Strategy and Finance for Early to Mid-Stage Businesses.

We help our clients with M&A Advisory, Fundraise Strategy, Investor Presentations, Financial Modeling, Valuation Analysis and everything else needed for a successful transaction. 

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We’re management consultants

Specializing in strategy and finance for early to mid-stage companies

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Happy Clients
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How to

Utilize us for your success


From custom built and designed presentations to in-depth research reports, Fidelman & Co. works with each client to come up with a unique solution that increases their transactions chances of success. Every research report comes with sourced information to substantiate any claims made in the presentation and models.


Each business is unlike the next; We never use templates but rather spend time understanding each business model prior to building bespoke financial models for each client. Our valuation analysis reports use comparable companies to accurately depict multiples used in every business valuation.

What makes us different to traditional consulting firms

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Fidelman & Company
Traditional Consulting
Gig Economy
What Our

Clients say

Testimonials (dynamic)

As an external advisor Fidelman dived deep into our product offering to better understand the value the Cavewire software offers its clients. Fidelman played a key role in helping us value our company the Cave Group, working with our board to model the market opportunity.

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Ryan - Founder, Cavewire
Testimonials (dynamic)

Fidelman built a VERY robust cash flow model that enabled us to identify pitfalls in our expense ratios, test the elasticity of our revenue curve, and hone in on our break-even point. It took into account multiple factors such as the annual ebb and flow of real estate sales cycle, various ramp-up scenarios, and the tipping point at which critical market adoption would occur.

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Michael - Sr Account Manager, Fannie Mae
Testimonials (dynamic)

Fidelman is an extraordinary resource for new business founders that quickly grasped all aspects of the FreeRoots platform and worked with us to build a financial model that fully reflected them. The cap table and pitch deck Fidelman also helped us construct have earned rave reviews from just about everyone who's seen them.

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Eric - Co-Founder, FreeRoots
Testimonials (dynamic)

Fidelman was able to quickly intake and appreciate what we were doing, offer insight and suggestions and help transform our financials into value for our investors.

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Doug - CEO, Sidekick
Testimonials (dynamic)

Fidelman and the team brings the know-how, experience, commitment, consideration, and empathy exactly when we needed for what we needed the most in a surgical manner.

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Ken - Kindwell (fka HKF Technologies)