The Alliance of M&A Advisors is proud to feature this list of experts of all types:
Trusted business advisor with years’ experience, CPA, CFM, CISA, CMA.
I work as a CFO/CRO in entrepreneurial-growth and Fortune 500 companies. During this time, I have been responsible for attaining the financing required by the companies’ and stockholders; through debt, equity, and M&A activities. I drive value creation for businesses by assuring that key metrics are tracked, reviewed, and acted-upon. In short, I partner with the business to attain organizational goals and objectives.
My clients expect me to assure the compliance needs of the business; including execution of accounting, treasury, internal controls, banking, and management reporting. Compliance becomes the foundational-base for Financial Planning and Analysis(FP&A) activities, showing the detailed uses and expected returns of capital, as required by investors and corporate acquirers.
I lead projects and transactions from origination to closing, including financial analysis; valuations; deal marketing, structuring, and negotiation; target identification; board presentations; and acquisition integration activities.
My experience assuring strong planning and execution in entrepreneurial and Fortune 500 companies have led to bottom-line results that acquired both investor funding and acquisition.
Industries served: Technology (software development, internet of things, artificial intelligence and machine learning, blockchain, IT security, cloud/SaaS/PaaS/DaaS, business intelligence and analytics, mobile), manufacturing, transportation, finance, communications, medical, and nuclear.