what we do best.

H&A partners with companies and project teams to provide comprehensive strategic, operational, and financial advisory services. Our work is designed to support thoughtful growth, strong execution, and compelling messaging at every stage of development.

Strategic Advisory & Project Development Services

We support the overall development of the Company by helping to design and align organizational structures, internal processes, operating agreements, and business and financial plans. Our team works closely with leadership to refine strategy, guide execution, and develop clear, cohesive messaging that supports long-term vision and growth.

Company Strategy & Organizational Development

For individual projects, H&A provides hands-on support across business and financial planning, team development, and investment opportunity positioning. We assist in creating investor-ready documentation and shaping project-specific messaging to ensure each project is clearly articulated, strategically sound, and positioned for success.

Project Planning & Development

H&A assists in identifying, evaluating, and negotiating funding and financing opportunities to support Company and Project needs. This may include advising on strategic and financial objectives, identifying potential investors or lenders, reviewing financial materials, and supporting negotiations related to the structure and terms of financing. Our role is tailored to the needs of each engagement and the specific requirements of the project.

Capital & Financing Advisory

We also help identify and pursue public sector funding opportunities, including federal, state, and local grants and funds, as well as foundational and other approved funding sources. H&A supports the research, positioning, and negotiation process to help secure non-dilutive and mission-aligned funding opportunities.

Public Sector & Grant Funding Support

Comprehensive list of services and resources

  • Credit lines

  • Accounts receivable financing

  • Commercial real estate lending

  • Equipment financing

  • Growth financing

  • M&A financing

  • Project financing

  • SBA,USDA and CPACE loans

  • Working capital loans

  • Bridge Capital

  • Mezzanine Debt

  • Private Equity

  • Management Buyouts

  • Acquisitions

  • Advisory Services

“Vicki and Jerry are a hub for world-class talent. They are a rising tide upon any of their clients - lifting up everyone else. Beyond their business, operational and financial acumen - they possess multitudes of personality and compassion, an indispensable asset for a growing business”

Steven, Director of Finance