Capital Strategy
Capital structure design, debt and equity raising, and investor positioning for growth-stage and mature companies.
- Debt & equity financing
- Capital stack optimization
- Investor materials & roadshows
- Lender & sponsor negotiation
Champagne Advisory LLC partners with founders, executives, and family offices to navigate capital strategy, M&A, and financial transformation — with the discretion and precision the name implies.
Each engagement is bespoke — scoped to your situation, your timeline, and your definition of success.
Capital structure design, debt and equity raising, and investor positioning for growth-stage and mature companies.
Buy-side and sell-side advisory from target screening through close, including diligence coordination and valuation.
Rebuilding the finance function — reporting, forecasting, controls, and systems — for companies scaling fast.
Discreet financial counsel for families, founders, and single-family offices managing complex balance sheets.
Independent valuation work for transactions, disputes, and internal decision-making where defensibility matters.
Hands-on financial leadership when you need it — from a part-time CFO seat to board-level strategic counsel.
Most advisory firms sell you the partner and deliver the analyst. We run small on purpose — every engagement is led and executed by senior professionals who have sat in your seat before.
Our process is transparent, milestone-driven, and built around your decision calendar. You’ll always know where we are, what’s next, and what it costs.
Learn about our engagement modelA focused working session to understand your objectives, constraints, and timeline. We define success before we define fees.
Rigorous financial modeling, market benchmarking, and scenario planning — presented in plain language, not banker-speak.
We sit on your side of the table. Drafting, negotiation, and process management handled directly by senior advisors.
Post-transaction support, integration planning, and follow-on advisory — because the closing isn’t the finish line.
Deep familiarity with the operating realities, regulatory pressures, and capital dynamics of each sector.
Commercial, multifamily, and mixed-use capital structuring and disposition.
Physician groups, dental platforms, and post-acute providers.
Family-owned industrials, succession, and strategic acquisitions.
Growth equity, recurring revenue models, and founder liquidity.
Multi-unit operators, franchise systems, and consumer brands.
South Florida marine services, freight, and last-mile operators.
A deliberately small senior team. You’ll meet us in the first call and work with us through the last deliverable.
Former investment banker with 18 years across M&A and capital markets. Founded the firm in 2011 to bring institutional-quality advice to privately held companies.
Leads sell-side and buy-side engagements across healthcare and industrials. Previously ran corporate development for a $900M multi-site services platform.
Builds finance functions for scaling companies — FP&A, controls, and systems. Former controller at two venture-backed SaaS businesses.
Names withheld at client request. References available during the engagement process.
Elise and her team managed our sale process end to end. They were relentless on valuation and protected us from a buyer who tried to re-trade at the eleventh hour. We closed 19% above the original offer.
We brought Champagne Advisory in to rebuild our forecasting and board reporting. Six months later our lenders were quoting us better terms because our numbers finally held up under scrutiny.
As a family office, we needed someone who could sit across from our attorneys and accountants as a peer — not a salesperson. That’s exactly what we got. Discreet, sharp, and refreshingly direct.
Introductory calls are 30 minutes and carry no obligation. If we’re not the right fit, we’ll tell you — and point you toward someone who is.
All inquiries are treated as confidential. Response within one business day.