We Build Business Resilience Through Agile Execution

FSI was established in 2021 to fill a market gap for middle market companies needing strategic partners who can deliver sophisticated advisory work — the kind that fuels growth, ensures compliance, and builds enterprise value — without breaking the bank. Our journey ignited with a passion for finance, accounting, and M&A, bringing that same analytical edge to the increasingly critical realms of sustainability reporting, greenhouse gas accounting, and human capital management.

Today, we have grown into a trusted partner to leading private equity funds managing over $80 billion in assets and numerous publicly traded middle market companies.

Our Values