About Regroup Partners
A women-owned boutique advisory firm built on 21+ years of experience, direct leadership involvement, and longstanding relationships across the financial industry.
More Than Two Decades of Hands-On Experience
Regroup Partners is a boutique business advisory firm built around direct involvement, practical experience, and strong professional relationships.
For more than 21 years, our leadership has worked alongside business owners and financial professionals through complex situations where clear communication and an understanding of the complete financial picture matter.
We intentionally operate differently from a high-volume call-center model. Clients work with experienced professionals who take the time to understand the business, the people involved, and the circumstances behind the numbers.
Experience that shapes how we approach every engagement.
What Makes Regroup Partners Different
Our approach is personal, relationship-driven, and centered on understanding the full situation before determining what comes next.
Boutique by Design
We maintain a hands-on model so clients are not passed through layers of a high-volume operation.
Direct Communication
Clear communication and direct involvement are central to how we work with clients and financial stakeholders.
Industry Relationships
More than two decades in the industry have helped us develop longstanding professional relationships across the financial community.
Business Perspective
We look beyond a single obligation to understand the business, its operations, and the broader financial picture.
Meet Claudia Stefano
Chief Strategy Officer
Claudia Stefano brings more than 21 years of industry experience to Regroup Partners and leads the firm's strategic initiatives and client engagements.
Her career has been shaped by working directly with business owners, lenders, attorneys, and financial professionals across complex business and financial situations.
Claudia's approach emphasizes communication, relationships, and understanding the complete business picture before determining an appropriate path forward.
"Our approach is built on relationships, experience, and a deep understanding of what businesses need when facing financial complexity."
Experience Across a Changing Financial Landscape
Business finance has changed considerably over the past two decades. New forms of financing, changing creditor relationships, and increasingly complex capital structures have created new challenges for business owners.
Regroup Partners' experience across that changing environment gives the firm a broad perspective when evaluating a client's circumstances. We believe the strongest starting point is a clear understanding of the business, its financial obligations, and the relationships surrounding them.
Our role is to bring experience, organization, and strategic perspective to that process while keeping the business and its long-term continuity in view.
Explore Our Advisory Services
Learn more about the areas where Regroup Partners supports businesses facing financial complexity.
Business Restructuring
Strategic support for businesses navigating broader financial and operational challenges.
Learn MoreCreditor Coordination
Organized communication when multiple creditors and financial stakeholders are involved.
Learn MoreCash Flow Improvement
Advisory focused on understanding and improving the financial pressures affecting day-to-day operations.
Learn MoreMCA Advisory
Experienced guidance for businesses evaluating Merchant Cash Advance obligations and related financial pressure.
Learn MoreTalk With the Regroup Partners Team
If your business is facing financial complexity, start with a conversation about your situation and the options available.