At Lions Financial, we provide business consulting, risk management, and capital markets services to help companies grow and succeed. We offer expertise in business planning, complex enterprise insurance design, investment risk solutions, succession strategies, executive compensations, and more. We also help our clients raise institutional growth capital in the form of working capital facilities, asset-based loans, term loans, subordinate debt, growth equity, or venture capital.

Risk Management?

We work with companies to perform analysis and offer advice focusing on Enterprise Complex Insurance Design, and Investment Risk Solutions.

Business Consulting?

We provide guidance to help clients with Business Planning, Succession Strategies, Executive Compensations, and Enterprise Technology.

Capital Markets?

We help clients by working on Business Valuation, Corporate Due Diligence, Mergers & Acquisitions, Business Sales and obtaining Financing.

We are an advisory firm specialized in four financial management disciplines. As a boutique firm we focus on collaborating with our clients and their various other trusted professionals to better orchestrate business management solutions on a holistic basis.


We help clients to identify the right financial strategy that leads to superior execution and security.


We support companies
to develop the optimal organizational structure and process.


We foster sustainable communications with clients to maintain long-term success for the growth of their business.


We partner with clients to implement actionable processes in information technology to support their business.

Four-Step SIRE