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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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- Corporate Finance Expertise
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From Our Blogs
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 […]
Quality of EBITDA is more important than quantity of EBITDA to the mezzanine lender. Adjusted EBITDA is the sine qua non in the finance industry, […]
Limited capital has never stopped a smart entrepreneur from securing acquisition financing. Lenders evaluate the overall strength of the transaction, the buyer’s experience, and the […]
Middle market deals require velocity, as the longer the acquisition financing process stretches out, the less likely the closing. Each closing is arduous and requires […]
Some loan approvals are simple while others are a winding road. Mezzanine financing is one of the most difficult loan approvals in the credit market. […]
No two deals are alike in the middle market. This reality creates the need for bespoke mezzanine financing structuring to accommodate the unique aspects of […]
Conventional corporate finance theory suggests that equity is the primary key to driving big acquisition growth, not mezzanine financing. That equity due to its risk-return […]
Mezzanine financing creates huge scaling value with roll ups, yet it is often overlooked in the capital search. It is the ultimate roll-up play leading […]
When structuring an acquisition, the type of capital you choose can have a profound impact on long-term returns, control, and flexibility. Two of the most […]
Mezzanine financing due diligence takes serious commitment from a borrower. Lenders look at every nook and cranny imaginable to understand the business and deem it […]