30 Years. 80+ Deals.One Focus.
25 businesses. 80+ acquisitions. I look at your whole business and figure out what needs to change.
Here's What I've Learned
Most problems are self-induced. Here's what I see over and over.
The Deal Is the Easy Part
80+ acquisitions closed. The hard part? Making 1+1=3. Most companies overpay for synergies they never capture.
Show Up in the Mirror
Problems with ownership, board, or CEO. Show up in the mirror and see what needs to change.
Table Stakes First
74% of portfolio CFOs aren't meeting expectations. It's not strategy—it's the basics. Close quickly. Translate data. Integrate transactions.
Systems, Not Bodies
20+ ERP implementations. The answer isn't more headcount—it's scalable systems.
The Timeline
Finance function, procedures, systems, talent, governance. Here's how I got here.
PwC + M&A Attorney
PriceWaterhouseCoopers M&A Practice, Senior Manager. Then 25 transactions as M&A counsel—learning deals from both sides.
3 Public Company CFO Roles
Asure, FalconStor, EZCorp. $400M+ raised. 40+ earnings calls.
80+ Acquisitions Closed
25 as M&A attorney, 56 as CFO lead, 14 integrations. DCI Mansur, CLEAResult, Asure, Acre Security.
$1.3B+ Revenue Growth
Across 9 transformations. DCI Mansur: $200M→$800M. Asure: 9x valuation. EZCorp: $400M→$725M.
"Let me look at your whole business and figure out what you need to do. That's my skill set."
What I Actually Do
There's a whole plethora of fractional CFOs out there who do things like "I can put together a cash flow statement for you." They're very tactical, task-oriented people. That's not me.
30-Day Assessment
I'll come in and do a 30-day assessment of your entire business. Finance function, procedures, systems, talent management, org structure, and corporate governance. At the end, you can take it, leave it, throw it away—whatever you want.
- Finance function review
- Talent assessment
- Corporate governance
Long-Term Partnership
I'm not looking for a two-week consulting gig. I'm looking for longer-term partnerships where we actually solve the problem together. Either we go forward with a long-term relationship or we go our separate ways.
- Year+ engagements
- Permanent roles
- Advisory retainers
The Whole Business
My skill set is coming into your business and saying: let me look at your whole business and figure out what I think you need to do. Not just the numbers—the strategy, the people, the operations.
- Strategic assessment
- Operational review
- Actionable roadmap
Education & Credentials
A foundation built on rigorous academic training, honors, and professional certification.
Northwestern University — Kellogg School of Management
Finance, Information Technology & Marketing. Investment Banking Club. Entrepreneur Club.
Chicago-Kent College of Law
Cum Laude. M&A Society. 25 deals as M&A attorney before transitioning to CFO roles.
SMU Cox School of Business
Graduated with Honors. National Merit Scholar. I think SMU does an outstanding job of marketing—they blow Northwestern away.
London School of Business & Finance
Exchange Program — International Finance
Professional Credentials
Ready to put this experience to work for your company?
Now You Know My Story
See the results or learn how we could work together.