Recent Client Engagements

Financial Management

Retained by early stage company for CFO leadership.  Developed and executed strategies pertaining to acceleration of the business model.  Initiated a $20 million Series B financing round with nationally recognized VC's.

Turnaround/Troubled Company

Outsourced CFO for public software company in Chapter 11 Bankruptcy.  Primary contact with Bankruptcy Court, legal teams and creditors.  Rebuilt interim finance/ accounting team and systems after significant pre-bankruptcy personnel flight.

Acquisition Integration

Led planning and execution of the integration with a new corporate parent company.  Reengineered the Planning and Analysis function and balance sheet restructuring.  Architected the Presidents reporting package and presentations to the Board of Directors and Wall Street.

Merger & Acquisition

Retained by venture capital firm to provide financial leadership during the acquisition and financing of an emerging growth company.  Created the financial projections used to secure acquisition debt financing.  Engaged with executive management to reinvent the go-to-market sales execution strategy including the sales messaging, pricing and sales compensation.  The Company's new growth trajectory enabled it to complete two strategic acquisitions and an exit to a large PE sponsor for $220 million in four years.

Distressed Company

Retained by Board of Directors of a distressed company that was in an insolvent financial state.  Worked with existing investors, creditors, vendors and large customers to resolve financial issues.  Led the company's downsizing and restructuring plan and execution that enabled it to receive invested capital to continue operations.

Outsourced CFO

Retained as an outsourced CFO to develop and implement a strategy for the selling the company which resulted in a successful exit for the company's investor syndicate.