We Help Companies Build Value


Mason-Branch, LLC helps growing companies build the financial strategies, enabling processes, and organizational alignment that enable sustained enterprise value creation. We bring a strategic point of view and practical experience to developing scaleable, business focused finance solutions for our clients. 

We work primarily with emerging and mid-stage firms whose finance teams are evolving, or who require seasoned financial expertise to support key initiatives.  Because we work on a project and/or part time basis, we are able to deliver high impact programs efficiently and cost effectively.

We specialize in working with organizations during transformational periods – such as business model refinements, fundraising, leadership changes, and acquisitions. These stages represent unique opportunities to accelerate enterprise value creation; for a growing company, they also frequently require expanded financial capabilities.

have held CFO and executive finance roles at global Fortune 50 and middle market public companies, as well as at emerging private equity-backed and startup organizations. As a result, we have experience tailoring award winning thought leadership and business building solutions to the unique needs of companies at a variety of stages and sizes.

We are more than consultants; we work as part of our clients’ existing teams, bringing our experience developing value-creating financial programs and high performing finance organizations. We partner with our clients’ organizations at all levels (executives, operating teams, Boards, investors) to ensure that our programs are immediately actionable, and that our clients’ teams are aligned and accountable for long term success.


Business Planning and Performance Insight

Capital Structure, Sourcing and Stewardship

M&A and Strategic Investment

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