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Creating Value for Business Owners and Investors

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Services

Services

We are a trusted advisor to founder led businesses, assisting founders, organizations and investors achieve their financial and strategic goals. Our services are billed on an hourly and/or project basis within a well designed and agreed upon scope of work and budget.

engagements

Representative Engagements

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Equity and Exits

Worked with investor group to lead and price second round of preferred equity financing for privately held technology business. Company sold in 2020 resulting in a 42% IRR to investor group.

 

Directly involved in company formation, financing and acquisitions  for data center real estate partnership. Sold properties in 2022 resulting in a 6.7x return to founding investor group.

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Advised managed services company on strategic realignment and acquisition of consulting business to implement new strategic direction.

 

Advised founder owned big data optimization company on sale to multi-billion dollar technology company.

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Advised founder owned managed services company on institutional private equity financing.

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Advised founder led internet communications managed services company with private equity financings, acquisition strategy and acquisitions and sale of company. 

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Board Director / Advisor

Board advisor and audit committee member for a founder led privately held Canadian technology company with operations in Canada, US and UK.

 

Board advisor for a founder led privately held desktop as a service company.

 

Board director for a privately held data center real estate investment partnership.

 

Managing partner and board director for a boutique investment bank focused on serving media and communications companies.

 

Board advisor for a founder led privately held data center and internet communications managed services business.

 

Board director and head of finance/accounting committee for non-profit organization.

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CFO Services

Established and managed all finance and accounting functions for real estate investment partnership.

 

Assessed and recommended financial reporting and controls for managed services company. interviewed CFO candidates and assisted CEO with hiring decision.

 

Established and managed all finance and accounting functions for equity investment holding company.

 

Reviewed financial and management reporting for technology services company. Suggested improvements in management reporting. interviewed VP of FP&A candidates and assisted CEO with hiring decision.

 

Managed all finance and accounting functions for a printed circuit board manufacturing operation.

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