Miami is one of the most dynamic business markets in the Americas — a gateway for international capital, a hub for private equity, and home to one of the fastest-growing tech ecosystems in the country. Apex brings CFO-level financial leadership to the companies leading Miami's growth.
Miami's business landscape is unlike any other in Florida. The city has become a global finance and technology hub, attracting PE firms, family offices, international founders, and venture-backed startups at an accelerating pace.
Apex Fractional CFO serves Miami, Coral Gables, Brickell, Wynwood, Doral, and the broader South Florida market. We work with founders, PE-backed operators, and family offices who need CFO-level financial leadership without the full-time overhead.
With deep experience in M&A, private equity, and international business, we are uniquely positioned to serve Miami's sophisticated business community.
"Most clients come to us with unclear margins, inconsistent cash flow, or no financial strategy. That’s exactly where we help."
Senior financial leadership embedded in your team — without the full-time cost. We own your finance function and drive decisions that move your business forward.
Financial models, rolling forecasts, and KPI dashboards that give you clarity and confidence in every major decision.
Buy-side and sell-side support — due diligence, deal structuring, valuation, and post-merger integration.
Clean, accurate books managed by professionals who understand how your numbers connect to your strategy.
Investor-grade financials, pitch deck support, data room preparation, and lender Q&A coaching — so you walk into a raise ready.
QofE reports covering EBITDA normalization, one-time items, revenue concentration, working capital peg, and accounting policy risk.
We identify, structure, and secure the right financing — bank debt, SBA loans, mezzanine, or equity — from lender selection through term sheet negotiation.
Frameworks to evaluate investments, prioritize growth, and manage working capital — so every dollar moves you toward your goals.
PE-backed portfolio companies and family offices need rigorous financial reporting, covenant compliance, and value creation tracking.
Miami's booming tech and fintech sector — from seed-stage startups to Series B growth companies.
Developers, operators, and investors navigating complex deal structures, waterfall distributions, and project-level accounting.
Companies operating across Latin America and the Caribbean managing multi-currency, transfer pricing, and cross-border compliance.
DTC brands and omnichannel retailers scaling out of South Florida.
Law firms, consulting practices, and healthcare businesses managing complex revenue recognition and partner economics.
Whether you’re preparing to raise, looking to sell, or simply need your finances under control — we work with Miami businesses at every stage.
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