01
Capital Structuring
Debt, bridge, private credit, and refinancing shaped around the objective—not a product shelf.
Strategic finance · Transaction advisory
Where capital meets execution.
For operators, investors, and businesses that need clear financial thinking—and someone willing to carry it through.
Dallas–Fort Worth·New York City·Established 2025
Advisory, with staying power32°N / 96°W
60+
Transactions closed
$75M+
In deals managed
Multi-market reach
Dallas–Fort Worth · New York City · Beyond
Hospitality · PE · Lending
The Saltwater standard
The financial infrastructure serious deals require.
Generic financial advice leaves too much on the table. We bring depth to the model, clarity to the capital stack, and a practical point of view that holds from first conversation to final wire.
Meet the firmWhat we do
Move the work forward.
02
Financial Modeling
Financial models and lender packages that make the story credible in the room that matters.
03
Transaction Advisory
A steady financial lead from LOI through diligence, coordination, and the closing table.
04
Fractional CFO Leadership
Put an executive finance voice in the room without adding a full-time seat. We manage the function and coordinate the people around it.
05
Deal Execution Support
From letter of intent to closing, we lead the financial and strategic work—managing structure, diligence, lenders, counsel, and the details that keep momentum.
06
Strategic Finance Advisory
Turn financial data into decisions: identify growth opportunities, optimize costs, and build a foundation for sustainable scale.
How we work
Calm under pressure. Close to the details.
A clear process, carried with the precision, accountability, and integrity Saltwater brings to every engagement.
01
Structure
Debt, bridge, private credit, and refinancing shaped around the objective—not a product shelf.
02
Model
Financial models and lender packages that make the story credible in the room that matters.
03
Execute
A steady financial lead from LOI through diligence, coordination, and the closing table.
04
Close
We stay in the deal until the work is done—not until the deck is delivered.
Precision
Numbers that hold up under diligence, pressure, and the questions that follow.
Accountability
We stay in the deal until the work is done—not until the deck is delivered.
Integrity
Advisory first. We will say when financing is not the right move.
Your next move
Bring us the deal you’re working on.
We’ll tell you honestly how to structure it.