Canada · United States · United Kingdom

When the stakes
are too high for
guesswork.

Acquisition & Strategic Finance Advisory for Search Funds, Acquisition Entrepreneurs, and Growth Companies.

Helping founders, operators, and acquisition entrepreneurs make confident decisions in moments that matter.

Schedule a 30-Minute Strategy Call See how we work
Big 4 Transaction Experience
Founder-Side Perspective
Boutique Advisory
Trusted Experience
PwC
EY
Mazars
Growth-Stage Founder's Office
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.

01

Acquisition Search Fund

Evaluating acquisition opportunities, QoE review, financial modelling, lender and investor support — from initial screening through to close.

Due DiligenceFinancial ModellingDeal Support
02

Founder Raising Series A or B

Investor-grade financial model, data room preparation, investor narrative, and diligence support — built by someone who has been on both sides of the table.

Financial ModelInvestor ReadinessData Room
03

Business Preparing for 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
04

Scaling Operations

Fractional CFO leadership — board reporting, KPI frameworks, rolling forecasts, and finance infrastructure for businesses between $2M and $20M revenue.

Fractional CFOFP&ABoard Reporting
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+
Combined Background

Big 4 transaction advisory (PwC, EY, Mazars) combined with Founder's Office operating experience.

Selected Engagements

How this looks
in practice.

Fundraising Readiness

Consumer Business

Challenge
A growth-stage consumer brand preparing for an institutional raise had no data room and a financial story that didn't match its growth narrative.
Outcome
Built an investor-grade financial model, structured the data room, and led diligence support through close.
Acquisition Support

Search Fund Acquisition

Challenge
An independent sponsor evaluating a lower-middle-market target needed an independent view on earnings quality before committing to LOI terms.
Outcome
Delivered a QoE review, lender package, and deal structuring support through to close.

Representative engagements. Details generalized to protect client confidentiality.

Meet the Founder
Prashant Gupta, CA, MBA — Founder, Leverage Strategic

Built for the decision
in front of you.

Prashant Gupta, CA, MBA
PwC  ·  EY  ·  Mazars  ·  Series D Founder's Office

After years advising transactions inside Big 4 firms and supporting venture-backed founders, I noticed the same challenge repeatedly:

Founders were being forced to make high-stakes financial decisions — acquisitions, fundraises, exits — without experienced strategic support in their corner.

Leverage Strategic was built to bridge that gap — combining institutional finance expertise with practical founder-side execution. The result is senior judgment, available at the moment it matters most.

"I've sat on both sides of the table — advising investors evaluating businesses, and operating inside one raising capital. That combination shapes everything we do."
Prashant Gupta, CA, MBA — Founder, Leverage Strategic

Big 4 transaction experience. Founder-side operating experience. Independent advice when important decisions cannot afford guesswork.

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

Why Us

Why clients choose
Leverage Strategic.

✓
Big 4 Transaction Background

PwC, EY, and Mazars experience across 15+ mid-market and cross-border transactions.

✓
Founder-Side Operating Experience

Led a $45M Series D raise from inside a company — not only as an outside advisor.

✓
Senior-Level Attention

The person on your scoping call leads the engagement — not a delegated junior team.

✓
Flexible Boutique Model

Project, retainer, or fractional — scoped to the situation, not a fixed package.

Capabilities

Where we
get involved.

Five capabilities deployed across every engagement. The combination determines the scope — not the other way around.

Finance Leadership

Fractional CFO

Senior finance leadership without the full-time cost. Board reporting, cash flow governance, investor relations, and FP&A for growth-stage businesses.

Explore →
Transactions

Financial Due Diligence

Buy-side and sell-side Quality of Earnings — Big 4 rigour, delivered by the senior person you spoke to, not handed to a junior team.

Explore →
Capital

Fundraising & Investor Readiness

The financial model, investor narrative, and data room — built by someone who has evaluated hundreds of investment opportunities from the other side.

Explore →
Transactions

Transaction Advisory

LOI review, deal structuring, diligence management, and negotiation support — for operators buying or selling, advised by someone who has done it many times.

Explore →
Finance

Financial Modelling & FP&A

Investor-grade 3-statement models, unit economics, and scenario analysis — built to be used in board meetings and investor conversations, not archived.

Explore →
Beyond Advisory

One relationship.
Two capabilities.

Most advisory engagements end with a recommendation. Some surface a need for execution capacity — a finance analyst, an operations hire, a business development team. That's where Leverage Strategic connects to Leverage Remote.

Leverage Strategic

Strategic Finance Advisory

Fractional CFO leadership, financial due diligence, fundraising readiness, and transaction advisory — senior judgment on the decision in front of you.

AdvisoryDiligenceFundraising
⇄
Leverage Remote

Remote Team Build-Out

When an engagement surfaces a gap in execution capacity, Leverage Remote recruits and onboards finance, operations, and business development talent — typically within days.

Finance AnalystsOperationsBusiness Development
Clients don't need to manage two vendor relationships. The team that diagnoses the gap can help close it.
Who We Work With

Built for operators
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
Operators buying businesses who need senior financial judgment on the deal.
Growth-Stage Operators
Businesses scaling past $2M–$5M revenue without a CFO in the room.
Founders Raising Capital
Series A, B, and C fundraises where the financial story needs to match the product story.
PE-Backed Operators
Portfolio companies requiring diligence support, finance build-out, or transaction advisory.
How It Works

A clear process,
start to finish.

01
Scoping Call

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

02
Diagnostic Review

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

03
Engagement Proposal

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

04
Execution

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

05
Close & Handoff

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

FAQ

Questions operators
typically ask.

What size companies do you work with? +
The firm works with operators and founders typically between $2M and $50M in revenue. For Fractional CFO engagements, the typical client is $2M–$20M. For financial due diligence and transaction work, deal sizes generally range from $5M to $100M. The common thread is a small leadership team making high-stakes financial decisions without a full internal finance function.
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 same senior person is involved throughout.
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 the
decision in front
of you.

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.

Schedule a 30-Minute Strategy Call hello@leveragestrategic.com
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