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About Our Firm

Dating back to the early 2000’s, our team has focused on the evolution of CFO advisory and  transformation / technology solutions. Vantage Peak Advisory is a hands-on blue-chip partner for stakeholders in search of a committed and impactful business partner.We continuously leverage our experience to successfully assess, develop, and implement best in class processes / services across enterprise, mid-market, and small business entities within several different industries which include: Manufacturing, SaaS, Service Industry, and Media.

Vantage Peak Advisory has partnered with several firms in securing capital to facilitate expansion and growth. We offer the following services 

  • Introduction to large list of investors
  • Guidance through introduction, due diligence, and closing
  • Facilitation of strategic plans development needed to secure debt
  • Analysis and guidance re: current strategic plan
  • Ongoing planning and analysis support 

Vantage Peak Advisory will leverage our large network of investors and lenders to secure the following types of capital needed for current aspirations and beyond:

01

Venture Capital

Private equity and a type of financing that investors provide to startup companies and small businesses that are believed to have long-term growth potential.

02

Term Debt

A loan that usually has a fixed interest rate and is longer term in duration, usually with a term of two or more years.

03

Lines of Credit (secured, unsecured)

A preset amount of money that a lender has agreed to lend your company and that can be drawn on when needed.

 

04

Factoring

Factoring involves a financial transaction where a business sells its accounts receivable (invoices) to a third party, known as a factor, at a discount. This process helps businesses improve cash flow, reduce credit risk, and concentrate on core activities.

 

05

Asset Based Lending (ABL)

What Is Asset-Based Lending?

Asset-based lending is the business of loaning money in an agreement that is secured by collateral. An asset-based loan or line of credit may be secured by inventory, accounts receivable, equipment, or other property owned by the borrower. The asset-based lending industry serves businesses, not consumers. It is also known as asset-based financing.

 

Case Studies

An entrepreneurial accessories designer was in very advanced negotiations to be acquired by a larger publicly traded firm. This manufacturer outsourced their accounting function and unfortunately the historical  financials were deemed insufficient and unreliable by the acquirer’s advisors (big four advisory firm) which put the transaction at risk. Vantage Peak Advisory lead a tactical team and used subledger detail (Purchase Orders, Customer Shipments, etc.) and raw financial data to recreate historical financials and successfully defend the approach and tactics utilized when reviewed by the buyer’s advisory team. The deal successfully closed as a result shortly afterwards. The successful strategy originated from the technical approach developed over the last few decades within several diverse industries.

A large private equity held real estate management firm (+$1 Billion annual revenues) consisting of 4 separate brands recently acquired utilized disparate planning and analysis processes & tools. This state caused a significant challenge to develop an actionable integrated business plan. Vantage Peak Advisory conducted a rapid assessment and developed / implemented a standardized future state planning and analysis process / platform for all segments of the company. This enabled our client to develop robust integrated business plans and utilize balanced scorecards / KPIs to drive ownership and accountability at a very granular level. The client was able to proactively identify drivers of exceptions and respond accordingly. We also worked with the client to develop an internal center of excellence in order to respond to dynamic analytical needs in an autonomous manner.

A mid-market aerospace/ industrial OEM sourcing consulting firm was positioned for global growth. One of the primary objectives in preparation for the expansion was the transformation of the finance team enabling timely / accurate financial reporting and integrated business planning. Vantage Peak Advisory conducted a rapid process assessment on all relevant workstreams (AP, AR, FP&A, Acctg, etc.) and oversaw the implementation of actions items needed to reach future state. We utilized the Agility project management methodology to systematically transform each workstream which resulted in the gradual transformation of the finance function to one that leverage technology and standardized practices that provided for value add insight into the organizations current and future performance.