From Seed Stage to IPO

Partnering Across Industries and Stages.

From first raise to public markets, Everest supports leaders at every stage of growth. We tailor each engagement to your business model, ownership structure, and goals, then embed experienced operators who can make an immediate impact.

A Glimpse Into Our Client Network:

Deep Industry Knowledge. National Reach.

Our network spans the nation and most industry verticals. We use specialized teams who know your world, who bring the clarity, capability, and confidence to move your business forward.

Select Industries Served:
Life Sciences and Healthcare
Tech, SaaS, Software & Media
Consumer Products
Manufacturing & Distribution
Banking & Investment Banking
Asset Managers
Retail
Food & Beverage
Business & Professional Services
Construction
Companies We Support:
Startups & Founders
Growing Businesses
Public Companies
PE, VC, and Portfolio Companies

Client testimonials

“Historically I have not been happy with financial consulting firms, but Everest Advisors, their talented team, and especially Bill—are extreme outliers. Their advice is always spot on, and they roll up their sleeves and get their hands dirty.”

CFO, Consumer Lender

“Everest Advisors built our finance team from the ground up, implementing best-in-class processes. Their expertise unlocked $2.2M in trapped funds and delivered tens of millions in benefits, strengthening our financial position and agility.”

Chairman & CEO, Consumer Lender

“We are grateful for the strategic vision, financial acumen, and commitment Everest Advisors brings. More than consultants, they are true partners delivering transformative results that elevate financial operations and drive lasting success.”

Founder, Private Equity Firm

Get results

Learn More About How We Help Clients

If you’re navigating complexity or preparing for growth, Everest is the platform built to help. Reach out to explore how we can support your team, your transaction, or your transformation.