Strategic finance, advisory, and operational support for growing companies
Lydian Strategy works with founders, executives, and investors on complex strategic and financial questions across growth, restructuring, and transactions. Engagements are tailored, flexible, and hands-on; ranging from discrete advisory work to embedded fractional leadership roles.
Areas of Practice
M&A Advisory & Corporate Development
We support companies and investors across the full M&A lifecycle, from strategic thesis development through execution. This includes identifying and evaluating acquisition opportunities, sourcing targets, building and assessing valuation frameworks, and supporting diligence and transaction execution.
Engagements may supplement an existing corporate development function or operate as an embedded, in-house acquisition team.
Strategic & Data-Driven Finance
We work with leadership teams on financial strategy, planning, and decision support. Our work is grounded in rigorous, data-driven analysis and focused on helping teams understand trade-offs, allocate capital effectively, and make high-conviction decisions.
This includes financial modeling, scenario analysis, valuation frameworks, and long-range planning tied directly to strategic objectives.
Embedded & Fractional Leadership
We step in as interim or fractional financial and operational leaders during periods of growth, transition, or complexity. This may include acting in a fractional CFO or COO capacity, supporting operating cadence, managing liquidity, or helping teams professionalize financial and operational processes.
Engagements are hands-on and designed to integrate directly with management teams.
Capital Raise, Board, & Transaction Support
We help companies prepare for and navigate conversations with investors, lenders, and boards. This includes investor materials, performance tracking, transaction support, and board-level analysis designed to improve clarity, alignment, and decision-making.
We partner with founders, executives, and investors to help them navigate complexity and move deliberately toward their strategic goals.
Contact Us
Lydian Strategy works with a small number of clients on a highly tailored basis.
If you’re navigating a strategic, financial, or transactional question and would like to explore whether we could be helpful, please reach out below.
To help us understand the context, we recommend briefly describing the situation you’re navigating before outlining what you’d like to achieve.
Typical response time is one business day.