Fractional CFO & Transaction Advisor


Assisting closely-held and venture-backed businesses in attaining growth and profitability goals through clear strategies, financial resourcing, and validated operational infrastructure

Delivering seasoned, senior-level executive experience to companies pursuing strategic transactions and transformative initiatives


Advancing Client Goals Through:

Decision support, planning, modeling, analysis

Financial initiatives (capital raising support, m&a execution, restructuring)

Transaction support (sourcing, structuring, negotiation, documentation)

Financial operations (improving effectiveness of internal systems)

Strategic business development (partnerships, key accounts, sales strategy, new market entry, alliances)

Due diligence & research, competitive analysis

Valuation
Focus & Approach

Engaging at inflection points – times of change and opportunity for clients needing to overcome hurdles

Tackling difficult challenges with specialized expertise

Flexible, tailored engagements. Short-term, project-based or interim roles

Driven by metrics and key deliverables

Bringing urgency to the organization and initiatives

Deep domain knowledge and operating experience

Invoking a network of relationships with investors, advisors and executives to open doors and access necessary expertise
Recent Engagements
Picture

Outlier Jets, LLC
Private aviation company pursuing growth through acquisitions and product innovation
Assignment: CFO, Transaction Advisor
Picture
Electron Exchange, Inc
Start-up futures exchange focused on emerging electricity market opportunities. Supporting regulatory applications (CFTC), development and oversight of financial functions, reporting
Assignment: Initial / Interim CFO
Picture
Cyclic Materials  
Rare earth minerals recycling venture.  Supporting leadership team in Series A capital raise (closed $27m) and preparing for rapid growth
Assignment: Board Advisor