Monti Advisory | Capabilities
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Building the financial clarity needed to make confident business decisions.
Services include:
Developing robust financial models and forecasts, highlighting key trends and KPIs
Driving business planning and sensitivity analysis across different scenarios
Setting clear, actionable financial goals aligned with strategic priorities
Designing monthly and quarterly management reporting for internal purposes and investors
Supporting fundraising and bank financing processes, including metrics, presentations, and documentation
Advising on equity structures and optimal capital allocation
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Helping investors and business owners successfully execute acquisitions and growth investments.
From strategy to closing, I guide every step of the deal process.Services include:
Managing buy-out and add-on transactions, including all internal and external workstreams
Leading and coordinating due diligence, structuring, negotiation and financing
Reviewing commercial, financial and legal due diligence to identify key risks and opportunities
Preparing and presenting findings to the Investment Committee
Supporting transaction teams with company and market analyses (SWOT, competitive landscape, USP)
Supporting with legal documentation such as SPA, SHA and financing agreements in collaboration with legal advisors
Analysing buy-and-build opportunities and creating actionable value creation plans
Leading and coordination external workstreams, such as advisors, banks and DD providers
Designing and executing 100-day plans to accelerate post-transaction integration and performance improvement
Conducting exit readiness assessments to prepare companies for a successful sale or refinancing process
Structuring equity and supporting the process of raising bank or investor financing
Portfolio management / 100-day plan / exit readiness
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Turning strategic insights into action and measurable results.
Services include:
Conducting strategic reviews and implementing new growth strategies (markets, products, positioning)
Developing marketing and go-to-market plans with financial budgets and clear KPIs
Providing M&A insights to support investment or divestment decisions
Preparing and presenting strategic updates to Investors or Supervisory Boards
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Improving how businesses operate to unlock efficiency and performance.
Services include:
Assessing existing company processes and organizational alignment
Professionalizing internal reporting, communication and decision-making
Mapping and improving the customer journey and experience
Designing clear operational frameworks to support sustainable growth