Strategic Advisory

Strategic Advisory Service

Valerie Emanuel Associates provides access to capital through a trusted network of specialized professionals. Our advisory service strengthens financial performance, refines capital strategies, and accelerates growth initiatives across public, private, and specialty lending sectors.

Advisory Engagement Overview

Our advisory engagement includes a comprehensive strategic session to:

Evaluate your organization’s current position
Identify growth opportunities and capital solutions
Define actionable steps for execution

Following the session, you will receive a detailed summary of recommendations to support decision-making and guide implementation. Standard delivery is within 5–7 business days.

Services by Sector

Public Companies

We advise public issuers seeking to strengthen market confidence, increase institutional engagement, and streamline capital access through:

Investor relations and communications guidance
Capital introductions to accredited and institutional investors
Trading intelligence and market behavior analysis
Corporate development advisory for growth and transformation initiatives
Compliance strategy aligned with SEC and listing requirements

Private Companies

We support private companies preparing for growth, fundraising, and operational scaling through:

Capital introductions to accredited and institutional investors
Strategic capital planning aligned with long-term objectives
Debt consolidation and recapitalization guidance
Investor presentation development for financing readiness

Specialty Lenders

We work with specialty lenders to expand capital access and enhance performance through:

Strategic capital planning to optimize funding deployment
Capital introductions to accredited and institutional investors
Performance enhancement advisory to strengthen portfolio visibility and reporting

Terms of Engagement

All advisory sessions and engagements are confidential under a mutual non-disclosure understanding.

A flat advisory fee is required to activate services and includes:

Strategy session
Capital readiness review
Customized recommendations summary

Should you elect to continue with ongoing advisory or capital strategy support, fees are structured according to scope, timeline, and complexity — and the initial fee is credited toward the continued engagement.

Fees are non-refundable.

Scheduling Details

Advisory sessions are conducted Monday–Thursday.
Availability: 9:30 AM – 10:30 AM and 2:00 PM – 4:00 PM ET.
Duration: 30–45 minutes.

Next Steps

1. Begin Intake

Submit details regarding objectives and engagement priorities.

2. Secure Advisory Engagement

Confirm the flat advisory fee to activate services.

3. Schedule Advisory Session

Select a convenient time from our advisory calendar.

Questions Before You Begin?

Contact: Valerie Emanuel

Email: info@valeriemanuelassociates.com
Telephone: 786-896-2020

Capital Deployed with Clarity | Strategies Executed with Confidence | Momentum Driven by Performance

Declaration:

THE INFORMATION CONTAINED HEREIN IS PRESENTED SOLELY FOR THE PURPOSES OF DISCUSSION AND UNDER NO CIRCUMSTANCES SHOULD THIS BE CONSIDERED AN OFFER TO BUY OR A SOLICITATION OF AN OFFER TO SELL ANY SECURITY. VALERIE EMANUEL ASSOCIATES IS NOT A REGISTERED SECURITIES BROKER-DEALER OR AN INVESTMENT ADVISER WITH THE U.S. SECURITIES AND EXCHANGE COMMISSION (THE “SEC”) OR WITH ANY STATE SECURITIES REGULATORY AUTHORITY. VALERIE EMANUEL ASSOCIATES DOES NOT OFFER ANY FORM OF INVESTMENT (BUY OR SELL) ADVICE, OR ANY OTHER SECURITIES OR FINANCIAL ADVICE WHATSOEVER. WE ARE NEITHER LICENSED NOR QUALIFIED TO PROVIDE INVESTMENT ADVICE