Vallum Advisors Expands Consulting Platform, Launches Full Lifecycle Business Advisory Firm

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Expanded platform provides middle market clientele with an integrated suite of IR & financial communications counsel, transaction advisory services, and broad-spectrum CFO Advisory

Vallum Advisors Expands Consulting Platform, Launches Full Lifecycle Business Advisory Firm

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720.778.2415
IR@val-adv.com

Vallum Advisors (“Vallum”), a full-service investor relations and financial communications consultancy, has announced its launch as a full lifecycle business advisory firm serving middle market companies and their institutional sponsors.

FULL LIFECYCLE ADVISORY PLATFORM

Founded in 2019, Vallum has grown to become one of the leading investor and financial communications advisory firms in the United States. Vallum’s client-centric service model brings award-winning capital markets veterans, domain experts and sector-specialists to every client engagement, positioning Vallum as a trusted partner in long-term value creation for private, pre-IPO and public companies.

In 2024, Vallum launched new service capabilities, including full spectrum Transaction Advisory Services (“TAS”) and CFO Advisory (“OCFO”), to support the diverse and varied requirements of each client engagement.

As a full lifecycle business advisor to the middle market, Vallum enters a new chapter of strategic growth, one engineered to support both established and emerging growth companies – and their institutional sponsors – generate market-leading returns, over the long-term.

CLIENT-CENTRIC PARTNERS IN VALUE CREATION

Vallum serves its clients through four practice groups which, in combination, draw from decades of experience across a continuum of financial communications, external reporting, transaction, governance and related workflows.

  • Investor Relations Practice. Vallum partners with pre-IPO and exchange-listed clients to develop best-in-class investor relations programs that increase awareness and engagement with key stakeholders.
  • Transaction Advisory Practice. Through its TAS practice, Vallum provides global investors, management teams, boards, and other stakeholders with insights, relationships, and tools required to make strategic decisions around the full continuum of every transaction.
  • CFO Advisory Practice. Vallum’s OCFO practice partners with organizations in transition, providing interim CFO support, financial reporting support, financial planning and analysis, counsel acquisitions, divestitures and exits, treasury management, and forecasting.
  • Special Situations Practice. Vallum provides strategic communications counsel to clients during major company events, including initial public offerings, capital raises, major acquisitions or divestitures, management transitions, activism campaigns, and other crisis events.

DOMAIN EXPERTS, SECTOR SPECIALISTS

In conjunction with the expansion of the Vallum platform, Sandy Ryan has joined the firm as a Managing Partner and a member of the Vallum Executive Committee.

Previously, Mr. Ryan spent two decades providing advisory services to private equity sponsors, lenders, and industry-leading corporate issuers surrounding proposed acquisitions, divestitures and restructurings, in transactions valued at up to $5 billion, with principal focus on middle-market transactions ranging from $50 million to $300 million. He has led teams on cross-border transactions across global markets, including multiple mandates across Asia and Europe.

Prior to joining Vallum, Mr. Ryan held Managing Director and Sponsor Coverage positions at Houlihan Lokey and Portage Point Partners with a primary focus on Business and Tech-enabled Services. He started his career at KPMG where he was a Director in the Transaction and Restructuring Practice. For additional details on Vallum’s leadership team, please visit https://vallumadvisors.com/leadership/

“Vallum is a full lifecycle business advisory firm whose proven domain expertise, sector specialization, and client-centric service model position us as a trusted partner in value creation to market-leading corporate brands and institutional sponsors across the middle market,” stated Noel Ryan, Founder & Managing Partner of Vallum.

“Our integrated solutions now span the full continuum of investor and financial communications, transaction advisory services, Office of the CFO advisory, together with strategic counsel around event-driven situations, such as IPOs, M&A, and crisis scenarios, including shareholder activism campaigns. As a results-driven firm, we support boards and leadership teams from strategic planning through to program execution, positioning our clients to achieve superior, high-impact outcomes,” continued Ryan.

“In conjunction with the expansion of our client service platform, we’ve continued to add senior capital markets practitioners to the team, thought leaders whose decades of domain experience and deep institutional relationships provide significant value to our clients. Sandy Ryan, one of the leading transaction and capital markets advisors to the U.S. middle market, has been named to lead our Transaction Advisory Services practice. We’re fortunate to have Sandy and his team aboard as we continue to provide unparalleled value to our diverse, growing client portfolio.”

ABOUT VALLUM ADVISORS

Founded in 2019, Vallum is a full lifecycle business advisory firm. We partner with leading private, public and pre-IPO corporate brands – and their institutional sponsors - through a continuum of integrated solutions that include investor relations and financial communications counsel, transaction services advisory, and full-spectrum CFO advisory. Our decades of experience, domain expertise, and sector-specific knowledge set us apart as one of the premier consultancies in our field, a firm guided by our shared commitment to integrity, insight and precision. We serve clients from offices in Denver, Chicago, Houston, Nashville, Detroit, and Los Angeles. To learn more, visit us at www.vallumadvisors.com.