Kestrel
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A financial partner
built for clarity

We help ambitious companies turn complex numbers into decisions they can act on with confidence.

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Experience that
compounds

Two decades of operating and advisory work, focused on outcomes you can measure quarter after quarter.

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People behind
the numbers

A senior team that stays close to your business, from the first model to the final result.

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Trusted by ambitious companies worldwide

Northbeam
HELIOS & CO
bluecrest
MARROW*
A T L A S
Fenwick&Sons
Startups Global teams, built on results, not promises.

Who we are

We turn financial complexity into clear direction

Kestrel began with a simple frustration: too many companies were making high-stakes decisions on numbers they did not fully trust. We set out to fix that.

Today we pair financial expertise with real operating experience, so the strategy we shape is the strategy your team can actually execute. No jargon, no theater, just clear thinking and honest analysis.

Work with us
Consultant working through notes at a desk
Reviewing finances across phone and tablet

Our mission

We exist to give leaders financial clarity they can act on, so the next decision is easier than the last, and every plan holds up under pressure.

Track Record

15+

Years advising founders
and finance leaders

Revenue Impact

$180M+

Revenue guided through
financial strategy

Client Portfolio

240+

Businesses supported
with ongoing consulting

Client Retention

96%

Clients achieving measurable
growth outcomes

What we stand for

Principles that guide our work

Four commitments shape every engagement, from the
first conversation to the outcomes we report on.

Clarity

Value 01

We turn dense financial detail into plain, decision-ready direction anyone on your team can follow.

Rigor

Value 02

Every recommendation rests on clean data and tested assumptions, not optimism or convention.

Partnership

Value 03

We stay close to your people, from the first model to the final result, and share the accountability.

Results

Value 04

We measure our work by the outcomes it produces, not the number of slides we deliver.

Our journey

Milestones along the way

Steady, deliberate growth, built on the results
we delivered for the clients who trusted us early.

Kestrel is founded

2009

Two advisors set out to make financial strategy clearer and more honest for growing companies.

$1B under guidance

2014

Our advisory book crosses a billion dollars in guided revenue across three sectors.

International practice

2019

We begin advising clients across four continents, adding senior specialists in each region.

A team of 40+

2024

Kestrel now pairs specialists across strategy, risk, and investment, all under one method.

Our people

The team behind Kestrel

Senior advisors who stay hands-on, so you always
work with the people who know your numbers best.

Adrian Cole, Founder and Managing Partner
Adrian ColeFounder & Managing Partner
Olivia Bennett, Client Success Lead
Olivia BennettClient Success Lead
Nathan Brooks, Partner, Corporate Finance
Nathan BrooksPartner, Corporate Finance
Sofia Lang, Director, Risk and Planning
Sofia LangDirector, Risk & Planning
Marcus Vale, Head of Investment Advisory
Marcus ValeHead of Investment Advisory

In their words

Trusted where it counts

The clearest measure of our work is what
clients say after the results come in.

Sophia Renner Investment Director, Bexley Capital

“Partnering with Kestrel brought clarity and structure to our investment strategy. The results were immediate, and they have held.”

+$2.6MOptimized asset allocation
-12%Reduced market volatility
Client walking past a glass office building
Ready to plan your next move? Book a 20-minute consultation with our team.
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