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.
Our Operating Philosophy
Red Lion Advisory delivers bespoke financial and business advisory services, specializing in debt and equity capital markets. F.A.S.T. (Finance, Analytics, Strategy and Transformation™) empowers Lower Middle Market (LMM) businesses and SMBs—from founders to executives—to optimize operations, accelerate growth, and drive long-term success.
With precision-driven and offensive-minded strategies, we help businesses navigate complex financial landscapes, not as number crunchers, but as partners in value creation.
Integrated Expertise
Experience across capital markets, operations, and leadership—solving challenges that demand both financial precision and strategic execution.
Execution Focused
Lead with urgency, discipline, and accountability—driving outcomes from strategy through implementation without losing momentum.
Principled Partnership
Build trust through action, not optics—operating with discretion, alignment, and a long-term mindset in every engagement.
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/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
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. Executed billions in transactions while serving as CFOs/Finance & Treasury professionals, investors/lenders, and strategic advisors.
Waste Solutions
$125,000,000 Acquisition Financing
Role: Syndicate Participant. Bringing practical, hands-on insight to every engagement.
Proprietary Education Management and Education Technology Company
$750,000,000 Receivables Sale
Role: Strategic Advisor/Treasurer. Unconflicted and transparent, our advice is rooted in objectivity and focused solely on client success.
International Juice Company
$87,500,000 Leveraged Recapitalization
Role: Senior Secured Lender. RLA partners with private companies, family offices, and capital providers to navigate complex capital events.
International Bank
$50,000,000 Correspondent Banking Facility
Role: Senior Secured Lender. Offering independent perspective and real-world execution expertise.
National Home Services Company
Capital Raise & Finance Advisory
Role: Strategic Partner. Our team steps in as interim CEOs/CFOs, COOs, or advisors to drive initiatives across finance, operations, and transactions with clarity and accountability.
Specialty Goods Retail
Embedded C-Suite Leadership
Role: Executive Partner. From budgeting and forecasting to M&A readiness and post-close integration, we lead execution with precision and experience.
"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 Szabo, CEO Remedy Medical Manufacturing