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United States · Finance · Transactions · Strategy

Financial Advisory Across the U.S.

Execution-focused corporate finance and strategic advisory for U.S. companies, founders, investors, and financial sponsors.

Financial Advisory USA

Senior Advisory for the Decisions That Matter.

Transactions & Capital

  • M&A execution: buy-side and sell-side advisory that helps management teams enter negotiations with organized information, a defensible story, and a clear view of valuation, structure, and downside protections.
  • Capital raise advisory: equity and debt raise support positioned for the investors and lenders most likely to fund the business, with materials and models that hold up to investor scrutiny.
  • Due diligence and data rooms: preparation and data room management that shorten diligence timelines and reduce the risk of surprises late in a deal.
  • Cap tables and waterfalls: pro forma cap tables, conversion models, and multi-party waterfall analyses showing every stakeholder how proceeds flow under different exit scenarios.
  • Family office support: independent deal vetting and return profile analysis before capital is committed.

Financial Planning & Reporting

  • Financial modeling: three-statement models built for businesses growing faster than their finance function, structured so assumptions are transparent and easy to update.
  • Forecasting and scenarios: rolling forecasts and scenario analysis that give leadership a clear view of runway and risk.
  • Cash flow management: visibility and controls that keep liquidity ahead of growth, hiring, and capital needs.
  • Investor and lender reporting: reporting built to institutional standards that strengthens credibility with capital providers and keeps covenant conversations productive rather than reactive.
  • Board packages: clear, consistent materials that help boards make faster, better-informed decisions.
  • Budgeting and KPIs: annual budgets and key performance metrics that tie strategy to measurable financial outcomes.

Leadership, Growth & Turnaround

  • Interim CFO, COO, and CEO: experienced executives placed inside the business to stabilize operations, rebuild reporting, and lead through change while a permanent plan is put in place.
  • Restructuring advisory: cash preservation, lender negotiations, and turnaround plans that protect enterprise value under liquidity or stakeholder pressure.
  • Crisis management: steady senior leadership when liquidity tightens, helping owners communicate with lenders, investors, and employees and act quickly on reliable data.
  • Growth strategy: go-to-market strategies, strategic roadmaps, and market expansion plans grounded in financial reality, with clear milestones, ownership, and targets.
  • Market expansion: evaluation of new markets, channels, and opportunities so growth investments are sized to the company's capacity and capital.

Why Red Lion Advisory

  • Nationwide senior advisory: senior-level judgment for private companies, founders, family offices, and financial sponsors across the United States at decisive moments.
  • Execution, not just reports: we stay engaged through execution, because the value of advice is measured by what actually gets done.
  • Operator-first perspective: advisors with the experience of former owners and operators who anticipate the friction points that derail deals: misaligned incentives, weak reporting, unrealistic forecasts, and fragile capital structures.
  • The F.A.S.T. framework: Finance, Analytics, Strategy, and Transformation, connecting financial analysis directly to operational decisions.
  • Tailored engagements: from a focused workstream of a few weeks to a senior partner alongside leadership for an extended period, across manufacturing, healthcare, technology, consumer products, and more. The work is hands-on, confidential, and accountable to results.
  • A practical first step: if your business is approaching a capital event, an ownership transition, or a strategic inflection point, a conversation with our U.S. team is the place to start.
Common Questions

U.S. Advisory
Questions.

What companies and investors typically want to understand before engaging an advisor.

We provide capital advisory, M&A execution, family office advisory, interim C-suite leadership, growth and transformation strategy, investor and lender reporting, restructuring and special situations support, financial planning and modeling, and due diligence and transaction support for companies and investors across the United States.

Our clients include privately held companies, founders and owner-operators, family offices, private investors, and financial sponsors. We typically engage at pivotal moments such as a capital raise, an acquisition or sale, a leadership transition, or a period of financial pressure.

The best time is before a major decision, not after it. Companies benefit most when they engage an advisor ahead of a capital raise, M&A process, ownership transition, lender negotiation, or rapid expansion, so the financial model, reporting, and data room are ready before investors or buyers start asking questions.

Yes. We work with clients nationwide, and each engagement is structured around the company's location, leadership team, and timeline so that collaboration stays efficient whether the work is project-based or ongoing.

Every engagement is scoped to the decision at hand. Some are focused projects, such as building a financial model or preparing for due diligence, while others are longer-term, such as interim CFO leadership or guiding a business through a full transaction from strategy to close.

We take an operator-first, execution-focused approach. Our advisors bring hands-on experience as owners and operators, and we stay involved through implementation rather than delivering recommendations and stepping away.

Email us at info@redlionadv.com with a brief overview of your business and the decision you are facing. We will schedule an initial conversation to understand your goals and outline how we can help.