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Financial Consulting
David Middleton, Managing Director for Twist Financial, is a strategic financial resource for small to mid-sized companies in transition. David specializes in the areas of infrastructure planning and capital planning to support his clients' growth plans - aligning finance with the business strategy and goals. Some of his clients are startups looking to take their business to the next level. Other clients are at a critical stage of a merger, acquisition or divestiture and need help with planning or due diligence phases. As a close advisor to Presidents, Board members and Venture Capitalists, David helps clients to leverage their assets and maximize their return on investment in the following ways:

Designing an infrastructure plan that is aligned with the company's growth objectives - ensuring
that significant expenditures such as IT, HR, and real estate are carefully planned


Developing financial modeling that reflects clients' short-term and long-term plans

Raising capital to fund growth plans

Establishing financial systems to improve budgeting, forecasting and reporting activities -
supporting strategic decision-making


Monitoring capital spending to ensure variances are identified and budgets are well-managed

Establishing and maintaining relationships with bank contacts and/or outsourcing partners
to ensure that the external stakeholder support is in place for the business

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