Selected Recent Engagements
Strategic and financial advisory through a period of rapid industry growth and operating change, including manufacturing performance, capacity and financial planning, leadership assessment, and lender readiness.
Employee-owned provider of audio and communications products. Strategic planning, M&A advisory, and fractional CFO support.
Board and advisory service
Led development of the Entrepreneurship Through Acquisition initiative and helped establish the first Southeast ETA conference.
Board service through the software company's growth, capital raising, and development of its financial and operating infrastructure.
Continued advisory support following the sale of the business to American Industrial Partners.
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Understanding the Mind of the Investor
I wrote this in 2004, in the investor's own voice — what they're actually feeling while you present, and why none of it shows up in your deck. The mechanics of raising money have changed since. What an investor does with doubt has not.
I feel that I'm taking a personal risk. I'm putting my money into the hands of someone else and giving up some degree of control over it. From the report
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If you're facing a financing, transaction, leadership transition, or operating challenge—and want an independent assessment, clear accountability, and a plan grounded in what the facts support—let's have a conversation.
Send me the one thing you cannot currently prove. I'll tell you honestly whether it is a gap you can close or a reason to reconsider the plan.
President & Managing Director
MBA, Duke (Fuqua) · CPA, inactive