Financial and Strategic Advisory


We provide analysis and transaction support and bridge the gap between the entrepreneur and the financiers and investors. We provide guidance to the entrepreneur during their fund raising efforts and assist with the implemetation of the most suitable capital structure.

After a financing transaction has closed, we provide ongoing top-level CFO expertise and manage all aspects of the relationship between the entrepreneur and the financiers which allows the entrepreneurs to focus on the execution of the business plan.


  • Capital Raising Transaction Support
    • Capital Structure and Financial Modeling
      • Financial forecast preparation reflecting specified information required by, and pertaining to the contemplated deal
      • Perform sensitivity analysis
      • Determine the most suitable capital structure and appropriate sources of financing to maximize risk/return profile for equity, mezzanine and/or debt investors
    • Investor Materials and Business Plan
      • Oversee the development of a solid business plan and assist with the assessment of industry conditions, strategic initiatives and related matters
      • Assessment of competitive landscape, market share and risk and return characteristics
      • Create PowerPoint presentations for pitch meetings with potential investors and financiers
      • Create a short-form summary information sheet including a summary of the deal, key metrics and data points about the contemplated deal
    • Deal Supervision and Closing
      • Supervise discussions with third parties in connection with the contemplated financing transaction
      • Indentify most suitable lenders
      • Supervise and coordinate the closing process with the Lenders, equity financiers, attorneys, and other parties involved
      • Due Diligence
      • Negotiate relevant terms of financing arrangements with the various parties on behalf of the clients
  • Corporate Finance Advisory
      • Corporate liaison to financial community, lenders, board of directors, investors, related industries, vendors and customers
      • IPO advisory services
      • Provide leadership in the development and continuous evaluation of long and short-term strategic financial objectives to maximize enterprise value consistent with corporate strategy objectives
      • Structure ventures with strategic partners to leverage business relationships and maximize market opportunities
      • M&A advice in restructuring situations
      • Advice of seller or the management in MBO/ MBI situations
      • Advice on recapitalization, refinancing and financial restructuring
      • Structuring and advice on acquisition financing and growth financing
  • Operational Support
    • Ongoing Compliance Oversight and Supervision
      • Periodic financial reporting for management and financiers
      • Oversee and ensure compliance with credit facilities
      • Financial and compliance audit coordination
      • Oversight of tax compliance
      • Implementation of accounting system develop and implement internal controls and protocols
    • Treasury
      • Cash Flow Analysis and Optimization
      • Procurement, Custody, and Investment of Funds and Other Assets
      • Accounts Payable and Accounts Receivable Management