Chartered Accountants and Business Advisors, with offices in London and Guildford Alliotts LLP is based in London and Guildford. We specialise in providing tax advice and services to ambitious businesses and the people who run them, helping them to achieve their personal and corporate objectives. We merged with Shaw Gibbs in September 2024; with our combined expertise and resources this strategic move enables us to build further on our existing strengths. Our focus is simple, to provide a highly personalised service and specialist advice that makes a tangible difference to you and your business. Our comprehensive service offering includes, audit …

110 similar entities Type: SMB Activities: fintech legaltech

Accountancy | Finance | Business Menzies is a proudly independent UK business advisory and accountancy practice with national coverage and international connections. As a full-service firm with strong sector specialisms, we have a proven track record supporting businesses, not-for-profit and individuals to successfully reach their financial goals. We focus on optimising clients’ businesses financially, operationally, and strategically. We employ 1000+ trusted advisors in Audit, Tax & Advisory Services, across 11 locations UK wide. Our sector specialisation sets us apart. Our expert teams work in collaboration with each other delivering a host of business, tax and commercial advisory projects over and …

143 similar entities Type: SMB Activities: fintech hrtech

Beever and Struthers has merged with Menzies LLP, now part of one of the UK’s leading accountancy and advisory firms. Beever and Struthers has merged with Menzies LLP and is now part of one of the UK’s leading accountancy and advisory firms. Together, we are over 1,100 people strong, offering a national service with international reach. The merger strengthens our sector expertise and ensures clients continue to benefit from a partner-led, collaborative approach – providing much more than compliance. We deliver the commercial, financial, and strategic advice that enables organisations to achieve their ambitions. Our scale allows us to support …

163 similar entities Type: SMB Activities: fintech legaltech Technologies: Data Analytics

Thinking Ahead Since 1899 Thinking Ahead – Transactions, Disputes, Innovations, Strategic Advisory. Dittmar & Indrenius is a leading Finnish law firm offering comprehensive legal services to demanding corporate clients. Our four areas of service are: Transactions, Disputes, Innovations and Strategic Advisory. Since 1899 we have advised clients in landmark transactions, resolved major disputes, and guided businesses through significant transitions. Our reputation for high-end expertise and experience is built on handling defining deals over decades, earning us an impressive list of clients including major Finnish companies and institutions, large investors, and renowned international law firms. We offer our clients insightful legal …

225 similar entities Type: SMB Activities: fintech hrtech proptech legaltech Technologies: Data Analytics

Takeover Experts is a group of experienced takeover specialists who guide your process from start to finish. Takeover Experts is a partnership of 12 highly experienced, specialized advisors in the field of business takeovers and succession. Our network is located in the middle of SMEs, we have knowledge of the various sectors and know how to find ways to achieve a successful match. We are entrepreneurs just like you, so we understand how important a successful transaction is. Our strength is directing an acquisition or sale. We would like to get in touch with you. Business takeovers, Business valuation, Business …

38 similar entities Type: SMB Activities: fintech

Facilitating Global Trade Euro Exim Bank (EEB) holds a “Class A” international banking license from the Financial Services Regulatory Authority (FSRA) of St. Lucia, an associate member for the Caribbean Associations of Banks Inc (CAB) and a member of International Chamber of Commerce (ICC). Our head office is in St. Lucia and a representative office in London. We support international trade, serving both corporate clients and import businesses in established and newly emerging markets as well as in challenging jurisdictions. Our services portfolio. • Letters of Credit (LC) • Bank Guarantees / Performance • Bonds (PB) • Standby Letters of …

202 similar entities Type: Startup Activities: fintech Technologies: SaaS

The Law Firm of the Future, Today. ECIJA is one of the largest law firms in Spain with leadership in the digital economy. Recognised consistently among the Top 5 Spanish firms by international revenue, we have consolidated our position as a market leader. With more than 25 years of experience and a presence in 37 offices across 18 countries, we are the Spanish firm with the widest reach in Latin America, advising leading companies across all industries. As the largest Ibero-American firm, we are known for anticipating change, setting new standards and shaping the future of law. In a complex …

119 similar entities Type: SMB Activities: legaltech fintech Technologies: Data Analytics

Unleashing potential. Unlocking the future. Clearwater is an independent corporate finance house focused on unlocking the latent potential in every business. With a team of over 475+ talented employees across 20 international offices, the business has completed over 3,200 transactions, worth more than €186.7bn. All our projects are delivered by specialist industry teams, covering 10 sectors: automotive, business services, consumer, energy and utilities, financial services, food and beverage, healthcare, industrials and chemicals, real estate, and tech services. Working alongside directors, shareholders and investors we advise on all aspects of corporate finance from mergers and acquisitions (M&A) and company sales to …

294 similar entities Type: Incubators & VCs Startup Activities: fintech

Deep financial knowledge. Legal acumen. Negotiation expertise. We invest in your future. We are StellarOne, seasoned strategic and investment professionals. We bring more than a decade of experience in strategy advisory, M&A and financing strategy. Our clients include both financial institutions and corporates in Europe and Africa. Our highly qualified team includes M&A experts with experience of Technology Fast500 EMEA ranked companies. Deep financial knowledge, legal acumen and negotiation expertise are key elements of our approach to all discussions. Our corporate partners bring global technology knowledge that helps all StellarOne clients achieve their business objectives. Working with us unlocks access …

100 similar entities Type: SMB Activities: fintech

Support for managers of VSEs and SMEs. Corporate Finance Consulting. RESOLVYS is a specialist in business transfers and takeovers. We intervene in the following cases: - business transfer - business takeover - external growth - corporate finance - governance business sale, business takeover, external growth, corporate finance, and governance

58 similar entities Type: SMB Activities: fintech

Committed women and men who, on a daily basis, support and facilitate business operations. COFIMÉ GROUP – Advice and expertise at the service of your performance A preferred partner of business leaders, decision-makers and individuals for more than 60 years, Groupe Cofimé supports more than 4,000 clients by offering them a global vision, targeted expertise and lasting support. Supported by more than 240 employees and established through 10 agencies (Alsace, Belfort and Paris), the group relies on a solid organization, designed to offer you a tailor-made approach, based on: - Active listening and personalized support - Advanced digitalization of tools …

189 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Let’s unite our talents, consolidate our future! Founded in 1994, the accounting, consulting and auditing company Denjean & Associés supports a clientele of large French and foreign groups. With 16 partners and 170 employees, the firm brings together high-level financial consultants. Eager to support its clients internationally, Denjean & Since 2005, Associés has also developed an international network of trusted correspondents located in 24 countries and on 5 continents. Our preferred sectors: Real Estate, Banking, Insurance, Energy. The specificity of the firm: its independence. The capital is held entirely by the founder and his partners, accountants, auditors or lawyers. Integration …

205 similar entities Type: SMB Activities: fintech legaltech

Delivering consumer insight to financial services firms. Certified B Corporation The Wisdom Council believes everyone deserves a secure financial future. We built careers in the world’s leading financial services companies before moving into consultancy. We deliver customer insight into your work. Our specialist team work right across the financial services value chain, embedding the voice of your customer, whether that’s a retail banker or an institutional investor. We partner with in-house insight teams, or act as stand-alone consultants to help you undertake qualitative and quantitative research. We run client councils and have our own, proprietary council - The Wise Society. …

399 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Quantuma is a leading business advisory firm which works with businesses at the key milestones. Our experienced team provide expert advice on business transactions, assist in resolving disputes and help organisations and individuals overcome a range of operational and financial challenges. We are an established and rapidly growing firm, with over 300 professionals based in 15 locations across the UK. Restructuring, Recovery, Insolvency, Business Finance, Turnaround, Independent Business Review, Personal Insolvency, Contentious Insolvency, Formal Insolvency Procedures, Solvent Procedures, Investigations , E-Advisory, Risk Management, Forensic Accounting, corporate finance, mergers and acquisitions, debt advisory, Fund Raising, Litigation support, fraud investigations, and expert …

293 similar entities Type: SMB Activities: fintech legaltech Technologies: Cybersecurity

Making Business Happen. Top ranked law firm offering a business to business legal service throughout the UK. We get things done with clear advice for today’s complex business world. You can count on us for a full range of business law expertise to inform your critical commercial decisions. Our ethos is to operate with speed, agility and commerciality. We understand the big picture so let us help you succeed with our problem solving and strategic thinking. Law: M&A and Disposals, MBO's & MBI's, Private Equity, Public Markets, Joint Ventures, Banking & Finance, Intellectual Property, Energy, Education, Property Development & Finance, …

133 similar entities Type: SMB Activities: legaltech fintech

FRP is a leading national business advisory firm. We’re honest, clear and considered. It’s how we get tangible results for our clients. Specialising in forensics, corporate finance, debt, restructuring and financial advisory, we deliver strategic solutions across a broad range of situations. Our five pillar services complement each other, we draw on experts within each of our service areas to put the best people in place for each circumstance. Working across the board, from multinational organisations to small enterprises, we develop effective strategies for all kinds of businesses. For more information please visit our website: frpadvisory.com. Commercial & Asset Finance, …

264 similar entities Type: SMB Activities: fintech

Supporting, advising and protecting family businesses and individuals for the long term. Armstrong Watson has been advising and protecting clients across the North of England and Scotland since 1867. With 19 regional offices from Glasgow to Leeds, and over 800 colleagues, we’re focused enough to provide a truly tailored service and large and experienced enough to work alongside any size of business, delivering a complete remit of services equal to top tier firms. Our full range of specialist services and financial advice includes accountancy, tax, payroll, corporate finance, financial planning, wealth management, forensic accounting, outsourced finance functions, and corporate restructuring, …

240 similar entities Type: SMB Activities: fintech legaltech Technologies: Cybersecurity

Chartered Certified Accountants and Tax Advisers. We help clients achieve financial security and peace of mind while doing business in an ethical way. We specialise in tax and accounting help for owner managed businesses and individuals. We work with clients in Yorkshire, London, across the UK and beyond. We work online using the latest technology so we are easy to do business with, even for clients who are far away. Tax, Accounting, and Business Advice

235 similar entities Type: Startup Activities: fintech legaltech Technologies: Cybersecurity

Tips & Management for demanding managers - Chartered Accountants / Statutory Auditors / Outsourced DAF / CGPI The CSJ Group, a firm of Chartered Accountants, Auditors and CGI in Paris, supports and advises managers of VSEs and SMEs in strategic management, accounting management, cash flow control and performance monitoring. 🔹 Chartered accountants, outsourced CFOs, experienced managers: we provide you with an ecosystem of skills to help you structure, develop and secure your activity. 🔹 Our mission: to offer you tailor-made support, accessible at any time thanks to efficient digital tools (indicators, dashboards, real-time monitoring). 🔹 Joining the CSJ SAGEX Group …

Type: SMB Activities: fintech Technologies: Data Analytics

Mergers and acquisitions consultancy firm FCS Consulting is a mergers and acquisitions consulting firm specializing in small & mid cap. We support business leaders in their strategic capital transactions: disposals, acquisitions, financing (equity and/or debt), LBO, as well as in engineering and financial strategy. With more than 150 transactions completed since 2007, we have developed recognized expertise in several key sectors, including Tech, education, health, business services and energy. Thanks to our personalized approach and our sectoral expertise, we provide our clients with solutions adapted to their strategic challenges. Our commitment: to maximize the value of each transaction by combining …

123 similar entities Type: SMB Activities: fintech consulting

Forward Thinking since 1982 Wealth | Law | Tax | Finance Belluzzo International Partners is a multidisciplinary, international and independent firm operating in the fields of Wealth, Law, Tax and Finance. The teams are based in our offices in Milan, Verona, Rome, London, Singapore, Lugano and Abu Dhabi. We have established affiliations with an extended network of international correspondents in many countries to support us in assisting our Clients, locally and internationally. . We are a family business firm for business families, investors, corporate and private clients, banking and institutionals.. Belluzzo International Partners is: PROFESSIONAL ADVISORY & LITIGATION We provide …

253 similar entities Type: SMB Activities: fintech legaltech

Internationalise with ALTIOS - AMERICAS • EMEA • APAC Internationalize with ALTIOS 360° International expansion is complex. New markets, unfamiliar regulations, local talent, cross-border transactions. Most companies either go it alone or juggle multiple providers. We offer a different path. Since 1991, ALTIOS has built the infrastructure so you don't have to. One partner from market selection to post-merger integration. One team that operates as an extension of yours. No handoffs, no gaps. Our Reach Present in 25 countries through 40+ offices across the Americas, EMEA, and APAC. Plus 100+ partners across 50 additional markets. Our Track Record 35 years. …

268 similar entities Type: SMB Activities: hrtech fintech Technologies: Decarbonization

Saranac Partners is a private office for investments and more. As an independent firm we offer an alternative to traditional institutions, providing expertise on the breadth of situations our clients face. Working with international families, business owners and private investors, we deliver solutions across strategy, investments and financing. Our firm was founded in 2016 by colleagues with a shared vision of building enduring client partnerships, we are obsessive about service, anticipating needs and following through. Private Client, Wealth Management, Portfolio Management, Advisory Investments, Advisory Execution, Wealth Structuring, Fiduciary, Private Capital, Financing, UHNWI, Family Offices , and Investment Management

257 similar entities Type: SMB Activities: fintech

Independent and internationally open, Franklin operates in the main areas of business law. Our mode of operation meets the requirements of French and foreign companies, public authorities and international institutions. International expertise first-rate services provided by our lawyers, mainly French and American, who have built a network of carefully selected partner firms, in France and abroad, thus ensuring optimal fluidity and coordination in the processing of files. An agility inherent to a light structure and our multidisciplinary approach. We provide creative solutions adapted to the needs and profile of each of our clients. Recognized expertise in many sectors of activity …

524 similar entities Type: SMB Activities: legaltech fintech proptech Technologies: Data Analytics

We’re a professional services firm focused on the most critical opportunities and challenges facing ambitious companies. Connor Group is built for breakthroughs. We’re a professional services firm focused on the most critical challenges for ambitious companies and their opportunities to shatter the status quo. We serve the offices of the CFO, CIO/CTO, and CHRO as leaders in: • AI & Advanced Automation • Technology Implementation • Accounting Advisory • Financial Close & Reporting • Transformation & Risk • M&A Transaction Services • IPO Services We’re trusted by over 2,000 of the most exciting brands on earth to deliver results that …

124 similar entities Type: SMB Activities: fintech Technologies: SaaS

A team of lawyers dedicated to strategic operations Duroc Partners is a team of lawyers dedicated to supporting managers, entrepreneurs and family groups in their strategic investment operations. Committed to serving our clients, pragmatic and “deal makers”, we advise them in carrying out mergers and acquisitions, LBO/MBO/OBO (private equity) transactions, and in setting up management packages. Our experience acquired over more than 15 years allows us to perfectly carry out and coordinate these complex operations in both a French and international environment. private equity, Mergers & Acquisitions, LBO, Management package, mergers and acquisitions, MBO, and OBO

92 similar entities Type: SMB Activities: fintech legaltech

Expert at your side, to help you achieve your goals. Comptafrance is an accounting and auditing firm, but not only that! We are committed to supporting our clients throughout their entrepreneurial lives in a climate of proximity and trust. Consulting in the broad sense is then the first of our services. All our experience, our skills and our tools are thus mobilized to help you achieve your objectives. Business management consulting, Accounting, Taxation, Payroll and social advice, Secretarial and legal services, and Audit, Auditorship

382 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

_ A LAW FIRM DEDICATED TO BUSINESS FOUNDER MANAGERS AND INVESTORS _ After starting their careers in the most prestigious business firms, the founders of PROFFIT CHANTRIER ASSOCIES decided to pool their skills to meet the targeted needs of a clientele of founder-directors and investors. _ LEADERS – FOUNDERS _ Our team supports you at all key stages of the development of your business. To grow, To acquire, To rationalize, To transmit, To control risks. We are at your side to help you make the best choices both for your business and to optimize your personal situation (remuneration, social and …

267 similar entities Type: SMB Activities: fintech legaltech

Driven to make the difference. Rembrandt M&A is an independent mergers and acquisitions advisory firm, specializing in the purchase and sale of Dutch and international companies. For over 25 years, we have been guiding owners of large and medium-sized (family) businesses in achieving their future ambitions. Our strength lies in a thorough approach, making decisions based on facts, while always keeping the human aspect in mind. You might get just one opportunity to achieve a successful acquisition or business transfer. That's why we create a well-thought-out plan for the future, together with you. With a strong track record and extensive …

214 similar entities Type: SMB Activities: fintech Technologies: IoT

Sell-side and buy-side lead M&A advisors to entrepreneurs, corporates and financial investors We are SI Global. Sell-side and buy-side lead M&A advisors to entrepreneurs, corporates and financial investors. We offer trusted, insightful, and actionable M&A advice to entrepreneurs, corporates and investors across the globe; building partnerships that drive growth and long-lasting value. We provide sell-side and buy-side advice on Strategic M&A and Private Equity investments, as well as growth consultancy; advice on preparation for sale; and acquisition strategy & research. growth consultancy, mergers and acquisitions, leadership development, performance improvement, profit improvement, sale mandate, acquisition research, acquisition mandate, and strategic planning

53 similar entities Type: SMB Activities: martech consulting fintech

LK Shields Solicitors LLP is a leading corporate and commercial law firm. LK Shields Solicitors LLP | www.lkshields.ie Established in 1988 and with offices in Dublin and Galway, our firm has over 100 legal professional staff and a total of 150 employees. We help our clients achieve their strategic commercial objectives and proactively advise them on harnessing new opportunities as they arise. We are committed to adding value both in terms of business success and also through superior service to our national and international clients. Banking and Finance, Capital Markets, Commercial Contracts, Commercial Property, Company Secretarial, Compliance and Regulatory, Corporate …

171 similar entities Type: SMB Activities: fintech legaltech Technologies: Data Analytics

Personalised advice, real relationships, better business mca Group is an established, energetic & independent firm of chartered accountants and business advisors. With offices in central England and the Cotswolds we work with clients throughout the Midlands, London, the Cotswolds and the Home Counties. Since being formed in 2000 we now work with nearly 1000 business leaders and individuals, many Landed Estates and High-Net Worth individuals. Our growth has been driven entirely by client recommendations and word of mouth, a consequence of our ability to develop as part of our clients’ teams and a testament to our focus on delivering client …

117 similar entities Type: SMB Activities: deeptech fintech legaltech

Taking care of business since 1847 As one of Ireland's largest law firms, William Fry LLP offers unrivalled legal and tax expertise across the full breadth of the business sector. We advise leading domestic and international corporations, financial institutions and government organisations. . With a staff of over 500, the Firm operates a large international practice . One of the key services provided by the Firm is the depth of experience and level of expertise it can bring to bear for the benefit of clients. The affairs of every client are assigned to a Partner who will be responsible for …

107 similar entities Type: SMB Activities: legaltech hrtech fintech

In life and in business, whatever you’re trying to achieve, Stevens & Bolton works with you to make it happen. Stevens & Bolton is a thriving independent law firm, working with businesses and individuals in the UK and internationally. We combine technical excellence with personal service to deliver legal advice you can act on. From our headquarters in Guildford, we work with an extensive client base of major international organisations, FTSE companies, owner-managed businesses, entrepreneurs and individuals. Whoever you are, you’ll get tailored and considered advice delivered by people you know and like. This is the hallmark of our approach. …

272 similar entities Type: SMB Activities: fintech hrtech proptech spacetech legaltech Technologies: Data Analytics

Specialist corporate finance advisors in Technology, Media, Healthcare and Sustainability Ciesco is a London-based leading international M&A advisory firm specialising in the technology, media, healthcare and sustainability sectors. Ciesco works with entrepreneurs and global corporates who require specialist advice on domestic or cross-border transactions, divestitures and business strategy, as well as private equity firms looking for growth or exit opportunities for their portfolio companies. Led by practitioners with deep industry experience and expertise within new media and disruptive technologies, Ciesco is able to deliver its clients independent and sound advice and execution, as well as access to an extensive network …

48 similar entities Type: SMB Activities: fintech

Why MHA? Trusted thinking is at the heart of everything we do. Underpinning our firm is an intuition for outstanding client service, a thirst for continuous improvement and a natural instinct to do the right thing. That makes us a trusted choice for clients, a trusted employer for our people and a trusted partner for our intermediaries. MHA is the UK independent member firm of Baker Tilly International, ranked 9th globally. We provide premier accounting, assurance, tax, financial planning and specialist business advice worldwide, drawing on nationally and internationally recognised industry experts. If you’re looking for further information about how …

408 similar entities Type: SMB Activities: fintech legaltech Technologies: SaaS

Serving the territories CP&A Groupe supports and advises its clients on the financial and strategic aspects of capital transactions: acquisitions, disposals, capital reorganizations and fundraising. Specializing in the small & midcap segment, CP&A offers a range of tailor-made services, adapted to the challenges of the transaction. For you, investment funds and companies, CP&A is the essential partner who supports you in your financial development with professionalism, experience, quality and responsiveness. Transaction Advisory Services, Audit, Accounting, Restructuring, Strategy, Due diligence, Acquisition audit, and VDD

59 similar entities Type: SMB Activities: fintech

Since 2008, we have been committed to offering clients a fresh approach to wealth management, with a service that is as individual as they are. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs. Our rigorous investment process means that we do not invest in anything we do not believe in. We do not manufacture and sell in-house products and we do not have product sales targets. Our advice is aligned to nobody’s interests but those of our clients. Our areas of expertise cover portfolio …

214 similar entities Type: SMB Activities: fintech

Lawyers you can count on. Refreshingly straightforward and open in our approach, we invest in our relationships and will care as much as you do about the outcome, whether that’s delivering your commercial objectives, protecting assets, making investments or solving disputes. You’ll find us responsive and accessible; a valued partner - helping to overcome challenges, spot opportunities and drive matters forward to get the right result today and for the future. With four UK offices and an international network, we are able to draw on legal expertise in over 70 countries worldwide. Corporate & Commercial, Employment, Dispute Resolution, Real Estate, …

131 similar entities Type: SMB Activities: constructiontech edtech fintech govtech healthtech hrtech proptech legaltech

Temple Bright is a different law firm. Temple Bright is a different law firm. We promise commercially relevant advice direct from partners. Our team is composed exclusively of senior lawyers with a background in the UK’s leading firms. These partners will work closely with you, and with each other, to achieve your aims. Our offices are in London EC2 and Bristol. We have deep roots in two of the country’s most exciting cities, with clients across the UK and beyond. Our clients range from individuals and owner-managed businesses to PLCs and public bodies. Because we are all experienced lawyers who …

279 similar entities Type: Startup Activities: fintech hrtech proptech legaltech

Delivering expertise and perspective to engineer high performing transactions The Transaction Advisors Institute provides corporate M&A teams with information and perspective to deliver high performing transactions. The Institute is a member-driven organization, focused on improving the M&A process and deal performance. Our coverage includes a range of timely issues, strategic considerations, and deal points associated with acquisitions, joint ventures, minority investments, and divestitures. The schedule of annual M&A programs includes three prestigious M&A Conferences and ten M&A Forums, where in-house M&A teams discuss current issues and consider innovative methods for improving deal performance. For a deeper study of the key …

46 similar entities Type: Startup Activities: fintech

The JL partners group has 10 years of experience in real estate. JL Partners Real Estate corporate real estate JL Partners Maison & Life Residential Real Estate finance, merger acquisition, business, leasing, business valuation, LLD, leasing, financial strategy, Advice on transfer/acquisition of businesses and businesses, Professional loan broker, Corporate real estate, rental, sales, and purchases

38 similar entities Type: SMB Activities: fintech

Independent award winning accountancy and business advisory firm providing our clients with the right advice for life. Price Bailey is a leading firm of chartered accountants and business advisers with offices across East Anglia, London, and a strategic presence overseas, serving local SMEs, private clients and regional, national and international businesses. At Price Bailey we offer consultancy and planning skills to complement the traditional accounting, tax and financial services you expect from an accountancy firm. See our services for details. We strive to provide the services which small and medium businesses and individuals need. This includes the right blend of …

146 similar entities Type: SMB Activities: fintech

Flint provides advice to businesses and investors on policy, regulation and politics in European and global markets Flint specialises in advising businesses and investors on how to navigate and surmount the policy, political, regulatory and competition challenges they face in European and international markets. We are differentiated by our expertise and our premium client list. Our multinational team draw on direct experience of working at the most senior levels in the public and private sector. We support leading companies in a wide range of sectors, including digital, tech, telecoms, media, financial services, life sciences, manufacturing, retail, transport and energy. Our …

180 similar entities Type: SMB Activities: fintech

We help owners of Wealth Management Firms Match with buyers and Sell with Confidence. Find your match! As sell-side advisors, we work with owners of wealth management firms considering partnerships, typically through acquisition, with larger organizations. The top buyers in the country engage us to exhaustively learn their models, permitting us to measure the alignment between buyer and seller to discover their ideal match. Our process has resulted in ~100+ successful transactions. Our approach represents a new way for buyers and sellers to navigate this intellectual and emotional transaction. Let's discuss how our holistic approach can help you! The Buyer's …

40 similar entities Type: SMB Activities: fintech

Believe in a better agency experience. Caliber drives innovation in financial services and fintech, insurance and insurtech, real estate and proptech, and related professional services by being a trusted marketing and communications partner. We provide best-in-class strategy and execution in PR, content, social media and digital advertising. We take pride in bringing a fresh perspective and acting as an extension of your team. With team members across the U.S., we serve a global client base. Content Marketing, Public Relations, Media Training, Digital Marketing, Financial Services, Technology, Real Estate, Professional Services, Social Media, Digital Advertising, Fintech, Insurtech, Proptech, and Financial Technology

68 similar entities Type: Startup Activities: martech insurtech proptech fintech