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Investment Banks & Intermediaries

Athena works synergistically with investment banks, business brokers and other intermediaries to help prepare companies for transactional success.


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Due Diligence

Being fully prepared and mitigating risk prior to pursuing a transaction can have a dramatic impact on the success (or failure) and terms of a potential transaction. For operating companies engaged in M&A or Capital Formation efforts or on behalf of PE and VC Investors, Athena leverages its experience from both sides of the table to provide a comprehensive due diligence and financial analysis solution. Athena's due diligence services enhance visibility, reduce risk, decrease costs and transaction times, and help improve overall execution.

FirstCFOTM

For businesses that require the knowledge and skills of an experienced CFO, Athena's suite of FirstCFO services provides a cost-effective, temporary or part-time solution. From business planning & proforma modeling to financial systems design & implementation, or fully outsourced accounting & finance, Athena helps small and growing businesses leverage their time, and build the infrastructure needed for sustained success.