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Our Recent Projects

A curated selection of high-impact engagements where strategic financial advisory delivered measurable, lasting results for our clients.

Financial

Financial Restructuring

End-to-end restructuring that restored profitability within 9 months.

Investment

Series B Capital Raise

Structured a $40M raise with a refined investor narrative that exceeded.

Tax

Tax Optimization

Reduced effective tax rate by 18% across three subsidiaries through strategic entity.

Insurance

Insurance Audit

Identified $2.4M in coverage gaps and renegotiated policies to eliminate redundant.

Investment

Portfolio Rebalancing

Redesigned a $120M portfolio allocation to improve risk-adjusted returns by 22%

Financial

Growth Strategy

Delivered a 3-year growth roadmap that increased recurring revenue by 34%.