Red Lion Advisory leads and partners with private companies, founders, family offices, and capital partners to navigate special situations by combining senior executive leadership, capital markets expertise, and hands-on execution to stabilize the business, unlock options, secure financing and move critical decisions forward.
Red Lion Advisory steps in when capital, control or enterprise value is on the line: a raise, a recap, a sale, a covenant problem, a leadership gap. Senior executives in the seat, working the problem through to close.
Transaction experience across our leadership team
Years across capital markets, finance and operations
Opportunities evaluated each year across private markets
Industries evaluated, with depth in manufacturing, distribution and tech-enabled services
Figures reflect the collective experience of Red Lion Advisory’s leadership team, including transactions led in prior executive roles.
“We need capital, and we’re not sure what kind we should take.”
We re-underwrite the business, design a capital structure that actually fits it, and run a targeted process to the right lenders and investors.
“Cash is tight and our lender is asking harder questions.”
We install real cash visibility, reset the plan, and re-open credible conversations with lenders, vendors and the board.
“We’re heading into a transaction and our numbers aren’t ready.”
We act as the transaction-ready CFO, tightening the model, anticipating diligence, and owning the narrative with capital partners.
“We’re missing the executive who can carry this.”
We take the seat as interim or fractional CFO, CRO or CEO and lead the situation through to a decision.
Every engagement starts with a decision the business has to get right. These are the four places we do our best work.
Designing, structuring and negotiating financing across the full capital stack: senior debt, mezzanine, structured and equity.
Call us when the existing debt and equity mix no longer fits the business, or a raise has to land on a deadline.
Interim, fractional and situation-based CFO, CRO and CEO leadership, backed by real treasury, restructuring and operating experience.
Call us when a departure, a transition or a crisis leaves no one able to run the process from the inside.
Transaction-ready finance and deal leadership: modeling, diligence preparation, buy-side and sell-side support, and capital-partner management.
Call us when the business is compelling but the numbers, narrative and diligence file are not deal-ready.
Cash stabilization, 13-week forecasting, covenant and lender reporting, performance resets and stakeholder management.
Call us when covenants are in question, the plan has slipped, or confidence needs to be rebuilt quickly.
Cash, covenants, capacity and the real constraint. Usually inside the first two weeks, and usually not what the deck says.
No analyst hand-off. The person who diagnoses the problem is the person who runs the lender calls, the model and the process.
Funding, signing, covenant reset, or a clean decision not to proceed. We leave behind the reporting and discipline the business keeps using.
A selection of financings and transactions our leadership team has led or co-led, including engagements completed in prior executive roles.
Apollo Education Group / University of Phoenix: take-private with Apollo Global Management and Vistria. Corporate finance and treasury leadership through the transition.
Waste Connections / Progressive Waste Solutions: co-syndication agent role on acquisition financing.
IESI: syndicate participation on acquisition financing in the environmental services sector.
Education Management Corporation: the largest private student receivable sale completed in the proprietary education sector.
Typical client profile: $5M-$150M revenue, $1M-$30M EBITDA, transaction sizes from $1M to $100M+.
Whether you're facing a liquidity crunch, a complex recap, or a strategic pivot that can't fail we're built to step in early and lead.
