Partnering to boldly pursue growth and opportunity.

We serve high-performance startups, mid-market companies, and funds across industries:

Capital Markets and M&A

Buyside and sellside advisory for M&A transactions, debt placements, and equity capital raises, as well as exit planning and outsourced corporate development

Corporate Finance Advisory

Fractional and interim financial leaders, including CFOs, FP&A directors, controllers, and expert financial modelers

Transaction Advisory

Financial due diligence, valuation services, and quality of earnings preparation

Strategy Consulting

Market analysis, competitive strategy advisory, and go-to-market strategy development

Executive Coaching

Executive and performance coaching for CEOs, leadership teams, and boards of directors

How can EVP serve you?

We would love to work with you and create value for your organization. Contact us and let’s talk.

Our team relentlessly focuses on helping business leaders, entrepreneurs, and investors create shareholder value.

We do this by helping our clients answer their most challenging questions—and execute to drive results.

What are the optimal sources of capital for my high-growth business?

How can our company develop a pipeline of actionable M&A opportunities in a competitive deal market?

Is it possible to structure a leveraged buyout to create asymmetric upside while managing downside risk?

How should we prioritize organic growth projects to maximize return on invested capital?

What can my family do to manage succession dynamics in our privately held company?

How can our business create a fortress balance sheet to withstand macroeconomic risk and global supply-chain challenges?

What can our executive team do to maintain our unique culture while pursuing an M&A rollup of our industry?

What is the right go-to-market strategy for our new product if we want to acquire new customers without jeopardizing our cash runway?

EVP’s team of experts has built businesses, completed M&A transactions, and led finance organizations for startups and global corporations alike.

Robert Sterling

Managing Partner and Founder

Robert Sterling leads EVP’s Capital Markets and M&A practice, supporting clients as they raise capital, grow through acquisitions, and evaluate exit opportunities. Robert is an experienced investor and CFO, who has led numerous startups and midmarket companies through capital raises and successful liquidity events. Robert began his career at Koch Industries and Cargill, America’s two largest private companies, where he led various M&A transactions and major capital projects in the technology, energy, industrials, CPG, and agriculture sectors.

Connect with Robert

Danielle Leach

Partner and Founder

Danielle Leach leads EVP’s Corporate Finance Advisory practice, supporting clients with interim and fractional CFOs, outsourced FP&A, and expert accounting guidance. A licensed CPA, Danielle specializes in working with startup and midsized companies to optimize financial operations and translate financial data into actionable business decisions. Danielle began her career as an auditor with PwC, and has subsequently held the roles of controller, finance business partner, and CFO for various companies both in the US and internationally.

Connect with Danielle

Our projects are complex. Our principles are simple.

Clients First

Serving our clients is a sacred responsibility. We put our clients’ needs and best interests above all other considerations.

Obsession with Excellence

In all we do, we refuse to deliver work or provide a client experience that is anything short of excellent. No matter what that takes.

Do The Work

Delegation is great. But no one is too senior to build a financial model or write a report when the needs of a project require it.

Allocators, Not Just Advisors

We think like investors, because we are investors. We welcome opportunities to co-invest alongside our clients in their projects.

EVP’s clients are some of the world’s most forward-thinking startups, SMBs, midmarket companies, and investment funds.

We would love to partner with you as well. Reach out and let’s talk.