Edward Yongo Pittsburgh

Strategic Finance

Greystone Capital Advisors, LLC provides a combination of investment banking, private equity, and management consulting services, including buy-side and sell-side M&A advisory, strategic finance, and management consulting services to non-profits, municipal entities, and private firms. In this function, our primary responsibility is to provide sound financial consulting and insight to ensure that our client's business is capitalized in such a manner as to strengthen its operation and build a strong foundation for growth.


Our Strategic Finance services include the following:

  • Review organizational strategy, including existing market positions and potential growth opportunities.
  • Assess the client's existing business, including research of market and competitive forces to validate or establish strategy.
  • Review financial data and develop financial models to assist in assessing alternatives, testing the validity of assumptions and running sensitivity analyses.
  • Develop and complete the optimal financing structure for transaction by completing the analysis of the project's cash flow projections and legal requirements.
  • Draft communications, including business plans, strategy papers, and management presentations, as necessary, to keep the appropriate stakeholders informed of market conditions, financing alternatives and funding sources.
  • Research potential investors, partners, and collaborators to catalogue the universe of stakeholders and solicit the required resources to secure the proposed financing.
  • Coordinate with client and professionals, including attorneys, consultants, engineers, accountants and others in order to pursue, propose and/or consummate a financing.
  • Prepare a financial presentation package in the form of a deal book, confidential descriptive memorandum, or offering memorandum information memorandum to be used in securing financing.