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Triple Beam Advisors

Financial Svcs Non Bank And Insurance

20184
Last updated at 2025-06-18
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Grid Insight

About

At Triple Beam Advisors, we are an independent, boutique financial advisory firm providing data-driven financial solutions across real estate, operating businesses, emerging markets, cannabis, consumer packaged goods, and technology. Whether guiding clients through capital raises, structuring...

#Exit to Community
#Succession Planning
#EO Advisor
#Impact Investing
#Merchant Bank

Why EO

Having spent years in the business sector, we know that businesses thrive when they can operate from a place of trust, transparency, & confidence. When it comes to employee-ownership, we believe that every business can apply broad-based ownership best practices when it comes to financial modeling...

Focus on EO
Partial

Services and Fees

Operational FP&L Pro-Forma Development: $3,500-$25,000+ (multi-phase, investment banking grade, etc)

Monthly Strategic Consulting: $2,500-$10,000+

Join The Grid to view full services and fees information

Organization type

  • Business
  • Service Provider
  • Capital Provider

Services Offered

Governance
Member Participation
Post Conversion Operations
Legal
Cooperative Development
Ownership Culture
Leadership Development
Transition
Business Plan
EO Research
ESOP
Feasibility Studies
Financial Modeling
Finance
Investment Banking, Deal Structuring
Capital Provider
Business Valuation & Appraisals
Mergers & Acquisitions (M&A)
Human Resources
Successor Training
Conversion Support
Worker Co-op 101

Details

Founding year
2018
Ownership type
Privately Owned
Industry sector
Financial Svcs Non Bank And Insurance
Focus on EO
Partial
EO year
0
Funding source
Impact Funding, Pe Or Vc Funding, Services Or Membership Fees
Number of employees
4

Contact

Join The Grid to view contact information

Associated people

Current

  • Eduardo Cabral's profile picture
    Eduardo Cabral
    Associate Partner | Investor

Previous

No previous associations listed for Triple Beam Advisors.

Authored

No authored content listed yet.

Mentions

No mentions listed yet.

Curators(1)

People who have contributed edits to this page.

Jun 25Eduardo Cabral+2,805/−0
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