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Halden – Capital and Bank Advisory for CFOs and Business Owners

Service & Process Overview

Halden delivers comprehensive Financing Facilitation—obtaining capital and tailored financial services on behalf of the CFO and Business Owner.

  1. 1

    Analysis

    Halden conducts comprehensive diligence to learn about the business, resources, and scenario. He learns from the Owner and Finance Team to review budgets, create projections, and plan. He creates his own models, periodically checking them against company-prepared versions.

  2. 2

    Preparation

    Preliminary steps are taken to prepare the business for a new capital position. Halden is EBITDA agnostic and versed to handle many scenarios.

  3. 3

    Provider Screening

    Confidential conversations with Provider Teams (Banks, Capital Providers) begin. Client remains confidential during initial process, providers vetted for fit and capabilities.

  4. 4

    Intro and Interest

    Client is introduced after Provider Team is vetted and their indications of interest are provided. Provider Team includes relationship manager, team lead, and credit decision maker.

  5. 5

    Structure and Negotiation

    Halden works with Provider and Business to structure and obtain approval for the final solution.

  6. 6

    Closing and Funding

    Halden works with Provider administration to get closing conditions cleared and ensure funding is on time. He reviews documentation, ensuring final documents are feasible.

  7. 7

    Post-Closing

    Halden works to get remaining accounts opened, treasury optimized, and monitoring sound and efficient.

Who Uses Our Service?

Halden partners with financial leaders, business owners, and investment professionals seeking specialized, trusted capital advisory for complex needs.

CFO
Complementing the CFO's expertise with specialized support in capital and financial services management. Halden helps save time, sharpen strategy, and ensure performance metrics are met and verified.
Business Owner
For owners directing financial strategy, Halden offers specialized capabilities in capital and financial services management—facilitating services and delivering actionable analysis.
Private Equity & Family Office
Halden’s expertise in credit and financial services complements buy-side professionals, helping obtain capital, manage risk, and negotiate complex lending relationships—saving time and leveraging unique experience.

ROI-Driven Pricing

A transparent, value-based approach: Halden’s fees are aligned with the measurable return delivered to you.

  1. 1

    Return on Investment Driven

    Halden works with you to estimate and agree on the financial value added by his advisory services before engagement begins.

  2. 2

    Cost Is a Fraction of ROI

    Your investment in Halden is a fraction of the value created, reflecting factors like execution risk, required expertise, and the timeline for achieving milestones.

  3. 3

    Example Calculation

    If the agreed ROI is $100,000 (present value), and Halden’s fraction is 20% (based on timeframe, experience, and effort), the total cost would be $20,000.

  4. 4

    Aligned & Success-Based Compensation

    Halden is primarily compensated upon successful achievement of milestones. Minimal upfront cost may be requested and always credited against future payments.

Halden’s interests are fully aligned with yours, ensuring transparency, fairness, and measurable results.

About Halden

A Fiduciary, Analysis-First Approach to Advisory

Halden Capital Advisory was founded on a rare blend of experience, education, and ethical dedication to avoiding conflicts of interest. 

With over $5 billion in financial industry experience, Bachelor's of Finance from Johnson and Wales University, MBA from the University of Denver, enlisted military service, and deep study of financial history and the CFA program (two levels completed), Halden brings a level of perspective and integrity few can match.

A Journey Rooted in Integrity

Halden’s path began with military service as an enlisted diesel and search and rescue engineer aboard the USS Bonhomme Richard (LHD-6)—where discipline, accountability, and leadership are paramount. These core values became the foundation for a career spent navigating the complex world of business finance. Earning an undergraduate degree in Financial Services Management, Summa Cum Laude, and graduate degrees in business administration, as well as learning Spanish in South America during all of this, Halden developed an analytical mindset rooted in rigorous academic training, global cultural management, and sharpened through real-world transactions.

$5 Billion in Transactions: Experience That Matters

Halden brings experience from over $5 billion in structured finance, acquisitions, growth and working capital transactions, equipment financing, real estate, and wealth management. His background covers the full spectrum of business and personal financial strategy. Clients gain a true partner who understands every stage—from new opportunities and growth to complex challenges and successful resolutions.

Analysis-First. Always Client-Only.

At Halden, every engagement begins with deep analysis with a focus on the Owner's goals, risks, and opportunities. Our sole duty is to our clients. That means recommendations are always independent, unbiased, and rooted in a holistic view of your financial world.

Testimonials

  • “Halden has the outstanding work-ethic and sought after expertise that drives him to get the job done and keep the overall mission on track. He impressed me greatly and was my preferred technician for over two years.”
    Lieutenant US Navy
  • “Halden was one of my top students at JWU. His real world experience served him well in the classroom and will prove to be an asset in whatever organization he joins. If I was hiring someone, Halden would be at the top of my list.”
    Professor Johnson and Wales University
  • “Halden and I have known each other for 15 years. He was a trusted client advisor from day one and was immediately promoted to work with our most active equity options traders. He has been a go-to resource for fixed income and derivatives analysis throughout my career. His experience internationally, in the Navy, is invaluable. This experience makes him both highly relatable as a person as well as lends to his ability to identify macro investing themes. He's a competent, growth-oriented coworker, an insightful travel companion, and I know Halden to be a man of great character and personal integrity.”
    Valuations Expert Former Charles Schwab colleague
  • “We worked together at Vectra, where Halden stood out as an exceptionally bright credit analyst. He had a great gift for understanding complex companies and industries and then being able to articulate and advocate on behalf of those companies.”
    Sr. Relationship Manager Zion’s Bancorp dba Vectra Bank

Talk with Halden.

Ready for expert capital advice or have a question? Email Halden directly and get a personal response.

[email protected]