// ADVISORY
Performance improvement, M&A, and exit advisory.
Advisory that owns the outcome.
Performance improvement, M&A, and exit advisory for middle-market companies at their most critical moments. Advisory is the front door of the institution: it earns the inside view that everything else depends on, and the engagements here surface the opportunities the rest of the house acts on. Others advise and leave. Keel stays accountable from the decision through the outcome.
What it does.
Performance improvement
Operational improvement, embedded. Ride-alongs, Gemba walks, and time with management until the business runs better.
M&A advisory
Buy-side and sell-side advisory across the transaction, from thesis through close.
Exit readiness
Exit preparation and sell-side execution that carries the outcome, not just the mandate.
Financial and operational diligence
Diligence run by CPAs who have worked both the Big Four and the turnaround side of the table, sharpening the numbers and the operations before a decision, not after.
Founder-owned, venture-backed, lender-backed, and institutionally backed middle-market businesses at inflection points.
- Discipline
- Performance improvement, M&A, and exit advisory
- Managing Partner
- Kap Haldia
- Bench
- CPA-led, from Big Four and turnaround advisory
- Stage
- Assessment through outcome
- Offices
- New York; Edina, MN
- Status
- Not a registered broker-dealer or investment adviser
Part of Keel Merchant Bank. Four entities. One institution.
Keel Advisory is not a registered broker-dealer or investment adviser.