What types of transactions do you support?

We support equity raises, debt financing, acquisitions, strategic investments, and other complex transactions where financial clarity matters. These are typically one-time or infrequent events where leadership needs decision-grade financial modeling, financial due diligence support, and someone who can stay close to the deal as it evolves.

How is transaction advisory different from outsourced CFO services?

Transaction advisory is focused, time-bound, and deal-specific. It exists to support a particular transaction or decision window. Outsourced CFO services are ongoing and focused on running the business before and after the deal. Many clients engage us for transaction advisory first, then continue working with us on strategic finance or CFO support once the transaction is complete.

Do you work directly with investors, buyers, or advisors?

Yes, and this is often where we are most valuable. We regularly work alongside investors, lenders, legal counsel, and other advisors to support financial analysis, diligence requests, and follow-up questions. Our role is to make sure the numbers are clear, consistent, and defensible so leadership is not reacting under pressure or losing time explaining the same story repeatedly.

Can you support international or cross-border transactions?

Yes. Raftel specializes in transaction advisory for international companies, particularly those operating across US and Israel entities. We support cross-border transactions by aligning financial data, accounting standards, advisors, and stakeholder expectations so leadership can evaluate risk and opportunity with clarity.

How long does a typical transaction advisory engagement last?

Deals are notoriously difficult to predict. Engagements can last anywhere from a few weeks to many months, depending on the complexity of the transaction, the quality of existing financial data, and how quickly decisions need to be made.

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Transaction Advisory Services for High-Stakes Decisions

Transactions are moments where good companies either create leverage or give it away.

Raftel Strategy provides transaction advisory services that help leadership teams approach capital raises, acquisitions, and complex transactions fully prepared, financially grounded, and in control of the narrative. Through investor-grade financial modeling, financial due diligence, and hands-on deal support, we help you pressure-test assumptions, anticipate scrutiny, and make decisions with confidence before capital, control, or credibility are on the line.

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Confident Decision-Making for High-Stakes Transactions

Fundraising, acquisitions, and strategic transactions are not routine events. They are infrequent, high-pressure moments where incomplete analysis, fragile assumptions, or unclear financial logic can cost real money, leverage, or optionality.

Most deal risk does not come from bad intent. It comes from weak preparation. Numbers that do not reconcile. Forecasts that cannot survive scrutiny. Assumptions that collapse under basic diligence.

Raftel provides financial transaction advisory support designed to eliminate those risks. We help leadership teams understand what the numbers are actually saying, where the pressure points are, and how decisions will play out before those decisions become irreversible.

Who This Service Is Designed For:

Our transaction advisory services are built for companies navigating complex, high-impact financial moments.

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Companies raising equity or debt from institutional or strategic investors

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Leadership teams evaluating acquisitions, partnerships, or strategic investments

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Founders navigating one-time or infrequent transactions without in-house deal expertise

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Venture-backed or privately held companies preparing for liquidity events

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International companies executing cross-border transactions

Organizations managing transactions across US and Israel entities

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What Our Transaction Advisory Services Include

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Investor-Grade Financial Modeling & Forecasting

We build decision-grade financial models designed for real scrutiny. Models are grounded in historical performance, unit economics, and defensible assumptions,allowing leadership to evaluate outcomes across multiple scenarios and stress cases with confidence.

Financial Due Diligence Support

Raftel prepares your financials for investor or buyer diligence. We organize data, validate assumptions, identify risk areas early, and help ensure your financial story holds up under detailed investor or buyer questioning.

Acquisition Financial Analysis

For acquisitions and strategic investments, we analyze target financials, operating performance, and integration considerations to support informed decision-making and realistic expectations.

Capital Raising Advisory

Raftel supports equity and debt raises by aligning financial models, lender or investor materials, and the underlying financial narrative. We ensure assumptions around growth, cash flow, and repayment capacity are credible, internally consistent, and defensible under diligence.

Sell-Side Financial Quarterbacking

We act as the financial point person during transactions, coordinating analysis, managing data requests, and responding to investor or buyer questions so leadership can remain focused on running the business.

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Ongoing Transaction Support

From early analysis through close, Raftel provides hands-on deal support to help leadership navigate changing dynamics, new information, and time-sensitive decisions.

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Cross-Border Transaction Expertise

Raftel specializes in transaction advisory for international companies, particularly those operating across the US and Israel. Cross-border transactions introduce added complexity across accounting standards, entity structures, tax considerations, and stakeholder coordination.

By aligning financial data, advisors, and expectations across jurisdictions, we reduce execution risk and ensure leadership is evaluating opportunities with a clear, unified financial view.

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Frequently Asked Questions

Case Studies & Related Experience

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Transaction Advisory for a Cross-Border Acquisition: From Due Diligence to a $100M Raise at Unicorn Valuation

Raftel led financial due diligence and pro forma modeling for a cross-border defense tech acquisition. By end of summer, the company raised $100M at a unicorn valuation.

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High-stakes transactions reward preparation and punish uncertainty. Raftel Strategy provides transaction advisory services designed to help leadership teams understand the numbers, anticipate risk, and move forward with clarity.

If you are preparing for a capital raise, acquisition, or complex transaction, we are ready to support you.

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