Insights

Specialized Market Focus Strategic Finance Inc. targets the lower middle market for mergers and acquisitions, providing tailored financial and strategic advisory services. This niche offers opportunities to connect with businesses seeking customized funding solutions, exit planning, and valuation services, especially those looking for boutique-level attention.

Transaction Expertise Having completed over 75 transactions exceeding one billion dollars in total value over 30 years, SFI demonstrates strong deal execution capabilities. There is potential to introduce capital providers or strategic partners interested in collaborating on similar high-value transactions or expanding deal origination channels.

Growth Segment Engagement SFI helps clients across various industries buy and sell businesses, suggesting a diverse deal flow. Engaging with industry-specific networks or offering specialized financing products could attract clients in target sectors seeking growth or exit strategies.

Boutique Service Model With a focus on personalized service from an experienced team, there is an opportunity to emphasize tailored financial solutions and capitalize on the firm's reputation for sophisticated, flexible transaction structures, appealing to mid-market companies seeking bespoke advisory services.

Financial Scale & Needs Despite a smaller revenue range of 1 to 10 million dollars, SFI’s experience and transaction history make it a compelling partner for investors or service providers looking to expand within the lower middle market segment, offering avenues for strategic alliances or new service offerings.

Strategic Finance, Inc. Tech Stack

Strategic Finance, Inc. uses 8 technology products and services including WordPress, Microsoft 365, RequireJS, and more. Explore Strategic Finance, Inc.'s tech stack below.

  • WordPress
    Content Management System
  • Microsoft 365
    Email
  • RequireJS
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Zepto
    Javascript Libraries
  • Priority Hints
    Performance
  • Yoast SEO
    Search Engines
  • OpenResty
    Web Servers

Media & News

Strategic Finance, Inc.'s Email Address Formats

Strategic Finance, Inc. uses at least 1 format(s):
Strategic Finance, Inc. Email FormatsExamplePercentage
First@sfibank.comJohn@sfibank.com
50%
First@sfibank.comJohn@sfibank.com
50%

Frequently Asked Questions

What is Strategic Finance, Inc.'s official website and social media links?

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Strategic Finance, Inc.'s official website is sfibank.com and has social profiles on LinkedIn.

What is Strategic Finance, Inc.'s NAICS code?

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Strategic Finance, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Strategic Finance, Inc. have currently?

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As of December 2025, Strategic Finance, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include Vice President Investment Banking: J. H.Investment Banking Analyst: X. V.. Explore Strategic Finance, Inc.'s employee directory with LeadIQ.

What industry does Strategic Finance, Inc. belong to?

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Strategic Finance, Inc. operates in the Financial Services industry.

What technology does Strategic Finance, Inc. use?

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Strategic Finance, Inc.'s tech stack includes WordPressMicrosoft 365RequireJSjQueryZeptoPriority HintsYoast SEOOpenResty.

What is Strategic Finance, Inc.'s email format?

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Strategic Finance, Inc.'s email format typically follows the pattern of First@sfibank.com. Find more Strategic Finance, Inc. email formats with LeadIQ.

Strategic Finance, Inc.

Financial ServicesColorado, United States2-10 Employees

Strategic Finance, Inc. (SFI) is a leading investment bank dedicated to guiding growth and lower middle market companies through mergers & acquisitions, financing, or exits.

SFI helps clients across a wide range of industries buy a business, sell their business, or secure financing. We also assist with valuation, growth strategy, and exit planning. We are one of the few banks able to execute transactions across the capital stack, with flexible structures ranging from subordinated debt to full strategic sale and everything in between.

We have an established track record, sophisticated skills and resources, and operating experience that enable us to provide creative solutions and effective strategies to meet your financial and strategic goals. We also offer the attention and focus of a boutique firm  with experienced professionals handling every transaction.

Over 30 years, we have completed more than 75 transactions exceeding $1 billion in value.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Strategic Finance, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Strategic Finance, Inc.'s revenue is estimated to be in the range of $1M$10M

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