XCel Advisory Group helped us source, negotiate, and close a $15M financing on the purchase of our new building. They facilitated discussions internally in our organization to improve our financial processes and controls and quarterbacked the entire process as our CFO had recently departed our company. Overall, they ensured that all lenders were given current and complete information and responded to their queries on a timely basis. XCel quickly earned the respect of our team and our lenders.”
– Kristi Cawthorn, CA, ICD.D
President, Startec Compression and Process Inc.
XCel Advisory Group filled the CFO seat on our Executive Team on a contract basis. In doing so, they helped mentor and grow our new Controller and added considerable depth and analysis to our organization. We now look at financial statements, metrics, and variance analyses in a different light. Because of their prior experience as C-Level leaders, they also helped me personally with many issues that I face and need collaboration with. We continue to meet weekly to discuss opportunities and issues that arise from running a growing company. Finally, as we are a Gazelles company, XCel helps me manage and facilitate our various planning and execution meetings.”
– Michael Hooper
President, Fiberbuilt Manufacturing Inc.
XCel Advisory Group and I have worked on organizational development together and on a methodology to document and track our business objectives. . Their insight as former C-Level leaders helped me visualize and build a new organizational chart for the future. Their questions were insightful and forced us to look at the opportunity from a different perspective.”
– Carolynne Coulson,
President, Elrus Aggregate Systems
“Our firm needed some experienced executive horsepower, but at a fraction of the cost of hiring. XCel was referred to us to fill that gap. To say that I am satisfied is an understatement. Richard and Barry’s skillsets are exactly what Global needed to build its growth strategy. Richard acts in an executive capacity to help us with our finance team and the management of the firm and its associated entities. He has rolled up his sleeves and provides structure and discipline to our staff and processes. Barry is my lending partner – every firm should have someone like Barry on call to assist with planning, sourcing, and negotiating advantageous credit agreements as he has the experience necessary, given that he sat on the “other side” of the table for more than 30 years.”
– Tom Shumka
President, The Global Group
XCel has been my external go-to advisory group to discuss, brainstorm and resolve many of the business issues I face. They add value by bringing to bear their past experiences using the tools in their toolbox and by holding me accountable to follow up.”
– Karen Robertson
Principal, KLR Design Group
XCel Advisory Group ran our business plan process for a new venture. The depth of their questions and research made us do better due diligence before spending hundreds of thousand of dollars. While their obvious financial expertise came to bear, they also have a great grasp of operations which helped us re-visit some of our assumptions and plans.”
– Dan Eddy
Pacific Iron Ore or Clay Company
It’s been a pleasure working with XCel to raise private equity. Their industry experience really helped to speed things up and facilitate productive discussions. When we came to XCel, we had a very strategic partner in mind and they delivered the perfect fit.”
