Strategic CFO & Treasury Advisory
High-level financial guidance and hands-on treasury support tailored for modern businesses and multi-entity groups.
Get in TouchYour Strategic Partner in Modern Finance
CFO-Level Expertise. Treasury Precision. Boutique Approach.
At Lundbergs, we provide high-impact financial and treasury advisory for growing businesses and complex multi-entity organizations. Acting as your trusted financial partner, we step in where clarity is needed most—offering CFO-level insight without the burden of a full-time hire.
From financial structuring and liquidity planning to international treasury operations and banking strategy, our approach is hands-on, strategic, and tailored to your business goals. Whether you're scaling, restructuring, or navigating uncertainty, we bring the confidence and control required to grow sustainably.What sets us apart is our boutique model: direct access to senior-level expertise, practical support, and a personalized relationship built on trust.
What We Do
At Lundbergs, we provide strategic financial and treasury advisory to help businesses gain control, reduce risk, and unlock sustainable growth. With deep CFO-level insight and hands-on support, we serve as a trusted partner for companies facing complex financial decisions—without the commitment of a full-time executive.
Financial Structuring
We help you design a resilient financial foundation that supports your business’s next phase—whether that’s expansion, restructuring, or securing investment.
- Capital structure optimization
- Debt and equity advisory
- Capital structure optimization
- Entity structuring for scalability and tax efficiency
Cash Flow Planning
Gain visibility and foresight into your liquidity position with detailed forecasting and strategic planning. We ensure you have the cash where and when you need it.
- Short- and long-term cash flow models
- Scenario planning
- Liquidity buffer strategies
Banking Relationships
We manage and optimize your relationships with banks and financial institutions, helping you secure better terms and streamline account structures.
- Banking partner selection
- Negotiation of credit lines and fees
- Treasury account structure optimization
Cross-Border Treasury Operations
Operate across borders with confidence. We structure treasury systems that ensure smooth global cash flow, mitigate currency risk, and support compliance.
- FX and intercompany flow strategy
- Multi-entity cash management
- Internal controls and reporting setup
Nearly 50,000 investors turn to SmartAsset every month to find the right financial advisor.
Ranked as the #1 lead generation marketplace for financial advisors, SmartAsset links RIAs with affluent investors seeking objective, fiduciary-level financial guidance.
$1.5M
in average investable assets
65%
in average investable assets
83%
in average investable assets
Protecting Your Interests in Regulatory Conflicts
High-Level Financial Guidance, Delivered with Precision.
Lundbergs supports clients through every stage of regulatory and supervisory engagement. We advise and assist businesses during interactions with financial authorities, providing guidance from the early stages of inquiry through to resolution.
Advised a multinational investment bank on risk exposure and treasury positioning related to a potential challenge of a regulatory decision by the French Financial Markets Authority (AMF).
Supported a European insurance company in restructuring its cross-border broker relationships following sanctions by the ACPR, helping to mitigate operational and reputational risk.
Guided an investment fund through an inquiry initiated by the AMF concerning the reclassification of securities and advised on disclosure and risk control
Advised a major industrial group on internal financial governance following a data incident that triggered review by the French Data Protection Authority (CNIL).
Partnered with a global consulting firm during a pioneering audit by the French Anti-Corruption Agency (AFA), contributing to a resolution that avoided referral to the Sanctions Commission.
Provided audit readiness support for a prominent financial institution under review by the ACPR, ensuring treasury and compliance controls aligned with regulatory expectations.
Assisted a business bank impacted by a market manipulation fraud investigation initiated by the AMF, focusing on financial narrative preparation and risk containment.
Advised a high-profile banking executive through insider trading proceedings, with support on financial narrative and transparency strategy that contributed to favorable resolution.
Supported a pharmaceutical group’s leadership in addressing disclosure quality concerns raised by the AMF, advising on communications and control enhancements.
Consulted for an armaments manufacturer on governance structure amid a parallel insider trading investigation.
Worked with a pharma CEO and board to prepare response strategies in an insider trading and market communication case before the AMF.
Advised a major French bank on coordinating responses to international regulatory requests involving rate manipulation allegations (Libor, Euribor).
Provided strategic counsel to a Swiss wealth manager during enforcement actions led by the French Treasury, with emphasis on asset protection and cross-border financial alignment.
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