Launch.
Grow.
Exit.
For founders, management, and investors in the insurance and financial services industries, your firm’s evolution likely falls into one of these three stages. At Bushido Strategic Advisory, we provide corporate finance guidance, insight and execution throughout the value creation lifecycle.
HOW CAN WE HELP?
Advisory Services
Targeted to your specific goals, we offer the following services to advance your financial strategy...
Fractional CFO Leadership
Acquisition Target Due Diligence
Financial Operations Build-out
M&A Strategy Guidance
Capital Structure Enhancement
Senior Advisor Industry Expert
Let's get a little more in-depth...
We’ll spearhead the launch of your start-up's financial operations
As an entrepreneur, business plan execution is at the forefront of your priorities. Let Bushido manage the build-out of your critical finance & accounting back office infrastructure so you can focus on revenue growth, staffing, and client-facing operations.
We’ll drive growth by supporting inorganic strategies and enhancing financial processes
While organic growth is critical to a business' success, M&A can accelerate your expansion. Let Bushido drive the process of assessing and executing transactions that can supplement your strategy. We can also manage your existing finance & accounting resources on a fractional / outsourced basis as you continue to scale.
When it's time to exit, we'll help you maximize stakeholder value
As you reach critical mass, the time may come to review alternatives to realize the value you've built in your company. Our varied experiences as buyer, seller and advisor to insurance and financial services companies going through this process allow us to provide unique insight and guidance through a sale or recapitalization of your business.
“Justin did an amazing job on a recent engagement and was a tremendous asset to our portfolio company, both financially and strategically, in its formative early days. Justin is definitely much more than a CFO, has tremendous knowledge across the insurance value chain, and I would highly recommend him. ”
Sam Gaynor, Managing Director, Altamont Capital Partners
Need an objective and informed review of your acquisition target’s financial results?
Through Bushido’s partnership with TAG Consulting Services, we provide buy-side financial diligence support to dozens of the country’s most acquisitive insurance brokers on hundreds of transactions. We can shape your strategy with comprehensive reviews, guidance and validation.
Who We Serve
We work with all types of stakeholders across the insurance and financial services industry spectrum.
Agencies, Carriers and Service Firms
Assisting with acquisitions, funding, early-stage financial operations build-out, and analysis of financial performance.
Professional Investors, Private Equity and Venture Capital
Assessing industry challenges and opportunities, connecting you with insurance industry contacts, and serving as an independent board member.
Investment Bankers & Industry Boutiques
Providing independent financial due diligence assessments of acquisition targets, project-based assistance and short-term transaction execution support.