Canada · United States · United Kingdom

When the stakes
are too high for
guesswork.

Acquisition & Strategic Finance Advisory — for important financial, strategic and transaction decisions.

Leverage Strategic helps founders, acquisition entrepreneurs, investors and growth companies navigate acquisitions, capital raises, exits, financial complexity and other consequential decisions — combining senior finance expertise, transaction experience and hands-on execution.

Let's Discuss Your Needs See how we work

Big Four Transaction Experience

Senior Oversight, Specialist Execution

Analysis to Decision to Execution

Typical Engagements

The situations
we're built for.

The decisions that shape outcomes. Every engagement starts here — with the situation in front of you, not a service menu.

Acquiring a Business

Evaluating acquisition opportunities, QoE review, financial modelling, lender and investor support — from initial screening through to close. Built for search funds, acquisition entrepreneurs, and strategic buyers.

Due DiligenceFinancial ModellingDeal Support

Raising Capital

Investor-grade financial model, data room preparation, investor narrative, and diligence support for Series A, B, and C rounds and other growth financing.

Financial ModelInvestor ReadinessData Room

Preparing for an Exit

Sell-side diligence readiness, financial clean-up, working capital analysis, and buyer support — so you enter the process with no surprises.

Sell-Side QoEDiligence ReadinessDeal Structuring

Scaling & Strengthening Finance

Fractional CFO leadership — board reporting, KPI frameworks, rolling forecasts, and finance infrastructure for growth-stage businesses.

Fractional CFOFP&ABoard Reporting

Making a Strategic Financial Decision

Scenario modelling, unit economics, profitability and capital allocation analysis — for pricing, growth or business-model decisions that carry real financial weight.

Scenario ModellingUnit EconomicsCapital Allocation

Integrating an Acquisition

100-day planning, financial integration, KPI frameworks, and finance function build-out after close — so the deal delivers the value it was underwritten on.

100-Day PlanFinancial IntegrationReporting

Buy-Side SupportSell-Side PreparationInvestor ReportingFinancial ModellingDue DiligenceBoard ReportingFP&ACash Flow ForecastingGrowth StrategyPost-Acquisition Integration

Who We Work With

Built for founders
making consequential
decisions.

The common thread isn't company size — it's the weight of the decision in front of you.

Search Funds

Evaluating, financing, and acquiring a business — often for the first time.

Acquisition Entrepreneurs

Buyers acquiring businesses who need senior financial judgment on the deal.

Independent Sponsors

Strategic buyers sourcing and structuring deals without a committed fund behind them.

Growth Companies

Businesses scaling past $2M–$5M revenue without a CFO in the room.

Companies Raising Capital

Series A, B, and C fundraises where the financial story needs to match the product story.

PE Portfolio Companies

Portfolio companies requiring diligence support, finance build-out, or transaction advisory.

Advisory & Transaction Partners

We also work
behind other firms.

We support other advisory firms and transaction teams with defined financial, analytical and execution capacity behind active client engagements.

Investment Banks

Additional modelling, diligence or transaction execution capacity on active mandates.

M&A Advisory Firms

Financial analysis and diligence support behind live deal processes.

Transaction Advisory Firms

Overflow capacity for QoE, financial modelling and transaction support.

Specialist Advisory Teams

Defined financial or analytical workstreams delivered behind an existing client relationship.

Capabilities

Where we
get involved.

Six capabilities deployed across every engagement — from analysis through post-close integration. The combination determines the scope, not the other way around.

Evaluate an AcquisitionRaise CapitalImprove Financial VisibilityPrepare for Investor Due DiligenceMake a Strategic Financial DecisionIntegrate an Acquisition

Finance Leadership

Finance Leadership & FP&A

Fractional CFO leadership, board reporting, cash flow governance, financial modelling and FP&A for growth-stage businesses.

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Transactions

Financial Due Diligence

Buy-side and sell-side Quality of Earnings — Big Four rigour, delivered with senior oversight throughout the engagement.

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Transactions

Transaction Advisory

LOI review, deal structuring, diligence management, and negotiation support — for operators buying or selling a business.

Explore →

Capital

Fundraising & Investor Readiness

The financial model, investor narrative, and data room — built to answer diligence questions before they're asked.

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Strategic Finance

Strategic Finance & Decision Support

Scenario modelling, unit economics, profitability analysis and capital allocation — for financially material growth and pricing decisions.

Explore →

Transactions

Post-Acquisition Integration

100-day planning, financial integration, and KPI frameworks after close — so the deal delivers the value it was underwritten on.

Explore →

Why Us

Why clients choose
Leverage Strategic.

✓

Institutional Transaction Rigor

Big Four transaction experience applied with the focus and flexibility of a specialist advisory firm.

✓

Finance + Strategic Perspective

We connect financial analysis with the business decision behind it — not just the numbers themselves.

✓

Senior Oversight. Specialist Execution.

Experienced judgment where it matters, supported by specialist capability appropriate to the workstream.

✓

Flexible Engagement Model

Project, retainer, or fractional structures shaped around the situation and scope.

Meet the Founder

Built for the decision
in front of you.

Prashant Gupta, CA, MBA

Founder & Managing Partner

Leverage Strategic is led by a Chartered Accountant and MBA with Big Four transaction experience across PwC, EY and Mazars, covering acquisitions, financial due diligence, transaction advisory and strategic finance across a range of industries and transaction situations.

CAMBAPwCEYMazars

Most businesses don't need another consultant. They need clarity when the stakes are high.

Selected Experience

The proof is in
the work.

QoE

Due Diligence Engagements

Multiple buy-side and sell-side QoE engagements across SaaS, eCommerce, fintech, and consumer businesses.

$5M–$100M+

Transaction Range

Buy-side and sell-side support across mid-market transactions in Canada and cross-border.

Series A–C

Fundraising Support

Financial models, investor materials, and readiness for growth-stage businesses going to market.

Big 4

Transaction Background

Transaction advisory experience across PwC, EY and Mazars, spanning Canada, the US and cross-border deals.

Selected sector experience — SaaS · Technology · eCommerce · Consumer · Fintech · Healthcare · Business Services

View Selected Work →

How It Works

A clear process,
start to finish.

Scoping Call

A direct 30-minute conversation about the situation, the timeline, and whether this is the right fit.

Diagnostic Review

A closer look at the numbers, the deal, or the gap — enough to scope the engagement accurately.

Engagement Proposal

Scope, deliverables, timeline, and delivery model — Senior Direct or Senior-Overseen — confirmed before work begins.

Execution

The work itself — modelling, diligence, fundraising materials, or ongoing CFO support.

Close & Handoff

Findings delivered, materials handed over, and — where relevant — a clear path to ongoing support.

FAQ

Questions clients
typically ask.

What size companies do you work with? +

We typically work with growth-stage and mid-market businesses, acquisition entrepreneurs, investors and advisory firms. Engagement size varies by situation — from ongoing finance leadership to transaction-specific mandates. As a guide, Fractional CFO clients are typically $2M–$20M in revenue, and diligence and transaction work spans $5M–$100M+ deal sizes.

How does a Fractional CFO engagement work? +

Every engagement starts with a scoping call to understand the situation. From there, engagements are structured as monthly retainers covering a defined set of deliverables: board reporting, FP&A, cash flow management, and active project work. The model is flexible — scope can expand or contract as priorities shift. The engagement is led with senior oversight throughout, with specialist execution capability assigned according to the scope.

How long does diligence take? +

A standard Quality of Earnings engagement runs three to five weeks, depending on the quality of the financial records and the complexity of the business. For time-sensitive transactions, scope can be compressed. All timelines are agreed before the engagement begins.

What does a typical engagement cost? +

Pricing is scoped on a per-engagement basis after an initial conversation. Fractional CFO work is structured as a monthly retainer. Due diligence and transaction work is project-priced based on deal size and complexity. The scoping call is the right place to discuss fit, scope, and cost — with no commitment required.

Start a Conversation

Let's discuss your
transaction or strategic
finance needs.

Every engagement starts with a 30-minute scoping call. No pitch, no deck — a direct conversation about the situation and whether this is the right fit.

Let's Discuss Your Needs hello@leveragestrategic.com

Leave a Message

Prefer to reach out directly? Send a note and we'll respond within one business day.

Your Name

Company Name

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Board & Investor Reporting	Board pack preparation, KPI dashboards, and investor update materials — built to build confidence, not generate questions.
Financial Planning & Analysis	Rolling forecasts, scenario models, and budget-versus-actuals review.
Financial Modelling	Driver-based 3-statement models, integrated and scenario-ready — built to be used in board meetings, not archived.
Cash Flow Governance	Cash runway modelling, working capital management, and early warning signals.
Fundraise Preparation	Data room structure, financial model, investor narrative, and diligence readiness — built before the process begins.
Unit Economics & Margin	Revenue streams, cost drivers, contribution margins, and pricing decisions.
Finance Function Build-Out	Oversight of existing staff, hiring support, and finance team structure.

Quality of Earnings	Normalised EBITDA, non-recurring adjustments, and revenue quality — so you know what you're actually buying.
Revenue Analysis	Composition by channel, customer, cohort, and contract — so concentration risk and churn are visible before close.
Working Capital Review	Peg calculation, normalisation, and working capital bridge — so the price reflects the actual business, not a summary P&L.
Net Debt Review	Debt-like items, contingent liabilities, and cash-like adjustments affecting the final purchase price.
Risk Identification	Red flags, deal risks, and R&W considerations — so you enter negotiation with open eyes.

Financial Model	Driver-based 3-statement model with cohort analysis, unit economics, and scenario outputs — investor-grade from the first meeting.
Investor Narrative	The financial story that matches the product story — so the numbers support the pitch, not contradict it.
Data Room Preparation	Structure, content, and diligence readiness — built to answer questions before they're asked.
Diligence Support	Direct support through investor diligence — the same team that built the materials, available to answer the questions.

LOI & Deal Review	Review of deal structure proposals — earn-outs, working capital pegs, deferred consideration — before you sign.
Sell-Side Positioning	Financials, narrative, and information memorandum — so buyers see the strongest version of what you've built.
Buy-Side Support	Commercial and financial assessment of target businesses — so you enter negotiation with a clear view of value and risk.
Negotiation Support	A transaction advisor in the room — someone who knows what's standard, what's aggressive, and what to push back on.
Deal Structuring	Asset vs. share, earn-out design, and post-close mechanics — before you're committed to a position.

Strategic Financial Analysis	Financially material growth, pricing, and business-model decisions assessed against the numbers.
Scenario Modelling	Base, upside, and downside scenarios — so you can stress-test a decision before you're committed to it.
Unit Economics	CAC, LTV, payback period, and contribution margin built to withstand board and investor scrutiny.
Profitability Analysis	Margin diagnostics and a prioritized plan to improve unit economics and cash generation.
Capital Allocation	Where the next dollar of capital should go, and what the return looks like.
Forecasting & Decision Support	Rolling forecasts and financial decision frameworks that finance can actually track.

100-Day Planning	A prioritized integration plan covering finance, reporting, and the operating changes that matter first.
Financial Integration	Chart of accounts, reporting cadence, and financial systems brought in line with how the new owner needs to run the business.
KPI & Management Reporting	The KPI framework and board/investor reporting the business needs from day one of ownership.
Working Capital Optimization	Post-close review of working capital, cash conversion, and early operational wins.
Finance Function Build-Out	Standing up or strengthening the finance function inside the acquired business.

When the stakesare too high forguesswork.

The situationswe're built for.

Acquiring a Business

Raising Capital

Preparing for an Exit

Scaling & Strengthening Finance

Making a Strategic Financial Decision

Integrating an Acquisition

Built for foundersmaking consequentialdecisions.

We also workbehind other firms.

Where weget involved.

Finance Leadership & FP&A

Financial Due Diligence

Transaction Advisory

Fundraising & Investor Readiness

Strategic Finance & Decision Support

Post-Acquisition Integration

Why clients chooseLeverage Strategic.

Institutional Transaction Rigor

Finance + Strategic Perspective

Senior Oversight. Specialist Execution.

Flexible Engagement Model

Built for the decisionin front of you.

The proof is inthe work.

A clear process,start to finish.

Scoping Call

Diagnostic Review

Engagement Proposal

Execution

Close & Handoff

Questions clientstypically ask.

Let's discuss yourtransaction or strategicfinance needs.

When the stakes
are too high for
guesswork.

The situations
we're built for.

Built for founders
making consequential
decisions.

We also work
behind other firms.

Where we
get involved.

Why clients choose
Leverage Strategic.

Built for the decision
in front of you.

The proof is in
the work.

A clear process,
start to finish.

Questions clients
typically ask.

Let's discuss your
transaction or strategic
finance needs.