Corporate Strategy | Complex Financial Analysis

How we help clients

Private Companies | Entrepreneurs

By combining deep financial industry knowledge with strong project-management skills, we help clients carryout complex projects and growth initiatives. We help identify internal challenges in operations, organizational structure, distribution, and market strategy to name just a few. If the company’s growth necessitates acquisitions, we help find target opportunities and can assist in evaluating potential structures.

As a boutique firm of seasoned practitioners, our advice remains unbiased and independent.

Private Equity | Looking To Acquire

Locating and analyzing acquisition targets is both challenging and time-consuming. Whether seeking platform investments or add-ons to existing companies, time is of the essence. Our team can quickly examine your market strategies as well as screen and analyze industry data to significantly enhance the quality of your deal flow.

Our private equity and venture services extends to strategic consulting assignments. To maintain our unbiased perspective we will work with one side of any business transaction.

Attorneys | CPAs | Advisors

We respect the relationship between clients and professional advisors. This allows us to collaborate with accountants, attorneys, and bankers to achieve the client’s best interest. Our philosophy is to remain specialized in corporate strategy and financial analysis.

For assignments we refer to external professionals, we expect and seek their goodwill and high-service level in achieving our client’s best interest.

Redwood Strategy provides strategic consulting services and financial analysis focused around complex transactions. We primarily serve private companies, closely-held businesses, and family offices based in North America.

With a combined expertise in private equity, equity research, and corporate finance, our team excels in strategy formulation, corporate financial analysis and project management. Our professionals can provide a broad range of support services in the context of joint-ventures and corporate restructuring.

Our unique approach integrates corporate strategy as a precursor to strategic transactions thereby enhancing overall value. Every client benefits from individualized and long-term advice from the pre-transaction stage to post-transaction integration. As a boutique firm of specialists, our clients benefit from a senior professional's involvement in every aspect of the project. A senior professional personally manages each engagement and remains integrally involved in all phases of the assignment.

With no lending, investment banking, or asset management divisions, our advisory practice remains independent and unbiased. Along with deep industry contacts and a selective network of attorneys, bankers, and CPAs the firm brings unparallel value to clients. To best serve our middle market clients, we draw upon substantial expertise in financial analysis, research, consumer products marketing, and industry specific resources while collaborating with private equity and other professional advisors.

If you are planning a complex transaction or are currently in the midst of one, please feel free to contact us.