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OUR LEADERSHIP TEAM

YOUR TRUSTED PARTNER IN FINANCIAL EXCELLENCE

Our Vision is to be the trusted outsourced finance partner for growing businesses seeking clarity, control, and confidence in their financial operations. We simplify finance for scaling companies through structured processes, transparent reporting, and expert fractional teams.

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OUR STORY

Streamline Operations. Strengthen Financial Clarity. Sustainable Growth

At our core, we believe small and mid-sized companies deserve the same caliber of strategic financial advice as the Fortune 500. That’s why we launched our firm, STR8 Financials Consulting, to bring world-class expertise, operational insight, and real M&A success to the founders and entrepreneurs building great companies.

Our Managing Partners are experienced founders, operators, advisors, and investors with strong, proven track records. We have led strategy and transactions at leading global financial consulting firms, supporting clients from high-growth startups to large enterprises. Beyond advisory, we bring real-world experience from building and scaling businesses ourselves.

Our team has deep operational expertise in Latin America, particularly in the BPO and nearshoring sectors, with a strong understanding of cross-border dynamics. We have built and scaled a startup across 11 countries and successfully guided it through a $50M+ strategic acquisition. Today, we work closely with clients as a true partner, delivering tailored strategies that drive value, support growth, and position businesses for successful funding or exit.

We help growing businesses navigate financial complexities and prepare for transactions. Leveraging our expertise in financial reporting and operational consulting that enhance your valuation and probability of a successful transaction. We ensure your financials are transparent, structured, accurate, and ready to attract quality buyers or investors.

Take your business to the next level by streamlining operations, strengthening performance, and maximizing value with the right strategy to exit on your terms when the time comes.

MEET OUR LEADERSHIP TEAM

STREAMLINE. STRENGTHEN. MAXIMIZE.

Partner - VP of Client Services

Kate Lewis

Kate is passionate about connecting thought leaders, solving real business problems, and helping small to mid-size companies grow sustainably and strategically.

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Partner - VP of Delivery and Operations

Scott Henry

Scott has influenced C-Suite leaders, built high-performing teams, and designed operations that keep businesses competitive and positioned for long-term success.

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Partner - VP of HR and Recruiting

Niccole Brege

Niccole is passionate about human-centered recruiting, blending the best of technology with the irreplaceable power of personal insight, embraces AI and efficient systems

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​In today’s fast-paced business landscape, financial clarity and strategic talent deployment are critical for companies looking to scale and maximize their value.​

STR8 Financials Consulting is your dedicated partner in financial consulting, offering tailored solutions that streamline processes and optimize performance.

With extensive expertise in the U.S. and Latin American markets, we provide the guidance and resources needed to drive business growth and financial success.

Let's Talk!

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