North Channel Advisors, LLC
Early stage companies across the spectrum need to focus on growing their business and may not have the need for a full time senior financial professional. North Channel Advisors are here to fill that gap for financial services.
We can assist with specific projects or continuing consulting services. Projects include but are not limited to raising debt or equity financing, mergers and acquisitions, building a custom financial operating model, assisting with an investor presentation, or due diligence. Continuing services include fractional CFO work, accounting management, and more. FINRA Series 79 certification with partner bank* allows for sell side advisory and some securities work.
Charlie O’Connell is an experienced investment banker and corporate finance leader, who also brings deep entrepreneurial/startup experience to bear. He works closely with leaders and investors to ensure companies can grow with confidence, build for the future, and prepare for challenges proactively. Charlie brings expertise in the deep tech, defense, consumer packaged goods, and logistics sector.
Outsource your financial services needs so that you can focus on managing your businesses growth and development.
Our Services
Capital Markets
Cash is king is true for all businesses and particularly companies experiencing high growth or a special situation. North Channel is experienced with private market placements that can optimize a company’s capital structure.
Mergers & Acquisitions
Strategic growth through mergers and acquisitions offers companies a dynamic way to grow revenues, increase market share, and improve margins of scale. Successful M&A requires finding the right target as well as negotiating the best price and terms for your company
Investor Presentations
From soup to nuts in helping you develop an informative and attractive capital raise deck (presentation) based on a financial model, coaching management for calls, accessing an investor network, and follow up investor updates.
Due Diligence
Expertise in organizing an effective and efficient due diligence process as well as corresponding with legal advisors and negotiations. Helping you get the right price as a seller or purchaser.
Restructurings & Turnarounds
With direct experience advising distressed companies, investors, and winding down companies. This allows unique insight to advise on 13 week cash flows, operation and financial reviews, and special situation cash raises.
Accounting Services
Fractional CFO provides growing companies with financial guidance and overview without a full cost professional. Think about industry benchmarking, reviewing accounting, as well as keeping an eye on company performance and general investor inquires.