Best Corporate Finance Consulting Services in the USA
USA Corporate Finance Consultants
In today’s fast-moving business world, corporate finance is no longer just about balance sheets and boardroom presentations, it’s about unlocking value, navigating complex transactions, and having trusted advisors by your side who understand both your industry and your ambitions.
At Digital Reference, we stand for radical authenticity and service transparency, so this guide exists for one clear reason: to help you discover outstanding outsourced, fractional, part-time, and virtual corporate finance consulting firms across the USA who deliver.
Whether you’re a middle-market manufacturer needing M&A support, a SaaS scale-up planning your next capital raise, or a private equity-backed portfolio company tightening governance, these firms have the sector chops and the real track record to help you do it.
Our Methodology
How did we build this list? We combined independent research, verified client feedback, and regional credibility to highlight a diverse range of providers, each with a proven edge:
✅ Research-Driven - We deep-dive into company reports, founder bios, and credible case studies.
✅ Client-Reviewed - Each firm has real endorsements from current or past clients in relevant industries.
✅ Location-Based - All operate primarily in the USA and serve U.S. mid-market businesses with outsourced, fractional, or virtual delivery models.
Every provider here brings something genuinely valuable to the table, and none are paid to be featured.
Below, you’ll find ten standout corporate finance consulting partners worth knowing, each with an authentic founder profile so you can see the real people behind the strategy.
Inoca Capital Partners
🔗 Website: https://inocacapital.com/
What they do:
Inoca Capital Partners corporate finance advisory firm, specializing in various aspects of financial services, focuses on sell-side and buy-side advisory, capital raises, and exit planning for privately held companies, primarily in the lower middle market.
Who they work with:
Inoca serves industrials, manufacturing, distribution, and B2B services, often working directly with owner-operators and family businesses.
Operating model:
They deliver hands-on transaction support with senior-level attention, emphasizing tailored solutions over templated deals.
💡 Why they stand out:
- Deep expertise in prepping businesses for maximum exit value
- Proven methodology for confidential marketing and buyer screening
- High-touch founder involvement , clients deal directly with experienced partners, not juniors
Chris Sheffert, Founder, Inoca Capital Partners
🔗 LinkedIn: https://www.linkedin.com/in/chris-sheffert-5305ab3/
Chris Sheffert is the founder and Managing Partner at Inoca. With decades in investment banking and M&A, Chris is known for championing owner-first outcomes. His approach blends rigorous financial strategy with real-world, confidential dealmaking. He’s built Inoca into a trusted ally for businesses ready to unlock generational value.
High Rock Partners, Inc.
🔗 Website: http://www.highrockpartners.com/
What they do:
High Rock Partners is a firm that specializes in corporate finance advisory services. They typically offer strategic guidance and execution to businesses in areas such as mid-market companies through M&A, capital raising, and strategic growth advisory.
Who they work with:
They work with tech innovators, industrials, and manufacturing firms, often private companies looking to scale or exit.
Operating model:
Flexible consulting, interim CFO, or transaction-specific engagements.
💡 Why they stand out:
- Seasoned team with real-world C-level experience
- Proven frameworks for driving growth readiness
- Track record of navigating complex cross-border deals
Kenneth Marks, Founder, High Rock Partners, Inc.
🔗 LinkedIn: https://www.linkedin.com/in/khmarks/
Kenneth Marks is a recognized name in middle-market corporate finance. A speaker and author on growth capital, he’s built High Rock around the idea that good advice should be actionable, not academic. Kenneth blends strategy with operational insight, giving clients the clarity and execution edge they need.
Strut Consulting
🔗 Website: https://www.strutconsulting.com/
What they do:
Strut Consulting is a management consulting firm that provides a range of services aimed at helping businesses optimize their operations, streamline financial processes, and improve decision-making. It’s all about financial transformation for high-growth companies, from part-time CFO services to strategic planning.
Who they work with:
SaaS companies, marketing agencies, and consumer brands are scaling to the next level.
Operating model:
Outsourced CFO and finance teams are flexible, scalable, and virtual.
💡 Why they stand out:
- Built specifically for fast-growth environments
- Known for blending numbers with storytelling for investors
- Women-led, values-driven, and genuinely hands-on
Kristen Ostro, Founder, Strut Consulting
🔗 LinkedIn: https://www.linkedin.com/in/kristenostro/
Kristen Ostro spent years as a finance executive in venture-backed startups before founding Strut. She’s driven by helping founders move from hustle to structure. Kristen brings empathy, clarity, and a knack for demystifying complex financial roadmaps.
Farrell Advisory Inc
🔗 Website: https://farrelladvisory.com/
What they do:
Farrell Advisory specializes in market research, growth strategy, and due diligence for corporate transactions. They provide strategic advice focused primarily on corporate finance, business strategy, and investment decisions. Their expertise helps companies optimize operations, capital structure, and market positioning.
Who they work with:
Provides corporate finance advisory services to a broad range of clients, including private equity firms, corporations, and banks
Operating model:
They deliver deep market insights, competitor analysis, and strategic consulting, all backed by robust, research-driven methodologies.
💡 Why they stand out:
- Research-driven approach to reduce transaction risk
- Proven track record in competitive intelligence
- Trusted advisor for strategic market entry and growth plans
David Farrell, Founder, Farrell Advisory Group
🔗 LinkedIn: https://www.linkedin.com/in/david-farrell-43181a1/
David Farrell brings extensive experience in corporate strategy and transaction advisory, leveraging market intelligence to drive actionable insights and successful outcomes for clients.
Cornhusker Capital
🔗 Website: https://cornhuskercapital.com/
What they do:
Cornhusker Capital specializes in corporate finance advisory services, including buy‑side and sell‑side M&A, capital raising, corporate financial re-engineering, valuation opinions, exit planning, and restructuring support—all core elements of corporate finance consulting.
Who they work with:
Founder-led and middle-market businesses across sectors—particularly lower-middle-market firms seeking strategic capital optimization, growth capital, or exit preparation.
Operating model:
A tightly focused boutique (approximately 4–7 employees) with senior partners directly leading every project. The firm prides itself on delivering founder-level advisory with Fortune 500 experience applied to smaller clients.
💡 Why they stand out:
- Senior-level involvement in all deals with highly experienced leadership
- Strong emphasis on transaction execution and capital structuring
- Operationally focused approach to corporate finance that combines strategic advisory with execution
Reginald E. McGaugh, Founder, Cornhusker Capital
🔗 LinkedIn: https://www.linkedin.com/in/reginald-e-mcgaugh-04639b8/
Reginald E. McGaugh is a seasoned corporate finance advisor with decades of experience in M&A, capital raising, and strategic exit planning. As the founder of Cornhusker Capital, he leads every engagement with a hands-on approach, ensuring clients benefit from both his transaction expertise and operational insight. Known for guiding lower-middle-market businesses through complex financial transitions, Reginald brings a pragmatic, results-driven perspective to every deal.
Harbor View Consulting
🔗 Website: https://www.harborview-consulting.com/
What they do:
Harbor View Consulting provides corporate finance and strategic advisory services to businesses, typically focusing on areas such as mergers and acquisitions (M&A), financial restructuring, capital raising, and business valuations with a strong focus on hospitality and service-based businesses.
Who they work with:
Hotel owners, operators, and service-based mid-market companies.
Operating model:
Fractional CFO and project-based consulting, designed to fit client schedules and seasonal cash flows.
💡 Why they stand out:
- Deep sector specialization in hospitality
- Unique operational know-how for margin improvement
- Strong network for strategic deal-making
Jeff Binford, Co-Founder, Harbor View Consulting
🔗 LinkedIn: https://www.linkedin.com/in/jeff-binford-cpa-7a06b61/
Jeff Binford is a CPA and hospitality veteran who’s turned decades of industry leadership into practical advisory support. Known for his roll-up-your-sleeves mindset, Jeff helps businesses rethink operations, boost profitability, and prepare for strategic exits.
Hillcrest Capital Advisors
🔗 Website: https://www.hillcrest-ca.com/
What they do:
Hillcrest Capital Advisors provides investment banking, M&A advisory, and corporate finance consulting for privately held businesses.
Who they work with:
Family-owned and entrepreneur-led businesses in manufacturing, energy, and industrials.
Operating model:
High-touch, boutique investment banking with a strong emphasis on discreet deal execution.
💡 Why they stand out:
- Trusted for confidential deal structuring
- Hands-on partner-led engagements
- Strong ties with family business owners
Robert Mosera, Founder, Hillcrest Capital Advisors
🔗 LinkedIn: https://www.linkedin.com/in/robertmosera/
Robert Mosera founded Hillcrest to help owners navigate complex exits with peace of mind. With a background in corporate banking and deal negotiation, he’s known for his straightforward approach and commitment to client confidentiality.
SummitView Advisors
🔗 Website: http://www.summitviewadvisor.com/
What they do:
SummitView provides M&A, corporate strategy, and capital advisory services, serving emerging growth and mature companies alike.
Who they work with:
Mid-sized companies across tech, healthcare, and industrials.
Operating model:
Boutique advisory with bespoke strategy and transaction services.
💡 Why they stand out:
- Combines strategic planning with execution
- Well-known for complex multi-party transactions
- Focus on long-term partnerships, not just deals
Jeff Belmonte, Founder, SummitView Advisors
🔗 LinkedIn: https://www.linkedin.com/in/jeff-belmonte/
Jeff Belmonte’s career spans leadership in private equity and corporate development. He’s known for bringing a big-picture perspective to every engagement, helping owners maximize value while staying grounded in practical execution.
MDR & Associates
🔗 Website: https://mdrma.com/
What they do:
MDR & Associates is a corporate finance and investment advisory firm that typically specializes in offering services such as mergers and acquisitions (M&A) advisory, financial restructuring, capital raising, strategic consulting, and other related financial services for businesses.
Who they work with:
Business owners with revenue between $5M–$50M across diverse industries.
Operating model:
Full-service exit planning and sale execution, including valuation, buyer matching, and negotiation.
💡 Why they stand out:
- Strong success rate for family-owned business exits
- Proven process for finding qualified buyers
- Clear fee structure and transparent communication
Michael Rubin, Founder, MDR & Associates
🔗 LinkedIn: https://www.linkedin.com/in/mrubin2/
Michael Rubin has closed hundreds of deals as an M&A advisor, but he’s best known for his straight-talking, owner-first approach. He believes every business owner deserves a trusted partner when planning their legacy and built MDR on that promise.
Askew Kabala & Company, Inc.
🔗 Website: https://askewkabala.com/
What they do:
Askew Kabala is a boutique financial advisory and M&A firm specializing in various aspects of corporate finance, particularly in consulting services, and also providing sell-side, buy-side, and growth strategy services.
Who they work with:
Family businesses, industrials, and niche service providers.
Operating model:
Relationship-driven, confidential advisory with decades of deal experience.
💡 Why they stand out:
- Highly respected for succession planning
- Strong regional network of strategic buyers
- Focus on maximizing the owner's peace of mind
Ron Askew, Founder, Askew Kabala & Company, Inc.
🔗 LinkedIn: https://www.linkedin.com/in/ronaskew/
Ron Askew is a veteran advisor who’s built a career helping privately held businesses prepare for the next chapter. He’s known for putting relationships first and guiding owners through deals that honor their legacy.
Final Thoughts
Choosing the right corporate finance consultant isn’t just about finding big names; it's about partnering with specialists who know how to build trust, deliver results, and stand behind what they promise.
At Digital Reference, we believe in radical authenticity, so our lists will always be transparent, research-driven, and 100% editorially independent. If you’d like to see more lists like this or want help finding the right finance partner for your business, keep exploring our site for real, verified guidance you can trust.
Stay strategic, stay curious, and remember: the right advisor can transform your next big move.
Explore more from Digital Reference:
- Investment Consulting Services in the USA
- Investment Consulting Services in the UK
- Investment Consulting Services in Canada
- Investment Consulting Services in Australia
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