top of page
Private Aircraft
Case Study 1

Suiting Up for Bold Growth

The founders of a specialized airborne services business aspired to expand their reach by bidding on high-impact contracts. Success in securing these contracts would drive significant growth, but winning them required substantial upfront capital.

Facing the challenge of raising both debt and equity before securing the contracts, company leaders were unsure how to convince banks and investors to support their ambitious plans—especially since their equipment and services were still unfamiliar to the market.

In response, Adrian developed a flexible financial framework that provided funding scenarios for multiple contract award outcomes. He also crafted compelling presentations to help bank lenders and equity investors understand how to evaluate the risk and reward of backing the company prior to these awards.

Empowered with clear messaging and greater confidence, Adrian and his team introduced management to key players in the capital markets, generating interest from several potential partners.

The result? Over two years, the company raised more than $200 million in new capital to expand its asset base. This strategic move paved the way for successful bids on new government contracts across multiple jurisdictions, fueling its growth and market presence.

Skyscrapers
Case Study 2

Winning a Sure Bet on Market Leadership

A midwestern casino operator, specialized in a single asset, envisioned a once-in-a-lifetime opportunity: acquiring its primary local rival—a larger, more significant business. The challenge? The rival was operating under Chapter 11 bankruptcy protection.

To submit a winning bid, the operator needed fully committed financing and flawless execution. Convincing stakeholders that this bold move would succeed was essential.

Adrian led negotiations with a syndicate of top-tier investment banks, securing over $650 million in committed debt—without any fixed upfront fees—ensuring the operator’s bid was competitive. Working closely with the COO, Adrian sourced premier integration consultants, negotiated support arrangements, and chaired a dedicated steering committee, orchestrating the business combination and tracking anticipated synergies.

This marked the company’s boldest, yet most confident, move to date. Their team executed a seamless merger and invested in enhancing the customer experience.

After several years of operating both assets, the combined company attracted a leading international casino operator as a buyer. This strategic acquisition resulted in a lucrative exit for the company’s investors and leadership team.

Business Meeting
Case Study 3

A Successful Hybrid Financing Strategy

A dynamic e-commerce aggregator led by two startup veterans, needed additional equity to accelerate their expanding acquisition efforts.

Faced with a strategic choice—whether to emphasize their technological innovation or their expertise in physical goods—the founders deliberated on where and how to target potential investors.

Adrian created a streamlined investor outreach tracker and template, enabling him and the co-CEOs to coordinate meetings, follow-ups, and outreach efforts efficiently. He tapped into his professional network to attract larger, growth-focused investors. When a suitable investor was identified, Adrian managed the design of the data room and oversaw the confirmatory due diligence process.

Armed with a clearer narrative and greater confidence, the company’s founders engaged with a broader pool of qualified investors, refining their pitch and building stronger relationships.

As a result, the company secured a growth equity investment from a UK-based venture capital firm, providing new momentum for its acquisition program.

envato-labs-image-edit-6.png
Case Study 4

Navigating a Fundraising Crossroads

A single-family office (SFO) had established a successful track record in construction and bridge loans, experiencing rapid growth in its portfolio. The principal approached Adrian with a question: Would it make sense to expand the strategy by inviting external investors, launching a dedicated fund, and scaling the effort?


This move would introduce new risks and complexities unfamiliar to some of the SFO’s leadership team. To evaluate this opportunity, Adrian developed a tailored work plan to identify the capabilities needed to launch a fund, estimate the effort required to raise capital, and assess the potential profit impacts.


He conducted nearly twenty interviews with market operators, reviewed competitor prospectuses, and built a financial model to project possible future scenarios. Armed with this comprehensive analysis, the SFO’s principal could now weigh their options with confidence, equipped with the necessary insights to make an informed decision.


Ultimately, Adrian’s findings revealed that the incremental benefits of raising a fund did not sufficiently outweigh the costs involved and servicing resources required. Consequently, the SFO decided to maintain its focus on building its existing book and track record, with plans to revisit the opportunity in the future.

Modern Housing Complex
Case Study 5

Pioneering Growth Through Strategic Partnerships

A proptech startup was innovating a novel financial product tailored for homebuyers. While the founders possessed extensive expertise in software development and customer acquisition, they lacked experience and connections in fund documentation and banking partnerships.


Although they had a compelling story, they needed guidance in two key areas: first, how to frame the opportunity effectively for investors; and second, how to connect with the right contacts at banking institutions to explore potential partnerships.


After gaining a thorough understanding of the product, Adrian collaborated closely with the CEO to refine the offering, evaluate various fund structure options, select the most suitable approach, and incorporate these into the official offering documents. Leveraging his finance network, Adrian introduced the new product to multiple potential investors and banking partners, helping to secure the crucial first partnership.


Armed with a clear narrative and professional materials, the proptech was able to confidently step onto the fundraising stage. As a result, it increased its investor capital fivefold and secured its inaugural lending partner—all following its collaboration with AP Strategic Advisory.

Start Now
Case Study 1

Pioneering Growth Through Strategic Partnerships

A proptech startup was innovating a novel financial product tailored for homebuyers. While the founders possessed extensive expertise in software development and customer acquisition, they lacked experience and connections in fund documentation and banking partnerships.
Although they had a compelling story, they needed guidance in two key areas: first, how to frame the opportunity effectively for investors; and second, how to connect with the right contacts at banking institutions to explore potential partnerships.
After gaining a thorough understanding of the product, Adrian collaborated closely with the CEO to refine the offering, evaluate various fund structure options, select the most suitable approach, and incorporate these into the official offering documents. Leveraging his finance network, Adrian introduced the new product to multiple potential investors and banking partners, helping to secure the crucial first partnership.
Armed with a clear narrative and professional materials, the proptech was able to confidently step onto the fundraising stage. As a result, it increased its investor capital fivefold and secured its inaugural lending partner—all following its collaboration with AP Strategic Advisory.

Start Now
Case Study 2

Suiting Up for Bold Growth

The founders of a specialized airborne services business aspired to expand their reach by bidding on high-impact contracts. Success in securing these contracts would drive significant growth, but winning them required substantial upfront capital.
Facing the challenge of raising both debt and equity before securing the contracts, company leaders were unsure how to convince banks and investors to support their ambitious plans—especially since their equipment and services were still unfamiliar to the market.
In response, Adrian developed a flexible financial model that could project multiple scenarios based on different contract outcomes. He also crafted compelling presentations to help bank lenders and equity investors understand how to evaluate the risk and reward of backing the company prior to contract awards.
Empowered with clear messaging and greater confidence, Adrian and his team introduced management to key players in the capital markets, generating interest from several potential partners.
The result? Over two years, the company raised more than $200 million in new capital to expand its asset base. This strategic move paved the way for successful bids on new government contracts across multiple jurisdictions, fueling its growth and market presence.

Start Now
Case Study 3

Winning a Sure Bet on Market Leadership

A midwestern casino operator, specialized in a single asset, envisioned a once-in-a-lifetime opportunity: acquiring its primary local rival—a larger, more significant business. The challenge? The rival was operating under Chapter 11 bankruptcy protection.
To submit a winning bid, the operator needed fully committed financing and flawless execution. Convincing stakeholders that this bold move would succeed was essential.
Adrian led negotiations with a syndicate of top-tier investment banks, securing over $650 million in committed debt—without any fixed upfront fees—ensuring the operator’s bid was competitive. Working closely with the COO, Adrian sourced premier integration consultants, negotiated support arrangements, and chaired a dedicated steering committee, orchestrating the business combination and tracking anticipated synergies.
This marked the operator’s boldest, yet most confident, move to date. He executed a seamless merger and invested in enhancing the customer experience.
Today, after several years of operating both assets, the combined company attracted a leading international casino operator. This strategic acquisition resulted in a successful exit for the company’s investors and leadership team.

Start Now
Case Study 4

A Successful Hybrid Financing Strategy

Moonshot Brands, a dynamic e-commerce aggregator led by two startup veterans, needed additional equity to accelerate their expanding acquisition efforts.
Faced with a strategic choice—whether to emphasize their technological innovation or their expertise in physical goods—the founders deliberated on where and how to target potential investors.
Adrian created a streamlined investor outreach tracker and template, enabling him and the co-CEOs to coordinate meetings, follow-ups, and outreach efforts efficiently. He tapped into his professional network to attract larger, growth-focused investors. When a suitable investor was identified, Adrian managed the design of the data room and oversaw the confirmatory due diligence process.
Armed with a clearer narrative and greater confidence, Moonshot’s founders engaged with a broader pool of qualified investors, refining their pitch and building stronger relationships.
As a result, the company secured a growth equity investment from a UK-based venture capital firm, providing new momentum for its acquisition program.

Start Now
Case Study 5

Navigating a Fundraising Crossroads

A single-family office (SFO) had established a successful track record in construction and bridge loans, experiencing rapid growth in its portfolio. The principal approached Adrian with a question: Would it make sense to expand the strategy by inviting external investors, launching a dedicated fund, and scaling the effort?
This move would introduce new risks and complexities unfamiliar to the SFO’s leadership team. To evaluate this opportunity, Adrian developed a tailored work plan to identify the capabilities needed to launch a fund, estimate the effort required to raise capital, and assess the potential profit impacts.
He conducted nearly twenty interviews with market operators, reviewed competitor prospectuses, and built a financial model to project possible future scenarios. Armed with this comprehensive analysis, the SFO’s principal could now weigh their options with confidence, equipped with the necessary insights to make an informed decision.
Ultimately, Adrian’s findings revealed that the incremental benefits of raising a fund did not sufficiently outweigh the costs and complexity involved. Consequently, the SFO decided to maintain its focus on building its existing book and track record, with plans to revisit the opportunity in the future.

bottom of page