Industry: Satellite Imaging

Engagement: Chief Financial Officer. Managing financial health, overseeing financials, and setting up internal systems. Advised Hera Systems on Series B  & Series C capital raises by working with senior management, current investors, board of directors, prospects, etc.

Industry: Enterprise SaaS

Engagement: Chief Financial Officer & Board Member. Providing strategic financial planning, secured $7.5mm Series B & $2.5mm venture debt facility, reporting to investors, managing annual financial audit.

Industry: Capital Equipment Leasing

Engagement: CEO of EQX Capital, Inc., which provides capital equipment leasing to venture-backed and middle-market companies across a wide variety of industries.

Industry: Range Extended Electric Drivetrains

Engagement: Chief Financial Officer. Managed financial aspects of the company including strategic planning, investor/board communications,  cap table management, coordination of new financing rounds, etc.

Industry: Cosmetics

Engagement: Provided CEO with strategic financial advisory services and financial planning tools including budgeting & forecasting, inventory projections, cap table management, etc.

Industry: Fiber Optic Infrastructure

Engagement: Provided strategic financial projections and project-level returns analysis to CFO.

Industry: Real Estate

Engagement: Provided general partners with portfolio analysis of prior and future real estate development projects.

Industry: Insurance

Engagement: Provided senior management with financial analysis of a capital raise to explore new business opportunities.

Industry: Cyber Security

Engagement: Advised senior management on financial planning relating to a capital raise.

Industry: Insurance

Engagement: Worked directly with the CEO, CFO, and other senior management to provide financial analytics tools including valuation metrics for acquisitions, financial models for new business lines, and other as-needed projects.

Industry: Live Event Stage Equipment

Engagement: Worked directly with the COO to provide financial due diligence services for a potential strategic acquisition including a complete financial projection model, analysis of historical revenue & customers, and vetting of management growth expectations.

Industry: SaaS for Customer/Supplier Relationships

Engagement: Worked directly with the CEO to build the Company’s financial model in preparation for a capital raise.

Industry: P&C Insurance

Engagement: Worked with managing partner and built the financial projection model for a new insurance business in preparation for raising capital from institutional investors.

Industry: Private Equity / I-Banking

Engagement: Provided industry research to senior members of the client to aide in evaluating potential investments.

Industry: Eye-Tracking for Mobile Apps

Engagement: Built the Company’s financial model in preparation for engagements with institutional investors.

Industry: Medical Devices

Engagement: Worked directly with the COO to re-structure the revenue build-up methodology for the Company’s existing financial model.

Industry: Staffing & Recruiting Services

Engagement: Provided the CEO with internal financial advisory services.

Industry: Consulting

Engagement: Acted as co-expert witness for the plaintiff and provided valuation services in support of the lawsuit.

Industry: Utility-Scale Solar

Engagement: Worked with founders and other senior management to build the Company’s cash flow projection model, which was critical in obtaining bridge financing and subsequent long-term capital from Fir Tree Partners. Separately built and managed the solar project valuation models.

Industry: Solar Panel Testing Services

Engagement: Provided transaction support services to the CEO and board of directors during the acquisition by DNV Kema including financial modeling, presentation materials, and investor payout schedules.

Industry: Regional Telecom & Datacenter

Engagement: Provided transaction support to Oxford Networks during the acquisition by Novacap. Services included financial modeling and scenario analysis, creation of offering documents, and other due diligence support. Worked with key management including the CEO and CFO as well as key persons at Novacap.

Industry: IaaS Cloud Solutions Provider

Engagement: Provided transaction support including development of the company’s financial model, deal structure analysis, and offering documents for an equity raise from Meritage Funds and Sweetwater Capital.

Industry: Datacenter Developer & Operator

Engagement: Provided transaction support for new senior debt facility from Atalaya Capital including the financial model.

Industry: Broadcasting

Engagement: Provided transaction support during the company’s sale of eight broadcast towers to Global Tower Partners.