Services we offer
Acquisitions are among the most significant decisions a business owner or investor will ever make. Merrion Advisory Partners provides senior M&A advisory support across every stage of the transaction from pre-acquisition due diligence through to post-close integration ensuring you enter every deal with clarity, confidence, and the strongest possible position.
Stage 1
A focused Pre-Sale Financial & Structural Review.
Ideal for Buyers & Owners seeking Transparency & Clarity Pre-Acquisition.
Stage 2
A Deep-Dive into the Business. We Stress-Test the Valuation & Narratives that drive the negotiations.
Ideal for Buyers looking to reduce risk & strengthen their negotiations.
Stage 3
C-Suite Level Advisory Support through Execution, Closing & Integration.
Ideal for Buyers looking to Stabilize, Integrate and Scale Successfully Post-Acquisition.
Pricing Assessed on Size & Scope of the Project.
At Merrion Advisory Partners, we work alongside business owners and leadership teams as a trusted financial partner. Our fractional CFO services bring senior-level financial strategy, controls, and execution to businesses that are scaling, navigating complexity, or preparing for a significant transaction without the commitment of a full-time hire.
Stage 1
Financial Foundation & Assessment - A comprehensive review of your current financial position. Full analysis of P&L, balance sheets and cash flow management.
Ideal for businesses seeking clarity and control over their finances.
Stage 2
Ongoing CFO Partnership - Embedded senior financial leadership on a fractional basis. Monthly and quarterly reporting, cash flow management, budget oversight, and capital financing. Direct support to the owner or CEO as a trusted financial partner.
Ideal for growing businesses that need senior financial expertise without a full-time hire.
Stage 3
Strategic & Transaction Support CFO-level support through significant business events such as strategic expansion, downsizing, audits, or ownership transitions.
Ideal for businesses navigating complexity or preparing for a significant transaction.
Beyond the numbers, business growth requires the right relationships, the right positioning, and the right opportunities. Merrion Advisory Partners works with clients to identify and pursue growth — whether through new market entry, strategic partnerships, or commercial development — bringing a financial lens to every opportunity we chase.
Stage 1
Opportunity Assessment - Structured review of your current commercial position, target markets, and growth gaps. Identification of the high-value opportunities, sectors, geographies, or partnerships.
Ideal for businesses seeking clarity on where their highest-value growth opportunities lie.
Stage 2
Strategy & Execution - Active pursuit of identified opportunities. Relationship development, outreach, and deal origination. Commercially grounded in financial discipline, allowing you to scale and grow effectively.
Ideal for businesses ready to actively pursue growth and market share.
Stage 3
Deal Support & Close Senior advisory support through negotiation, structuring, and closing. Ensuring commercial terms are financially sound and strategically aligned, and managing the opportunity's success over time.
Ideal for businesses navigating significant commercial negotiations or partnership transactions.
At Merrion Advisory Partners, we work alongside boards, committees, and councils as an independent financial oversight partner. Our governance advisory services bring objective analysis of budgets, expenditure patterns, and resource allocation to organizations seeking accountability and performance discipline without the conflicts of an embedded advisor.
Stage 1
Financial Performance Assessment - An independent review of budget versus actuals, expenditure benchmarking against comparable organizations, and identification of capital reallocation opportunities.
Ideal for boards and councils seeking objective oversight of organizational financial performance.
Stage 2
Governance & Accountability Review - Assessment of subsidiary structures, third-party grant programs, and external advisory spend against measurable outcomes. Independent analysis of investment portfolios, reserve deployment, and long-term capital allocation strategy.
Ideal for organizations managing arm's-length entities, significant grant relationships, or complex investment positions.
Stage 3
Ongoing Oversight Retainer - Continuous independent monitoring of financial performance, quarterly variance reporting, budget cycle advisory, and audit committee support — structured on a performance-aligned fee basis.
Ideal for organizations seeking sustained financial discipline and independent oversight without full-time overhead.
Who we are
Based in Alberta, in the heart of the Canadian Oilsands, Merrion Advisory Partners is a boutique advisory firm providing Financial and Business Development services to private, founder-led and public sector organizations.
We bring senior-level financial and commercial expertise to organizations that are scaling, optimizing, navigating complexity, or preparing for what's next without the overhead of a full-time executive team.
Book a Consultation
Have questions about our bespoke advisory services or want to explore how we can support your transaction? Email to book your consultation to discuss your objectives & tailor a package to suit your needs.
Contact: aaron@merrionadvisorypartners.com
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