Corporate & Financial Advisory
Advisory for capital that has to be right the first time.
Diligence, financial models, finance leadership, and regulatory and compliance navigation — for companies, investors, lenders, and institutions.
Financial due diligence · Investment analysis · CFO-level support · Regulatory & compliance · Market entry · Training
The Problem
Most capital is lost before anything is bought, funded, or signed.
An unstressed model. A forecast treated as fact before it is. A counterparty no one vetted. A raise taken to market before the numbers could survive a diligence question. We own the decision path: question, number, recommendation you can act on.
Who we serve
Six client types, each with a different question.
Mid-sized businesses
CFO-level judgment without a full-time CFO.
International investors & family offices
Vetting a sponsor, a counterparty, and a structure before funds move into the US.
Buyers & sellers of businesses
Independent verification of the numbers behind the transaction, on either side of it.
Companies entering the US market
Entity, licensing, compliance, and the calendar a new US operation has to keep.
Nonprofits, institutions & public agencies
Whether the commitment is affordable, and whether the structure withstands review.
Lenders, funds & institutions
Independent financial diligence on a borrower, a sponsor, or a counterparty.
Corporate & Financial Advisory
Financial judgment for companies, investors, lenders, and institutions — no industry or property required.
01
Financial Due Diligence
Quality of earnings, working-capital and debt analysis, revenue and cost verification, counterparty vetting, and identification of the risks that change price or structure — buy-side or sell-side.
02
Financial Modeling & Investment Analysis
Integrated three-statement models, valuation, returns and sensitivity analysis, partnership and waterfall structures, scenario testing, and investment-committee-ready output that survives challenge.
03
Financial Models & CFO-Level Support
Fractional CFO support for mid-sized businesses: budgeting and forecasting, cash-flow and working-capital planning, unit economics and margin analysis, management reporting, internal controls, and lender and board communication.
04
US Regulatory & Compliance Navigation
Entity formation and structure, federal and state registration requirements, sector licensing, government-contracting readiness and certifications, reporting obligations, and the compliance calendar a new US operation has to keep.
05
US Market Entry & Cross-Border Support
For international investors, family offices, diaspora capital, and foreign enterprises entering the United States — from the Caribbean, South America, Europe, and Africa alike: partner and counterparty vetting with on-the-ground verification, structure and banking set-up, transaction representation for remote clients, and post-investment oversight and reporting.
06
Training & Capacity Building
Workshops and structured programs for institutional teams, agencies, lenders, and intermediaries — underwriting discipline, financial governance, and project controls. Deliverable remotely to international teams.
Not sure which applies?
Describe the decision rather than the service. We will tell you which service it belongs in, and whether we are the right firm for it.
Request a conversation →
Packaged engagements
Three of the most frequently requested scopes. Everything else is scoped to the mandate. The firm publishes no prices. Scope and fee are set on a call, in writing, before work begins.
Package 1
Financial Due Diligence Review
For a buyer, seller, lender, or investor who needs the numbers verified independently. Scoped and priced on a call.
Quality of earnings · working capital and debt · revenue and cost verification · forecast stress test · counterparty and sponsor vetting · the risks that change price or structure · written findings and recommendation.
Request a diligence review →
Package 2
CFO-Level Support Retainer
For a business that has outgrown its finance function but not yet earned a full-time CFO. Scoped and priced on a call.
Three-statement model your own staff can maintain · budgeting, forecasting and variance reporting · cash-flow and working-capital planning · unit economics and pricing · board, lender and investor reporting · fractional CFO counsel.
Discuss CFO-level support →
Package 3
US Market Entry & Counterparty Vetting
For an international investor or company moving capital or operations into the United States. Scoped and priced on a call.
Market orientation and opportunity screening · sponsor, operator and counterparty vetting with on-the-ground verification · entity, structure and banking set-up alongside US counsel · transaction representation for remote clients · post-investment oversight of progress, budgets and distributions.
Discuss a market-entry mandate →
When to bring us in
·No one has independently tested the numbers.
·You're entering the US market and need the structure checked first.
·Your business has outgrown its finance function but not yet earned a full-time CFO.
·You have to register, license or file in the US and no one owns the calendar.
·A forecast keeps moving and no one can explain the financial impact.
·You are about to send funds to a US sponsor, operator, or counterparty no one has verified.
What We Manage
Analysis and models · diligence workstreams · adviser and specialist coordination · forecasts, budgets and reporting calendars · registrations and compliance calendars · risk register · post-investment oversight and reporting.
What We Do Not Replace
We do not replace your attorney, accountant, auditor, or licensed intermediary. We coordinate the process from the client's side and work alongside them.
Engagement Models
Fixed-scope assessment · advisory retainer · transaction mandate · phase- or milestone-based mandate · post-investment oversight and reporting · training and capacity-building program. Scope and fee are set on a call.
Regions We Serve
The firm accepts engagements across North America, the Caribbean, South America, Europe, and Africa. Headquartered in the Washington, DC metropolitan area, with every service deliverable remotely for clients outside the United States.
The Real Estate Consulting Division of the Firm
The Developer Deal Desk
Deal verdicts, feasibility and highest-and-best-use studies, LOI and construction-budget review, investor and lender packages, owner's representation, and development management — on published fixed fees and fixed timelines.
Go to The Developer Deal Desk →
Fees and timelines are published on that site.
Request a conversation.
Email or call with a short description of the decision in front of you, and the timing. We respond within one business day and will tell you plainly if we are not the right firm.
Book a Consultation
Email
info@chestnutbridgepartners.com
Please do not send confidential documents in a first email — we will arrange a secure channel.
Call
202-207-0698
Monday to Friday, 9:00 a.m. to 6:00 p.m. Eastern. International callers welcome.
Useful To Include
The decision or mandate · who is involved · the timing · the amount at stake · what has already been done.
Anything you send is treated as confidential business information, handled per our Privacy Policy.
Chestnut Bridge Partners, LLC provides advisory and consulting services only. The firm is not a broker-dealer or placement agent, and does not provide legal, tax, accounting, audit, securities, or investment-advisory services. Nothing on this page is an offer to sell, or a solicitation of an offer to buy, any security. Clients retain their own licensed legal, tax, accounting, and design professionals; we work alongside them.
Chestnut Bridge Partners, LLC
7375 Executive Place, Suite 190, Lanham, Maryland 20706
202-207-0698 · info@chestnutbridgepartners.com
202-207-0698 · info@chestnutbridgepartners.com
The Developer Deal Desk — a division of Chestnut Bridge Partners, LLC
© 2026 Chestnut Bridge Partners, LLC