● 80+ ACQUISITIONS● $400M+ RAISED● 3 PUBLIC CO CFO● $1.3B+ REVENUE● 30+ YEARS● 12 PE FIRMS● $340M+ EBITDA
● 80+ ACQUISITIONS● $400M+ RAISED● 3 PUBLIC CO CFO● $1.3B+ REVENUE● 30+ YEARS● 12 PE FIRMS● $340M+ EBITDA
● 80+ ACQUISITIONS● $400M+ RAISED● 3 PUBLIC CO CFO● $1.3B+ REVENUE● 30+ YEARS● 12 PE FIRMS● $340M+ EBITDA

I'm Brad Wolfe.

AI/Operational CFOPE-Backed SaaS & Software$50M–$500M RevenueHead of AI | CFO | Operating Partner

I Turn Complex Into
Exit-Ready.

AI/Operational CFO for PE-backed SaaS, software, and tech-enabled services companies in the $50M–$500M range — where AI strategy is a capital allocation decision, not an IT project.

Three-time NASDAQ CFO. 80+ M&A transactions. 50+ enterprise system implementations. Five PE-backed exits. I sit at the intersection of finance leadership and AI transformation — owning the governance layer, the ROI framework, and the investment decisions that determine which AI systems get built and funded. The CFOs winning right now aren't delegating AI to the CTO. They're treating it as a capital allocation problem. That's the work I do.

Let's TalkView My Work
3×
NASDAQ CFO
80+
M&A Transactions
50+
AI & Systems Implementations
5
PE-Backed Exits
8+
Companies Simultaneously
Brad Wolfe, CFO
$1.3B+
Revenue Growth
Currently Available
AI/Operational CFOHead of AI | Chief AI OfficerSVP, AI TransformationCFO | Operating Partner
North AmericaEMEASee full details →
Who I Work With

Private Equity, Boards & CEOs

Lower middle market. $20M-$500M revenue. PE-backed. I solve financial and operational problems.

$20M-$500M
Revenue Range
PE-Backed
Ownership
Tech/SaaS
Industry
Why PE Firms Trust Me

Built for This Work

30+ years of doing exactly what PE-backed companies need. Not theory—execution.

80+
Acquisitions

Full Lifecycle M&A

Due diligence through integration. I've closed deals from $5M to $500M.

3
Public CFO Roles

Public Company Experience

40+ earnings releases. SEC filings. Investor relations. Board governance.

$400M+
Raised

Capital Markets Access

Debt and equity. Bank relationships. Investor presentations that close.

$1.3B+
Revenue Growth

Operational Transformation

Systems, not bodies. Scalable processes. Real operational improvement.

Read My Full Story
"Brad is a true leader whose financial knowledge and experience is only matched by his strong work ethic. One of his most significant accomplishments was his leadership in developing and implementing a unified ERP system that integrated multiple business units — a very dynamic environment with a significant amount of change being pursued."
Mitchell Fanning
Mitchell Fanning
Chief Growth Officer, Elm Street Technologies
PE-backed M&A integration, multi-entity ERP unification
The Journey

Every CFO Journey
Starts Somewhere

Drag the sliders to explore the journey.

Revenue Growth Journey
Tap chapters below
$0
Brad Wolfe
Chapter 1

PwC Foundation

Started at PriceWaterhouseCoopers in M&A Practice. Built the foundation in audit, tax, and advisory—learning how deals really work from the inside.

Let's Talk
EBITDA Performance Journey
Tap chapters below
$0
Brad Wolfe
Chapter 1

Learning the Levers

Understanding what actually drives profitability. Not just cutting costs—finding the operational improvements that compound.

Let's Talk
M&A Execution Journey
Tap chapters below
25
Brad Wolfe
Chapter 1

M&A Attorney

Started on the legal side—25 transactions as M&A counsel. Learned due diligence, deal structure, and what makes deals fail before they close.

Let's Talk
This is what 30+ years, 80+ acquisitions, and $400M+ capital raised delivers
Not theory. Proven results across billion-dollar operations.
Sound Familiar?

Most Problems Are Solvable

Once you can see them clearly. Sometimes you just need a fresh perspective to spot what's hiding in plain sight.

For CEOs & CFOs

Tap stages to see the transformation

Challenge

On the Hot Seat During Board Meetings

Your PE sponsor asks questions you can't answer. The metrics don't tell a clear story. You spend more time defending numbers than discussing strategy.

Solution

Financial History Lessons → Strategic Conversations

Board meetings become strategic conversations, not financial history lessons. You walk in with answers before questions are asked.

I've presented to 40+ boards. I know what sponsors actually want to hear.
40+ Board Presentations
Let's Talk

For PE Sponsors & Boards

Tap stages to see the transformation

Challenge

74% of Portfolio CFOs Aren't Meeting Expectations

Your CFO is floundering on finance fundamentals. They believe they're falling down on forward-leaning responsibilities. They're wrong—it's the table stakes.

Solution

Double Down on the Fundamentals

Close quickly. Translate financial data effectively. Integrate transactions. The basics that sponsors actually expect.

Sponsors want table stakes executed perfectly before the fancy stuff.
30+ Years Fundamentals
Let's Talk

If any of this resonates, let's talk.

Start a Conversation
Track RecordVerified Results

Real
Results.
Real Companies.

These aren't hypothetical case studies. They're actual transformations I led—with real metrics, real challenges, and real outcomes.

"The proof is in the numbers—$1.3B+ in revenue growth across 9 transformations."

Explore Case StudiesDownload CV
9 Transformations Featured
Sante Ventures
1998-2000
$0 → $75M
12 Startups
DCI / Syntex
2000-2007
$200M → $800M
5.7x EBITDA
EZCorp
2009-2010
$400M → $725M
2.25x EBITDA
ESC/Tekran
2010-2012
$25M → $55M
20x EBITDA
CLEAResult
2012-2013
$90M → $180M
2.2x EBITDA
Asure Software
2014-2017
$22M → $85M
9.3x Market Cap
FalconStor
2017-2022
$20M → $35M
14x EBITDA
Elm Street Tech
2022-2023
$50M → $70M
9x EBITDA
Acre SecurityNow
2023-Now
$200M → $270M
14 Integrations
$1.3B+
Revenue Growth
$340M+
EBITDA Created
80+
Acquisitions
Average 10x
EBITDA Growth Across All Transformations
Trusted By Leaders

What People Say

19 LinkedIn recommendations from PE partners, CFO peers, and team members who've worked with Brad.

Harm Radstaak

Harm Radstaak

Board Member & C-Level Executive | Driving Growth, Transformation & Value Creation

Worked with Brad on the same team

"Brad has a strategic breadth which he combines with rigorous financial discipline in a way that is rare among CFOs. He maintains a holistic view across the business, which makes him a highly effective partner to CEOs, boards, and investors."
Strategic VisionPE ExperienceBoard PartnershipComplexity Navigation

February 1, 2026

1 / 8
View All 19 Recommendations
White Papers

Deep-Dive Research on the CFO Role

Structured analytical pieces on AI strategy, finance transformation, and the evolving C-suite. Not LinkedIn posts — full white papers built from Brad's original thinking.

AI Governance & Capital AllocationFinance TransformationFP&A & Financial PlanningOrganizational Design
Browse White Papers
How Brad Engages

Seven Ways to Work Together

Every engagement is structured around your situation. Hover each card to learn more, then explore the full details on the Services page.

Gap Coverage
Interim CFO
Step in fast. Stabilize. Exit clean.
Tap / hover to learn more
Gap Coverage
Interim CFO

Full-time CFO presence for a defined period — covering a departure, acquisition, or critical transition. Deliverables and exit criteria defined upfront.

See Details
Early Stage
Fractional CFO
CFO-level thinking without the full-time cost.
Tap / hover to learn more
Early Stage
Fractional CFO

Part-time strategic finance leadership for companies that need CFO capability but aren't ready for a full-time hire. Ideal for pre-revenue to $20M ARR.

See Details
PE Funds
Operating Partner
Portfolio-wide finance leadership at the fund level.
Tap / hover to learn more
PE Funds
Operating Partner

Embedded with a PE fund to support multiple portfolio companies simultaneously — diligence, 100-day plans, CFO hiring, and performance improvement.

See Details
AI Governance
AI / Operational CFO
AI strategy as a capital allocation decision.
Tap / hover to learn more
AI Governance
AI / Operational CFO

Owns the AI governance layer, ROI framework, and investment decisions that determine which AI systems get built and funded. Not an IT project — a CFO mandate.

See Details
Post-Acquisition
Office of the CFO
Build the finance function from the ground up.
Tap / hover to learn more
Post-Acquisition
Office of the CFO

Design and stand up a complete finance organization post-acquisition or post-merger — team structure, systems, processes, and reporting cadence.

See Details
Tech Decisions
Office of the CIO
Technology strategy that finance can actually defend.
Tap / hover to learn more
Tech Decisions
Office of the CIO

Evaluate, select, and implement enterprise technology — ERP, FP&A tools, data infrastructure — with a CFO's lens on ROI and integration risk.

See Details
Permanent Hire
Full-Time CFO
Help you find and onboard the right permanent CFO.
Tap / hover to learn more
Permanent Hire
Full-Time CFO

Brad helps define the CFO profile, run the search, evaluate candidates, and onboard the hire — ensuring the right person for the company's next phase.

See Details
Download the Full Engagement GuideExplore All Services
What's Next

Where Would You Like to Go?

Explore my track record or learn how I work with companies like yours.

My Story

30+ years building and transforming companies across NASDAQ, PE, and SaaS. See how I got here.

See the Impact

$1.3B+ in revenue growth, 80+ M&A transactions, 5 PE exits. Real numbers from real companies.

How I Engage

Seven engagement models — from Interim CFO to AI/Operational CFO. Find the one that fits your situation.