On-site anywhere in the United States
when the engagement calls for it.
Cavalier is not a remote-only firm. The principal travels to client sites anywhere in the country for board meetings, executive offsites, M&A diligence, security program kickoffs, and leadership team workshops. Travel is billed at cost with no markup, on the client's call when it adds value.
How national engagements work
Most engagements run on a hybrid rhythm: a regular remote cadence (weekly or biweekly calls, async advisory access, monthly reporting) with on-site presence for the moments that matter: board meetings, executive workshops, M&A diligence sprints, and major program milestones. This is a meaningful differentiator: it eliminates the "fractional firms are remote-only" objection that surfaces in PE diligence conversations and on board-level engagements, and it matches the expectation senior buyers carry from their experience with traditional consulting firms.
Markets we serve
Washington, D.C.
Defense industrial base, government contractors, and policy-adjacent technology organizations.
New York
Financial services, PE-backed portfolio companies, and professional services partnerships.
Tampa Bay
Our headquarters and home market.
Boca Raton
Family offices and wealth management.
And nationwide
PE portfolio companies, healthcare systems, defense contractors, and professional services firms in every state. If the engagement benefits from in-person presence, the principal shows up.
Ready to find out whether there's a fit?
Thirty minutes, wherever you are. If the work calls for on-site presence, the principal shows up.