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Saltwater Advisory Group

About the firm

Clarity under pressure.

Saltwater is the strategic finance and transaction advisory partner for the moments when the stakes are high and the path needs to be clear.

Why Saltwater

A firm built for the entire capital lifecycle.

We guide clients from early-stage capital structuring and financial modeling through complex acquisitions, real estate transactions, and interim CFO leadership. The name Saltwater reflects how we work: resilient in rough conditions, clear in the fog, and comfortable navigating environments others find difficult.

We bring institutional-grade discipline to every engagement, regardless of deal size, and stay involved until the financial infrastructure is doing its job.

What we stand for

A higher bar for advice.

01

Precision

Numbers that hold up under diligence. Every model, valuation, and structure is built to withstand scrutiny.

02

Accountability

We own the outcome. From the first model to the final wire, we stay in the deal until it closes.

03

Integrity

Advisory first. We tell clients honestly whether financing is the right move—even when the answer is no.

Based in

Dallas–Fort Worth
& New York City

Established

2025

Built for

Operators, sponsors
& middle-market

Where capital meets execution

Tell us what you’re working on.

Book a strategy call ↗