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 building a custom financial operating model, assisting with an investor presentation, or due diligence/sell side advisory. 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 consumer packaged goods, deep tech, and logistics sector.
Outsource your financial services needs so that you can focus on managing your businesses growth and development.
Our Services
Fractional CFO
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.
Financial Modeling
Creating an operating financial model to provide 1-5 year guidance. This model will provide Income Statement, Balance Sheet, and Cash Flow forecasting.
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
Working with a top of the line team we can assist with billing, accounting, monthly close, and general cash management.