Soli Financial Consulting

Name

Soli Financial Consulting

Legal name

Soli Financial Consulting

Website

https://solifinancial.com

Company type

Private

Founded year

2015

Operating status

Operating

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Financial Management & Performance Improvement Consulting (BPAHACAF)

Keywords

• Sell-side advisory
• Buy-side due diligence
• Interim CFO services
• Financial modeling
• Transaction advisory

Headquarters

HQ city

United States

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Financial Advisory and Consulting Services: Professional services revenue generated through consulting engagements for sell-side advisory, buy-side transaction support, and interim CFO/financial leadership services. Primarily project-based engagements rather than recurring retainer arrangements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Soli Financial Consulting is a boutique advisory firm providing sell-side advisory, buy-side transaction support, and interim CFO/financial leadership services. Engagements cover valuation, positioning, negotiation, due diligence, advanced financial modeling, financial planning, and reporting optimization for founder-owned businesses, private equity and venture capital firms, and operating companies. The firm operates with a small dedicated team and delivers project-based consulting engagements rather than packaged products.

Product overview

Soli Financial Consulting is a boutique advisory firm offering a unified portfolio of financial consulting services rather than a software product platform. The core offerings include Sell-Side Advisory services for business sales, Interim CFO/FP&A/Financial Leadership for operational support, Advanced Financial Modeling for valuations and strategic analysis, Buy-Side and Sell-Side Due Diligence for transaction support, Financial Planning and Reporting Optimization, and Budgeting and Forecasting. These services collectively support private equity sponsors, business owners, and investors through critical moments in a company's lifecycle.

Differentiator

Problem solved

Functional benefit

Products and services

• Sell-Side Advisory Advisory and leadership services guiding founders and investors through every stage of the sell-side process, from valuation and positioning to negotiation and closing.
• Interim CFO, FP&A, and Financial Leadership Provides experienced finance operators on an interim basis, offering access to leadership and specialized expertise to meet immediate and strategic financial needs for operating companies.
• Advanced Financial Modeling Builds operating models, valuation models, and strategic alternative analysis models, serving as a definitive modeling expert for clients.
• Buy-Side and Sell-Side Due Diligence Conducts thorough financial health diligence into acquisition targets, identifying risks and validating investment theses for informed decision-making by PE and VC investors.
• Financial Planning and Reporting Optimization Standardizes financial reporting, accounting systems, and policies to deliver a consistent and transparent financial framework for operating companies.
• Budgeting and Forecasting Creates sophisticated forecasts and budgets providing data-driven insights for strategic planning and informed decision-making.

Quantifiable outcome

• Over 90% of business from repeat clients
• +1 more outcomes

Named customers6 records

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 indicators3 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Harris Williams & Co. Harris Williams is a mid-market investment bank focused on sell-side advisory across diversified industries. It is a direct peer given that Soli's founder previously worked there and the firm offers the same core sell-side M&A advisory service to similar mid-market clients.
• Cherry Bekaert: Cherry Bekaert is a U.S. accounting and advisory firm providing transaction advisory, valuation, and CFO advisory to mid-market and PE-backed companies. It is a direct peer as it competes for similar lower mid-market advisory engagements.
• Alvarez & Marsal: Alvarez & Marsal is a global professional services firm known for interim CFO, restructuring, and transaction advisory. It directly competes with Soli's Office of the CFO and financial leadership services for PE-backed and operating-company clients.
• Houlihan Lokey: Houlihan Lokey is a global investment bank with strong corporate finance advisory and transaction support practices. It is a direct peer as it provides sell-side, buy-side, and valuation advisory to mid-market PE and corporate clients, overlapping with Soli's offering.
• CFGI: CFGI is a boutique advisory firm specializing in interim and fractional CFO services, accounting, and transaction support. It is a direct peer as it competes head-to-head with Soli's Office of the CFO and FP&A offerings for PE-backed and growth-stage operating companies.
• BKD (FORVIS): BKD (now part of FORVIS) is a Top-10 U.S. accounting and advisory firm providing transaction advisory, valuation, and CFO advisory to mid-market clients. It is a direct peer given its similar mid-market focus and overlap in buy-side due diligence and financial advisory services.
• FTI Consulting: FTI Consulting provides corporate finance, transaction advisory, and interim management services. It is a direct peer because its Transaction Services and Corporate Finance segments overlap with Soli's sell-side advisory, due diligence, and CFO support practices.
• Capstone Partners: Capstone Partners is a middle-market investment bank providing sell-side M&A advisory and capital raising. It is a direct peer competing for similar founder-owned and PE-backed mid-market mandates.

Broad incumbents

• Deloitte (M&A and Transaction Services): Deloitte's M&A and Transaction Services practice offers sell-side advisory, due diligence, valuation, and interim finance leadership as part of its broader professional services portfolio. It is a broad incumbent that competes with Soli on larger mid-market and upper-mid-market mandates.
• KPMG (Deal Advisory): KPMG's Deal Advisory practice covers buy-side due diligence, sell-side advisory, valuation, and CFO advisory services. It is a broad incumbent that overlaps with Soli's offerings but at greater scale and brand recognition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Soli Financial Consulting