YOUR PARTNER IN COMPLEXITY

At Consolidated Strategic Advisory, we begin each engagement by leveraging highly regarded experts in the client’s industry—or, when appropriate, drawing upon our extensive network built over decades of cultivating trusted relationships well beyond conventional channels. We then apply a disciplined framework to identify and enhance the unique value drivers of that sector. By aligning operational improvements, financial structures, and strategic initiatives with industry-specific benchmarks, we position companies to strengthen competitive standing, maximize enterprise value, and achieve sustainable long-term growth.

At Consolidated Strategic Advisory, we guide our clients through the Capital Markets Selection process by carefully evaluating the full spectrum of financing options—equity, debt, and hybrid structures. We tailor each recommendation to the client’s industry profile, stage of growth, and long-term objectives. Our focus is on optimizing cost of capital, ensuring alignment with investor expectations, and positioning the business to capture the benefits of favorable market timing while maintaining flexibility for future initiatives.

At Consolidated Strategic Advisory, we develop and execute Sponsored Debt Recapitalizations by connecting companies with the right sponsor, enabling owners and investors to access debt on terms and at a scale rarely achievable independently. This approach not only strengthens balance sheets but also elevates companies to full institutional standards. With the sponsor at the helm and CND-SA guiding the process, businesses are positioned for accelerated growth and, ultimately, equity transactions at significantly higher valuations than would otherwise be possible.

At Consolidated Strategic Advisory, we combine the expertise of seasoned industry specialists with our own decades of experience to uncover the points so many institutions overlook—particularly in the context of roll-ups and consolidation strategies. By looking beyond the financial statements, we identify hidden risks and opportunities embedded in leases, contracts, related-party arrangements, and contingent obligations. This deeper level of diligence enables our clients to structure transactions more intelligently, avoid costly surprises, and unlock value that might otherwise go unrealized.

At Consolidated Strategic Advisory, we guide owners through both full and partial equity sales, structuring transactions that maximize valuation while aligning with long-term objectives. Just as important as price, however, is identifying the right partner. The alignment of personality, culture, and operating style often makes the difference between a transaction that becomes a regret and one that proves to be the best decision an owner has ever made. This is where our Off-Balance Sheet Analysis provides an invaluable edge, uncovering the considerations that traditional diligence often overlooks.

Whether the goal is a complete exit, a staged liquidity event, or the introduction of a strategic or financial partner, we ensure the company is positioned to attract institutional-grade investors and achieve superior outcomes. Our process enables owners to realize substantial value today while preserving flexibility for future growth and capital events.

At Consolidated Strategic Advisory, we step in during times of disruption to stabilize operations, protect enterprise value, and restore stakeholder confidence. Drawing on decades of experience and a network of experts never more than one degree removed—ranging from criminal defense and counter-espionage specialists to interim CEOs, forensic e-discovery teams, and reputational risk advisors—we quickly bring the right resources to bear. Whether the challenge is an operational breakdown, financial distress, a smear campaign, or complex litigation, we move decisively to uncover root causes and implement actionable strategies with precision and discretion.