Success brings opportunity—but also complexity and risk. I specialize in guiding exceptional owners, CEOs, and CFOs during high-stakes moments that call for a surge in hands-on strategic support.
Success brings opportunity—but also complexity and risk. I specialize in guiding exceptional owners, CEOs, and CFOs during high-stakes moments that call for a surge in hands-on strategic support.
With over two decades of experience in navigating pivotal moments and making strategic decisions as a CFO, Board Director, and Strategic Advisor, I’ve helped businesses tackle transformational growth, acquisitions, liquidity events, and operational challenges.
These roles have given me firsthand insight into the challenges entrepreneurs face after initial success—managing growth, integrating acquisitions, raising capital, aligning strategies, and unlocking shareholder value.
Raised in a family of entrepreneurs, I grew up immersed in the challenges and triumphs of running a business. My grandfather’s resilience in building a livelihood on land and my father’s journey to business ownership shaped my understanding of what it takes to succeed—and how success often brings complex new challenges. These lessons were complemented by the influence of my mother, whose career as a nurse demonstrated resilience under pressure and the power of dedication to others.
My global experiences, including time spent around conflict zones, have further sharpened my ability to analyze challenges from every angle and negotiate solutions in high-stakes environments. The unique combination of entrepreneurial insight, strategic thinking, negotiation expertise, and determination—tempered with compassion—empowers me to help business owners achieve clarity, alignment, and meaningful success.
When your business reaches a pivotal moment, I provide tailored, high-impact solutions to address your most critical needs.
Tackling scaling challenges, preparing for exits, and refining strategies that align with your vision and goals
Navigating moments of financial uncertainty or growth through elite leadership during crises, acquisitions, financings, or rapid transitions.
Resolving leadership and shareholder disputes with clarity and focus, fostering alignment and unlocking forward momentum.
Providing expert governance oversight to navigate risk, seize opportunity, drive accountability, and build resilience for long-term growth.
Successfully negotiated and integrated acquisitions worth over $6 billion, unlocking synergies and value
Secured over $1 billion in equity and $1 billion in debt capital to fuel growth and stability
Guided business owners through growth and liquidity events, negotiating deals that maximized value and aligned with long-term goals
Transformed operations, implemented scalable processes, and enhanced financial decision-making for sustained growth
Stabilized businesses during uncertainty and prepared them to thrive in their next phase
Offering a unique perspective that integrates the best of my prior roles as strategic advisor, CFO, and dealmaker while avoiding their limitations
Rolling up my sleeves to work alongside your team, ensuring strategies are not just well-designed but effectively executed
Taking an approach that extends beyond numbers, focusing on strategic clarity and long-term value creation
Unlike exit advisors or investment bankers, fully aligned with your interests, ensuring decisions benefit you—not just the deal