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
Transformation StoriesVerified ResultsReal Companies

Real
Results.
Real Companies.

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

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

$1.3B+
Revenue Growth
$340M+
EBITDA Created
80+
Acquisitions
9 Transformations Featured
Sante Ventures
$0 → $75M
12 Startups
DCI / Syntex
$200M → $800M
5.7x EBITDA
EZCorp
$400M → $725M
2.25x EBITDA
ESC/Tekran
$25M → $55M
20x EBITDA
CLEAResult
$90M → $180M
2.2x EBITDA
Asure Software
$22M → $85M
9.3x Market Cap
FalconStor
$20M → $35M
14x EBITDA
Elm Street
$50M → $70M
9x EBITDA
Acre Security
$200M → $270M
14 Integrations
Average 10x
EBITDA Growth Across All Transformations
01
Healthcare Technology / Venture Capital1998-2000CFO

Sante Ventures

Austin Ventures

The Challenge

Build and scale 12 healthcare technology startups from inception, managing the financial operations of a venture portfolio while driving individual company growth from zero to significant revenue.

The Approach

Served as CFO across 12 portfolio companies simultaneously
Built finance infrastructure for early-stage startups
Managed capital allocation across portfolio
Drove operational improvements at each company
Established governance and reporting frameworks
Scaled largest company to $75M revenue
"Building from zero is different than scaling existing businesses. You're creating everything—the systems, the culture, the metrics. It's the purest form of value creation."
— Brad Wolfe

The Results

Revenue
$0$75M
EBITDA
$0$15M
Team Size
0150

Key Outcomes

  • 12 startups launched
  • $75M revenue (largest company)
  • ~20 person finance team

Why This Matters

  • 12 simultaneous company CFO role
  • Venture capital portfolio management
  • Healthcare technology expertise
  • Zero-to-scale experience
02
Management & ERP Software2000-2007CFO & COO

DCI / Syntex (Mansur)

VistaGSVChurchillBroe

The Challenge

Transform a $200M ERP software company into a market leader through aggressive M&A while building operational infrastructure to support 4x growth. The company needed to scale from a regional player to a national platform with institutional-grade governance.

The Approach

Led 10 strategic acquisitions to expand market reach and capabilities
Executed 4 divestitures to focus on core competencies
Built finance team from 50 to 300+ professionals
Implemented enterprise-wide ERP and reporting systems
Established governance frameworks to satisfy PE requirements
Drove operational improvements across all business units
"This wasn't just financial leadership—it was building a company from the ground up while executing an aggressive M&A strategy."
— Brad Wolfe

The Results

Revenue
$200M$800M
EBITDA
$35M$200M
Team Size
2501,100
10
Acquisitions
4
Divestitures

Key Outcomes

  • 5.7x EBITDA growth
  • 4x revenue growth in 7 years
  • Built institutional-grade finance function

Why This Matters

  • Largest transformation in career
  • 7-year partnership
  • Full P&L responsibility as COO
  • Led integration of all 10 acquisitions
03
Specialty Finance / Pawn & Financial Services2009-2010CFO & SVP

EZCorp

The Challenge

Lead financial operations for a $400M public specialty finance company through a period of rapid growth and expansion. The company needed to scale operations while maintaining regulatory compliance across multiple business lines.

The Approach

Managed SEC reporting and investor relations for public company
Led capital markets activities and strategic financing
Built robust financial controls across 500+ locations
Implemented enterprise reporting systems
Drove operational efficiency improvements
Managed 120-person finance team
"At scale, every decision has ripple effects. Managing a $725M public company means balancing growth ambitions with regulatory reality—every quarter, every filing, every call."
— Brad Wolfe

The Results

Revenue
$400M$725M
EBITDA
$80M$180M
Team Size
80120
4
Acquisitions

Key Outcomes

  • 1.8x revenue growth
  • 2.25x EBITDA growth
  • 40+ quarterly earnings releases
  • Multi-state regulatory compliance

Why This Matters

  • Largest public company CFO role
  • $725M revenue at peak
  • Complex multi-state operations
  • SEC reporting excellence
04
Environmental Engineering & Software2010-2012CFO & SVP

ESC & Tekran Software

The Challenge

Lead financial operations for two related companies—a $55M environmental engineering firm and a $20M software VAR—through operational improvements and positioning for growth.

The Approach

Managed dual-company finance operations simultaneously
Built integrated reporting across both entities
Implemented operational efficiency improvements
Drove EBITDA expansion through cost optimization
Established governance frameworks
Positioned companies for continued growth
"Managing two companies at once forces you to build systems that scale. You can't be everywhere, so you build the infrastructure that lets the right decisions happen without you."
— Brad Wolfe

The Results

Revenue
$25M$55M
EBITDA
$1.25M$25M
2
Acquisitions

Key Outcomes

  • 20x EBITDA growth
  • 2.2x revenue growth
  • Dual-company management
  • Environmental sector expertise

Why This Matters

  • 20x EBITDA improvement
  • Managed two companies simultaneously
  • Environmental engineering expertise
05
Energy Efficiency Software2012-2013CFO & EVP

CLEAResult

General Atlantic

The Challenge

Scale a $90M energy efficiency company through rapid M&A to create a national platform, then position for successful exit. The company needed to double revenue while integrating 12 acquisitions in under 2 years.

The Approach

Led 12 acquisitions in rapid succession
Built scalable finance infrastructure to support M&A velocity
Implemented standardized integration playbook
Established KPIs and reporting across all acquired entities
Managed PE sponsor relationships and board reporting
Positioned company for successful exit
"Speed without sacrificing quality. We closed 12 deals and integrated them properly—that's the difference between value creation and value destruction."
— Brad Wolfe

The Results

Revenue
$90M$180M
EBITDA
$9M$20M
12
Acquisitions

Key Outcomes

  • 2x revenue growth
  • 2.2x EBITDA growth
  • Successful exit in 2013
  • 85-person finance team

Why This Matters

  • 12 acquisitions in under 2 years
  • Fastest M&A velocity in career
  • Successful PE exit
  • Built integration playbook
06
Human Capital Management / Space Management SaaS2014-2017CFO

Asure Software (ASUR)

Red Oak PartnersGreat Hill Partners

The Challenge

Transform a struggling public SaaS company from $23M market cap to institutional scale through strategic M&A and operational turnaround. The company needed to rebuild investor confidence while executing growth strategy.

The Approach

Led 10 strategic acquisitions to build platform
Rebuilt investor relations and market positioning
Managed SEC reporting and compliance
Implemented new ERP and billing systems
Built scalable SaaS finance function
Drove operational improvements across product lines
"Public company turnarounds require a different skill set—you're rebuilding confidence while executing strategy, all under the spotlight of quarterly earnings."
— Brad Wolfe

The Results

Revenue
$22M$85M
EBITDA
$1M$17M
10
Acquisitions

Key Outcomes

  • Market cap: $23M → $215M (9.3x)
  • 17x EBITDA growth
  • 3.9x revenue growth
  • $85M debt + $85M equity raised
  • 45-person finance team

Why This Matters

  • 9.3x market cap increase
  • Public company transformation
  • SEC reporting excellence
  • $170M capital raised
07
Data Protection & Management SaaS2017-2022EVP, CFO & Treasurer

FalconStor (FALC)

Hale CapitalESW Equity

The Challenge

Execute a complete turnaround of a struggling public SaaS company, transitioning from legacy business model to recurring revenue while managing complex stakeholder relationships across multiple PE sponsors.

The Approach

Led strategic transformation to SaaS model
Managed relationships with PE sponsors
Rebuilt investor confidence through transparent communication
Implemented cost optimization initiatives
Drove transition to recurring revenue model
Built lean, high-performing 25-person finance team
"Turnarounds test everything—your technical skills, your leadership, your patience. Five years of grinding to turn $500K EBITDA into $7M. That's the work most people don't see."
— Brad Wolfe

The Results

Revenue
$20M$35M
EBITDA
$500K$7M
Team Size
1525
2
Acquisitions

Key Outcomes

  • 14x EBITDA growth
  • 1.75x revenue growth
  • Successful SaaS transition
  • $10M debt + $15M equity raised
  • 5-year transformation

Why This Matters

  • 14x EBITDA improvement
  • 5-year turnaround execution
  • SaaS business model transition
  • $25M capital raised
08
Real Estate Software / SaaS2022-2023EVP, CFO & Treasurer

Elm Street Technology

Aquiline Partners

The Challenge

Lead financial operations for a $70M ARR real estate software company through operational improvements and position for successful exit within a compressed timeline.

The Approach

Drove rapid EBITDA expansion through operational improvements
Built scalable SaaS finance infrastructure
Managed PE sponsor relationships and board reporting
Implemented cost optimization initiatives
Positioned company for successful exit
Built 50-person finance team
"Sometimes you have 18 months to create 5 years of value. That's when experience matters most—knowing exactly which levers to pull and in what order."
— Brad Wolfe

The Results

Revenue
$50M$70M
EBITDA
$2M$18M
Team Size
3050
2
Divestitures

Key Outcomes

  • 9x EBITDA growth
  • Successful exit in 2023
  • $70M ARR at exit
  • Recapped $55M debt + $10M equity

Why This Matters

  • 9x EBITDA improvement
  • Successful PE exit in 2023
  • Real estate tech expertise
  • Rapid value creation
09
Security Technology2023-PresentOperating Partner & CFO

Acre Security

Triton Partners

The Challenge

Lead financial integration of 14 acquisitions for a $270M security technology platform, executing a major recapitalization while building operational infrastructure for continued growth.

The Approach

Led integration of 14 acquired companies
Executed $260M recapitalization
Built unified finance function across all entities
Established standardized reporting and KPIs
Drove operational synergies across platform
Managed complex multi-entity consolidation
"Integration is where deals succeed or fail. 14 companies, different cultures, different systems—making them one requires both strategy and execution."
— Brad Wolfe

The Results

Revenue
$200M$270M
EBITDA
$45M$60M
Team Size
400550
14
Acquisitions

Key Outcomes

  • $260M recapitalization
  • 14 acquisitions integrated
  • 550 employees globally
  • ~50 person finance team

Why This Matters

  • 14 acquisition integrations
  • $260M recapitalization
  • Global security platform
  • Operating Partner role

The Pattern Is Clear

Across these nine transformations alone, the results speak for themselves.

2.3x
Average Revenue Growth
10x
Average EBITDA Growth
80+
Total Acquisitions
9
Transformations Featured