Capital Markets & Financial Services

By providing highly qualified and relevant expertise, we empower funds, firms and agencies to truly focus on their top priorities while ensuring that remaining needs are handled appropriately.

TRUSTED TALENT FROM TOP SCHOOLS & COMPANIES

The Right Support & Expertise for the Right Projects & Engagements

VC & PE Funds

  • Financial Reporting
  • Financial Model & Pro Forma Creation & Support
  • Due Diligence
  • KPI & Dashboard Development
  • Fractional Finance Resources for Your Portfolio Companies

Debt Providers

  • Financial Models & Pro Formas
  • Sensitivity & Scenario Analysis
  • A/R Aging & Cash Flow Forecasting
  • Sector-Specific Financial Statement Preparation
  • Fractional Finance & Accounting Resources for Your Clients

Capital Markets Advisory Firms & Marketplaces

  • M&A Due Diligence (Buy & Sell)
  • Deal Flow Facilitation
  • Fractional Finance & Accounting Resource(s) for Members