Selected Projects

Below are some selected examples of goals we have helped our clients achieve. Whether it’s fundraising or M&A-related, providing financial and strategic support for significant transactions, or simply turning around an under-performing finance department. 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.