Healthcare · Medical Devices · SouthWest US
CFO Leadership, Capital Raise, Accounting Overhaul & Client Base Expansion
A high-growth medical device company in the SouthWest United States needed transformative leadership and a scalable financial foundation to capitalize on strong market demand.
The company experienced high growth and strong market demand but lacked a robust financial infrastructure and transformative strategic leadership to capitalize on the opportunity.
Reliance on fewer than five core clients created significant revenue concentration risk — a critical vulnerability that threatened long-term sustainability and investor confidence.
Accounting processes were disorganized and unreliable, hindering both financial visibility and investor credibility at a critical stage of company growth.
Additional capital was urgently needed to scale operations, diversify the client base, and establish a foothold as a long-term market leader in the medical device space.
Red Lion Advisory deployed a four-part execution framework — taking the CFO seat, overhauling financial infrastructure, raising growth capital, and systematically diversifying the client base.
Finance · Analytics · Strategy · TransformationAssumed the CFO role, instituting rigorous financial controls and structured reporting to bolster transparency and investor confidence across all key stakeholders.
Led negotiations for an investment that balanced operational flexibility with sustainable growth — structuring a capital solution that preserved equity while enabling expansion.
Executed a transformative overhaul of the accounting system — transitioning to GAAP-compliant accrual accounting, automating reporting, and optimizing cost tracking throughout.
Expanded the client base from under five to more than fifteen — significantly reducing revenue concentration risk and building a more predictable, diversified cash flow profile.
The engagement delivered capital, operational clarity, and a diversified client base — enabling sustainable growth and positioning the company for its next phase of expansion.
Secured the necessary capital — negotiating, structuring, and executing a competitively priced term debt over a 10-year period to enable rapid growth in operations and customer acquisition.
Reduced customer concentration risk — creating more predictable revenues by more than doubling the customer count over the last trailing twelve months (TTM).
Built a transparent, scalable financial reporting system — supporting continued growth, improving investor relations, and enabling data-driven decision-making.
Optimized the company's capital structure — ensuring an efficient balance between debt and equity to support sustainable, long-term expansion without excessive dilution.
Introduced merger and roll-up opportunities — enhancing the company's transformative growth strategy and creating a pathway to accelerated market consolidation.
Whether you're evaluating a capital raise, navigating a complex transaction, or looking for an embedded advisory partner — we're built to step in and lead alongside you.