M&A AdvisoryFractional FinanceQuality of Earnings

Isagani Yorke Capital Partners

is a Finance Advisory firm built by Former Wall-Street Investment Bankers to help companies

ScaleExit.

Select Industries We Cover

Consumer packaged goods brands served by Isagani Yorke bookkeeping and fractional CFO services

Consumer Product

Consumer Package Goods (CPG), Beverage, Beauty, Apparel, Supplement, and Pet Brands trust Isagani Yorke for their Bookkeeping, Fractional Controller and Strategic Fractional CFO needs.

We handle the Finance work that makes or breaks consumer companies:

  • Inventory Accounting and landed cost tracking from factory to doorstep
  • Margin Analysis by SKU and channel across DTC, marketplace, and wholesale
  • Cash Flow Planning around production runs and purchase orders
  • Investor-Ready material that raises capital (Series A & B) and Lender Package/Reporting
Retail shops, restaurants and entertainment venues served by Isagani Yorke fractional finance services

Retail

We handle the Finance work that keeps retail concepts profitable:

  • Location-Level P&Ls and same-store sales reporting
  • POS and Payment Reconciliation across in-store and online channels
  • Labor and Occupancy Cost management
  • Membership and Booking Revenue tracking
  • Unit Economics that show when a concept is ready to expand
Industrial and specialty trade companies served by Isagani Yorke sell-side M&A advisory

Industrial Sector

Transportation & Logistics Companies, Roofing & Construction Contractors, HVAC & Plumbing Businesses, and Specialty Trade Companies trust Isagani Yorke for their Sell-Side M&A Advisory and exit preparation needs.

We handle the Finance work that gets owners a premium exit:

  • Job Costing and WIP Reporting that holds up in buyer diligence
  • Quality of Earnings preparation and clean, defensible financials
  • EBITDA Normalization and add-back analysis that maximizes valuation
  • Buyer Outreach to the strategics and private equity groups actively acquiring in the trades
  • Deal Execution from marketing materials through LOI, diligence, and close

Isagani Yorke Capital Partners: Time to Build for America

Veteran-Owned and Operated.

American flag icon representing Isagani Yorke Capital Partners as a veteran-owned and operated firm

Voted top #3 M&A firm in Texas.
by TexasDealmakers.com

Official Partner of the National Breast Cancer Foundation.

National Breast Cancer Foundation pink ribbon – Isagani Yorke Capital Partners is an official partner