Private equity firms and operating partners
Improve profitability and treasury discipline post-acquisition. Reduce inefficiencies, optimize banking, and create financial value across the portfolio.
Independent Financial Advisory
Strategic financial advisory for complex and cross-border environments.
We support companies, investors, and leadership teams in improving financial structures, strengthening banking relationships, and executing high-impact initiatives across regions and institutions.
- Treasury
- Cash visibility, liquidity control, and working capital discipline.
- Banking
- Relationship strategy, pricing, FX, and credit coordination.
- Infrastructure
- Payment architecture, reporting frameworks, and implementation.
- Cross-Border
- Multi-entity, multi-currency, and jurisdictional complexity.
We operate at the intersection of financial strategy and execution, supporting organizations whose financial complexity has begun to outpace their internal structures.
What We Do
Where strategy meets execution.
Most financial complexity does not require more advice. It requires the right structure, the right banking framework, and the discipline to implement it. Firma Advisory works with leadership teams to design and execute that framework — not as a recommendation, but as a working operating model.
Independent and conflict-free
We are not affiliated with banks, brokers, asset managers, or product providers. Our advice serves the client's interests exclusively.
Integrated across treasury, banking, and operations
We work where these disciplines meet — not as a series of disconnected workstreams, but as a single financial operating framework.
Execution-oriented
Our work extends beyond recommendations into implementation with internal teams, banks, and external partners.
Who We Work With
Built for leadership teams managing financial complexity.
Firma Advisory serves companies and investors where financial visibility, cost discipline, banking leverage, and execution capability define the next phase of value creation.
PE-backed portfolio companies
Address fragmented banking, limited cash visibility, inefficient FX execution, and underdeveloped financial infrastructure.
Mid-sized companies
USD 50M–500M revenue, growing internationally, with increasing financial complexity and limited senior treasury expertise in-house.
European SMEs and large banking counterparts
Companies underserved by global banks, lacking negotiation leverage on FX, fees, payments, and credit facilities.
Multinational operators
US, European, and Asian-headquartered companies operating across regions, requiring cross-border banking and treasury alignment.
Growth companies
Fast-scaling organizations building treasury structure, cash forecasting, governance, and scalable financial infrastructure.
Advisory Services
Five focused areas of advisory work.
Each engagement is bespoke, designed around the client's structure and priorities. Our work spans five connected disciplines that, together, define the financial operating framework of an organization.
Treasury & Liquidity Strategy
Treasury structures, liquidity visibility, working capital efficiency, and capital allocation across entities and currencies.
View serviceBanking & Financial Strategy
Banking relationships, FX pricing, credit facilities, payment structures, and bank negotiation strategy.
View serviceCross-Border Financial Structuring
Multi-jurisdiction financial design, currency management, and headquarters–local alignment.
View serviceFinancial Infrastructure & Implementation
Payment architecture, treasury systems, reporting frameworks, bank connectivity, and execution models.
View serviceOperational & Process Optimization
Financial workflows, governance, ownership, and execution frameworks across finance teams.
View serviceBespoke engagements designed around your structure, priorities, and constraints.
All Services
Advisory Approach
A structured process designed to clarify complexity and support execution.
Diagnose financial complexity
Map entities, banking relationships, liquidity flows, constraints, and decision rights.
Structure the framework
Design the operating and banking model required to support strategic priorities.
Implement with stakeholders
Coordinate with internal teams, banks, providers, and external advisors to execute.
Improve performance
Strengthen visibility, control, reporting cadence, and ongoing financial performance.
Client Outcomes
The impact of structured financial discipline.
Full liquidity visibility
Clear understanding of cash positions across entities and jurisdictions. Improved forecasting and capital allocation.
Reduced financial cost
Lower FX spreads, optimized banking fees, and more efficient funding structures.
Stronger banking relationships
Improved negotiation leverage, diversified counterparties, and better access to credit.
Scalable financial structures
Treasury and operating models built to support international growth and increasing complexity.
Cross-border efficiency
Reduced friction across currencies, payment flows, and headquarters–local coordination.
Executed strategic initiatives
Financial and operational frameworks that allow strategy to be implemented, not just defined.
Cash Management & Treasury Services
Independent cash management and treasury services advisory.
Firma Advisory provides cash management, treasury services, and banking strategy advisory for companies and investors operating in complex and cross-border environments. We work independently of banks and product providers — our advisory serves the client’s interests, end to end.
Cash management
Cash visibility, liquidity allocation, working capital efficiency, and capital deployment across entities and currencies.
Cash management advisoryTreasury services
Treasury structures, banking strategy, FX policy, and the financial infrastructure to operate them at scale.
Explore treasury servicesCross-border treasury solutions
Multi-jurisdiction banking, currency framework, and headquarters–local coordination for international operations.
Cross-border solutions
Engage
Discuss your financial infrastructure priorities.
If your organization is navigating financial complexity, banking inefficiencies, cross-border growth, or the need for stronger financial structure and execution, we would be glad to speak.