Zephyr Advisory Group, LLC (est. 2019) started serving clients full-time in 2023 with a national footprint.
HQ: Denver, CO
Supporting the Offices of the CFO / Financial Executives, Controllership and Investor Relations (both public and private companies) through project-based engagements.
Private Companies: Specializing in the unique needs of Alternative Investment firms in the Private Equity/Credit, Venture Capital, Commercial Real Estate Investing subsectors with a focus on institutional-class service bringing sophisticated investor reporting and analysis to institutional & individual investor communities.
Services: Lender Compliance; Capital Structure Analysis; Financial Accounting: closing books prior to engaging the operational stakeholders within the investment asset(s), projects, or properties; partnering with key decision makers and owners of the investment and management company by delivering results (operational and financial dashboards) and analysis to internal stakeholders and external institutional & individual investors.
Public Companies: Broad experience across the 11 S&P 500 sectors (market caps of $5B to $50B) serving CFOs/CXOs and corporate finance & accounting executives.
Project experience in Corporate FP&A: Total company budget, forecast, and multi-year outlook through financial models. Corporate Accounting: Process and structural improvements to monthly & quarterly close. Subsequent reporting post-close: Budget-to-actual analysis, reporting to internal stakeholders within operations and finance. Strategic Finance & Treasury: Analysis of capital structure management & risk, strategic partnerships with 3rd party investment banks and commercial lenders, asset allocation, cash flow analysis & cash management.
Company Details
- Employees
- 1
- Founded
- -
- Address
- Denver, Co, Us
- Industry
- Professional Services
- NAICS
-
Professional, Scientific, and Technical ServicesArchitectural, Engineering, and Related ServicesOther Professional, Scientific, and Technical ServicesLandscape Architectural ServicesEngineering ServicesDrafting ServicesBuilding Inspection ServicesGeophysical Surveying and Mapping ServicesSurveying and Mapping (except Geophysical) ServicesTesting LaboratoriesAll Other Professional, Scientific, and Technical Services
- Keywords
- CFO Advisory, Investor Relations, Controllership, Financial Accounting, Corporate Finance, Mergers & Acquisitions, Private Equity, Alternative Investments, Strategic Finance, Financial Planning & Analysis, CXO.
- HQ
- Denver, CO
Zephyr Advisory Group, Llc Questions
Zephyr Advisory Group, Llc's LinkedIn profile is https://www.linkedin.com/company/zephyr-advisory-group-llc-cfo-advisory
Zephyr Advisory Group, Llc has
1 employees.
View email and phone details for 1
employees at Zephyr Advisory Group, Llc.
Zephyr Advisory Group, Llc's industry is
Professional Services
Zephyr Advisory Group, Llc's top competitors are
Three Harbor Lights,
What The Llm,
Zephyr Investment Management,
365 Axis Solution Llc,
Digital Rebels Consulting,
Daybreak Business Consulting, Llc,
Fm Quality Solutions,
Vp Enterprises Management Inc.,
Abogado Yoel Molina,
Strategydo.
Zephyr Advisory Group, Llc's categories are Professional Services
Zephyr Advisory Group, Llc's founding year is 2019
