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We are a networked firm of experienced specialists providing professional Treasury advice to mid-tier, international companies.

Dakota Advisory supports its clients with the identification and management of foreign exchange, liquidity, banking and funding challenges.

Working closely with your organisation, our senior consultants will utilise their industry experience and deep technical skills to deliver bespoke, pragmatic and practical solutions.

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Based in the UK, but operating worldwide, Dakota Advisory can help you by providing:

Project Advisory
Treasury Consultant
  • Helping our clients with issues that require a degree of problem-solving

  • Projects that are typically ring-fenced

  • Bringing particular ‘deep skills’ to bear

Embedded Resource
Interim Treasurer
  • Setting up a treasury function / running it for a period of time, particularly following an M&A transaction

  • Working closely with the finance team

  • Being an experienced ‘pair of hands’ who takes a problem away for the CFO

Trusted Advisor
Treasury Committees
  • Being the experienced, 3rd party, input into a Treasury Committee

  • Acting as a long-term Trusted Advisor to the CFO

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