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
Competitive markets drive innovation and opportunism, especially in the arena of acquisition financing. M&A forces strategic buyers to self-examine their competitive strengths. It also forces […]
EBITDA may drive valuations and leverage, but cash flow pays the bills. Mezzanine debt lenders know this and look for both when selecting deals. EBITDA […]
Texas is not growing by accident. It is growing by acquisition. As the state’s economy continues to expand, companies are not just starting businesses — […]
Mezzanine debt is a power booster for buyers flexing in a negotiation. The mere existence of mezzanine debt or any form of acquisition unitranche facility […]
Mezzanine debt is rarely seen as a lubricant for execution risk in a leveraged transaction. Often it is viewed negatively as a symbol of “too […]
Asset purchases are a common deal structure in acquisition financing and bring value to the buyer in several ways. Unlike a stock purchase, where the […]
Acquisition financing lenders rely heavily on cash flow stability in their underwriting approach. Providers of acquisition financing capital assume that historical performance is reflective of […]
The distressed company buyer tends to be overconfident as to their plan and underprepared as to their acquisition financing. There are many hidden costs within […]
Understanding the cost of acquisition financing leads to misguided comparisons and ill-informed views. Deal world participants are so focused on the nominal cost of interest; […]
Niche industries are everywhere and present a conundrum for acquisition financing providers. Each lender has their own set deal criteria that governs the types of […]












