From Insight to Execution
A Connected Platform for Growth and Results.
Key Offerings
Built to Solve What Matters Most
Our work spans the most critical growth challenges companies face. Every engagement is shaped by real-world experience, and supported by a trusted network of functional specialists.
Deep Dive - What We Do
Guiding You Through Every Stage of Your Business Journey
Equity Offerings
From seed to IPO, we help you structure the right raise and execute it effectively:
Build your foundation
Craft investor decks, financial models, and capital strategy
Lead your raise
Set valuation goals, manage outreach, and drive the process to completion
Prepare for IPO
Establish reporting, controls, and talent readiness for public markets
Manage compliance
Navigate filings, regulations, & stakeholder communication
Financial Operations
We elevate the performance of your finance team with people, processes and the tools to scale:
Evaluate your team
Assess organizational design and team competencies to support business strategy and financial goals
Align projections
Ensure projections reflect business strategy and track progress toward key objectives
Streamline accounting
Accelerate financial close, increase automation, simplify reporting, and align metrics to support decision-making
Scale your systems
Recommend, select, and implement tools that provide efficiencies and support support future growth
Business Efficiencies
We pull every lever to unlock greater cash flow—redesigning your business processes for clarity, speed, and alignment:
Capital allocation
Drive performance through intentional, data-informed distribution of capital
Pricing strategy
Ensure the business is priced appropriately and customer incentives are aligned to drive growth where desired
Cost structure
Align operating expenses with key business strategies, ensure metrics are in place to drive performance
Cash flow
Develop processes to increase cash flow, optimize balance sheet and working capital, and guide capex spending
Mergers & Acquisitions
We guide companies through high-stakes transactions to create long-term value:
Prepare for Success
Assess readiness assessments and ensure organization and its financials are sale-ready
Navigate due diligence
Manage secure data rooms, assess target businesses, and uncover synergies
Negotiate & close
Facilitate discussions, model financial impacts, and drive a successful close
Integrate post-close
Build integration plans, drive cultural alignment, and ensure value realization
Marketing Strategy
We bring clarity and alignment to how you reach, convert, and retain customers across all channels.
Marketing & Digital Audits
Deliver an unbiased view of marketing performance and untapped potential
Evaluate your funnel
Identify conversion gaps across awareness, acquisition, and activation
Build growth engines
Map scalable channels, metrics, and budget recommendations
Strengthen execution
Support team structure, workflows, and tech stack to drive consistent performance
Human Resources
We build the foundational people strategies that drive organizational success:
Develop HR strategy
Design and implement a framework that aligns people operations with business goals
Optimize performance
Establish management systems with clear goals, feedback, and accountability
Employee lifecycle
Create structured, empathetic processes for onboarding and offboarding to protect brand
Review compensation
Analyze pay and benefits to ensure competitiveness and to attract and retain top talent
Executive Search
We help you find the right leadership to drive growth and stability at critical moments:
Run confidential searches
Execute discreet, high-impact placements for critical roles
Source top talent
Leverage network to identify top-tier candidates
Lead the process
Manage outreach, interviews, and stakeholder alignment
Ensure a strong start
Support onboarding to accelerate impact and fit
Our Track Record
Trusted, Proven, Embedded
Our model is grounded in real operator experience, not theory. We partner with clients at a strategic level, and execute alongside their teams every step of the way.
Expertise spanning technology, life sciences, consumer products, manufacturing, banking, & more
Trusted by Leaders Across Industries
The Everest platform delivers measurable results for clients in every sector we serve. Here’s a snapshot of how our advisors have driven transformation:
Highlights
Private Equity Firm:
Delivered fractional finance support across five portfolio companies—including protecting over $1 billion in tax assets, scaling a business to $750 million in assets in under a year, shaping strategy, reducing costs, building finance processes, and enabling sound management decisions.
Consumer Lender:
Remediated a material weakness in internal controls, reorganized the Finance function and transformed Finance operations by modernizing forecasting and transaction processing, implementing new systems, revamping board reporting, introducing interest rate risk hedging strategies, and revising funding strategies.
Private Biotech:
Served as CFO to lead the Series A capital raise—revamping the financial model to determine required proceeds for key milestones, developing a venture capital–ready presentation, identifying target investors, and introducing the company to over 150 funds and 15 merchant and investment banks.
Public AgTech:
Provided interim Finance leadership to a newly public firm, guiding high-stakes SEC reporting cycles while delivering key investor messaging in a cash-constrained environment. Stabilized the public reporting calendar, established clear accountabilities, and reduced the number of groups involved in reporting.
