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Bringing value Through Finance

Services

Financial Operations Setup and Management
Financial Operations Setup and Management

We help businesses establish robust financial foundations and manage ongoing operations efficiently.

  • Design and implementation of tailored accounting systems
  • Development of comprehensive financial controls and policies
  • Creation of effective budgeting processes and financial planning frameworks
  • Oversight of day-to-day accounting and bookkeeping functions
  • Management of financial planning and analysis (FP&A) activities
  • Implementation of treasury management strategies to optimize cash flow
Monthly financial reporting and analysis
Monthly financial reporting and analysis

Our experts provide in-depth financial reporting and analysis to drive informed decision-making.

  • Preparation of comprehensive financial statements (Income Statement, Balance Sheet, Cash Flow Statement)
  • Development of customized management reports for executive teams
  • Sophisticated cash flow management and forecasting
  • Detailed budget vs. actual analysis with variance explanations
  • Key Performance Indicator (KPI) development and tracking
  • Business performance analysis with actionable insights
Strategic Financial Planning and Forecasting
Strategic Financial Planning and Forecasting

We partner with you to develop forward-looking strategies that drive growth and efficiency.

  • Long-term financial forecasting and scenario planning
  • Strategic capital allocation advice to maximize returns
  • Operational efficiency analysis and process improvement recommendations
  • Cost structure analysis and optimization strategies
  • Revenue growth modeling and pricing strategies
  • Market expansion and new product line financial feasibility studies
Risk Management and Compliance
Risk Management and Compliance

Our services ensure your business stays compliant while effectively managing financial risks.

  • Comprehensive financial risk assessments
  • Development of risk mitigation strategies
  • Ensuring compliance with relevant financial regulations (e.g., GAAP, IFRS)
  • Audit preparation and support, including liaison with external auditors
  • Internal control reviews and improvements
  • Financial policy development and implementation
Fundraising and investor relations support
Fundraising and investor relations support

We guide you through the capital raising process and help maintain strong investor relationships.

  • Development of compelling investor pitch decks
  • Comprehensive company valuation analysis
  • Financial due diligence support for fundraising
  • Investor communication strategy development
  • Preparation of investor reports and presentations
  • Guidance on investor meeting preparation and follow-up
Mergers and acquisitions assistance
Mergers and acquisitions assistance

Our M&A experts provide end-to-end support for your transaction needs.

  • Detailed financial modeling for M&A transactions
  • Deal structuring advice to optimize financial outcomes
  • Comprehensive due diligence (financial, operational, and commercial)
  • Post-merger integration planning and execution support
  • Synergy identification and quantification
  • Purchase price allocation and accounting for acquisitions
About us image

About Us

Experienced financial consultants specializing in guiding founders of roll-up companies through critical growth stages, from pre-revenue to +$60M. With a keen focus on the unique challenges faced by acquisition-driven businesses, we offer comprehensive financial structuring and management services tailored to fast-growing, multi-entity organizations.

With a proven track record of helping founders build solid financial foundations, we enable our clients to streamline operations, enhance financial visibility, and facilitate smooth integrations of newly acquired companies. Our end-to-end approach ensures that roll-up ventures are well-positioned for sustainable growth, attractive to investors, and prepared for the financial complexities of their expansion journey and high value exit.

Get in Touch

Get in Touch

Get in touch with us