Financially-focused consulting specializing in strategy development & sustainable value creation
Providing insight & support to help you achieve your financial goals.
INTRODUCTION
I help companies leverage all growth channels: organic, partnership and acquisition, to deliver top and bottom line growth; this includes bringing on new investors or sale processes to provide the best outcome for the company and its owners.
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I assist in crafting strategic roadmaps, identifying key value creation levers, and developing tailored approaches to buy, build, or partner opportunities.ption text goes here
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I support the full M&A lifecycle, including deal sourcing, due diligence, valuation, structuring and negotiation, synergy identification, integration planning, and sell-side preparation and process management. text goes here
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I help businesses secure investment through investor sourcing, valuation and deal structuring, and creating compelling presentations and communication strategies to engage stakeholders.
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I focus on proposition development, competitive landscaping, and market sizing to help organizations identify and capitalize on growth opportunities.
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I provide insights through long-term planning, KPI development and analysis, profitability forecasting, and detailed financial modeling to drive informed decision-making.
I collaborate with businesses and teams that inspire me—those driving meaningful change and innovation within their industries.
Whenever possible, I prioritize supporting companies led by individuals from diverse backgrounds, including women, BIPOC, and LGBTQ+ communities. By choosing to support these businesses, I hope to contribute to fostering greater equity and inclusivity, helping to create a brighter future for our communities and the broader economy.
Our Process
Each client and project is unique, with tailored processes to suit their needs.
01.
Meet with key stakeholders within the large company to understand their financial goals, challenges, and priorities. Conduct a thorough analysis of the company's financial statements, performance metrics, and market position to identify areas for improvement and growth.
Initial Consultation
02.
Utilize insights gathered to develop customized financial strategies aligned with the company's objectives. Design comprehensive plans for capital allocation, risk management, and cost optimization to maximize profitability and minimize financial risks.
Develop Tailored Strategies
03.
Collaborate with internal teams and external partners to implement the recommended financial strategies effectively. Oversee the execution of financial plans, ensuring adherence to regulatory requirements, industry best practices, and corporate governance standards.
Implementation & Execution
04.
Establish robust monitoring mechanisms to track the performance of implemented financial strategies. Conduct regular reviews and assessments to measure progress against predefined financial goals and make adjustments as necessary to optimize outcomes.
Continuous Monitoring & Evaluation
05.
Provide ongoing support and guidance to the company's management team, offering insights and recommendations to adapt to evolving market conditions and regulatory changes. Serve as a trusted advisor, offering strategic guidance on key financial decisions, potential opportunities, and risk mitigation strategies to drive long-term success and sustainability.
Ongoing Support & Strategic Guidance
EXPERIENCE
Born with an innate curiosity and a passion for problem-solving, Daniela embarked on her journey in the financial world straight out of university. Armed with a degree in Economics from a prestigious institution, she quickly made her mark in the industry through her sharp analytical skills, ability to deeply & quickly understand how businesses operate, and her keen eye for digging into the details.
I offer a unique tailored service that cuts though unnecessary work and admin to provide the insight and support to help companies best achieve their goals.
2009-2012
JP Morgan
INVESTMENT BANKING: FINANCIAL INSTITUTIONS GROUP
2012-2013
VCP Apex
2014-2016
Merchant Banking
2017-2022
Marston Holdings
CHIEF STRATEGY OFFICER
2022-PRESENT
Quicksilver Advisory
CHIEF EXECUTIVE OFFICER
Case Studies
Meopta
Supported family owned industrial technology business in its successful sale to Carlyle Private Equity from commencement of process through to completion. Advising the Company throughout this critical process, Daniela equipped the team with additional bandwidth and provided the requisite skills for the appointed Investment Bank to deliver the best outcome for the family.
Just Date
Provided hands-on support to the CEO as the business transitioned to new management, this included developing a framework to analyze and implement strategic growth opportunities.
Heroine Sport
Structured strategic partnership with family office to bring expertise and capital. Daniela has served on the Board of the business following the completion of the transaction and provides ongoing strategic advisory services to support the growth strategy going forward.
Zencargo
Supported the founders with data analysis and strategic direction to determine the growth strategy of the business in terms of future capital raising, new market entry and exit strategy.