Financial Transformation for Sustainable Growth
We help owner-led, private equity-backed, and family-owned businesses unlock capital, improve cash flow, and build lasting trust with lenders.
Whether you're navigating a transaction, scaling your finance function, or addressing a cash flow or debt maturity challenge, we embed as a high-impact extension of your team without adding full-time overhead.
Led by a seasoned finance executive and former banker, our work spans liquidity management, capital raises, M&A modeling, KPI dashboards, budgeting, treasury, and lender communications.
With a unique dual background as a CFO and senior banker, we know what it takes to drive results and alignment, internally and externally, across all stakeholders.
Wall Street-Caliber Expertise. Main Street Accessibility.
Most mid-sized businesses don’t have a CFO who has negotiated nine-figure credit facilities, optimized complex cash flow cycles, or led cross-border M&A deals. We have.
At The Ozaki Advisory Group, you gain access to executive-level finance leadership forged over decades at HSBC and Wells Fargo, and refined through hands-on roles as Finance Director and CFO for both family-owned and private equity-backed companies. From London to Paris to Hong Kong, we’ve advised on complex international transactions and negotiated with some of the most sophisticated players in banking.
Now, we sit on your side of the table.
We bring:
-
Top-tier financial strategy without the full-time executive cost
-
Operational experience as CFO of a PE-backed food manufacturer and as Finance Director of a multi-generational family business with revenues exceeding half a billion dollars
-
Insider knowledge of how banks think, structure, and negotiate
-
Capital markets and treasury expertise few mid-market firms can access
Very few bankers or internal finance teams have our caliber of expertise sitting on both side of the table. Leverage our perspective and decades of experience to drive smarter decisions and better outcomes for your business.
Trusted Advisor to
What our Clients and Partners Say
Under [Will’s] leadership, we successfully transitioned our business to a 9-figure Asset Based Lending line of credit, a pivotal move that significantly bolstered our financial capabilities.
Will's proficiency in managing treasury and insurance programs was exceptional…and directly contributed to millions in savings for the company.
Will's strategic acumen and financial expertise were instrumental in transforming our financial operations.
Sken Huang, CFO
Tireco
“[Will] is not only incredibly diligent, but brings true SME content to every conversation. His leadership
attributes are obvious as he enables team members to make decisions, learn and progress. Will’s keen intellect
allows him to tackle any topic - diversity of thought is his unique core competency.”
Larry McKenna, COO
Wells Fargo Bank International
Let's make your business more bankable.
We can always do better. Get in touch to learn more.