BUSINESS ADVISORY SOLUTIONS AND FRACTIONAL CFO/COO SERVICES
Leveraging executive experience from Fortune 100 companies, start-ups and management consulting firms
WHO WE WORK WITH
We specialize in helping funded startups and small to medium businesses (“SMBs”) with annual
revenues typically ranging between $5-150 million, and working on behalf of PE/VC investors to safeguard their investments in portfolio companies.
We have helped our clients:
- Achieve sustainable growth; reinvigorate growth organically and through acquisition
- Become more efficient
- Identify and manage risks more effectively
- Prepare for private investment, listing, divestiture or sale
ABOUT US
We are business and numbers people
Our Principal, CFO/COO, has over two decades of global experience in:
- Corporate and Investment Banking
- Wealth and Investment Management
- Real estate investment
- Management consulting for SMBs
- Startups.
Early in his career, our Principal was appointed by a VC firm to safeguard their investments in portfolio companies. Subsequently, he ascended through the ranks in Corporate and Investment Banking, and Wealth and Investment Management, ultimately serving as the divisional COO for a Fortune 100 company and prior to that he held various Finance and Operating leadership roles at Fortune 500 companies. His hiatus from PE/VC during his time in Banking did not keep him away from portfolio investments. In banking, he spearheaded investments in FinTech startups, identifying targets, acquiring stakes and assuming advisory positions on the board of acquired businesses. He has returned to his entrepreneurial roots in working with startups and SMBs, and serving PE/VC investors, guiding their portfolio companies toward success.
WHO WE'VE WORKED WITH
