4 services
Financial Advisory
Financial Advisory
Cross-border capital, M&A and CFO-level finance for US lower-middle-market companies and international investors.
Our services
We advise US business owners who are raising capital, finding partners or preparing for an exit, and we help international investors find and assess US opportunities. Our work covers three areas: cross-border capital and investment, M&A advisory, and fractional CFO and financial strategy. Our advisors work with AI-driven tools for analysis, modelling and reporting.
Start the right conversation
International investors
Family offices, HNWIs and corporate investors outside the US, including the Caspian/CIS region.
US business owners
Lower-middle-market owners and CEOs seeking capital, a partner, or an exit.
Growth-stage CEOs and CFOs
Companies without a full-time CFO.
How we work
Discovery
Preparation
Introductions and outreach
Negotiation
Closing
Frequently asked questions
Take the next step
Tell us what you are working on, and the right team will get back to you.