Archives: Posts

Hired by a private equity firm to provide due diligence services related to the acquisition of a healthcare facility. We performed the due diligence, pointed out some issues, and the private equity firm passed on buying the company.

Engaged by a start-up consumer product manufacturing company that sold through distributors. Our role was to produce forecasts and reports for an equity capital raise. The company was successful in raising equity capital, and we have been retained as a fractional strategic CFO.

Hired by management of a technology company looking to conduct a management buyout (MBO). Provided advisory services including preparing a business plan and financial projections, and identified the necessary additional collateral to complete the deal. Management team gained control and made the anticipated course correction in the company’s operations. Revenue increased 33% in year one… Continue reading Industry: Technology
Type of Service: M&A/ Liquidity Event

Engaged as interim CFO for a publicly-traded bank in the process of being acquired to manage the accounting and finance function, to prepare and/or refile SEC and bank regulatory reports, to improve internal controls and to mediate among the Board, senior bank management, regulatory officials and outside accountants. Accounting and finance area managed, and bank… Continue reading Industry: Financial Institutions
Type of Service: M&A/ Liquidity Event, Accounting & Finance Outsourcing, Technical Accounting

Set up the audit committee, including: charter, priorities and meeting format for a public company’s Financial Services subsidiary. Solid planning and crisp execution ensured all regulatory and governance requirements were met or exceeded.

Engaged by a $2 billion publicly-held staffing company planning to spin off its $150 million revenue technology division. Services included meeting public company reporting standards, and ensuring information and records were in format for required public company filings. After nine months, the company successfully spun off its technology division via a separate legal entity with… Continue reading Industry: Business Services
Type of Service: M&A/ Liquidity Event, Technical Accounting