Creating Sustainable Partnerships and Meaningful Solutions | Business Development • Transition Strategy • Restructuring
Ongoing Strategic Support
We approach every client relationship assuming we are partners for the long term…not just to represent a company through a transaction or capital event. Our experience managing the finance operations for several public entities has galvanized our commitment to be involved in every aspect necessary to ensure the client achieves their goals.
Many clients are not yet in the life cycle stage where a CFO or Finance Director is a practical position, which is where our leadership fills that strategic financial need.
Ongoing strategic support and leadership focuses on:
Optimizing the client’s capital structure
Overseeing the financial forecasting process, and assisting the client in developing a long-term vision for growth and profitability
Preparing presentations for new capital relationships with commercial lenders, private equity and other potential funding sources
Assisting in forming strategic alliances with commercial and operating partners, while demonstrating an executable plan for the client supported by visible access to capital
We provide capital solutions for companies in every stage of their life cycle, while maintaining ongoing strategic support.