Core Advisors Boutique CFO & Corporate Finance Advisory | Partner-Led

Case studies

Proven outcomes. Real engagements.

Seven engagements across seven sectors — every figure sourced directly from the deliverables. Client names are shown only where the company is a matter of public record; the rest are described by sector and geography.

The record

Seven engagements. One standard of execution.

7Engagements
11Industries
5Countries
20+Years
3M&A led
$89MExit modelled

All engagements are confidential. Client names are disclosed only where the company is a matter of public record.

Manufacturing · Syria / Lebanon · 2025–26

Cold-chain equipment manufacturer

Strong operational potential and a regional growth opportunity, but no financial infrastructure to scale with control. We built an integrated CFO operating model and a 52-sheet FP&A workbook — revenue, plant profitability, inventory, capex, working capital, valuation, and board KPIs — so management could see what growth would cost and when cash would tighten.

$89MExit valuation scenario
$29MRevenue planning target
31%Target EBITDA margin
52Integrated sheets

Fintech & trade finance · Luxembourg / Lebanon · 2018–23

Fineon Exchange SA

Group CFO across Luxembourg and Lebanon. We built the reporting cadence, monthly dashboard, a five-year Gulf business plan, cash-position model, and quarterly board packs — a finance platform ready for investor and shareholder discussions across jurisdictions.

5 yrBoard reporting period
$3.17MEquity visibility managed
$63.5KMonthly OPEX visibility
13.4%Forecast savings delivered

Telecom · Beirut · 2013–22

Consumer Finance Innovators

CFO discipline across the full company lifecycle — formation, funding, telecom partner economics, board reporting, and a clean, compliant post-exit liquidation. Management and shareholders made decisions with clean numbers at every stage.

9 yrFull lifecycle support
$760.8KShareholder capital tracked
1.92×Liquidity health indicator
$163.6KWorking capital visibility

Technology & M&A · LB / Turkey / Europe · 2013–18

UbiQ Innovations SAL

Prepared a cross-border technology business for acquisition — transaction models, a due-diligence package, a structured $2.5M software asset transfer, audit coordination, and post-deal integration across three jurisdictions.

$2.5MAsset transfer structured
3Jurisdictions coordinated
1Acquisition completed

Holding group · LB / KSA / UAE / Bahrain / Egypt · 2004–13

Regional multi-market holding

Enterprise-level financial control across five regulatory environments — consolidated reporting, intercompany reconciliation, variance analysis, working-capital oversight, affiliate due diligence, and compliance across five markets.

$8M+Capital visibility managed
5Markets consolidated
9 yrFinance governance

Retail & sports · Mzaar, Lebanon · 2015–26

ROS The House

Institutional finance discipline applied to a retail and services model — inventory, pricing, supplier negotiation, e-commerce, and margin management. Decisions guided by profitability, not just sales activity.

20%Sustained YoY growth
11 yrOperating tenure
#1Category in Lebanon

Insurance · Lebanon · 2024–25

Insurance group (confidential)

Models built for IFRS 17 and BDL/ICC reporting — insurance liabilities, claims, premiums, solvency ratios, and multi-currency balance sheets — plus annual and GL-integrated monthly close models and a CFO preparation toolkit.

2Regulatory frameworks
2Close models delivered
IFRS 17+ BDL / ICC

Your business could be the next one.

Share your objectives and timelines. We'll outline the first 30 days and the outcomes we own — no preparation required for the call.