About our company

More than a fractional CFO firm — we partner with entrepreneurs, private equity portfolio companies, and investment firms across every stage of their lifecycle.

We bring a unique combination of experience and perspective drawn from our background spanning principal investing (private equity & private credit), sell-side M&A, and working alongside entrepreneurs and management teams.

Our belief is that a well-defined strategy tied to sound financial management is the key to scaling a business and enabling growth.

If you want a partner that blends strategic vision with hands-on execution, we deliver the expertise and capacity to accelerate value creation across the full company lifecycle.

Additionally, our experience with capital raises, sell-side M&A, investing in private companies, and completing add-on acquisitions, enables us to prepare and shepherd clients through the transaction process — from due diligence, to structuring and negotiation, to post-closing onboarding and integration.