynamic microcap sector (companies with a market capitalization under $1 billion). Our strategy aims to return LP capital early in the investment cycle, while maintaining the potential to generate excellent long-term absolute returns.
Auquan is the market leader in AI agents for deep work in financial services, transforming how professionals manage investment and credit prescreening and due diligence, risk monitoring, sustainabilit...Auquan is the market leader in AI agents for deep work in financial services, transforming how professionals manage investment and credit prescreening and due diligence, risk monitoring, sustainability, and compliance. Trusted by leading institutions including MetLife, UBS, and Capital Group, 25% of the top 20 global financial firms use Auquan to eliminate manual work, accelerate decision-making, and drive strategic impact.
Aura Group is a financial services business providing tailored wealth, funds management and corporate advisory solutions to clients.
Founded in Australia in 2009, our head office is in Singapore wi...Aura Group is a financial services business providing tailored wealth, funds management and corporate advisory solutions to clients.
Founded in Australia in 2009, our head office is in Singapore with a significant footprint across the Asia Pacific region including Sydney, Melbourne, Brisbane and Ho Chi Minh City.
We take a client centric approach and are proud to be awarded the ‘Best Wealth and Fund Management Company' and ‘Client Service Excellence Award' for two consecutive years - at the 2020 and 2019 International Finance Awards.
AURELIUS is a global alternative investor, distinguished and widely recognised for its operational approach. It focuses on Private Equity, Private Debt and Real Estate. Its key investment platforms in...AURELIUS is a global alternative investor, distinguished and widely recognised for its operational approach. It focuses on Private Equity, Private Debt and Real Estate. Its key investment platforms include AURELIUS European Opportunities IV, AUR Portfolio III and AURELIUS Growth (Wachstumskapital). AURELIUS has been growing significantly in recent years, particularly expanding its global footprint, and today employs more than 400 professionals in 9 offices spanning Europe and North America.
AURELIUS is a renowned specialist for complex investments with operational improvement potential such as carve-outs, platform build-ups or succession solutions as well as bespoke financing solutions. To date, AURELIUS has completed more than 300 transactions, and has built a strong track record of delivering attractive returns to its investors. Its approach is characterised by its uncompromising focus on operational excellence and an unrivalled ability to efficiently execute highly complex transactions.
AGM is a financial services company based in the UK and regulated by the Financial Services Authority. AGM specialises in working with financial institutions in developing countries - where it has con...AGM is a financial services company based in the UK and regulated by the Financial Services Authority. AGM specialises in working with financial institutions in developing countries - where it has considerable expertise. Its wholesale services for financial institutions include:
* Global trading platform in equities, foreign exchange, commodities, precious metals and interest rates.
* Asset management services that can be linked to the trading platform including program trading and third party discretionary management.
Auxiler is a professional services company, headquartered in Delhi,provides various business advisory and financial outsourcing services.
We enable our clients to outsource knowledge and analytics...Auxiler is a professional services company, headquartered in Delhi,provides various business advisory and financial outsourcing services.
We enable our clients to outsource knowledge and analytics based services, allowing their in-house teams to focus on business development and client engagement.
We offer plethora of services for entrepreneurs. Our aim is to make your business a success story.
Avadis Vorsorge AG is a leading solution provider for pension funds in Switzerland. It manages autonomous pension funds and collective foundations and runs the Avadis Investment Foundations and the AF...Avadis Vorsorge AG is a leading solution provider for pension funds in Switzerland. It manages autonomous pension funds and collective foundations and runs the Avadis Investment Foundations and the AFIAA Investment Foundation. Avadis offers private investors a simple range of seven low-cost investment funds. Avadis Vorsorge AG employs around 200 asset and pension specialists at its offices in Zurich and Lausanne.
Avalon Capital Group, is the wholly owned private investment company with diverse interests, including public and private investments in real estate, technology, health care, finance, and entertainmen...Avalon Capital Group, is the wholly owned private investment company with diverse interests, including public and private investments in real estate, technology, health care, finance, and entertainment. It was founded by Ted Waitt, co-founder of Gateway, Inc. Avalon has offices in La Jolla CA and North Sioux City SD. Avalon created and supports the Waitt Foundation and Waitt Institute.
Waitt Foundation (https://www.waittfoundation.org/) focuses on restoring our oceans to full productivity. Given the rapid decline of marine resources, the mission of the Waitt Foundation is to protect and restore ocean health. The Foundation funds initiatives globally with a focus on marine protected areas and sustainable fishing policy and practice. We provide grants, technical assistance, strategic advice, and support innovative ocean science. For maximum impact, we partner with unique coalitions of governments, funders, NGO, academics, and businesses.
Waitt Institute endeavors to ensure ecologically, economically, and culturally sustainable use of ocean resources. The Institute partners with governments committed to developing and implementing comprehensive, science-based, community-driven solutions for sustainable ocean management. Our goal is to benefit coastal communities while restoring fish populations and habitats. Our approach is to engage stakeholders, provide the tools needed to design locally appropriate policies, facilitate the policy-making process, and build capacity for effective implementation and long-term success.
At the time being it is the second largest investment company in the FKI market in the Czech Republic, which through its funds offers very interesting investment opportunities for qualified investors....At the time being it is the second largest investment company in the FKI market in the Czech Republic, which through its funds offers very interesting investment opportunities for qualified investors.The object of the company is the creation and management of mutual funds and management of investment funds based on the Management Agreement. AVANT Fund Management investiÄnà spoleÄnost, a.s. specialises in the creation and management of special funds for qualified investors under the Collective Investment Act.
Create a wealthy, flourishing family for your grandkids' grandkids.
We can help you steward your resources for generations to come by building what we call the 100-year family operating system.
Wh...Create a wealthy, flourishing family for your grandkids' grandkids.
We can help you steward your resources for generations to come by building what we call the 100-year family operating system.
What is the 100-year family?
Just as in professional sports, talent and intention alone aren't enough to guarantee a win. Everyone wants to succeed, but only a few do—and in the world of wealth, the stakes are even higher.
The sobering reality is that 90% of ultra-wealthy families lose their wealth by the third generation. Our mission is to ensure you're part of the 10% who break that cycle, building and sustaining a legacy of wealth that flourishes for generations.
That's why we focus on the essential elements that transform families into multi-generational, flourishing dynasties. This isn't just about financial wealth—it's about cultivating the character, discipline, and skills needed to navigate the complex landscape of wealth creation, family stewardship, and social impact.
By working with AWM as your family office, we will help guide you through the strategies you need to shape your family's future, leveraging your greatest asset: yourself.
See more at awmcap.com.
axessum offers fund distribution with selected fund partners for institutional clients.
axessum is focusing on the following core markets: Sweden, Denmark, The Netherlands, Germany, Austria, Luxembou...axessum offers fund distribution with selected fund partners for institutional clients.
axessum is focusing on the following core markets: Sweden, Denmark, The Netherlands, Germany, Austria, Luxembourg and Central Eastern Europe.
Products are: CAT Bonds, Insurance Linked Securities, Sukuk Bonds, Menasa Bonds, Emerging Markets Bonds, Gold Equities, Domains, News Arbitrage, Forex Investments, Oncology Investments, Private Equity, balanced mandates
We offer expert valuation services globally across all industries.
We provide standard business valuation services for privately held businesses for acquisition or divestiture; for estate tax and...We offer expert valuation services globally across all industries.
We provide standard business valuation services for privately held businesses for acquisition or divestiture; for estate tax and gift tax returns; for business succession or buy-sell agreements; for owner buy-outs; for various IRS purposes; for valuing Employee Stock Ownership Plans; for valuing phantom stock or stock appreciation rights plans; and for valuing minority or non-managing member or limited partnership interests in corporations, LLCs, or limited partnerships.
We provide comprehensive valuation for financial reporting services, including:
Purchase Price Allocation of Intangibles, Tangibles and Goodwill for ASC 805/ FAS 141R, ASC 350/FAS 142;
Section 409A Valuations of common stock and all elements of capital structure for issuing stock options;
Valuing Derivatives, e.g. Warrants, Calls, Puts, Barrier Options; or
Marking Assets and Liabilities to Fair Value (ASC 820/FAS 157)
We provide fair value and positive assurance services for illiquid credit interests held by CLOs, hedge funds, and publicly traded business development corporations.
We provide fair value and authentication services for hedge fund and private equity interests where the managers do not disclose their underlying investments or methods of valuation.
AzFinance is an independent company established in 2014 to develop the investment services to the highest standards in the country. AzFinance is leading the market with its capital, annual turnover, n...AzFinance is an independent company established in 2014 to develop the investment services to the highest standards in the country. AzFinance is leading the market with its capital, annual turnover, number of customers and employees, and its experience. Company is a member of the Baku Stock Exchange, Central Depository, Association of Azerbaijan Stock Market Participants and Listing Advisory Program in Azerbaijan. Company offers access to international markets such as NYSE, NASDAQ, AMEX, MOEX, LSE. International financial markets allow a customer to invest in highly liquid securities in America, Europe, Russia and Asia.
Aztec Group delivers award-winning fund and corporate services to the alternative assets industry from key onshore and offshore jurisdictions in Guernsey, Jersey, Luxembourg, Ireland, the United State...Aztec Group delivers award-winning fund and corporate services to the alternative assets industry from key onshore and offshore jurisdictions in Guernsey, Jersey, Luxembourg, Ireland, the United States and the United Kingdom.
Renowned for its long-term partnership approach, the Group partners with some of the leading alternative assets fund managers across Europe administering over 440 funds with more than EUR 600 billion under administration.
Numerous client testimonials, unrivalled client retention rate and multiple leading industry awards are a few testaments to the Group's dedication to service excellence and the reason why it is recognised as the bright alternative in alternative assets industry.
KorpFillips, a product of Azureus group heralding as a trusted corporate advisory service provider, delivers an expert financial advice and ace solutions to a huge array of clients by using expertise ...KorpFillips, a product of Azureus group heralding as a trusted corporate advisory service provider, delivers an expert financial advice and ace solutions to a huge array of clients by using expertise knowledge across various verticals of business on global basis. We aid our clients achieve their objective and develop a platform to rely on our analyst's expertise to access capital from a pool of sources and in a variety of market conditions. KorpFillips advisory services targets a holistic approach to enable its industry-specific services to help clients to unlock their financial needs, improve performance and sustain the results, through our experience from diversified products.
Azureus acts for institutions/corporates wishing to actively leverage our professional expertise to offer maximum value for our corporate clients, advising them on the best growth and financing strategies.
Our comprehensive bespoke approach to our deal processing, innovative deal structuring and fast execution capabilities are our key strength to be the clients' preferred partners. Our Services include: Growth Capital, Venture Capital, Private Equity and Debt Syndication, Structured Finance, Mergers & Acquisition, Business Incubation.
Focusing on the integrated approach to financial services our sector interests includes, but not limited to the following areas;
1. ENERGY & RESOURCES
2. REAL ESTATE
3. PHARMA & HEALTHCARE
4. IT & ITES
5. MEDIA & BROADCASTING
6. TELECOM & COMMUNICATION
7. AVIATION & HOSPITALITY
8. SHIPPING & LOGISTICS
9. CONSUMER & RETAIL
We are a multi-family office & investment management firm. Our team is comprised of people with experience in many disciplines of finance, and we offer a commitment to ethics and integrity.
Invest...We are a multi-family office & investment management firm. Our team is comprised of people with experience in many disciplines of finance, and we offer a commitment to ethics and integrity.
Investment Portfolios: we start with a discussion about your long-term goals and objectives, then we analyse your attitude to risk. We compare this to your current asset allocation and work with you to construct and implement a fresh plan using all the asset classes, with your preferred bank providing the account.
Private Equity: we advise on, co-manage and administer, several billion dollars of private equity investments on behalf of our clients. Our investment universe is multi-sectoral and we are regularly able to offer investment opportunities to clients in club deals and co-investments. The high calibre of B Capital clients means we see a constant flow of deals in which our investors can participate.
Multi-Family Office: since 2008, we have supported HNWIs and their families, managing, protecting and growing their wealth. We offer a family office service to our clients, with round-the-clock banking support and advice, to ensure daily banking needs are met. We also work with other family offices and trustees, under specific mandates to help them achieve their aims.
Lending Solutions: in our London office we have a Lending Solutions desk, which is dedicated to helping clients borrow in a cost-effective and efficient way. We work with a panel of over 50 lenders, including commercial and private banks, lending funds, family offices and specialised lenders for bridge finance, property deals, yacht and jet finance, amongst other types of loans.
Trusts: privacy and ongoing confidentiality are very important for wealth protection and the security of our clients. We select and recommend trustees according to our clients needs and geography. We advise on the benefits and costs of the proposed trust solutions and act as an ongoing independent advisor.
B4Finance | AI-powered Investor Onboarding & KYC/AML Automation
B4Finance is the industry's leading solution for streamlining investor onboarding and automating KYC/AML processes globally.
Our h...B4Finance | AI-powered Investor Onboarding & KYC/AML Automation
B4Finance is the industry's leading solution for streamlining investor onboarding and automating KYC/AML processes globally.
Our highly configurable platform enables General Partners (GPs) to onboard any type of Limited Partner (LP) and generate complete and accurate subscription documents. By transforming complex subscription processes into intuitive smart forms, B4Finance enhances efficiency and compliance.
End-to-End KYC/AML and Due Diligence Automation
B4Finance provides an advanced due diligence solution that automates KYC/AML risk assessment across investors, assets, distributors, service providers, and General Partners.
Trusted by Leading Investment Firms
With over 200 fund managers and service providers relying on B4Finance, representing a cumulative AUM of $500 billion, our platform is a trusted partner in the asset management and alternative investment industries.
Why B4Finance?
- Seamless investor onboarding with automated workflows
- Regulatory compliance made simple through AI-driven automation
- Risk mitigation and operational efficiency
- User-friendly interface and rapid adoption
Ready to optimize your investor onboarding and compliance processes? Contact us today: https://www.b4finance.com/fr/Book-a-demo
Financial strategies should not be applied by a "one size fits all" approach. After all, our lives are unique with differing levels of wealth, personal circumstances, and increasingly in this global ...Financial strategies should not be applied by a "one size fits all" approach. After all, our lives are unique with differing levels of wealth, personal circumstances, and increasingly in this global world, there are cross-border issues to contend with. Yet so many financial services providers supply "product" not tailored advice, and do not adequately address these very important issues.
Back9 Capital Management was born out of the need to offer high net worth individuals and family groups, professionals and business owners a bespoke service. A service where top-tier professionals tailor strategies to the individual circumstances of our clients.
You've achieved an asset base that needs protecting. You want to build on your success and maintain your assets for future generations. Back9 can help. Our principals understand structures, regulatory requirements and the advantages that can be delivered by personal service. We offer a service based on quality rather than quantity thus ensuring your access to top-flight advice as and when you need it.
Back9 Capital Management Pty Limited - Australian Financial Services Licence (No. 306986).