Ashfield Financial | Financial Consulting for Small & Mid-Market Businesses

Strategic Finance for Private, Growing Businesses.

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We resolve complex cash challenges, protect operational liquidity, optimize balance sheet cycles, and deploy the precise financial leadership required to sustain performance.

Who We Are

Ashfield Financial provides sophisticated finance advisory, liquidity defense frameworks, and fractional CFO services to small and mid-market businesses. We recognize that financial transformation is only as strong as the team executing it. By natively incorporating our parent company Orchard Brook’s talent acquisition capability, we provide an end-to-end solution that pairs top-tier financial strategy, guided by a team including CFA® charterholders, with immediate, targeted talent deployment to build high-performing, permanent internal finance functions.

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PROVEN AUTHORITY

Our Performance Case Vault

Case Studies

Capital Structure & Strategic Finance Advisory

Built complex DCF valuations and capital scenario alternatives supporting executive decisions on long-range financing transactions.

Asset Sale of Distressed Upstream Energy Firm

Led a $250MM EBITDA energy corporation with $1B of debt through a severe commodity crash. Developed 13-week forecast parameters and managed creditor sales processes.

Multi-Site Operational Performance Improvement

Led financial oversight and budgeting of a multi-site operating portfolio, partnering with operations leaders to improve margin profitability.

Commodity & Foreign Exchange Risk Hedging

Designed and executed optimized foreign currency and raw material price hedging structures for a global manufacturing firm.

Diligence & Portfolio Review of Distressed Assets

Led diligence efforts across private equity investments, CLOs, distressed debt, and illiquid holdings representing billions under management.

Capital Release for $100MM EBITDA Manufacturer

Identified locked balance sheet capital across inventories and receivables. Restructured payment timelines to free immediate liquidity.

Multi-Division Cash Flow & Billing Transformation

Optimized customer collection procedures and resolved systematic billing lags across three major manufacturing operating units.

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Fractional CFO Services

Embed executive-level financial leadership to build decision-grade reporting, deploy KPI profitability dashboards, and align strategic growth plans with day-to-day operational execution

Explore Fractional CFO

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Working Capital Optimization

Unleash trapped capital across accounts receivable, inventories, and billing pipelines while restructuring payment parameters with strategic supplier networks.

Unshackle Cash Assets

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Treasury & Risk Management

Design and execute robust commodity and foreign exchange (FX) hedging programs to shield operating cash flows from market volatility.

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Liquidity Management & Cash Optimization

Develop and deploy robust 13-week cash flow forecasts, operational stress tests, and lender covenant tracking systems to establish creditor and stakeholder confidence.

Deploy Asset Visibility

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Transaction Advisory & Valuation

Perform asset-based, DCF, and market-comparable valuation models to support M&A decisions, corporate restructuring, and monetization strategies.

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Talent Acquisition

Source and place highly vetted fractional CFOs, interim CFOs, finance directors, controllers, FP&A leads, treasury managers, restructuring advisors, and more to sustain capital efficiency.

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