Our extensive experience extends across multiple industries, business models, and life-cycle stages. We’ve managed through rapid growth, multiple fundraising events, sales, and mergers.  

Selected Strategic Consulting Engagements

  • Interim CFO for manufacturer of innovative bedding and sleepwear products. Restructured accounting system and processes, negotiated partnership, retailer and international distributor agreements, managed patent and trademark filings, and coordinated the supply chain.
  • Business coach for transportation industry technology startup. Developed business plan, managed product development by technology vendor, assisted with development of the brand, marketing materials, and website, and advised on the implementation of the operations infrastructure.
  • Advised CEO of private equity portfolio digital health company during sell-side transaction. Revised financial plan, analyzed key performance indicators, reviewed data room materials, and supported due diligence process.
  • Interim COO for manufacturer of over-the-counter health care products. Restructured factory and warehouse workflow, revamped production processes, managed redesign of product packaging, sourced new suppliers, and managed the transition to a third party logistics provider.
  • Assisted pharmaceutical startup with review of term sheet for capital fundraising and analysis of 409A valuation for stock options plan.
  • Interim CFO for manufacturer of building products manufacturer. Revised business plan, fixed accounting issues, and advised with partnership negotiations.
  • Temporary COO for Internet Services Provider. Managed operations and assisted with revision to business plan.
  • Developed financial plan for technology startup addressing the personnel recruiting market.
  • Developed business plan for venture-funded spinout of Cleantech company.
  • Developed business plan for acquisition of automobile racetrack.

Selected Transactions

  • Raised $22 million in Series A capital from strategic and institutional investors for global content streaming provider.
  • Helped consumer products manufacturer raise $15M in equity capital.
  • Raised seed capital from angel investors for advertising technology company.
  • Helped vertical electronic marketplace raise seed capital from an institutional investor.
  • Advised on sale of regional pawnshop operator.
  • Advised cash management system provider on bolt-on acquisition.

We invite you to contact us to discuss how we can help you!