Track Record
What we've worked on.
We keep client names confidential unless they've given permission to share. Details are available in a private conversation.
Representative work.
Below are representative examples of the types of engagements we've advised on. We're happy to discuss specifics in confidence with prospective clients.
Advised the founder of an industrial services company on a sale to a strategic buyer.
Represented a multi-location consumer business in a sale to a PE-backed platform.
Advised shareholders of a distribution business on a partial recapitalization.
Served as fractional CFO for a software company through its first audit and Series B.
Stepped in as interim CFO for a PE-backed services business between full-time hires.
Client references available on a confidential basis.