Who we are
Strategize is a fractional CFO, financial modeling and advisory firm.
We focus on servicing private equity, middle market, family office and banking clients; both public and privately owned companies.
We are an independent, boutique firm with no conflicts of interest.
We work in the best interest of your company’s business and stakeholder needs.
The Strategize principal and analysts are accountants with broad CFO decision support experience, expertise to deliver bankable financial models for capital raising initiatives and seasoned in buy-side and sell-side due diligence of companies, assets and projects.
The firm prides itself on its expert financial modeling expertise. It uses the Excel-based financial modeling software, Modano, in order to build best practice and error-free integrated, driver-based financial models for financial planning & analysis (FP&A), due diligence, corporate valuations and M&A transactions.
