RED LION ADVISORY

RED LION ADVISORY (RLA) provides bespoke business and financial advisory services, with a heightened focus on debt/equity capital advisory and capital markets. By focusing on F.A.S.T. (Finance, Analytics, Strategy and Transformation), we empower Small-to-Medium sized Businesses (SMBs) and Lower Middle Market companies (LMMs) — Founders, Operators, and Executives — to achieve operational efficiency, financial growth, and transformative success. . . leading to continued growth, as well as planning for the optimal liquidity event.

Mission

Our mission is to empower clients to make informed financial decisions and achieve long-term financial security.

Red Lion Advisory is dedicated to guiding clients towards financial success through our innovative business model, clear mission, and strategic objectives.

Schedule a Call

Executing Strategic Decisions into Scalable Success

Services

Partnering with Small and Medium-sized Businesses (SMBs) to optimize operations, mitigate risks, and drive sustainable growth. We enable SMBs to effectively restructure, capitalize/recapitalize, merge, or execute liquidity events — empowering them to achieve their business objectives.

Business Advisory

Strategic and tactical guidance in capital markets, business transformation, and turnaround strategy to ensure financial stability and growth.

Debt/Equity Capital Advisory

Comprehensive financial analysis, cash flow forecasting, and capital structure solutions for tailored financial performance optimization.

Organizational & Digital Transformation

Support for operational restructuring and tech-enabled process optimization to streamline processes and drive innovation.

Risk Management

Assessment and mitigation of financial and operational risks, with a focus on risk assessment, capital structuring, and treasury management.

OIPAAS (Operating & Investment Partner as a Service)

Expert leadership in strategy, capital raising, and restructuring. Specializing in high-impact investments that drive transformation.