Financial and strategic advisory for companies across the economy. Valuation, capital strategy, financial modelling, growth planning and transaction support for family offices, healthcare groups, construction, manufacturing, distribution, consumer brands and professional services.
Most companies reach a point where the decision in front of them is larger than the analytical capability they have in-house. A sale. A recapitalisation. A major capital commitment. A succession question with no obvious answer. The analysis those decisions deserve is not the analysis most management teams have time to build.
This practice provides it. We work as the outsourced corporate finance and strategy function for businesses across sectors — valuation, financial modelling, capital structure advisory, growth and market strategy, operational and margin analysis, and full transaction support on either side of a deal.
Our clients here include single-family and multi-family offices deploying private capital, healthcare and professional practice groups, construction and building materials businesses, manufacturers, distributors, consumer brands, and insurance and financial services companies. The sectors differ; the analytical requirement does not.
If you have a decision that would benefit from an outside view, the conversation costs nothing and we will tell you plainly whether we are the right team for it.
Independent business valuations for transactions, shareholder matters, financing processes and board decisions, triangulated across multiple approaches.
Three-statement models, scenario and sensitivity analysis, unit economics and the forecasting infrastructure a management team can run the business from.
What the capital structure should look like, what is financeable, and how to prepare for the process — including lender and investor materials. We advise on structure; we do not lend or place capital.
Market entry, expansion sequencing, competitive positioning and the analysis behind a growth plan that has to survive a board conversation.
Operational and margin analysis identifying where earnings are recoverable, with a plan to realise it ahead of a transaction rather than after.
Sell-side and buy-side execution — positioning, counter-party identification, diligence management and negotiation through close.
Multi-year planning for owner-led businesses without an obvious internal buyer, sequencing liquidity, management transition and eventual transfer.
Advisory for businesses facing covenant pressure, margin compression or a capital structure that no longer fits.
Independent analysis and presentation support for boards weighing a transaction or a set of strategic alternatives.
A selection of engagement highlights, not an exhaustive list. Client names, project names and property addresses have been removed and regions generalised, consistent with our confidentiality agreements. Unit counts and dollar figures are order-of-magnitude, drawn from underlying models on file.
Devan founded Triple Beam Advisors and leads every practice the firm runs. He has been instrumental in underwriting and advising on transactions with an aggregate value exceeding $1 billion, spanning debt and equity across real estate, operating companies and specialised sectors, and is among the more experienced advisors working in US cannabis finance. Prior to founding the firm he was a Senior Analyst with the Fiore Group, covering private equity and venture capital investments across real estate, entertainment, energy, technology and retail. He is based in Los Angeles.
The first conversation is exploratory and confidential. We listen, ask questions, and give you a straight answer on how we would approach it.