Independent advisory for founders, CEOs, CFOs, boards, and investors

Financial strategy for businesses preparing for their next strategic leap.

Altaris Advisory helps companies and investors make confident decisions at the intersection of strategy, capital, and performance. We advise on finance transformation, capital structure, transaction readiness, liquidity planning, and long-term value creation across complex growth environments.

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€4.2B+aggregate project value advised across capital, restructuring, and growth mandates
120+strategic finance engagements delivered over the last five years
18countries represented across client and investor relationships
93%of mandates sourced through referrals, repeat clients, and board introductions
Senior finance consultants in a strategy workshop
About Altaris

We combine board-level strategic thinking with deep financial execution.

We work with mid-market and large businesses, private capital, investment holding groups, and founder-led companies that need sharper financial decision-making, clearer investor narratives, and stronger operational discipline.

LondonCapital advisory hub
IstanbulRegional execution office
DubaiInvestor network access
Cross-BorderTransaction support
Selected Client Profiles

Trusted by leadership teams navigating growth, complexity, and capital decisions.

Industrial
Infrastructure
Technology
Private Capital
Real Estate
Consumer
Services

Advisory capabilities built for financially consequential decisions.

We act as strategic advisor, project partner, or trusted extension of management. Our work is designed to support growth-stage companies, established corporates, boards, and investors when the quality of financial judgment matters most.

01

Strategic Financial Planning

We build the financial architecture behind growth strategies, including multi-scenario planning, investment prioritization, capital efficiency analysis, and board-ready financial narratives.

  • Long-range planning and scenario modelling
  • Value creation roadmaps and capital allocation
  • Board and shareholder decision support
02

Corporate Finance & M&A

We prepare companies for investment, exit, acquisition, and restructuring processes through rigorous analysis, clear positioning, and disciplined transaction execution support.

  • Sell-side and buy-side strategic preparation
  • Investor materials, valuation logic, and data rooms
  • Transaction readiness and management support
03

Capital Structure & Liquidity

We help businesses improve resilience and optionality by optimizing debt structures, refinancing frameworks, liquidity planning, and covenant design.

  • Debt advisory and refinancing strategy
  • Working capital and liquidity diagnostics
  • Covenant resilience and downside planning
04

Finance Transformation

We design decision-grade finance functions with stronger planning, reporting, governance, KPIs, and operating rhythms to support more disciplined execution.

  • Management reporting and KPI architecture
  • Finance operating model redesign
  • Planning, budgeting, and governance processes
Our Approach

Not just analytical depth, but decision support that leads to measurable action.

We connect strategic context, financial analysis, and implementation discipline. Every engagement is built around a practical decision to be made, a measurable value target, and a path to execution.

01
Diagnose the value questionWe identify where value is constrained: capital structure, liquidity, margin profile, investment discipline, reporting quality, or strategic positioning.
02
Build the decision modelWe develop scenarios, valuation logic, performance bridges, and capital cases that give management and shareholders a clear basis for action.
03
Support executionWe help leadership teams move from strategic choice to delivery, including investor conversations, governance frameworks, and operational implementation.
04
Measure impactWe track outcomes through cash flow, leverage, working capital, ROIC, EBITDA bridge, and the strategic KPIs that truly drive enterprise value.
Visual Perspective

How we work with leadership teams and investors.

Boardroom strategy session
Board & Strategy SessionsWorking with leadership teams on capital decisions, strategic options, and financial priorities.
Financial modeling and analysis
Deep Financial AnalysisDecision-grade modeling, downside planning, and investment case development.
Advisory team at work
Execution SupportHands-on project delivery across transactions, restructuring, and finance transformation.
Case Studies

Examples of how strategic finance creates measurable value.

A selection of representative engagements across financing strategy, transformation, and transaction readiness.

International Logistics Group

+14% EBITDA

Redesigned group-level financial planning, investment prioritization, and working capital discipline across six jurisdictions.

  • Built new group financial model and performance bridge
  • Introduced capex governance and investment screening
  • Improved liquidity planning and cash conversion

B2B SaaS Platform

$38M Raised

Prepared the company for a cross-border institutional funding process through a sharper growth story and disciplined investor preparation.

  • Refined unit economics and scenario logic
  • Prepared investor deck, data room, and Q&A streams
  • Supported management through diligence readiness

Commercial Real Estate Developer

-1.9 pts CoC

Restructured portfolio financing and covenant framework to reduce cost of capital and increase flexibility for future development phases.

  • Reviewed financing stack and debt service profile
  • Repositioned lender dialogue and covenant logic
  • Created phased refinancing roadmap
Leadership

A senior team with experience across strategy, capital, and transformation.

Elena Markova portrait

Elena Markova

Managing Partner

15+ years in corporate finance, strategic advisory, and cross-border transaction support across Europe, MENA, and emerging markets.

Daniel Ross portrait

Daniel Ross

Partner, Capital Advisory

Advises on refinancing, liquidity strategy, debt structuring, and investor communication for businesses entering capital-intensive growth phases.

Omer Demir portrait

Omer Demir

Director, Finance Transformation

Leads operating model redesign, KPI architecture, and decision-support systems for founder-led and rapidly scaling companies.

Insights

Market perspectives for boards, CFOs, founders, and investors.

Capital Strategy

How CFOs can rethink capital allocation in a high-rate environment

Practical guidance on preserving flexibility while continuing to invest in strategic growth, resilience, and selective expansion.

Transactions

M&A readiness: what investors actually examine before confidence builds

A concise view of the diligence patterns, reporting gaps, and strategic inconsistencies that influence transaction momentum.

Transformation

Five signs your finance function is limiting strategic execution

Where management reporting, planning discipline, and operating governance typically break down as companies scale.

Offices

Regional presence with cross-border perspective.

London

Capital advisory hub supporting financing, investor positioning, transaction preparation, and board-level strategic decision support.

Istanbul

Regional execution office for mid-market companies, transformation programs, and cross-border growth situations.

Dubai

Connectivity to investors, family offices, and strategic capital across international expansion and restructuring scenarios.

Frequently Discussed

Questions we are often asked by boards and finance leaders.

When should a company bring in strategic finance advisors?

Usually when capital, liquidity, or strategic direction has become consequential enough that internal planning alone is no longer sufficient for confident decision-making.

Do you work only on large corporate mandates?

No. We work with mid-market companies, founder-led businesses, family capital, and selected investor-backed situations where the value question is important.

Can you support management through a transaction process?

Yes. We regularly support investor readiness, data room structuring, valuation logic, lender dialogue, and management decision support throughout the process.

How do your engagements usually begin?

With a focused discussion around the decision at hand, the financial context, the stakeholders involved, and the time horizon for execution.

Contact

Let’s discuss your strategic priorities confidentially.

Whether you are preparing for a funding round, reviewing strategic options, restructuring capital, or improving the finance function, our team would be glad to learn more about your objectives.

Emailpartners@altaris-advisory.com
Phone+44 (0) 20 7946 3180
OfficesLondon · Istanbul · Dubai