Advisory work is what makes a company financeable. Numbers that close on time, a model that reconciles, a data room that answers questions before they are asked.
Every engagement is scoped to a defined outcome with a handover at the end. We are not trying to be permanent.
Services
Running the office of the CFO.
Where this applies
Sectors where these mandates recur.
Lending & FintechLending businesses raise against a loan book, not a balance sheet — which makes the loan tape, not the pitch, the thing that gets underwritten.→Infrastructure & EnergyThe capital intensity is conventional project finance. The revenue side isn't — and that's where the process stops.→Life Sciences & MedtechThe science advances on its own schedule. The cash doesn't — and most rounds are sized to the wrong one.→Real Assets & ShippingEither way, the security a lender actually gets is thinner than the asset base implies.→Asset Managers & FundsRelationships without materials that survive an investment committee. Or materials with no way into the room.→Industrials & MaterialsMost sponsors ask how much more equity they need. Frequently the better question is what the existing contribution should have bought them.→E-commerce & DTCMost e-commerce businesses raise equity to fund stock. The cheaper answer is usually a facility secured on the inventory and the receivable.→Consumer & CPGVelocity by door and honest trade spend accounting decide the multiple. Both take longer to build than most processes allow.→
Start with the structure, not the pitch.
Tell us the transaction and the timetable. If it is not something we should run, we will say so.