Financial Consultants
We provide high impact financial consulting services that solve important issues for middle market companies. Our collective experience as business financial consultants spans many disciplines including accounting, business financing, entrepreneurship, and C-Level management. We have spent many years in the financial consulting trenches at large corporations and small start up companies, helping companies bridge a multitude of gaps including:
- Developing Financing Options – as business financial consultants, we help capital starved businesses jump start their growth plans through mapping out business financing options.
- Delivering Financing Solutions – unlike financial consulting providers that merely identify the problem, we actually solve the problem by bringing fresh growth capital and business financing to our clients.
- Improving Business Planning – we bring a tactical financial discipline to help improve budgeting, planning, reporting and measuring. Ultimately, this results in higher profitability and greater access to business financing.
- Improving Financial Reporting – we elevate internal accounting reports and help transform accounting data into actionable business intelligence.
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What We Offer
- Corporate Finance Expertise
- Vast Practical Experience
- Legendary Customer Service
Latest M&A Industry Updates!
- Current trends in Lower Middle M&A Market and Middle-market Mezzanine!
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- Mezzanine Funding Solutions
- Advisory Services
- End-to-end Acquisition Services
From Our Blogs
Acquisition financing should only require a personal guarantee under a very narrow set of circumstances. Often when buyers get desperate to raise acquisition financing, they […]
The eternal tension in acquisition structuring is balancing operational liquidity with leverage levels. Buyers often invade the operational debt capacity of a business to fund […]
Asset based lenders require collateral in the form of receivables or inventory. Despite borrowers having strong cash flow leverage metrics, they are confined to a […]
Earn-outs are used by buyers to plug the valuation gap. Sellers want more for their business and the buyer cannot afford to provide cash, so […]
The easiest way to differentiate between bridge loans and acquisition financing is by their maturity date. Bridge loans are very short term, usually 1 year […]
Mezzanine structures are built upon revenue visibility and cash flow stability. When a company knows for certain that revenue is showing up every year at […]
Lenders are conservative and use a number of protocols to test the business risk of their lending applicants. This is especially true for mezzanine debt […]
Financial Models contain tea leaves about your financing chances with mezzanine lenders. There are several things to be mindful of when constructing the model, so […]
Mezzanine lenders are expert sleuths at exposing fancy financial engineering in deals. It happens very quickly almost before the investment banker is finished with the […]
While profitability is great to have and certainly a key criterion, it alone does not lead to a successful mezzanine debt raise. Profitable companies can […]












