
CEOs/management, investors, and lenders collaborate more effectively to improve collective success when I'm involved as a strategic CFO, business partner and 360-degree all-around trusted liaison, including over 50% IRRs. 30+ buy- and sell-side M&A/PMI, 30+ debt/equity raises. Going public - IPO, SPAC and other reverse mergers. US, UK, EU, international, and global guru. Middle-market focus. Global Public Accounting Firm trained CPA (USA) and Chartered Accountant (UK). Liaise well with lawyers and, if needed, investment bankers. Often initial, clean-up, debt/equity raise, or sale preparation CFO. Rapidly assess, create, overhaul, and/or improve finance teams. Repeat roles for same people/private equity firms, including 3 CFO roles for H.I.G. Capital companies. Specialties: ➤ Private equity (PE) portfolio CFO with private, public, and going public experience ➤ US, UK, EU, international, and global guru ➤ Complex, high growth, middle-market, companies ➤ Debt financing, banking relationships, raising equity ➤ Strategic partner to CEO and management team, plus investors and lenders ➤ Trusted 360-degree liaison for equity, debt, company ➤ M&A, acquisition diligence, integration, add-on/roll-up, carveout, trade sale, IPO, SPAC, other exits ➤ 13-week cash forecasts, restructuring, turnarounds ➤ Finance, Tax, Treasury, IT, Legal, HR leadership/oversight Industry Expertise Includes: ➤ Technology (tech enabled services, fintech, software, SaaS, cyber security, call centers, crypto, blockchain) ➤ Biotech / Lifesciences ➤ eSports / on-line gaming ➤ eCommerce, Consumer Products, Retail, and Distribution ➤ Manufacturing (tech hardware, electronics, aerospace and defense, industrial, medical device, pharmaceutical) ➤ B2B/Business Services, B2C/Consumer Services, Financial Services, Government Services, Professional Services, Staffing Services ➤ Construction and Infrastructure (e.g., scaffolding, cellular, wireless, Radio Frequency) General Skills Include: ➤ Former Global Public Accounting Firm Audit and Business Advisory Experienced Manager ➤ Private equity-backed, middle-market, start-up, and multi-national company financial management ➤ Multiple gears including strategy, strategic planning, financial modeling, and "in the weeds" detail ➤ Simplifying and communicating complex issues, focusing on what's important, developing KPIs ➤ High energy, flexible, hands-on, attention to detail, expert negotiator, public speaker ➤ Highly networked (know or can quickly find the right person to bring to the table) ➤ US Federal Government security cleared (dual UK/US citizen)
Metro Jacksonville
Office Managing Partner
CFGI
• www.linkedin.com/company/thecorporatefinancegroup
Jan 2024 - Dec 2025
Atlanta and Southeast USA
CFO Services Partner
CFGI
• www.linkedin.com/company/thecorporatefinancegroup
Jan 2022 - Dec 2024
Atlanta Metropolitan Area and South East USA
CFO Services Contractor
CFGI
• www.linkedin.com/company/thecorporatefinancegroup
Jan 2021 - Dec 2022
Interim CFO / Project CFO
CFO Advisory Services
Jan 2020 - Dec 2021
Atlanta Metropolitan Area
Chief Financial Officer
AT-PAC Complete Scaffolding Solutions
• www.linkedin.com/company/atpac-scaffolding
Jan 2018 - Dec 2020
Atlanta
Interim CFO / Project CFO
CFO Advisory Services
Jan 2016 - Dec 2018
Atlanta
Interim CFO / Project CFO
CFO Advisory Services
Jan 2015 - Dec 2015
Jacksonville, Florida, United States
Chief Financial Officer
Brickstream Corporation
Jan 2013 - Dec 2015
Atlanta
Chief Financial Officer
Trusted Network Technologies
Jan 2003 - Dec 2006
Atlanta
Managing Director Finance and Systems
SpectraSite Transco Communications (acquired Aerial Group)
Jan 2000 - Dec 2001
London, United Kingdom
CFO and Board Member (Finance Director)
Aerial Group (acquired by SpectraSite Transco Communications)
Jan 1997 - Dec 2000
London, United Kingdom