Our Expertise Network

Our Expertise Network

At Financely, we do not rely on a conventional, hierarchical management structure. Instead, we operate as a specialized agency that connects you with an extensive network of finance professionals and subject-matter experts—each with proven track records in trade finance, project finance, and other key financial arenas. Our “team” is fluid and agile: we bring in the right people at the right time, ensuring every engagement gets precisely the expertise it needs.

Collective CV You Can Trust

A Collective CV You Can Trust

Our network’s combined experience spans decades in finance, legal, strategy, and operations. Below is a quick glance at the areas of expertise within our global pool of professionals:

Investment Banking & M&A: Advising on mergers, acquisitions, and securities offerings in major financial hubs such as Hong Kong and Singapore.
Compliance & Legal Advisory: Legal professionals who have steered corporate governance, IT security, crisis management, and financial fraud litigation.
Strategic Financial Oversight: Senior consultants and former CFOs from high-growth firms, covering corporate finance, M&A, investor relations, and treasury management.
Project & Sovereign Finance: Specialists in infrastructure, energy projects, and public-sector funding with organizations like IOCL, ONGC, NHAI, JP Morgan Chase, and Credit Suisse.
Operations & Organizational Efficiency: Advisors from backgrounds at KPMG, Lazard Freres, and INSEAD, skilled in refining financial operations and reporting.
Trade Finance: Professionals with international banking expertise (e.g., Bank of America, WTO) who build trade finance strategies for global imports and exports.
Emerging & Frontier Markets: Consultants adept at risk analysis and development opportunities across Africa, the Middle East, and beyond, leveraging links with agencies like the African Development Bank.
Capital Raising & Fund Structuring: Former executives from leading firms such as Goldman Sachs, guiding organizations on funding strategies and investor engagement.
Sustainability & Carbon Projects: Environmental economists and carbon finance experts (some affiliated with UN Green Climate Fund) who integrate profitability with eco-friendly goals.
Risk Management & Structured Finance: Advisors from global banks like Citibank or BNP Paribas, adept at designing customized risk mitigation solutions and innovative financial instruments.

How Our Model Works

We operate as an agency rather than one large firm, tapping these professionals on a project-by-project basis. This framework gives clients instant access to world-class knowledge without the overhead of a big “management team.” We maintain open communication and strict accountability, ensuring every professional brought in stays focused on your goals and outcomes.

Integrity, Transparency, and Results: Our nimble agency model prioritizes your success by uniting top-tier talent under the Financely umbrella—when and where you need it.

Institution We Have Worked With

Unanswered Questions? We’re here to help!

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help. 

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Disclaimer

Advice to Private Equity, Venture Capital and Strategic Investors — Financely Group provides consulting services to clients on either a retainer or project basis. These include identifying potential investment opportunities, evaluation of transactions being contemplated by clients, development of strategic plans for portfolio companies and coaching of portfolio company management teams. These services are provided by contract directly to clients and do not place Financely Group in the role of a Broker/Dealer.


Financial Transaction Advice — Financely Group is not a registered Broker/Dealer and does not act as an agent for buyers or sellers of businesses. This is consistent with the Securities and Exchange Act of 1934 which directs that brokers and dealers in securities register with the Securities and Exchange Commission (the “SEC”) and become members of the Financial Industry Regulatory Authority (“FINRA”). The SEC considers the term “broker” to generally include persons providing advice regarding financial transactions who accept “transaction-based” compensation. Transaction-based compensation is defined as any commission or finder’s fee which is dependent or based upon the execution of a transaction. More broadly, advisers on buying or selling companies are subject to SEC regulation because transaction advice generally involves the transfer of securities – typically, equity interests in the company being bought or sold.


Securities Services Provided by Investment Banks — If potential clients require assistance in executing a transaction involving the purchase or sale of securities, as opposed to the sale of assets or negotiation of licensing arrangements, Financely Group typically introduces them to an investment bank. Clients enter into a contract with such investment bank to receive the requested services. Unless the client remunerates Financely Group with equity prior to closure. Financely cannot earn transaction-based compensation.

   

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