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.
Schedule a fit callHow 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.