AI-Enhanced Advisory. Human-Led Execution.

Neo Advisory integrates fractional executive leadership, AI implementation, and investment banking advisory under one engagement — helping founder-led businesses between $3M and $50M reduce costs, increase EBITDA, and exit at the highest possible valuation.

Three Capabilities. One Integrated Engagement.

  • Fractional Executive Leadership — Embedded CFO and COO capabilities that reduce cost and build enterprise value without adding permanent headcount.
  • AI Implementation — Targeted AI integration that automates workflows, improves margins, and builds scalable infrastructure.
  • M&A Advisory — Full sell-side advisory for founders considering a sale, recapitalisation, or growth transaction, with deep expertise in the automotive aftermarket.

Track Record

  • Over $1 billion in transaction value advised
  • Over 15 years in finance and investment banking
  • 1,750+ active buyers in the network

Who We Serve

Founder-led businesses between $3M and $50M in revenue, with a concentration in the automotive aftermarket and multi-site car wash sectors. We serve founders who are building to sell, looking to optimise operations, or seeking strategic guidance on growth transactions.