Neo Advisory is a lower-middle-market advisory firm that integrates fractional executive leadership, AI implementation, and M&A advisory under one engagement. We work exclusively with founder-led businesses between $3M and $50M in revenue.
We believe the most valuable advisory relationships are built on complete alignment — our success is measured by yours. We bring the same rigorous thinking and execution discipline to every engagement, whether that is a fractional CFO placement, an AI transformation, or a complex M&A transaction.
Founder
John-Michael is a seasoned finance professional with over 15 years of experience across financial services, specializing in the automotive aftermarket sector. His career began at Scotiabank in derivatives before earning an MBA in Investment Banking. Over the past decade, he has advised founder-led businesses on mergers, acquisitions, and recapitalizations — playing a key role in transactions totaling over $920 million in lead transaction value.