Founder-led Online Retail Business
Supported a founder-led consumer business through acquisition interest by rebuilding margin visibility, normalizing SKU profitability, and developing investor-ready financial analysis across a fragmented operating environment.
Healthcare Hardware Start-up
Rebuilt integrated three-statement financial models and supported board-level funding discussions, scenario analysis, and capital planning to help leadership evaluate financing pathways and operational scaling decisions.
Wholesale Plumbing Distributor
Developed a financial sustainability plan centered on customer channel expansion, working capital optimization, inventory rationalization, and operating cost recalibration. Delivered actionable recommendations to ownership, board, and suppliers.
AI Fintech Start-up
Advised founding leadership on finance infrastructure design, operational reporting systems, and go-to-market economics to support scalable growth, investor readiness, and improved commercial decision-making.
Real Estate Investment Fund
Built financial models supporting LP economics, investor payout waterfalls, and tax-efficient capital distribution scenarios across domestic and international investor structures.
Seed-funded AI Start-up
Advised leadership across strategic finance, enterprise go-to-market execution, pricing strategy, and investor readiness initiatives. Drove customer pricing analysis, and investor positioning to scale commercial operations.
Client perspective:
“James brought clarity and structure to a highly complex situation. His ability to translate fragmented operational and financial data into actionable insight was invaluable during a critical stage of the business.”
— Founder, Consumer & Retail Business
Client perspective:
“Commercially grounded, analytical, and highly pragmatic. Avanor operated as a true strategic partner throughout a period of significant operational and financial transition.”
— CEO, Founder-Led Business
Client perspective:
“Avanor combined institutional-quality financial thinking with practical execution. The work materially improved visibility, forecasting discipline, and management decision-making.”
— Managing Director, Growth-Stage Company