FINANCIAL ADVISORY SERVICES

Swingbridge offers a robust suite of CFO services that elevates the Financial Operations, Capital Markets Strategy, and Return on Investment for CEOs, CFOs and Business Owners ready to invest in the Next Level of their company.

Focus + strategy

calibrated by expertise.

A Bridge to the Next Level

We help focus financial processes and support enterprise strategies by offering CFO Consulting Services to CEOs, CFOs and Business Owners ready to:

Optimize Financial

Operations
& Improve ROI

Predict & Drive

Performance

with Precise Data

Accelerate
Financial Progress

Invest in

Their Companies

Fortify Key

Business Strategy

with Financial Expertise

We assist in building out the strategy and process refinement necessary to be go-to-market ready.

CFO Support
& Collaboration

We are Part of the Team, providing financial expertise and supplemental leadership to help build a highly effective financial function. This frees up entrepreneurs and CEOs to focus on strategy, growth, and operations.

Ultimate

Results:

Higher Growth & Profit Realization

Better Informed CEO & Leadership Team

High-Value Strategic Support for Your CFO or Finance Function

Higher Company Value on Exit or Next Transaction

Higher Returns Vs. Lower Cost of Capital

Long-Term Minority Capital Investments

CFO Consulting

Services

We offer strategic CFO leadership to help focus your financial processes and support your enterprise strategies.

  • High-Value Strategic Support for Your CFO or Finance Function
  • Better Informed CEO & Leadership Team
  • Higher Growth & Profit Realization
  • Long-Term Minority Capital Investments

  • Higher Returns Vs. Lower Cost of Capital
  • Higher Company Value on Exit or Next Transaction

WHO WE WORK WITH

Businesses, CFOs, CEOs

Your organization can leverage the expertise Swingbridge offers to prepare referred companies for strategic growth, benefiting both the referral partner and the referred company.

Partners

Your organization can leverage the expertise Swingbridge offers to prepare referred companies for strategic growth, benefiting both the referral partner and the referred company.


Learn more about advisory services here:

Independent Sponsors

Your organization can leverage the expertise Swingbridge offers to prepare referred companies for strategic growth, benefiting both the referral partner and the referred company.

Swingbridge ADVISORY TEAM

  • Cofounder/CEO of Swingbridge
  • Over a decade working in Capital Markets on Wall Street
  • Detail oriented with a desire to listen and learn everyday
  • Avid sports fan (especially Notre Dame football) who tries to coach his kids' sports teams whenever possible
  • Semi-competitive BBQ cooking enthusiast

Tom

Kerestes

  • Cofounder/CIO of Swingbridge
  • 20 years of equity investment training and counting
  • Personal Detail 1 - Exploration and Learning
  • Personal Detail 2 - Travel

Jason Dean

Brandon Moccia

Get in Touch

Whether you are an accredited investor looking to learn more about working together or a business owner looking for advisory services, we welcome the inquiry.

Contact Us


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