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.
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.
Ideal for Buyers looking to reduce risk & strengthen their negotiations.
Stage 3
C-Suite Level Advisory Support through Execution, Closing & Integration.
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 sheets and cash flow management.
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 capital financing. 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.
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.
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 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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