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Strategic Corporate Finance Advisory

Clear Guidance.
Higher Peaks.

Strategic clarity for founders and leadership teams navigating capital raises, M&A, and critical growth decisions.

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Our Approach

Institutional Capability.
Boutique Focus.

We bring decades of institutional experience to middle-market companies—not as advisors on the sidelines, but as committed partners invested in your success.

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Clarity Over Complexity

Direct, actionable guidance grounded in what's strategically sound and practically achievable.

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Founder Partnership

We succeed when you achieve your objectives, structuring engagements to align incentives completely.

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Strategic Pragmatism

Ambitious but executable strategies, informed by market dynamics and tempered by experience.

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Unwavering Integrity

Full resources, senior-level expertise, and dedication only for clients we can truly help.

Our Expertise

Precision in Every Transaction

We deliver end-to-end advisory grounded in deep transactional expertise, guiding clients from growth capital through liquidity events with strategic, objective-driven insight.

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Capital Advisory & Fundraising
Capital Advisory

Capital Advisory & Fundraising

From Series A to pre-IPO, we guide companies through debt and equity raises with strategic positioning, targeted outreach, and expert negotiation.

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M&A Advisory
M&A Advisory

M&A Advisory

Sell-side and buy-side advisory that helps founders and leadership teams navigate acquisitions, exits, and strategic partnerships with confidence.

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Valuation & Strategic Advisory
Valuation

Valuation & Strategic Advisory

Independent valuations, fairness opinions, and board-level guidance for complex decisions and ongoing strategic planning.

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Specialized Services
Specialized Services

Specialized Services

Restructuring, strategic partnerships, and joint ventures for complex situations requiring niche expertise.

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Sectors

Industries

Cross-Industry Expertise Driving Growth and Transformation

Automotive

Automotive

Business Services

Business Services

Consumer

Consumer

Energy & Utilities

Energy & Utilities

Financial Services

Financial Services

Food & Beverage

Food & Beverage

Healthcare

Healthcare

Industrials / Chemicals

Industrials / Chemicals

Real Estate

Real Estate

Technology / Tech-Enabled Services

Technology / Tech-Enabled Services

Leadership

Decades of Experience

Meet the senior advisors dedicated to your mission.

Jozeph Habashi

Jozeph Habashi

Chief Executive Officer

Seasoned executive and investment banking advisor with 20+ years leading capital raises, M&A, and strategic growth initiatives.

Jozeph Habashi

Chief Executive Officer

Renée Habashi

Renée Habashi

Chief Financial Officer

Transformational finance leader specializing in capital strategy, scalable infrastructure, and long-term value creation.

Renée Habashi

Chief Financial Officer

Michael Fitzsimmons

Michael Fitzsimmons

VP, Investment Banking & Advisory

Seasoned middle-market investment banker focused on capital advisory, M&A, and valuation—executing complex transactions with precision and rigor.

Michael Fitzsimmons

VP, Investment Banking & Advisory

David Abraham

David Abraham

Strategic Advisor, Investment Banking & M&A

35+ year investment banking veteran with 90+ transactions across B2B, technology, telecom, and energy.

David Abraham

Strategic Advisor, Investment Banking & M&A

David DuWaldt

David DuWaldt

Strategic Advisor, Investment Banking & Corporate Finance

25+ years as a CPA and investment banker advising middle-market companies on M&A, capital formation, and ownership transitions.

David DuWaldt

Strategic Advisor, Investment Banking & Corporate Finance

Donna Griffit

Donna Griffit

Strategic Advisor, Corporate Storytelling & Communications

Global pitch strategist who has helped companies raise $2B+ through powerful investor storytelling.

Donna Griffit

Strategic Advisor, Corporate Storytelling & Communications

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Get In Touch

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Strategic advisory for founders and leadership teams. We navigate the complexities of capital raises, M&A, and growth strategy with institutional rigor and boutique dedication.

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  • About Us
  • Team
  • Careers

Services

  • Capital Advisory
  • M&A
  • Valuation

Contact

  • 372 Morse Avenue, Ste. 706
  • Irvine, CA 92614
  • (949) 328-1003
  • [email protected]

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© 2026 Crestly, Inc. All rights reserved.

Privacy Policy Terms of Service

DISCLAIMER: Jozeph Habashi ("Habashi") is a principal of Crestly, Inc. ("Crestly") and a registered agent of Rainmaker Securities, LLC ("RMS"). RMS is a FINRA -registered broker-dealer and SIPC member. Crestly and RMS are separate, unaffiliated entities. Brokerage transactions facilitated by Habashi are conducted via RMS. You can find RMS and its agents on FINRA's BrokerCheck . To view additional, important disclosures, please visit our Disclosures page .

Habashi and RMS are engaged by clients to make referrals to buyers or sellers of private securities ("Securities"). If a client closes a Securities transaction with a buyer or seller referred by Habashi or RMS, RMS is entitled to a success fee from the client. This fee may be paid in cash or in warrants to purchase securities of the client or the client's affiliate. Habashi, RMS, or their respective representatives may hold equity in issuer clients or in the issuers of securities purchased or sold by the parties to a transaction.

Investments in the Securities are speculative and involve a high degree of risk. Investors should have little or no need for liquidity in the foreseeable future and must possess sufficient financial resources to withstand the potential loss of their entire investment. Prospective buyers or sellers of the Securities should seek professional counsel prior to entering into any transaction.

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