About us

Red Lion Advisory Overview

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

About Red Lion Advisory
  • Red Lion Advisory is a strategic partner to private companies, family offices, and capital allocators. We bring decades of experience across capital markets, operations, and executive leadership to deliver practical, high-impact advisory services.
  • We advise clients through capital raises, investment diligence, operational challenges, executive level leadership and strategic pivots—helping them navigate complexity with clarity and confidence.

  • We integrate seamlessly into client organizations, delivering financial clarity, operational discipline, and consistent execution through our F.A.S.T. ™ approach (Finance, Analytics, Strategy, and Transformation).

  • Our team leads with discipline, insight, and urgency—translating strategy into action and ensuring no momentum is lost in moments that count.

  • We deliver OIPAAS (Operating & Investment Partner-as-a-Service) solutions— providing companies and allocators with an integrated platform for strategic planning, capital allocation, and execution support.

What To Expect From Us

Red Lion Advisory integrates directly with leadership teams, acting as a trusted extension of your company.

High-Stakes Execution, Backed by Real Experience
  • Decades of hands-on transaction experience across capital raises, M&A, and operational restructurings
  • We advise clients through capital raises, investment diligence, operational challenges, executive level leadership and strategic pivots—helping them navigate complexity with clarity and confidence.
  • Strategies tailored to the pace and priorities of each engagement.
  • A track record of executing multi-dimensional projects with discipline, clarity, and speed.
Embedded Partnerships, Not Arms-Length Advice
  • We integrate directly with leadership teams—acting as a trusted extension of your company.
  • Clients get flexible support across finance, strategy, and operations.
  • Our advisory is continuous, collaborative, and deeply aligned with your long-term outcomes.
Independent Thinking, Informed by Operator and Investor Experience
  • Our guidance is shaped by real-world leadership—not theory or financial abstraction.
  • We focus on what drives outcomes in practice, grounded in firsthand operating experience.
Advisory Built for Growth Stage Realities
  • Every engagement is tailored to your stage, structure, and strategic goals.
  • Our approach scales with you—offering structure without slowing momentum.
Red Lion Advisory
100+ Opportunities Evaluated

Opportunities evaluated annually across private markets

10+ Industries Covered

Industries and verticals evaluated across mandates

$5B+ Transaction Experience

Collective transaction experience across our leadership team

50+ Industry Experience

Years of combined experience across capital markets, finance, and operations

3,000+ Deal Materials Produced

Pages of diligence and deal materials produced annually

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