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Stavis, Margolis Advisory Services Inc. is a Houston, TX-based company in the Financial Services sector.
Mid America Mortgage is a multi-state mortgage lender helping borrowers refinance and purchase residential real estate in the United States.
D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Los Angeles, New York, Omaha and Seattle, the company has approximately 1,475 employees and offices in 28 states.
Avant Global is built on the guiding belief that trust, above all else, is the most powerful currency in business. Trust is something you earn and is at the foundation of all we do. We also believe trust is an action, something that must be shown, not just said. We uphold ourselves and partners to an unwavering integrity, and pride ourselves on the follow through that has been entrusted to us. We are at our happiest, when we are serving others. Our mission is to help guide top leaders and companies through the process of strategic change and growth. We do this by connecting our clients and partners with the right decision makers, within the right markets, that they can trust. Since 1999, Avant Global has specialized in helping high-net-worth individuals, family offices, investors and Fortune 1000 companies seamlessly open doors and close deals with the support of our vetted global network. We specialize in identifying and forging deep relationships with the world’s most disruptive leaders and investments across strategic technology sectors, energy, real estate, and consumer products.
Cyndx is an open technology platform that enhances and empowers all stakeholders in the capital raising and M+A processes. Cyndx identifies growth opportunities for entrepreneurs, investors, and advisors. Unlike other deal-platforms, Cyndx does not operate as a broker-dealer, rather Cyndx equips the user with the analytics, tools, and insights necessary to source, contact, and manage a deal. The Cyndx product suite consists of 3 SaaS platforms, powered by advanced machine-learning algorithms and natural language processing. Cyndx Finder introduces a unique way to identify new business opportunities. Cyndx Finder generates a target list of companies based on semantic functionality and finds the comparable companies for your target in seconds. Cyndx Finder also provides deeper insights into companies’ firmographic backgrounds and financial histories. Cyndx Finder’s powerful algorithmic discovery pulls up companies that you never would have found otherwise. Cyndx Raiser streamlines the deal management process by curating a list of appropriate investors for your expected deal. Cyndx Raiser analyzes your firm’s expected raise, your company’s history, its key players, and the operating industry, while also considering global investment history, individual investor funding histories, and investments in similar spaces to hone in on the most relevant financial investors, strategic investors, and family offices. Utilize the Cyndx Raiser CRM, Data Room, and Deal Profile to understand investor engagement and to further personalize each investor outreach. Cyndx Owner facilitates the management of your company’s cap-table. Stored and secured through the cloud, the Cyndx Owner platform offers a navigable and intuitive way to control and share your firm’s capitalization. Create hypothetical scenarios with waterfall analysis for any potential future strategic financing events and request 409A valuations and ASC 718 compliance for your firm through Cyndx Owner.