Our Services

Advisory Services


Rocky Mountain Innovations provides strategic and financial advisory services to companies in the middle market ($1mm - $250mm in Annual Gross Revenue) across the private sector, principally in the real estate, energy, financial services, technology, and luxury / boutique hospitality verticals.

Through a comprehensive set of financial advisory services that span our three core offerings - Business / Financial Modeling, Valuation Services, and M&A Transaction & Capital Raising Services - RMI provides tailor-made planning and decision support tools to enable clients to navigate their most complex challenges. Business modeling is a foundational element to allow companies to meet a wide range of strategic, organizational, and operational demands. Some of the core service offerings include providing valuation analyses, financial projections and budget forecasting, 3-Statement & Operational Models, Investment Memorandums/Presentations, and Quarterly and Annual Board Packages, inter alia.

By working closely together with our clients, we help them develop business models investigating the uncertainties of key commercial and market drivers. With a stronger grasp of the possible risks and returns involved through our robust business modeling tools, our clients are able to drive value creation and facilitate organizational efficiencies.

Business / Financial Modeling - We assist our clients in constructing dynamic, customized, integrated and logically structured business / financial models to meet customary FP&A needs and serve as the foundation for other decision support tools that RMI subsequently builds for clients.

Valuation Services - We assist our clients by building proprietary and automated valuation frameworks that can be leveraged for a multiplicity of needs, as clients seek to raise capital for growth expansion or pursue inorganic growth via M&A activity. Our dynamic yet easy-to-follow toolkit of tailor-made valuation models can be leveraged by clients seeking a 360º, holistic assessment of their business. Our valuation services seek to effectuate a comprehensive view of the business's value today and how that evolves as we distill the most essential value drivers by accounting for intrinsic valuation methodologies as well as market-driven factors.

M&A Transaction & Capital Raising Services - We assist our clients by providing highly bespoke services on all phases of M&A and capital raising deals, from the initial planning stage until the consummation of the transaction. We provide both buy-side and sell-side transaction support advisory services.

private equityReal Estate

We serve clients across the entire Real Estate value chain from mortgage origination and servicing to development and asset management.


We drive value creation by providing advisory services and investment due diligence consultation for companies that span the entire energy complex - exploration & production, power generation, renewables, and midstream.

government Government

We have a results-driven Government arm which focuses on providing middle and back office automation tools to local, state, and federal entities.