CVR Advisors has 25+ years of experience advising companies across various industries, including financial services, technology, healthcare, and power and renewables.

Recent Projects

  • Healthcare

    Valuation of ~$50mm of bolt-on acquisitions

    2025

  • Professional Services

    Corporate model built for exit planning

    2025

  • FinTech Startup

    Financial models built for $20mm debt raise

    2025

  • Energy

    Marketing and finance materials for a strategic equity or debt raise

    2025


Advisors' previously completed public transactions

Tennessee Valley Authority’s Business Model

Tennessee Valley Authority’s Business Model
Acquisition of Y-Combinator-backed Proper Finance by Intuit

Acquisition of Y-Combinator-backed Proper Finance by Intuit
$117mm Acquisition of UB Bancorp

$117mm Acquisition of UB Bancorp
$2.7bn Acquisition of Blattner Energy

$2.7bn Acquisition of Blattner Energy
$418mm Acquisition of Howard Bancorp

$418mm Acquisition of Howard Bancorp
$2.1bn Sale of Rabobank US

$2.1bn Sale of Rabobank US

  • "Outstanding help with a valuation. Smart team. Experienced and experts in their field. Excellent customer service. Exceeded requested short-notice deadline but yet extremely thorough. Their value extends far beyond what is listed on their site. We will use their services again."

    J.R. - Healthcare Startup

  • "We hired CVR to build a 3-year financial model for our business, and we were very pleased with the output. They were professional, responsive, and delivered a well-structured model that was both accurate and easy to follow. Overall, it was a smooth experience, and we’d definitely work with them again for future finance support needs."

    A.Y. - FinTech Startup

  • "CVR Advisors’ help made a massive difference in our diligence process. We appreciated having their expertise throughout our calls!! Professional and highly knowledgeable."

    C.S. - Software Business


With previous backgrounds in investment banking, private equity, and business development, our advisors are confident they can meet your needs.