What Warley & Company does

Warley & Company LLC is a privately held, Atlanta-based boutique advisory firm specializing in corporate finance, financial restructuring, and management consulting. The firm serves three primary client segments — early stage companies, middle market companies, and financial institutions — and delivers a unified suite of five core services: Corporate Finance Advisory (debt capacity analysis, capital structure optimization, financing solutions), Financial Restructuring Services (plans of reorganization, creditor negotiations, turnaround advisory for troubled companies, secured lenders, unsecured creditors, and equity investors), M&A Advisory (including 363 Sales, buy- and sell-side transactions, valuation, litigation support, partnerships, and joint ventures), Management Consulting (working capital management, performance improvement, business plan development, operational consulting), and Capital Raising (debt, mezzanine, and equity capital engagements). The core technology is senior practitioner expertise and proprietary analytical methodologies for cash flow modeling, break-even analysis, and plan feasibility assessment; there is no software platform or productized offering.

The firm operates a bespoke professional services model with customized engagement fees that are not publicly disclosed. Its go-to-market is direct, sales-led, and relationship-based, with the company website functioning as the primary top-of-funnel information channel. Securities offerings are channeled through Britehorn Securities, a non-affiliated registered broker-dealer (FINRA/SIPC member), enabling capital raising services without Warley & Company itself holding a broker-dealer license. The practice is concentrated in the Southeast US with a single headquarters at 15 Leighton Court, Atlanta, GA 30327.

The team comprises three named professionals: founder Paul Warley (30+ years management and restructuring experience, B.S. in Business Administration from The Citadel, 10+ years U.S. Army service), Adam Cohen (joined 2017, prior CFO experience at a private equity firm and a national trucking company, multi-industry operating background), and Mark David Kennedy (10+ years investment banking, B.S. from University of Alabama, MBA from Emory Goizueta). The firm is founder-controlled with no disclosed venture capital, private equity, or institutional ownership, and maintains no formal partnerships, subsidiaries, patents, awards, or certifications.

Name

Warley & Company

Legal name

Warley & Company LLC

Website

https://warleycompany.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Warley & Company is a privately held, Atlanta-based boutique advisory firm delivering corporate finance, financial restructuring, M&A, capital raising, and management consulting services to early stage companies, middle market companies, and financial institutions across the Southeast US.

Ownership category

akta.pro rank

Product category

Corporate Finance Advisory

NAICS

Management Consulting Services (54161), Investment Banking and Securities Intermediation (52315)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

M&A Advisory (Buy-side/Sell-side) (BPAHADAC), Distressed M&A & Special Situations Advisory (BPAHAOAH), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

• Corporate finance advisory
• Financial restructuring services
• Mergers and acquisitions advisory
• Management consulting
• Capital raising services

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D

Revenue model

1. Corporate Finance Advisory: Advisory fees for corporate finance services including M&A advisory, capital raising, and financial restructuring engagements.
2. Management Consulting: Fees for general management advisory services including business plan development, performance improvement, and operational consulting.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Warley & Company provides corporate finance, financial restructuring, and general management advisory services to early stage companies, middle market companies, and financial institutions. Engagements cover working capital management, debt capacity, business plan analysis, performance improvement, debt and equity financing, plans of reorganization, M&A (including 363 Sales), valuation, litigation support, and operational consulting. Services are delivered by senior advisors on a bespoke, engagement-based basis.

Product overview

Warley & Company is a corporate finance and management consulting advisory firm offering a unified suite of professional services rather than a software product platform. The core offerings include Corporate Finance Advisory, Financial Restructuring Services, Merger and Acquisition Advisory, Management Consulting, and Capital Raising Services. These services are delivered by a team of experienced professionals (Paul Warley, Adam Cohen, Mark David Kennedy) and target early stage companies, middle market companies, and financial institutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate Finance Advisory

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• BDO Capital Advisors: M&A advisory arm of BDO focused on middle-market sell-side, buy-side, and capital raising. Comparable middle-market M&A and capital raising service profile to Warley's deal advisory work.
• FTI Consulting: Global advisory firm with a large Corporate Finance & Restructuring segment serving troubled companies, creditors, and equity investors. Overlaps directly with Warley's restructuring, 363 sales, and creditor advisory practice, but at much greater scale.
• Alvarez & Marsal: Leading restructuring and turnaround advisory firm known for interim management and distressed company advisory. Directly comparable service offering (restructuring, performance improvement, creditor advisory) to Warley's core practice.
• Huron Consulting Group: Public consulting firm with a Business Advisory segment covering financial advisory, restructuring, and operational improvement for middle-market clients. Comparable service mix and middle-market target to Warley.
• Duff & Phelps (Kroll): Global advisory firm providing valuation, M&A advisory, and restructuring services. Overlaps with Warley's M&A, valuation, and special situations work for middle-market and complex situations.

Direct peers

• Conway MacKenzie: Middle-market restructuring and turnaround advisory firm serving distressed companies, lenders, and creditors. Closely matches Warley's restructuring, creditor advisory, and special situations mandate profile.
• Phoenix Management Services: Middle-market restructuring and operational improvement advisory firm serving underperforming and distressed companies. Strong overlap with Warley's financial restructuring and performance improvement practice.
• Teneo: Global advisory firm focused on restructuring, M&A advisory, and strategic consulting for CEOs, boards, and creditors. Directly comparable restructuring and corporate finance advisory mandate profile to Warley.
• MorrisAnderson: Boutique restructuring and turnaround advisory firm focused on middle-market distressed companies. Directly comparable practice in restructuring advisory, plan feasibility, and creditor negotiations.

Regional players

• Bridgepoint Consulting: Middle-market management and financial consulting firm with restructuring, M&A advisory, and performance improvement services — similar boutique scale and middle-market positioning to Warley, though with stronger Texas/South-Central regional orientation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Warley & Company