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Welcome to Lions Financial, a premier business consulting firm specializing in risk management and capital markets services. Our team of experienced professionals is dedicated to helping companies achieve their growth and success goals through expert guidance in areas such as business planning, investment risk solutions, succession strategies, and complex enterprise insurance design. 

In addition to these services, we also assist our clients in securing institutional growth capital through a variety of options, including working capital facilities, asset-based loans, term loans, subordinate debt, growth equity, and 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.

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M&A Dealing With Headwinds



By Keith Yagnik

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.

Financial

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

Organization

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

Communications

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

Technology

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

Four-Step SIRE© Process

A closed-loop, value-focused, four-step SIRE© work-process for each of our services:

Step 1: Survey

To better understand our client's needs, Lions Financial go through a business assessment process to comprehensively evaluate the current business situation. The specific issues and concerns need to be understood in a broader context to overcome the problems that they are currently facing. With this information, we can better understand what they would like to accomplish.

Step 2: Insight

With the business survey and market research, Lions Finalcial evaluate industry and economic factors that intertwine with the unique dynamics of current business needs. We identify the competency, resources, and skills required for multiple solutions and risk factors.

Step 3: Recommend

Utilizing the insights and customer input, Lions Financial provide the business stakeholders with a proposition for Tailor solutions customized to their business. We focus on accomplishing short term goals for the business to maintain long-term value. We layout the actionable planning required with the timeline and costs.

Step 4: Execute

Upon client consensus on the path to move forward, Lions Financial focus on facilitating the implementation of the strategy. We coordinate with company executives, Investment capital partners, legal teams, and tax professionals to ensure that all factors are considered.

Gallery

Lions Financial's Team

Ariel Tavor

President

Keith Yagnik

Operating Partner - Business Consulting & Capital Markets

Ariel Serber

Director - Risk Management​

Michael Kikoz

Chief Technology Officer
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LIons Financial

Ariel Tavor

Principal

Ariel Tavor is the Founder and Principal Managing Director of Lions Financial. His agenda for Lions Financial is to provide his clients a service that maintains the highest professional value. Specializing in the Business-to-Business market has allowed proficient expertise in providing ongoing consulting services in the focus areas of business advisory, capital markets, and risk management. Ariel works with CEO’s, Capital Investment funds, and Boards of Directors where he advises his clients in matters of Executive compensation, Business Plan Design, Mergers & Acquisitions, Due Diligence, and Asset Financing.

Ariel has 10 years of experience in the financial services industry. He has worked in insurance and investment companies to analyze client’s financial and make suggestions on allocations based on defined objectives as well as maintaining long term relationships. Ariel’s comprehensive experience has allowed him to work closely with CEOs of companies and their executive teams from diverse industries such as trucking, hospitality, commercial real estate, Insurance, manufacturing, and technology. He has helped lead companies through the challenging decisions around – Buy-Sell Agreements, Deferred Compensation, Employee Group Benefits, Succession Planning, Mergers and Acquisitions, Valuations, and Business Sales.

Ariel currently oversees their family office investment group and sits on the Board of Directors of several companies and real estate developments. Their Investment group controls a portfolio of companies in multiple industries. They collaboratively have holdings in companies specialized in – Automotive Distribution- Real Estate Asset Management- Corporate Travel- Ink Mailing Manufacturing, E-Commerce, Financial Services, Management Consulting, Enterprise Technology, and Food Concepts. In recent years there has been a transition into fund allocation towards limited partnership investments in Venture Capital, Private Equity, and REITS within individual underwriting opportunities.

TOP 40 UNDER 40

Leadership Recognition

Ariel Tavor is the founder and principal managing director of Lions Assurance Financial. His agenda for Lions Assurance Financial is to provide his clients a service that maintains the highest professional value. Specializing in the business-to-business market has allowed proficient expertise in providing ongoing consulting services in the focus areas of business advisory, capital markets, and risk management.

TOP 100 PEOPLE IN FINANCE

Industry Recognition

Lions Assurance Financial is a highly successful, independent business consulting and wealth management advisory firm that focuses on three key areas of the financial industry: business advisory, capital markets, and risk management. The experienced team at Lions Assurance Financial focuses on serving the business and wealth management needs of privately owned business generating 3-50 million in revenue including independent business owners, family owned businesses, and business partners. Lions Assurance Financial works with capital providers including investment banks, private equity firms, venture capital firms, capital advisory firms, accredited investor platforms, commercial banks, and speciality finance firms.​

Exeleon

Leadership & Business Feature

What is the fundamental difference between a buoyant company and a not-so-good one, when all the factors are the same?
The reply is simple- expeditious actions. It is the outcome of the ability to form an idea about the situation, find a perfect response,
and then act accordingly. And all that, without an iota of hesitation. Companies that belong to the second group are known to lack this decisiveness, which sprouts from an absence of clarity in vision or rather the faculty of processing the steps mentioned above.​

The Silicon Review

50 Smartest Companies of the Year

An effective risk management consultant will help individuals and organizations evaluate their risks and develop a plan to counter their losses. Risk management is a complex process, and there is no one-size-fits-all process that all consultants can use. However, there are certain conventional methods that a consultant will use to help you protect your organization from risk. A risk management consultant should be capable of identifying the unique risk that your business is exposed to and carefully evaluating the scenarios. One of the most critical steps in the risk management step is to discover and list all the expected and unexpected risks. There are various advisory firms that can help you mitigate risk and take care of your business’s financial aspect, but one firm that stands out from the rest is Lions Financial. The company is an independent financial services & business advisory firm based in New York. In conversation with Ariel Tavor, Managing Director of Lions Financial. Lions Assurance Financial is a highly successful, independent business consulting and wealth management advisory firm that focuses on three key areas of the financial industry: business advisory, capital markets, and risk management. The experienced team at Lions Assurance Financial focuses on serving the business and wealth management needs of privately owned business generating 3-50 million in revenue including independent business owners, family-owned businesses and business partners. Lions Assurance Financial works with capital providers including investment banks, private equity firms, venture capital firms, capital advisory firms, accredited investor platforms, commercial banks, and specialty finance firms.