01.6Strategy & Management
Executive financial advisory
M&A, capital strategy, and CFO-level guidance. Strong when tied to deals and outcomes, not reports.
The engagement
How we help
Financial advisory at the executive level is M&A, capital strategy, and CFO-level guidance: the decisions where the analysis has to be right and the judgment has to hold under scrutiny. It's strongest when it's tied to a deal or an outcome, not delivered as a report that sits on a shelf.
Our founder's prior work was exactly this. In a prior engagement at a global consulting firm, that meant building the financial case behind a live deal: evaluating 65+ competitors and 55+ market reports, pressure-testing the thesis through 20+ expert interviews, and shaping a post-merger roadmap that targeted $150M in annual synergies and organization design for a combined workforce of more than 2,000 people. That is the founder's prior engagement, not a Praxis client result, but it is the same rigor we bring to the financial decisions that shape a company's trajectory: what to buy, how to fund it, and what the numbers really say. The engagement produces a defensible financial case you can take into a boardroom or a negotiation.
For the finance function's own routine work, the done-for-you offer is to automate finance and accounting with AI.
- Practice
- Strategy & Management practice
- Typical buyer
- CEOs, CFOs & boards
- Reach
- Worldwide
Deliverables
What you receive
Scope tracks the decision (a transaction, a raise, a capital plan), but the work is always rigorous, sourced, and defensible.
A clear read of the numbers behind the decision:
the drivers, the sensitivities, and where the risk actually sits.
- 02
Valuation and modeling
Rigorous, assumption-transparent models (DCF, comparables, precedent transactions), built so the logic can be inspected, not just the output.
How to fund, structure, or execute the decision:
options laid out with their trade-offs, not a single pre-baked answer.
- 04
A defensible recommendation
One recommended path, with the reasoning explicit enough to withstand a board, an investor, or the other side of a table.
The sequence that turns the decision into moves:
diligence, integration, or funding steps, scoped and owned.
How we work
How the engagement runs
- 01
Analyze
We build the numbers from the ground up, with every assumption visible, so the case rests on evidence rather than a convenient forecast.
- 02
Structure
We frame the real options (how to fund, price, or execute), and reason the trade-offs in the open until one path is clearly the right bet.
- 03
Defend
We make the recommendation defensible: the logic documented, the risks named, ready to carry into the room where the decision gets made.
Questions
Frequently asked questions
- What kinds of decisions is this for?
- M&A, capital raises, restructuring, and CFO-level strategy: the financial calls that are high-consequence and can't rest on a rough estimate. Buyers are typically CEOs, CFOs, and boards.
- Do you guarantee a valuation or a deal outcome?
- No. We provide rigorous, defensible analysis and judgment; the market, the counterparty, and the decision remain yours. Anyone guaranteeing a financial outcome is selling something we won't.
- How is a financial advisory engagement scoped?
- Around the decision, not a package. We agree what has to be answered, what evidence that takes, and how long it should run: then quote that. A first call is a scoping call, with no obligation and no packaged pitch, and the quote is free.
By sector
Sectors where this work applies
The sectors where executive financial advisory is most often the right first engagement, with the reason in each case.
- 02.2Pharma & biotechHealthcare & MedicalPortfolio, capital-allocation, and M&A decisions that carry transaction-grade stakes.
- 03.3Private equity & venture capitalFinance & InsuranceTransaction-grade valuation, diligence, and deal analysis: the core of the work.
- 04.3Infrastructure & civilConstructionBid structure, JV, and capital decisions that carry real balance-sheet risk.
- 05.3Maritime & shippingTransportation & LogisticsFleet capital and financing decisions timed against a brutal cycle.
- 05.2Airlines & aviationTransportation & LogisticsFleet capital decisions and the balance-sheet calls behind heavy assets.
- 01.2Semiconductors & hardwareTechnology & ITCapital allocation and the CFO-level calls behind heavy, committed investment.
Related services
More services in Strategy & Management
- 01.7Business process consultingWorkflow redesign and operational efficiency: business process consulting where the strategy and change pieces hold even as AI eats the analysis layer.
- 01.1Strategy consultingAdvising on direction, market entry, and competitive positioning: strategy work for C-suite and board buyers when judgment, not a template, is missing.
- 01.2Management consultingHelping leaders solve complex operational and organizational problems: still the largest management consulting category, and the hardest to automate away.
- 01.3Leadership consultingExecutive coaching, team dynamics, and succession planning: the leadership consulting work that AI tools support but never fully replace on their own.
Further reading
Related reading from the Journal
Have a financial decision that has to be right?
A transaction, a raise, a capital plan: tell us what you're weighing. A first conversation is a scoping conversation, in full confidence.
No obligation · a scoping conversation first