Organizations occasionally require sophisticated management and finance skills to navigate challenging activities such as acquisitions, sales, expansion, development, mergers, and capital formation events. This intermittent need makes qualified C-level and executive management difficult to develop in-house and expensive to attract and retain.


Our network of experienced C-level executives work in concert with, or in lieu of, your organization’s existing executive team. We consistently provide institutional quality experience, skills, and resources for both special projects and long-term engagements.


Common Services

Analysis & Modeling

Audit Coordination

Budgeting & Forecasting


Document Review & Critique

Funding Strategy

Organizational Structure

Planning and Strategy

Policies & Procedures

Refinancing & Recapitalization

Reporting – Board, Investor, Lender

Systems Design & Optimization

Treasury Management

Technology Valuation