Running a business is complex. Finance shouldn’t make it harder. At Quad Advisory Group, we help companies scale with confidence by bringing senior-level financial expertise, without the full-time cost. We combine deep capital markets expertise with hands-on CFO advisory to help businesses scale smarter, manage risk, and unlock new opportunities.
We meet you where you are in your capital journey. We will never force you into cookie-cutter solutions or generic strategies – instead, we customize our approach to suit your specific business model, growth stage, and capital requirements.
From cash flow forecasting to financial operations management, we provide strategic CFO guidance on a fractional basis — giving you top-tier financial expertise without the overhead of a permanent hire.
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With institutional-level capital markets insight directly to our clients, we help businesses design the right capital strategies for long-term growth and resilience.
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We don’t believe in shortcuts. Our frameworks are built to stand up to investor scrutiny and scale with your business.
Quad Advisory Group exists to help businesses scale with clarity, confidence, and purpose.
From cash flow forecasting to financial operations management, we provide strategic CFO guidance on a fractional basis — giving you top-tier financial expertise without the overhead of a permanent hire.
Leverage our proven track record of structuring and executing over $1B in capital transactions across multiple product verticals
Flexible engagements from fractional CFO services to strategic capital markets advisory
Finance, impact, and leadership — delivered together
Deep expertise in consumer lending, mortgage finance, and emerging financial products, including HELOC platforms, small business lending, and alternative credit products
Strategic capital planning, investor relations, and funding strategy for high-growth businesses seeking to scale operations and enter new markets.
Portfolio strategy, liquidity management, and investment advisory services for institutions managing significant asset portfolios.
Whether you're launching a new product, seeking growth capital, or optimizing your existing capital structure, our institutional expertise and market insights can accelerate your success.Schedule a strategic consultation to discuss how our proven capital markets expertise can drive your business forward.