Financial and strategic services for peak performance

Past Projects

Tech

Agri​​​

Retail

  1. International Paycards
    Identified acquisition candidates and raised private equity capital to fund their purchase and subsequent growth initiatives. Established new business relationships throughout Europe, Asia and the Americas.
  2. Indoor Cultivation
    Financial modeling to support the provision of equipment financing to operators seeking to make capital improvements to their horticulture facilities.
  3. Specialty Foods
    Prepared underlying financial models for specialty foods manufacturer. Generated accurate view of cost structure to support the determination of pricing strategy. Established retail channels for delivery of their products.
  4. Provider of Sales Services
    Financial modeling and drafting of business plan that supported Series A capital raise. Client company was subsequently purchased by private equity for a successful exit.
  5. Consumer Credit Reporting
    Researched market for consumer credit report business and built acquisition database for private company seeking significant growth through acquisition.
  6. Healthcare Data
    Strategic assessment of competitive landscape and identification of acquisition candidates for public company. Prepared valuations and served as primary contact for negotiation of 12 purchase transactions.