CAPITAL & CORPORATE ADVISORY

Corporate Strategy
Financial Consulting.

A clearer path forward for your business.

Thoughtful financing and strategic guidance for the decisions that move your business forward.

STRATEGY. CAPITAL. PERSPECTIVE.SCROLL TO EXPLORE ↓

WHO WE ARE

Every business has a next chapter.

Corporate Strategy Financial Consulting is a boutique firm helping businesses navigate financing, transactions, and strategic decisions.

We work with management teams to understand the situation, explore the options, and develop a practical path toward their goals.

Get to know us

FINANCING SOLUTIONS

Lending programs we offer.

From working capital to acquisitions, explore financing options shaped around your needs.

Accounts Receivable Financing

Use outstanding invoices to access working capital. Facilities start at $300,000 and scale up to $100 million, with typical advances of 70% to 90% of eligible invoices.

Inventory Financing

Unlock working capital from on-hand inventory. Loans start at $1 million, with collateral requirements beginning at $2 million in inventory value. Typical advances range from 50% to 85% of forced liquidation value.

Equipment Financing

Acquire or refinance machinery, vehicles, and other business-critical assets. Loan amounts start at $500,000 and scale up to $100 million.

Purchase Order Financing

Fund confirmed customer orders, with typical advances covering up to 50% of order value or up to 100% of the cost payable to third-party suppliers.

Merger & Acquisition Financing

Explore asset-based and cash flow financing for acquisitions, roll-ups, and leveraged buyouts.

Accounts Payable Financing

Contact us to discuss accounts payable financing options and how they may fit your business.

Medical Factoring

Healthcare providers can access funds by selling eligible insurance claims to a factor. The existing program describes an initial payment typically ranging from 70% to 85% of the claim's value, with the balance paid after collection and applicable fees.

Commercial Mortgages

Explore financing for the purchase, refinancing, development, or improvement of commercial real estate.

Residential Mortgages

Explore mortgage financing for the purchase of residential property, secured by the property.

Art Loans

Explore ways to access capital against fine art, including options that allow collectors to retain ownership or receive an advance against consignment.

Jewelry Loans

Explore financing options for jewelry and luxury watches, including contemporary and antique pieces.

Vintage Car Loans

Explore capital against a classic vehicle while retaining ownership, or an advance while a sale is managed.

Cash Flow Loans

Financing based on business cash flow, including factors such as balances, deposits, withdrawals, and revenue.

Bridge Loans

Short-term financing intended to bridge a capital need until a longer-term financing arrangement or other outcome is available.

Amounts, advance rates, terms, and availability are subject to review.Talk through your options

CORPORATE SERVICES

Services for pivotal moments.

We work alongside business leaders on strategy, transactions, and the challenges that come with change.

01

Turnaround Management Assistance

Financial stabilization, operational restructuring, liquidity assessments, and corrective action planning.

02

Merger & Acquisition Assistance

Buy-side and sell-side support, from target identification and financial modeling to due diligence and transaction planning.

03

Valuation Services

Valuations using discounted cash flow, market comparisons, and asset-based approaches for transactions and other business needs.

04

Corporate Advisory

Guidance on capital allocation, debt restructuring, organizational realignment, and strategic growth.

05

Preparing an Entity for Sale

Support with financial readiness, operational preparation, data rooms, management presentations, and buyer targeting.

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OUR APPROACH

Good decisions start with understanding.

Every business is different. We begin with your goals, look closely at the challenge, and work together on a direction that fits.

01ListenUnderstand your business and objectives.
02EvaluateExplore the available paths forward.
03AdviseDevelop a plan for the next step.

GET IN TOUCH

Let's talk about what's next.

Whether you're exploring financing or navigating a strategic decision, we welcome the opportunity to learn more about your business.

OFFICES

New Jersey · Delaware · Virginia · Florida