Financial Strategy & Capital Advisory
Woolery Advisory provides institutional-grade financial modeling, valuation, and strategic guidance to private equity sponsors, family offices, and operating companies navigating high-stakes transactions.
Russ Woolery is the Managing Director of Woolery Advisory LLC, a Brentwood, Tennessee-based financial advisory practice serving corporate and family office clients across real estate, private equity, manufacturing, alternative energy, and healthcare.
With more than two decades of experience across investment banking, commercial real estate finance, private equity, and structured finance, Russ brings institutional depth to situations that demand it — whether that means building a three-statement model from scratch, stepping in as interim CFO, closing a tax-exempt bond financing, or guiding a management team through an M&A process.
Prior to founding Woolery Advisory, Russ held senior roles at Berkadia Commercial Mortgage (underwriting $900M+ in GSE debt), Addicus Private Equity (portfolio management for a $400M diversified portfolio), RiskSpan (structured finance advisory across $30B in transactions), and in public finance at Oppenheimer, Northland Securities, and Dougherty & Company.
Engagements are structured around your specific situation — from one-time transaction support to ongoing retained advisory arrangements.
Engagements typically begin with a brief introductory call. Whether you need transaction support, an ongoing modeling partnership, or a senior advisor to sit alongside your team, Woolery Advisory structures around what you actually need.