Growth Partners for Ambitious Businesses

What We Offer

Investor Mindset. Founder Focused. We take a tailored approach that grows as your business needs evolve.

Transaction Advisory

Whether you're a founder exploring a capital raise or sale, or a buyer considering an acquisition, we're here to guide you through it. Backed by experience across 100+ deals totaling over $4B in value.

• Transaction readiness and exit preparation

• Buy-side and sell side M&A advisory

• Financial and operational due diligence

• Deal structuring, valuation, and negotiation

• Quality of Earnings support

• Value Creation & synergy identification and capture

• Integration planning and execution

Fractional CFO Services

Strategic financial partnership without the full-time commitment. Backed by 25+ years scaling 200+ businesses.

• From 0-1 and beyond: Accelerating infrastructure, process, teams, and financials from build-up to scale-up

• Value Creation: From high-level strategic planning and roadmaps, to forecasting, reporting, and dashboard builds

• Capital Efficiency: Profitable-growth models, cash flow management, projections, and cost efficiency planning

• Investor Relations: From board advisory to capital raising and transaction advisory services

Why Atma Group?

Whether you're a founding entrepreneur looking for a financial roadmap or an investor looking for pre-deal or integration support, we've been in your shoes.

Who We Serve

• Founder-Led Businesses navigating the transition from startup to scale-up or prepping for fundraising or exit

• High-Growth Tech, SAAS & B2B Services companies between $5M-$50M needing financial infrastructure and strategic decision making to support growth

• Financial Sponsor Firms looking for board advisory, operating partners, add-on deal support, or diligence/value creation experience

• Businesses at Inflection Points facing rapid growth, turnaround situations, strategic crossroads, or operational challenges requiring strategic finance leadership

• Companies in Transaction Mode pursuing M&A (buy-side or sell side), strategic partnerships, or preparing for a sale

Industries Served: SAAS, Tech Enabled, B2B Distribution & Services, Creator Economy, Professional Services, Digital Platforms

Why Use Us

• Operator First: We have built finance infrastructure from zero to scale at multiple high growth companies.

• Hands-on Builder: Doesn't just advise- rolls up sleeves and implements solutions.

• CEO Perspective: Former CEO and Growth CFO who's made the tough decisions founders face daily.

• Value Creation Track Record: Proven results including accelerated ARR & EBITDA growth, successful capital raises and enterprise valuation generation.

• Transaction Expert: ~100 deals closed with proven 25%+ returns and successful integrations.

• Engagement Flexibility: From board advisory, to fractional CFO services, we cater to your budget and needs.