Red Lion Advisory — Finance, Analytics, Strategy & Transformation

About Red Lion Advisory

We help private companies, founders, and family offices navigate growth, capital events, and strategic inflection points—with clarity, speed, and executional depth.

Integrated Expertise
Integrated Expertise

Experience across capital markets, operations, and leadership—solving challenges that demand both financial precision and strategic execution.

Integrated Expertise
Execution Focused

Lead with urgency, discipline, and accountability—driving outcomes from strategy through implementation without losing momentum.

Integrated Expertise
Principled Partnership

Build trust through action, not optics—operating with discretion, alignment, and a long-term mindset in every engagement.

Case Studies, Prior/Current Experience & Engagements

Explore representative examples of how Red Lion Advisory has delivered tangible results for our clients.

Waste Company $200,000,000 Acquisition Financing

Role: Co-Syndication Agent

Proprietary Education Management & Technology Company $750,000,000 Private Student Loan & Receivables Sale

Role: Treasurer

International Juice Company $35,000,000 Leverage Recapitalization

Role: Senior Secured Lender

International Bank $50,000,000 Correspondent Banking Facility

Role: Senior Secured Lender

National Home Services Company Capital Raise & Finance Advisory

Role: Strategic Partner

Specialty Goods Retail Embedded C-Suite Leadership

Role: Executive Partner

Red Lion Advisory

Our Diverse Offerings

We provide cross-functional guidance across capital allocation, diligence, operations, and growth—tailored to each client's unique objectives and challenges.

Strategic Finance services - Red Lion Advisory

Strategic Finance/CFO Services

We provide expert financial leadership to help businesses manage complexity and make strategic decisions that drive growth. From cash flow management to optimal capital stack structuring, we ensure financial frameworks are seamlessly integrated to drive stability, innovation, and long-term value creation. Our hands-on, partnership-driven approach enables businesses to scale with confidence.

  • Deal screening & Diligence
  • M&A strategy & Execution
  • Growth & Transformation Strategy
Capital raise and capital markets advisory - Red Lion Advisory

Capital Raise and Capital Markets Advisory

We specialize in securing strategic capital aligned with business objectives. Our expertise spans debt and equity financing, ensuring businesses navigate capital markets with confidence and secure the optimal capital stack for their growth. By delivering customized, strategic financial solutions, we enhance resilience and position businesses for a sustainable competitive advantage.

  • Financial Modeling & Valuation
  • Capital Structure & Transactions
  • Fundraising & Investor Prep
Organizational and operational transformation - Red Lion Advisory

Organizational and Operational Transformation

We help businesses adapt, evolve, and scale, leveraging operational restructuring and technology-driven innovation to optimize efficiency. By aligning strategy with execution, we enable businesses to streamline operations, foster agility, and stay ahead in a dynamic marketplace.

  • Accounting/Book Keeping and Financial Reporting/Forecasting
  • Operations Transition- planning and execution
  • Process Optimization
  • Interim CXO and Executive Leadership

Red Lion Advisory has been instrumental in helping us navigate a critical growth phase. Their team brought structure, strategic insight, and hands-on support that felt like an extension of our executive team. We couldn't have asked for a better partner.

- David S.

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