The 12 closest competitors and alternatives to CDI Holdings I Corp among financial services companies — ranked by similarity to what CDI Holdings I Corp actually does, not by market-cap band.
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CDI Global provides cross-border merger and acquisition (M&A) advisory services, including divestitures, capital raising, and private equity advisory. The firm serves middle-market businesses across various industries such as aerospace, healthcare, technology, and manufacturing.
CDI Holdings I Corp is a financial services company headquartered in United States. Its most recent funding round raised $15M in January 2022. Xcout tracks 12 named people at CDI Holdings I Corp, including Carmelo de las Morenas (Managing Director).
6 more named people on record for CDI Holdings I Corp, with roles, board committees and tenure — see the full roster →
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $15M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Ranked by semantic similarity — how close each company is to CDI Holdings I Corp by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar financial services company
Keira Capital Partners is a Canadian company that provides advisory services for mergers and acquisitions, equity financing, and debt financing. It assists clients with selling companies, divesting non-core assets, or acquiring strategic assets in North America. Additionally, it serves as the Canadian exclusive representative of CDI Global, connecting with an international network of investment banks and M&A firms.
Similar financial services company
Sellside, Inc. provides mergers and acquisitions advisory services for mid-market business owners. The company assists clients with full or partial strategic exits and buy-side acquisitions across various industries such as industrial products, technology, healthcare, and consumer products.
Similar financial services company
Briggs Capital Partners is an international merger and acquisition advisory firm that provides investment banking expertise, valuation, strategic consulting, and exit and succession planning services. The company specializes in working with low- to mid-market companies in the manufacturing, technology, consumer products, and business services sectors.
Similar financial services company
Adaptive Capital Partners provides sell-side mergers and acquisitions (M&A) and capital raise advisory services to businesses across various industries, including technology, manufacturing, and life sciences. The firm offers comprehensive support such as valuation analysis, strategic planning, buyer outreach, due diligence coordination, and transaction execution.
Similar financial services company
Roselawn Capital LLC is a merchant bank that provides middle-market advisory services, including mergers and acquisitions, capital raising, restructurings, and private equity investments. It serves founders, entrepreneurs, and management teams seeking strategic financial solutions across diverse industries.
Similar financial services company
Bundy Group Investments Inc. is a boutique advisory firm that provides investment banking and M&A advisory services to business owners and companies. The firm assists clients in achieving their exit or capital raise objectives across industries such as healthcare, technology, industrial technology, and business services.
Similar financial services company
The Courtney Group provides investment banking and private equity services to middle-market companies. The firm offers advisory services, unconflicted financial guidance, and access to private capital.
Similar financial services company
IBG Capital operates as a merger and acquisition (M&A) advisory and brokerage firm serving mid-market companies. It assists business owners with buying and selling businesses, business valuations, and strategic business development.
Corporate Finance
Arrowpoint Advisory is a corporate finance and M&A advisory firm that provides sell-side and buy-side mergers and acquisitions, debt advisory, and management advisory services. Operating as Rothschild & Co's dedicated UK mid-market team, the company serves founders, management teams, and investors across various sectors including business services, consumer, retail and leisure, energy transition and infrastructure, healthcare, industrials, and telecoms, media and technology.
Similar financial services company
Premara Financial, Inc. (Premara Group) provides mergers and acquisitions, buy-side and sell-side advisory, debt financing, valuation, and strategic advisory services. The firm primarily serves business owners, strategic buyers, and private equity groups across SaaS, consumer, business services, and manufacturing industries.
Similar financial services company
Digital Offering LLC is a global investment bank and registered broker-dealer that helps private and public growth companies raise capital, go public, and access U.S. markets. The firm specializes in corporate advisory, M&A, valuations, and next-generation public offerings such as crowd-financed offerings utilizing modern technology and regulatory exemptions.
Similar financial services company
Marina Capital Group is a mergers and acquisitions and strategic advisory firm that assists business owners with selling or buying companies, spin-offs, and licensing. The firm serves lower middle-market businesses, family-owned companies, private equity firms, and family offices across industries such as agribusiness, consumer products, food and beverage, manufacturing, and technology. It combines personalized advisory guidance with a proprietary web-based technology platform to streamline the transaction process.
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