Frequently Asked Questions.

Firma Advisory is an independent financial advisory firm. We help companies and investors optimize treasury structures, manage banking relationships, and execute strategic financial initiatives in complex and cross-border environments. We are not a bank, broker, asset manager, or investment advisor.

Firma Advisory is headquartered in the United States. We work with clients across the US, Europe, and Latin America, with experience spanning global banking environments.

We are senior-led, independent, and execution-focused. Engagements are run directly by senior practitioners, not staffed with junior consultants. We are not affiliated with banks or financial institutions, which means our advice serves the client exclusively. And our work extends from strategy through implementation — we do not stop at recommendations.

Firma Advisory provides independent consulting and advisory services. We do not provide investment advice, brokerage, asset management, or other regulated financial services, and we do not hold or manage client funds. As a consulting firm, we do not require specific financial regulatory licenses.

We work across five connected areas: Treasury and Liquidity Strategy, Banking and Financial Strategy, Cross-Border Financial Structuring, Financial Infrastructure and Implementation, and Operational and Process Optimization. Most engagements span more than one area.

Most engagements are project-based, with defined scope, deliverables, and timelines. Typical duration is six to sixteen weeks. We also work on retainer for clients who need ongoing senior advisory. In selected cases, engagement structures incorporate performance-aligned elements tied to measurable outcomes.

Engagement size varies significantly by scope and complexity. We discuss engagement structure and pricing transparently in the diagnostic conversation, before any commitment.

Outcomes are defined at engagement scope. For banking and FX cost work, we measure reductions in basis points and dollars. For treasury build-out, we measure delivery against the framework specification. For PE engagements, we measure direct EBITDA contribution. The relevant measurement is agreed before the work begins.

We work primarily with mid-sized companies (USD 50M–500M revenue), private equity firms and their portfolio companies, multinational operators across the US, Europe, and Latin America, European SMEs with global banking counterparts, and growth companies building treasury structure for the first time.

We can. The most important factor is fit: whether the financial complexity, banking environment, and decision-making context match the work we do. An initial conversation is the most efficient way to determine fit.

Both. Many PE engagements begin at the fund or operating partner level and are then deployed across specific portfolio companies. We also work directly with portfolio CFOs where the fund prefers a bilateral relationship.

Yes. All engagements are governed by confidentiality. We are happy to execute an NDA at the initial conversation stage and operate under one throughout the relationship.

An initial conversation is confidential, no-obligation, and typically lasts thirty to forty-five minutes. We use it to understand your context, the question or pressure point that brought you to us, and whether we are likely to be the right fit. If we are not, we will say so.

If there is a fit, we propose a scoped engagement — typically starting with a focused diagnostic that defines the work to follow. The diagnostic itself is a discrete engagement, with its own scope, deliverables, and outcomes.

Engagements are confidential by design. We do not publish client names. References can be discussed and arranged in the context of relevant engagements, subject to client consent.

By email at contact@firmaadvisory.com or through the contact form. We respond to all qualified inquiries within two business days.