Strategy & Financial Advisory

CFO Solutions

We provide deep financial insights and create customized strategic plans to unlock the value of your business. 

Our outsource CFO team supports you with monthly financials, internal controls and accounting policy decisions.

Performance Measurement

High-performing businesses measure what they value and value what they measure.

We work with our clients to anticipate business performance and impact financial outcomes by building powerful forward-looking projections. 

We help executives look beyond the data to enable strategic decision-making. 

Cash Flow Management

We develop strategies to understand cash flow cycles, identify improvement opportunities and aggressively manage capital. 

Transaction Support

Capital Raising

We analyze your debt and equity options rigorously and negotiate terms with strategic and financial capital partners.

Mergers & Acquisitions

We are your trusted advisor to guide you through a successful merger & acquisition process. Our specialties include valuations, due diligence, term negotiations and transition management.


We are turnaround experts and work with you to transform your business by improving efficiencies and delivering profitability.

Technical Advisory (TA) Services

Program Design

We work with institutional TA providers to design impactful, multicultural programs customized to a business stage.

Fundraising Support

We create a compelling business case to generate funding and propel your business to the next level.

Community Outreach & Marketing

We develop unconventional marketing strategies to reach and engage your target customers.

Program Implementation & Support

We provide grant reporting and financial management, one-on-one training and consulting with an intense focus on driving outcomes.

Talent Management

Organizational Design

There are three ingredients that every organization needs to grow and transform successfully – strategy, capital and people. 

We work closely with you to ensure your business and talent strategies align to increase your operating strength and propel your business forward.