Soli Financial Consulting

Soli Financial ConsultingSoli Financial ConsultingSoli Financial Consulting

Soli Financial Consulting

Soli Financial ConsultingSoli Financial ConsultingSoli 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 Mergers and Acquisitions and Office of the CFO services. Our clients include industry-leading venture capital and private equity firms, investment banks, hedge funds, and start-ups that have since reached over $1 billion in revenue. We are headquartered in the United States and operate throughout North America. 


We know what our clients want. We have the transactional and operational that allows us to consistently deliver excellent work products with short turnaround times.  


Let us help, and you'll see why over 90% of our business is from repeat clients.    

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What We Do

WHY PARTNER WITH US

Work Produce Excellence

COmmitment to our Clients

COmmitment to our Clients

Extensive experience with investment banking, private equity, and venture capital, ensuring you get a high quality product every time. We know what you're looking for.

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 top-quality results and take pride in fostering long-term relationships with our clients. 

Urgency of Delivery

COmmitment to our Clients

Urgency of Delivery

Your priorities are our priorities. Clients always receive expert, prompt, and professional service. We are dedicated to achieving success and ensure deadlines are hit without compromise.

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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