Due Diligence Consulting
Business & Financial Documentation.
Preparing business and financial documentation for institutional review and capital engagement — led by senior advisory professionals with deep transactional experience across global finance, M&A, and institutional capital strategy.
Documentation that survives institutional review.
“Capital reviewers don’t read your story — they audit it. Documentation either holds up under that audit, or it doesn’t.”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 the firms above.
His CPA credential is held in his individual capacity. CGC is not a licensed CPA firm. Services are advisory and analytical in nature only.
CGC’s 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.
What we develop, refine, and align.
Three-statement projection models, scenario analysis, sensitivity testing, and cash flow forecasting — built or refined to institutional underwriting standards.
Review and alignment of historical financial statements for institutional presentation — including reconciliation against management accounts and identification of audit-quality gaps.
Governance documentation, board structure, control frameworks, and operational policies aligned with institutional capital expectations and post-investment integration standards.
Identification, framing, and proactive disclosure of project, market, sponsor, and execution risks — structured to address institutional diligence inquiries before they arise.
Refinement of investor decks, executive summaries, investment memoranda, and supporting exhibits — calibrated to the document standards of institutional reviewers.
Engagement-based pricing. Not success-contingent.
All fees are quoted per engagement scope. This service is provided independently from any capital engagement arrangements — fees are never indexed to capital raised or transaction outcomes.
Document review, gap analysis, and readiness roadmap. The starting point for sponsors who want to know exactly where their materials stand before institutional engagement.
Document development, revisions, modeling support, and mock investor Q&A preparation — building the complete institutional-grade package end to end.
Continuous access to documentation advisory, investor preparation, strategic positioning guidance, and institutional communications support throughout the capital lifecycle.
Available for targeted advisory support where a full engagement is not required — scoped to specific document review, modeling assistance, or diligence response work.
Start with a $500 review.
If you have existing business or financial documentation prepared for institutional review, start with our $500 Stage One Institutional Review. The review identifies the specific documentation gaps that would prevent your package from passing institutional diligence — and the remediation path to close them. Written brief delivered within 3-5 business days.
Centurion Global Capital LLC is a strategic advisory and consulting firm. CGC is not a registered broker-dealer, investment adviser, or fiduciary under U.S. federal or state law, and does not solicit investments, negotiate transaction terms, or offer or sell securities of any kind. All advisory services are provided for strategic planning and preparation purposes only pursuant to executed written consulting agreements. All fees are fixed, pre-agreed, and non-contingent — not indexed to, computed as a percentage of, or triggered by capital raised or transaction outcomes. CGC is not a licensed CPA firm. Edward Gleason holds an individual CPA license and a Series 65 license each in his individual or separate registered capacity outside of CGC. No assurance is given that any engagement will result in financing, a completed transaction, or any specific outcome. Nothing on this website constitutes an offer or sale of securities.