Advisory
I work with founders, management teams, boards, and investors when a company is facing a high stakes decision: raising capital, executing a transaction, resetting strategy, or navigating a special situation. This includes Fractional CIO style support for companies and owners making high consequence capital allocation and financing decisions.
I focus on getting the fundamentals right early, aligning stakeholders to reality, and keeping the work moving until milestones are delivered.
When this is a fit
- Capital raise or funding round where investor underwriting and use of proceeds must be defensible.
- IPO readiness or listing preparation requiring a clear model bridge and valuation driver articulation.
- M&A, carve outs, or transactions where the market will question logic, synergies, and execution risk.
- Activist exposure, litigation pressure, governance scrutiny, or special situations that can re rate the equity.
- Board level capital allocation choices requiring a clear tradeoff framework and decision cadence.
How I work
- Start with the external model: what investors believe, what they assume, and what they price.
- Define the proof burden: what evidence resolves the highest impact uncertainties.
- Align capital allocation logic and disclosure discipline so the value creation plan is underwritable.
- Drive to milestones with an execution cadence that stays tight through scrutiny.