People. Strategy. Results.

Beechwood Advisory Group is an independent capital advisory firm combining investment-banking discipline with the flexibility of modern advisory. We work side by side with entrepreneurs, executives, and investors, bringing an ownership-driven perspective to every mandate. Our approach is grounded in practicality, entrepreneurship, and a relentless focus on value creation.

With decades of collective experience in capital markets and access to a trusted network of institutional investors, family offices, and private capital partners, we deliver more than strategy—we deliver outcomes. Our clients benefit from the integration of deep transactional expertise, tailored capital solutions, and efficient execution. This is capital advisory redefined: where insight meets opportunity.

Decades of Experience

Beechwood Advisory Group brings over 20 years of combined experience across investment banking, private equity, and capital markets. Our background spans multiple industries, transaction types, and geographies, providing clients with seasoned perspective and disciplined judgment.

Capital Advisory & Introductions

We support clients through capital strategy, positioning, and relationship-driven introductions to aligned private and institutional capital partners. Our role is advisory in nature, focused on clarity, alignment, and efficient process management.

Boutique Advisory Advantage

As a boutique firm, we deliver partner-led, highly personalized advisory services. This structure allows for agility, senior-level attention, and a focused approach tailored to each client’s objectives.

Disciplined Advisory Execution

Our work emphasizes structured preparation, clear communication, and rigorous project management. By maintaining a disciplined advisory process, we help clients navigate complex strategic and transactional initiatives efficiently.

Our Capabilities

Capital Strategy & Financing Advisory

Beechwood Advisory Group provides independent advisory services related to capital strategy and financing alternatives. We assist clients in evaluating equity- and debt-related structures, including growth capital scenarios, minority investments, hybrid instruments, and private financing solutions, from a strategic and analytical perspective.

On the debt side, we advise on private credit options, asset-based financing considerations, infrastructure-related funding strategies, and restructuring scenarios. Our work emphasizes preparation, positioning, and decision support—helping clients understand available alternatives and engage appropriately with potential capital providers.

Our advisory approach is supported by long-standing relationships across institutional investors, family offices, and private capital sources. Any introductions are relationship-driven and non-exclusive, with clients retaining full discretion and responsibility for all financing decisions.

Transaction Advisory

Beechwood Advisory Group advises companies with scalable business models, emerging or established cash flow profiles, and clearly defined growth or liquidity objectives. We work closely with founders and management teams as strategic advisors, supporting long-term value creation and thoughtful capital planning.

Our role is advisory in nature and focused on analysis, positioning, and transaction preparedness. Through disciplined advisory processes and relationship-driven introductions to aligned private and institutional capital partners, we help clients navigate complex strategic initiatives while maintaining clarity, alignment, and control.

M&A & Strategic Advisory

Beechwood Advisory Group delivers independent M&A and strategic advisory services to growth-stage and founder-led businesses. We advise clients on potential ownership transitions, including full exits, partial liquidity events, recapitalizations, and strategic alternatives, with a focus on valuation, structure, and long-term alignment.

On the buy-side, we support clients through strategic expansion planning, target assessment, and transaction evaluation. Our advisory services include valuation analysis, strategic positioning, transaction planning, and guidance through negotiation and timing considerations.

Beyond M&A, we advise clients on broader growth strategy, market positioning, and capital planning—helping management teams prepare for transformative events while maintaining operational focus. Our approach combines institutional discipline with entrepreneurial insight, delivering advisory solutions designed to support durable value creation.