About Red Lion Advisory
RED LION ADVISORY (RLA) specializes in providing comprehensive business, financial, and capital raising/markets strategy, including tactical services which they execute, tailored to the unique needs of Lower Middle Market companies (LMMs), and Small to Mid-Sized Businesses (SMBs).
Our mission is to empower these businesses to make informed financial decisions and establish long-term stability. With over 40 years of combined experience in capital markets, C-suite/Executive operational roles, financial and capital advisory services, our team brings deep insights and practical solutions that drive sustainable growth, especially for businesses at pivotal growth stages within the lower middle market.
We partner closely with LMMs across healthcare, medical diagnostics, manufacturing, technology and retail industries, helping them navigate complex financial landscapes and unlock their full potential. While we work with a range of SMBs and LMMs helping them overcome the unique challenges they face in achieving scale, accessing capital, and preparing for strategic growth opportunities.
As operators and practitioners who have direct experience on “both sides of the table”, RLA provides a unique perspective to LMMs and SMBs at inflection points, including the ability to position the companies in the best manner for optimal liquidity events (i.e. growth, M&A, sale, etc.).