Dual-Practice Advisory Firm

For the Offices of the CFO and CEO

Senior Executive and Financial Experience

To support your operational execution

Diverse subject matter expertise

Across industries and emerging verticals

Edtech

Diverse subject matter expertise

Across industries and emerging verticals

Life Sciences

Dual-Practice Advisory Firm

For the Offices of the CFO and CEO

Senior Executive and Financial Experience

To support your operational execution

Diverse subject matter expertise

Across industries and emerging verticals

Biotechnology

Dual-Practice Advisory Firm

For the Offices of the CFO and CEO

Senior Executive and Financial Experience

To support your operational execution

Diverse subject matter expertise

Across industries and emerging verticals

Telecom & Fiber

Overview

Newport Advisory Partners is a team of innovative and experienced financial and operating advisors with a background across a variety of industries and sectors. Our consultants’ backgrounds include former CFO’s and CEO’s, Big Three consultants, Big Four accountants, investment bankers, venture capitalists and private equity professionals

Market challenges?

Middle Market

Middle Market

CFO
  • Lack of corporate development team support
  • Interpreting financial impacts from complex transactions
  • IT optimizations and ERP implementation challenges
  • Post-acquisition integration and execution
CEO
  • New market penetration and global expansion uncertainty
  • Competitive positioning for maximizing revenue growth
  • Underdeveloped corporate acquisition and integration strategy
  • Managing board governance and shareholder expectations
Lower Market

Lower Market

CFO
  • Slow monthly close & stakeholder reporting
  • Processes are not GAAP/IFRS compliant
  • Cost reduction and EBITDA improvements
  • Existing Limitations of existing G/L and ERP system
CEO
  • Acceleration of revenue growth to maximize valuation
  • Lack of strategic planning for break-out performance
  • Customer acquisition and integration challenges
  • Determining optimal exit strategies
Emerging Industries

Emerging Industries

CFO
  • Revenue and financial model development
  • Cash forecasting and liquidity uncertainty
  • Undeveloped back-office infrastructure
  • Lack of on-demand finance and accounting expertise
CEO
  • Fundraising and financing strategies
  • Achieving revenue targets
  • Organic business growth and scaling
  • Identifying a strategic partner for exit

Middle Market

CFO
  • Lack of corporate development team support
  • Interpreting financial impacts from complex transactions
  • IT optimizations and ERP implementation challenges
  • Post-acquisition integration and execution
CEO
  • New market penetration and global expansion uncertainty
  • Competitive positioning for maximizing revenue growth
  • Underdeveloped corporate acquisition and integration strategy
  • Managing board governance and shareholder expectations

Lower Market

CFO
  • Slow monthly close & stakeholder reporting
  • Processes are not GAAP/IFRS compliant
  • Cost reduction and EBITDA improvements
  • Existing Limitations of existing G/L and ERP system
CEO
  • Acceleration of revenue growth to maximize valuation
  • Lack of strategic planning for break-out performance
  • Customer acquisition and integration challenges
  • Determining optimal exit strategies

Emerging Industries

CFO
  • Revenue and financial model development
  • Cash forecasting and liquidity uncertainty
  • Undeveloped back-office infrastructure
  • Lack of on-demand finance and accounting expertise
CEO
  • Fundraising and financing strategies
  • Achieving revenue targets
  • Organic business growth and scaling
  • Identifying a strategic partner for exit

What Can We Help You Solve?

What Can We Help You Solve?

Office
of the
CfO

A blended solution

“We help our clients capitalize on success through our
dual-practice platform: Office of the CFO and Office of the CEO

Our advisory services are built on a foundation of proven operating experience with a focus on one outcome: a hands-on approach to our clients' success.”

Office
of the
CeO