Due Diligence Consulting for Business & Financial Documentation

Service Overview

This service is led by Edward Gleason, CPA, Series 65 — Managing Director of Centurion Global Capital. Mr. Gleason brings over 20 years of experience in global finance, mergers and acquisitions, private equity, and institutional capital strategy, having served in executive roles at Arthur Andersen, Kinnevik AB, JPMorgan Chase, Capgemini, and Dow Jones & Company. His CPA credential is held in his individual capacity. CGC is not a licensed CPA firm. Services are advisory and analytical in nature only.

Our due diligence consulting focuses on helping project sponsors and business operators develop, refine, and align investor-facing materials with institutional standards. These materials may include pro forma financial models, audited financial statements, corporate governance frameworks, risk disclosures, and investment presentation packages.

Mr. Gleason’s background in M&A, corporate development, and post-merger integration — across sectors including real estate, energy, technology, healthcare, and infrastructure — ensures that clients benefit from deep transactional insight and investor alignment.

Whether you are preparing for capital engagement, entering strategic partnerships, or seeking to upgrade documentation quality, this service ensures readiness, clarity, and confidence in your presentation to institutional stakeholders.

Engagement Fee Structure
01 Initial Diagnostic & Advisory Package $7,500 – $15,000

Includes document review, gap analysis, and readiness roadmap.

02 Full Documentation Readiness Engagement $20,000 – $50,000+

Covers document development, revisions, modeling support, and mock investor Q&A preparation.

03 Ongoing Strategic Advisory Retainer $8,000 – $20,000/month

Continuous access to documentation advisory, investor preparation, strategic positioning guidance, and institutional communications support throughout the capital lifecycle.

04 Hourly Advisory Rate $300 – $450/hour

Available for targeted advisory support where a full engagement is not required.

All fees are quoted per engagement scope. This service is not success-contingent and is provided independently from any capital engagement arrangements.
Related Pages

This service is delivered within CGC’s structured advisory framework. Review our process and approach pages for full engagement context.

Regulatory Disclosures

Centurion Global Capital provides documentation consulting services for informational and preparatory purposes only. We do not provide legal, accounting, or investment advice, and we are not registered as a broker-dealer or investment adviser.

CGC is not a licensed CPA firm. Edward Gleason holds an individual CPA license and a Series 65 license in a separate registered capacity outside of CGC. Neither credential constitutes firm-level registration or licensure for CGC as an entity.

Clients are encouraged to consult their own legal, tax, and financial advisors for advice specific to their situation. Engagement of our services does not guarantee funding, capital placement, or investment outcomes of any kind.