Services

Ascendancy Advisors LLC is a strategic CFO services and transaction advisory firm focused on growth-stage private equity, venture and angel-backed companies in Chicago, Madison, Milwaukee and the Upper Midwest.

Services include:

  • Financial planning and modeling
  • Transaction negotiation and support
    – Financing (equity/debt; private equity/VC/angel)
    – M&A
    – Major investments
    – Strategic partnerships
  • Board presentations
  • Internal financial reporting, budgeting and dashboards
  • Cash flow forecasting
  • Supervision and direction of in-house finance team
  • Coordination and management of outside advisors, including legal counsel, valuation experts, auditors and tax advisors
  • Investor and bank relations