Holding Advisory LLC

Holding Advisory LLC is a boutique one-stop-shop for all your management consulting and transaction advisory services. We deploy a network of top-tier C-suite consultants and subject matter experts specific to your industry. We specialize in B2B SaaS offerings across a number of industries, including (among others) EdTech, MedTech, BigData, CRM, Clinical Research, Life Sciences, and eCommerce. We help our clients to maximize performance of their organization with strategy, financial planning, business systems/processes optimization/implementation. We also focus on helping companies prepare and execute fundraising rounds at every stage of company maturity. Our track record includes over 200 clients and over $1B in private placements, as well as 3 IPOs. We also utilize a fully-integrated consulting approach, where we function as an extension of your finance function or other relevant business functions. Our general scope of services include: - Fractional CFO services - Strategic management consulting - Financial controls, processes, and systems - ERP implementation - Business systems/processes optimization - Transaction advisory - Fundraising - Investor Presentations - Board Presentations - Budgeting and Forecasting - Financial Modeling - Financial Planning & Analysis - Valuations - Audit preparation/management - Go-To-Market Strategies - Strategic Planning - Executive Coaching - Market/Industry Research