Enabling Founders, CEOs & executive teams to make informed decisions by providing them with tactical financial support and insights. This includes everything from monthly financials & metrics to capital raise & M&A process management. Grew one of the largest HR Technology & Services businesses; over 20x revenue growth and multi-billion dollar valuation in 5 years. Executed $2B+ of M&A and capital raise transactions over 15 year career.
Completed & Ongoing Projects
Strategy + Execution
Fractional CFO Advisory
- Accounting & Finance Setup
- Finance Automation
- Financial Modeling
- Growth Strategy
- Valuation Analysis
M&A and Capital Markets
- Early Stage & Growth Capital Raising
- Capital Raise Preparation
- Pitch Deck Advice
- M&A Strategy & Execution
- Due Diligence & Market Research
- Exit / Sale Readiness
Solutions
- Initial setup of finance & accounting systems utilizing SaaS best practices and systems (Tip: many finance & metrics issues down the road stem from not doing this correctly).
- Capital raise preparation and process management.
- Pitch deck creation and review.
- Capital allocation & growth planning - helping you to look at different options to maximize the use and return on capital.
- M&A strategy and execution:
- Creating a merged corporate strategy & M&A strategy, including identification of markets and targets.
- Impact on company valuation from various scenarios.
- Impact on roadmap.
- Sale / Exit readiness:
- Strategic guidance on maximizing the outcome.
- Data room preparation & review.
- Process management.
- Buyer positioning.
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