Your Vision. Our Expertise.
Limitless Possibilities.

Strategic Corporate Advisory Firm 

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Strategic CFO

Expert fractional financial leadership driving maximum value

Capital Raise Services

Institutional-level Capital Raising

M&A Advisory

Exit values maximized through expert guidance

About us

Isagani Yorke Capital Partners

Isagani Yorke Capital Partners was founded by seasoned Wall Street professionals from hedge funds, investment banking, and corporate finance to bring institutional-grade financial expertise to lower middle market companies. We provide the sophisticated financial leadership and analysis these growing businesses need to become truly investable, maximizing their growth potential and enterprise value without the cost of a full in-house finance department.

Growing and Scaling Your Company

Strategic CFO 

Providing institutional-grade fractional CFO services to lower middle market companies, serving as a strategic financial partner crucial for driving growth and maximizing enterprise value. Implementing sophisticated financial dashboards and executing data-driven strategies, we empower management teams to make informed decisions, optimize capital allocation, and position their companies for next-stage funding rounds or successful exits. 

Strategic CFO Guidance

We deliver institutional-grade CFO expertise to lower middle market companies, becoming an essential partner in driving growth and value.

Growth Acceleration

We empower small enterprises with the financial infrastructure and expertise typically only available to larger corporations.

Capital Optimization

Guide companies in making smarter capital allocation decisions that maximize returns and support sustainable growth.

Value Creation

Position businesses for next-stage funding rounds or successful exits through strategic financial analysis and planning.

Raising Capital from Institutional Investors 

Capital Raise Services

Specializing in Capital Raise Services, crafting compelling financial models and investment presentations that resonate with sophisticated investors and lenders. We enhance your financial narrative, adding the layer of sophistication necessary to stand out in competitive funding landscapes.

Investment-Ready Modeling

We craft compelling financial models that demonstrate growth potential and financial viability to sophisticated investors.

Investment Presentation Development

We create polished investment materials that enhance your financial narrative and stand out in competitive investment processes. 

Capital Structure Optimization

Design the ideal mix of debt and equity to support your growth objectives while preserving ownership.

Funding Strategy

Identify and connect with the right capital partners aligned with your business stage and industry needs.

M&A Advisory

Isagani Yorke Capital Partners is the premier lower middle market transaction advisory firm.

Sell-Side Advisory Buy-Side Advisory QoE Lite

Sell-Side Advisory

We guide your business through the entire sale process with comprehensive financial preparation that showcases your company’s true value.

We normalize financial statements, identify and document add-backs, optimize working capital, and build compelling investment materials that help you achieve premium valuations and favorable deal terms during negotiations.

Buy-Side Advisory

Support your acquisition strategy with thorough financial analysis that prevents costly mistakes. We conduct detailed quality of earnings reviews, identify potential synergies, evaluate integration challenges, and provide clear valuation frameworks—giving you the confidence to make sound investment decisions and negotiate effectively.

Quality of Earnings (QoE) Lite

Isagani Yorke Capital Partners’ Quality of Earnings (QoE) Lite service revolutionizes due diligence for the lower middle market by delivering institutional-grade financial analysis at a fraction of traditional costs.

Unlike accounting firms that simply verify historical numbers, our team of former investment bankers and M&A professionals approaches each engagement with a transaction mindset—identifying the financial drivers that matter most to buyers and investors.

Your Vision. Our Expertise. Limitless Possibilities.

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Isagani Yorke Capital Partners