We’re the Relational Finance Platform – integrating data, FP&A, and corporate finance expertise to strengthen dialogues and relationships through Finance. We make Finance a value-driving machine and partner to empower teams, make faster decisions, and maximize financing and transaction outcomes for emerging and midmarket companies.
Our Impact:
Dedicated to developing long-term relationships with emerging and midmarket companies
100+ management teams and capital partners supported
$5B+ in debt and equity transactions impacted and facilitated
Strategic partner to The CFO Alliance nationwide peer community
The First Water Finance Advantage:
Fit Into Client Needs, Building Relationships For Now & Later – Offerings spanning assessments, business process outsourcing (BPO), project consulting, and transaction execution to draw from as relationship catalysts and future flexibility
Leading-Edge Process Methodologies Offer Speed & Ongoing Improvement – Proprietary process methodologies and internal R&D enabling faster, better, more consistent deployment than individuals/fractional resources and traditional professional service firms
Commitment to Building Community – Active in finance leader and capital partner communities, including The CFO Alliance, participating in recurring event models around the country and developing real-time and community-sourced thought leadership
Established Track Record of Execution Quality & Relational Strength – 10+ years of successfully answering the call in challenging, fast-paced situations, proven out through multiple long-term client relationships, work within multiple portfolio companies of PE partners, and deploying multiple offerings in client relationships over time
