Services we offer
Acquisitions are among the most significant decisions a business owner or investor will ever make. Merrion Advisory Partners provides senior M&A advisory support across every stage of the transaction from pre-acquisition due diligence through to post-close integration ensuring you enter every deal with clarity, confidence, and the strongest possible position.
Stage 1
A focused Pre-Sale Financial & Structural Review. Full Breakdown of Historical Financials, Assets, Liabilities and Organizational Structure. Valuation Assessment & Risk Profiling. Identification of Red-Flags, Gaps and Negotiating Leverage.
Ideal for Buyers & Owners seeking Transparency & Clarity Pre-Acquisition.
Stage 2
A Deep-Dive into the Business. We Stress-Test the Valuation & Narratives that drive the negotiations. Comprehensive Earnings Review. Working Capital & OPEX Analysis. Cash-Flow Durability & Capital Efficiency Strategies. Post-Acquisition Structuring & Optimization Planning.
Ideal for Buyers looking to reduce risk & strengthen their negotiations.
Stage 3
C-Suite Level Advisory Support through Execution, Closing & Integration. Post-Close Integration planning to protect your investment & optimize performance under new ownership.
Ideal for Buyers looking to Stabilize, Integrate and Scale Successfully Post-Acquisition.
Pricing Assessed on Size & Scope of the Project.
At Merrion Advisory Partners, we work alongside business owners and leadership teams as a trusted financial partner. Our fractional CFO services bring senior-level financial strategy, controls, and execution to businesses that are scaling, navigating complexity, or preparing for a significant transaction without the commitment of a full-time hire.
Stage 1
Financial Foundation & Assessment - A comprehensive review of your current financial position. Full analysis of P&L, balance sheet, cash flow, and existing controls. Identification of gaps, risks, and immediate priorities. Establishment of reporting frameworks and KPIs aligned to your business goals.
Ideal for businesses seeking clarity and control over their finances.
Stage 2
Ongoing CFO Partnership - Embedded senior financial leadership on a fractional basis. Monthly and quarterly reporting, cash flow management, budget oversight, and variance analysis. Strategic input on pricing, margins, vendor terms, and capital allocation. Direct support to the owner or CEO as a trusted financial partner.
Ideal for growing businesses that need senior financial expertise without a full-time hire.
Stage 3
Strategic & Transaction Support CFO-level support through significant business events such as strategic expansion, downsizing, audits, or ownership transitions. Preparation of investor-ready financials, deal structuring advice & strategic mapping.
Ideal for businesses navigating complexity or preparing for a significant transaction.
Beyond the numbers, business growth requires the right relationships, the right positioning, and the right opportunities. Merrion Advisory Partners works with clients to identify and pursue growth — whether through new market entry, strategic partnerships, or commercial development — bringing a financial lens to every opportunity we chase.
Stage 1
Opportunity Assessment - Structured review of your current commercial position, target markets, and growth gaps. Identification of the high-value opportunities, sectors, geographies, or partnerships. Clear prioritization of where to focus and how to execute.
Stage 2
Strategy & Execution - Active pursuit of identified opportunities. Relationship development, outreach, and deal origination. Commercially grounded in financial discipline, allowing you to scale and grow effectively.
Stage 3
Deal Support & Close Senior advisory support through negotiation, structuring, and closing. Ensuring commercial terms are financially sound and strategically aligned, and managing the opportunity's success over time.
Book a Consultation
Have questions about our bespoke advisory services or want to explore how we can support your transaction? Email to book your consultation to discuss your objectives & tailor a package to suit your needs.
Contact: aaron@merrionadvisorypartners.com
Who we are
Based in Fort McMurray, Alberta, in the heart of the Canadian Oilsands, Merrion Advisory Partners is a boutique advisory firm providing Financial and Business Development services to private and founder-led businesses.
We bring senior-level financial and commercial expertise to organizations that are scaling, optimizing, navigating complexity, or preparing for what's next without the overhead of a full-time executive team.
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