Advisory Services

In addition to our CFO and Controller services, our team has deep experience with transactional support. We also provide Equity Capital Advisory, M&A Advisory/Execution and IPO Planning and Preparation.

Equity Capital Advisory
Our team has extensive experience in raising institutional venture capital. Our access to venture investors is unparalleled since we actively work with a wide range of venture capital firms who trust us to run their portfolio companies financial operations post-investment. In assisting our clients, we

• Provide CFO level support in capital raise transactions
• Identify, contact and negotiate with new funding sources
• Develop marketing and diligence infrastructure required to support the transaction
  • Investor presentations
  • Executive summary
  • Financial model

M&A Advisory and Execution
We provide a range of buy and sell side merger and acquisition advisory services. Given the experience of our staff we have the ability to structure our relationships with clients to be as comprehensive or as tactical as a particular transaction demands. Upon detailed investigation not every transaction idea is a good one and we pride ourselves in helping clients understand the impact of bad deals and avoid them.

• Turnkey buy or sell side transaction execution
• Strategic and financial planning
• Due diligence assistance and support
• Integration services

IPO Planning and Preparation
Our team has extensive experience in the company, underwriter and accounting sides of the initial public offering process. We provide skills that can speed up the front end of the IPO process at a dramatically lower cost.

• Financial model preparation
• Due diligence preparation
• Kick-off meeting presentations
• S-1 drafting
• Roadshow drafting
• Extra internal finance team support for audit process