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Saltwater Advisory Group

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

Calm harbor water at first light
Advisory, with staying power32°N / 96°W

60+

Transactions closed

$75M+

In deals managed

Hospitality · PE · Lending

Sectors served

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 firm

What we do

Move the work forward.

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01

Capital structuring

Debt, bridge, private credit, and refinancing shaped around the objective—not a product shelf.

02

Modeling & valuation

Financial models and lender packages that make the story credible in the room that matters.

03

Transaction leadership

A steady financial lead from LOI through diligence, coordination, and the closing table.

A drafting compass and financial papers on a boardroom table

How we work

Calm under pressure. Close to the details.

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.

Book a strategy call