Custom Scope · Project-Based

Specialized Advisory

Strategic finance and analytical support for complex, transaction-driven, and specialized mandates.

New York limestone and glass architecture
01

M&A & Transaction Support

Financial analysis and modeling that helps management and investors evaluate, execute, and integrate strategic transactions.

  • Financial analysis
  • Transaction modeling
  • Diligence support
  • Scenario analysis
  • Strategic transaction evaluation
  • Integration and value-creation planning
Transaction diligence materials on a conference table
02

IP & Technology Commercialization

We help innovators assess commercial potential, value intellectual property, and evaluate pathways to market.

01

Commercial Market Assessment

Size market opportunities, assess competition, and model adoption, pricing, and revenue potential.

02

IP Valuation & Licensing

Evaluate intellectual property value, royalty economics, comparable transactions, and licensing structures.

03

Research Commercialization

Assess technology transfer opportunities, university spinouts, and commercial readiness.

04

Partnerships & Development Economics

Evaluate partnership pathways, development costs, capital requirements, and commercialization alternatives.

ScaleCFO Insights / Life Sciences

Beyond the Patent: How Biotech Companies Turn Intellectual Property into Commercial Value

A practical framework for market assessment, development economics, and licensing strategy.

Read the Article

ScaleCFO provides financial, commercial, analytical, and economic advisory services and does not provide legal advice. In dispute or litigation matters, ScaleCFO provides financial, commercial, analytical, modeling, and economic support to counsel and clients.

University research laboratory bench
03

PE / Portfolio Company Initiatives

Analytical and finance capability support for investment-backed organizations pursuing performance and value-creation priorities.

  • Finance transformation
  • Performance improvement
  • KPI architecture
  • Strategic planning
  • Reporting
  • Data / analytics
  • Value-creation initiatives
04

Special Situations

Independent analytical support for unusual or time-sensitive financial questions.

  • Complex financial analysis
  • Strategic alternatives
  • Capital structure questions
  • Disputes / litigation support
  • Independent analytical projects
  • Management decision support

Custom scope.

Specialized mandates vary in complexity and are scoped individually. ScaleCFO accepts a limited number of project-based engagements.

Discuss a Specialized Engagement