Selected Projects

Below are some selected examples of goals we have helped our clients achieve. Our projects have ranged from fundraising or M&A-related, to providing financial and strategic support for significant transactions, or simply turning around an under-performing finance department. Whatever the project, we pride ourselves on working closely with our clients to help them scale as they grow their business.

Fundraising $13.3M various Venture Capital raises for B2B SaaS companies. $12.0M Series A strategic investor raise for B2B SaaS company. $11.6M Reg A+ raise for a technology company. $4m debt raise for overseas expansion of international manufacturer.

Mergers & Acquisitions Turnaround F&A function while working with investment bankers and executive team on successful founder/majority owner exit via Private Equity acquisition.

Contract Negotiations Financial modeling to support contract renegotiation with Washington state valued at over $40m for 2-yr period. Worked with in-house general counsel to access multiple licensing agreements and address, and correct as needed, all contractual royalty and international tax issues.

Assessments During interim CFO engagement, assessed, made recommendations, and effected reorganization of accounting department for life-science client during period of personnel and system changes. Engagement extended another 18 months as fractional CFO until client ready for full-time hire.

Corporate Restructuring Worked with founders, legal and tax advisors to move client operations to Singapore while restructuring US entity and current subsidiary.