Monti Advisory | Capabilities

  • 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

  • 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

  • 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

  • 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

Find out how Monti has helped others >>