Our Approach
I don't hand you a report and walk away. I embed directly into your team, roll up my sleeves, and get the work done alongside your people.
Quickly assess your current financial operations, identify gaps, and understand what's keeping your leadership team up at night.
Address immediate fires — whether that's a late SEC filing, broken close process, or cash flow crisis — and bring order to the chaos.
Implement lasting solutions: better systems, stronger teams, cleaner processes, and reporting that actually drives decisions.
Ensure your team is set up for long-term success. I document everything, train your people, and leave you stronger than I found you.
Who We Serve
I specialize in working with businesses that have outgrown their current finance operations — companies past the startup phase that need sophisticated financial leadership to reach the next stage.
Financial leadership for portfolio companies — building scalable teams, implementing systems, driving value creation, and getting your finance operations investor-ready.
You went public — now what? SEC reporting, SOX implementation, and building the internal infrastructure your team needs to operate like a mature public company.
IPO readiness assessments, S-1 preparation, team building, process implementation, and working with lawyers and underwriters.
Whether you've just raised capital or you're preparing for an exit, your finance operations need to keep pace. I build the scalable infrastructure, teams, and processes you need to operate at the next level.
Results That Speak
"Built our SEC reporting infrastructure from scratch and established a financial close process we could trust — bringing stability and confidence to the entire organization."
"Led our IPO readiness from scratch — built the team, implemented systems, prepared the S-1, and worked hand-in-hand with our lawyers and underwriters."
"Executed three acquisitions totaling $140M+, led post-close integration, and then managed the $658M sale to private equity — all within a remarkably compressed timeline."
Whether you need interim leadership, SEC expertise, or a complete process overhaul, let's discuss how I can help your organization succeed.
Based in Tampa, FL — serving clients nationwide and internationally