With extensive CFO, COO, Investment Banking and Consulting experience in Entrepreneurial businesses, we:
Advise growth company clients on strategic issues at every stage of growth, including Capital formation, Business model development, Due Diligence preparation, Partnerhsip agreements, India Outsourcing & Manufacturing, Business valuation, Corporate governance, Procurement contracts, Lease commitments, and many others;
Advise and conduct the marketing and selling of growth businesses to strategic acquirors and/or private equity buyers. All securities transactions are through Sword Securities Corporation, member of FINRA/SIPC.
Trusted Counsel for the CEO
CEO Clients enjoy the ability to discuss their businesses and associated opportunities, challenges, and growth trajectories with a Strategic Finance resource who can be effective operationally as well as externally in capital formation efforts and partnership negotiations.
Consumer, eCommerce, Marketing Analytics, and SAAS Industry Specialization
With extensive experience in Executive and Consulting roles in key growth industries, we advise CEOs on a range of innovation issues and challenges, including appropriate Growth Trajectory to achieve corporate finance goals, Go-To-Market Sales Strategy, Investor Relationship Management, and Business Model profitability over time.