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For the past decade, I have delivered targeted solutions in M&A advisory, capital markets, investor relations and CFO-level support to corporations, growth-stage companies and financial sponsors (PE/VC). Today, we exclusively work with private equity and venture-backed businesses throughout their entire investment life cycle. My firm provides outsourced financial leadership and execution based on 4 main pillars: exit prep + M&A, financial modeling & analysis, accounting & controller infrastructure, strategic planning & restructuring. Our core philosophy lies in transforming qualitative goals and initiatives into quantifiable metrics — enabling data-driven decision-making and accountability. Our team—comprising former investors, operators, advisors, and consultants—brings over 60 years of combined industry experience across sectors such as e-commerce, retail, SaaS, energy, manufacturing, professional services, and real estate. — P.S. I’m building QuantFi in public. Follow me as we build a $10mm finance agency.
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