Soli Financial Consulting
Soli Financial Consulting
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    • Home
    • About Us
    • What We Do
    • Testimonials
    • Contact
  • Home
  • About Us
  • What We Do
  • Testimonials
  • Contact

WHO WE ARE

Soli Financial Consulting is a boutique consulting firm specializing in Sell-Side Advisory Services, Buy-Side transaction support, and Office of the CFO services for innovative companies. Our clients include founder-owned businesses looking for strategic exits, industry-leading venture capital and private equity firms evaluating new investments, and operating companies with a need for "Office of the CFO" services. 


Our small, dedicated team gives every engagement the focus it deserves. 

We are headquartered in the United States and operate in both the US and Canada.  


We know what our clients want. We have the transactional and operational experience that allows us to consistently deliver successful results.  


Let us help, and you'll see why our clients love working with us.    

Find out more

What We Do

WHY PARTNER WITH US

Commitment to Results

COmmitment to our Clients

Work Produce Excellence

Results matter. Creating successful outcomes for our clients is what drives us, whether advising on a transaction or conducting a transformational business change. Everything we do is with the end results for our client in mind. 

Work Produce Excellence

COmmitment to our Clients

Work Produce Excellence

Extensive experience with investment banking, private equity, and venture capital, ensuring you get a high quality product every time. 

COmmitment to our Clients

COmmitment to our Clients

COmmitment to our Clients

Our clients are our top priority. Over 90% of our business is from repeat clients. We consistently deliver results and take pride in fostering long-term relationships with our clients. 

What our clients have to say

Private Equity Firm:

Private Equity Firm:

Private Equity Firm:

"Once again, Soli FInancial did an exceptional job. Dan managed the project to completion and did a great job of being resourceful and hitting deadlines. One conversation and he got it. Highly recommended. "

Hedge Fund Client:

Private Equity Firm:

Private Equity Firm:

"This is our 5th project with Dan. He consistently provides excellent consultant services and provides us with comprehensive data in a readable and shareable format. He understands our needs and responds quickly and thoroughly. I highly recommend Dan!"

Private Sector Client (Capital Raise):

Private Sector Client (Capital Raise):

Private Sector Client (Capital Raise):

"Soli Financial was a pleasure to work with and made a material difference to the success of our company. Dan was able to rapidly synthesize a complex product and distill it down to an easily understandable value proposition. His prior experience in the industry meant that he could provide a perspective that wasn't available to us before. Looking forward to hiring Dan again on another project."   

Additional Client Reviews:

Private Sector Client (Capital Raise):

Private Sector Client (Capital Raise):

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