Fractional CFO and strategic finance for growth-stage, PE-backed, and family-owned companies.
We work with companies at $5–100M in revenue, and their investors, on fundraising, board reporting, planning, and transactions.
About
Banker and operator. M&A at Evercore; finance and value-creation roles at McKinsey, a Fortune 500 company, and PE- and venture-backed businesses. Every engagement is led directly by the principal.
Services
Fractional CFO
Weekly, ongoing finance leadership.
- Operating model and forecast
- Monthly board pack and investor updates
- Capital strategy
Advisory
Two sessions a month, plus support as needed.
- Input on key decisions
- Model and memo review
- Board meeting prep
Projects
Fixed scope for a specific event.
- Fundraise preparation
- M&A, buy-side or sell-side
- Turnaround and restructuring
Fees are retainer or project-based and set after the first call.
Selected engagements
| Company | Work |
|---|---|
| Series A healthcare tech | Strategic finance function, operating model |
| $15M consumer brand | Marketing spend optimization, contribution margin, inventory planning |
| Seed-stage retailer | Turnaround strategy, lender renegotiation |
| $100M consumer brand | P&L restructure, 5-year plan, profitable growth |
| $150M consumer brand | Acquisition support, operating model |
| Venture studio, 4 companies | Portfolio reporting, incubation finance |