Core Delta Services
Strategic Finance
Our strategic finance services emphasize the importance of business valuation and financial insight in driving sustainable growth and maximizing long-term business value. By aligning financial strategies with future objectives, we assist organizations in making proactive decisions that enhance performance and create enduring shareholder value through comprehensive financial statement analysis.
Valuation Services
Our business valuation services provide clarity and confidence for every stage of business ownership. Whether you’re on the buy side seeking fair acquisition pricing, on the sell side aiming to maximize value, or an owner monitoring the worth of your enterprise, we deliver accurate, forward-looking valuations that offer essential financial insight. Our expertise in Financial Statement Analysis ensures that you have the necessary financial strategies to support informed decisions and drive strategic finance for growth.
Valuation Recovery
Our business valuation recovery service assists companies in restoring and enhancing enterprise value by pinpointing financial, operational, and strategic gaps that hinder valuation. By employing strategic finance, we provide financial insight that aligns cash flow optimization, capital structure, and growth initiatives with long-term value drivers. This empowers owners to implement effective financial strategies that sustainably boost their appeal to investors, lenders, and buyers.
Your Business Visualized in Charts and Graphs:
Meet the Principal
Patrick Lemieux
Patrick earned his Bachelor of Science in Finance from Ball State University. He began his career in Corporate Finance and Investment Banking before becoming a Series 7 and Series 63 licensed Registered Investment Advisor. Having come to the conclusion that he was not built to sit in a cubicle all day, he transitioned into medical device sales, where he spent 29 years. He had the privilege of working for companies like Medtronic, J&J Ethicon, Biosense Webster, and Biotronik. He also enjoyed the experience of working in a few startups, where he was able to participate in one exit. It was early in his medical device career when he made the decision to go back to school. While working full-time, he went back to school full-time, earning his Executive MBA from the University of Notre Dame. This is where he found a passion for financial modeling, financial analysis, and truly understanding the drivers of business valuation. He subsequently earned a certification as a Financial Modeling and Valuation Analyst (FMVA). Patrick believes that each set of financial reports tells a story. As you model a business, any business, each step of the modeling process reveals more of that story. If you understand the story that is unfolding, the numbers will guide you to areas of strength and areas on which to focus in order to improve valuation.