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
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 […]
Roll up strategies need copious levels of acquisition financing, yet capital requirements do not end there. Rapidly scaling companies create capital needs far beyond the […]
First time users of acquisition financing often wade into the deep end with little focus on debt capacity. Debt capacity analysis is the foundation of […]
Working capital is the cog in the flywheel of daily business activity, converting orders into sales. While vital, it is underemphasized with most acquisition financing […]
Acquisition financing approval creates fist-pumping joy for most acquirers, who have worked hard to gain the confidence of the acquisition financing lender. Borrowers, due to […]
Technical finance vocabulary tends to confuse and conflate terms that should be clearly understood. Acquisition financing and leveraged buyouts are two such terms. They both […]
In acquisitions, deal structure is destiny and yet too many investment bankers underwhelm in structuring between mezzanine debt and minority equity. Investment bankers often overuse […]
Mezzanine debt is a strong choice for first time buyers due to its balanced and patient approach. As a hybrid type security, it embeds equity-like […]












