We are a firm with over a decade of experience in commercial finance advisory and financial risk management,.
We work with growing companies across a wide range of industries, including technology, manufacturing, logistics, wholesale, and real estate.
We have worked with over 300 companies and advised on hundreds of millions of dollars of financing transactions.
We help our clients navigate the complexities of working capital financing, asset based lending, term debt and acquisition financing, real estate and equipment financing, and M&A.
We draw on our deep and practical industry knowledge and long term partnerships across the financial ecosystem.
We support our clients to negotiate novel, flexible and innovative financing structures that optimally address their evolving requirements.
Our financing advisory services have a strong track record of consistently delivering results for our clients.
We enable them to successfully achieve their financing objectives while also minimizing their cost of capital, optimizing their liquidity, and improving their financial flexibility.
We provide peace of mind by regularly supporting your company to access the financing capital needed to fuel growth and manage risk.
We speak banking to bankers. We translate your vision and strategic objectives into financing memorandums and dynamic financial models, and help structure solutions that work for you and your business both now
and as you grow.
We help support your company's financing process, from financial modelling to presentation, so you can stay on top of your many other business priorities.
We support your ongoing credit management and strategic planning needs. We help you navigate critical financing negotiations, secure financing with competitive and suitable terms, and advise you regularly to help you stay on track.
We help dramatically reduce financing review times from several months to several days, and enable a superior client experience.
We expedite the underwriting and
approval process with the assistance of well structured financing packages that cover all relevant risk areas integrated with historical, current and forecasted financial data.
We analyze your company information and prepare comprehensive financing presentations.
We help you position your financing needs from your lender's or investor's perspective and expedite the success of your financing.
We provide objective advice and help you negotiate critical financing terms
We enable you to make informed decisions and maximize the long-term success of your financing transactions.
We advise regularly to help you monitor your financial performance against your objectives
We support you to meet covenant obligations, and to ensure you're always ready for the next negotiation with your capital providers.
We model your historical, current and financial results, and give you critical business insights and guidance to support your management decisions.
Comprehensive Financial Reporting Packages to enable your team to confidently engage lenders and investors.
Regular reports and insights to ensure your business strategy, operational performance and and financing plans remain aligned.
Our work has helped grow a long list of successful companies and enabled numerous multi-million dollar exits and strategic projects.
Our clients are featured in Ottawa Business Journal Fastest Growing Companies, Canadian Business Canada’s Fastest Growing Companies, and Deloitte’s Fast 50.
Our mission is to help small and medium sized companies strategically plan, negotiate and manage their short-, medium- and long-term financing needs.
That way, they can grow and reach their potential instead of worrying about missed opportunities, slow growth and untapped market potential.
Our belief is that growing companies need expert advice and clever financing solutions.
Whether to accept that large international order, open an international operation, build a new operating facility, buy additional equipment, fund the owner's retirement, or transition the ownership of the business, we have the expertise to help them get there.
Our commitment is to act as objective advisors to our clients, prioritizing their needs and protecting their best interests so they can successfully navigate financing relationships.
Business financing is both challenging and complex, but with our expertise companies can avoid common pitfalls and maximize results every time.
Oana is a serial entrepreneur and a CPA with 20 years of global business management and advisory experience across two continents and three languages. She founded Financiario to leverage her extensive strategic finance expertise and enable more growing SMBs to meet their financing objectives through forward looking strategic financial planning.
Drawing on her decade long experience as a commercial lender, underwriter and portfolio manager for hundreds of companies, Oana now excels as a strategic financial planner. As a seasoned CEO & CFO advisor, she partners with businesses to craft, execute, and oversee their financial strategies.
Additionally, Oana is recognized as one of the world's leading corporate finance content creators on LinkedIn. Her insightful strategic finance education pieces and captivating infographics have garnered her a following of over 300,000 professionals and amassed over 100 million views globally.
Oana has an MBA from the Smith School of Business at Queen’s University and a Bachelor of Economics from Babes Bolyai University.
Daniel is an Electrical Engineer with over 15 years of global experience in telecommunications systems, power transmission and power distribution systems across two continents. His focus is on integrating appropriate technology solutions that enable Financiario to efficiently and effectively support and advise its clients.
Daniel is also a Senior Optical Transport Engineer with a global telecommunications networking equipment and software services company, where he is responsible for new technology introduction into Webscale Internet Content Provider customers. He also provides ongoing engineering support to Sales Engineers, as well as technical consulting support to customers looking to perform core network expansions.
Daniel has a Master’s degree in Engineering Management from University of Ottawa and a Bachelors degree in Electrical Engineering from University Politehnica of Bucharest.
Send us an email at office [at] financiario [dot] com or click the button below to fill in the form.
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