Proven Enterprise Transformations
Explore how our fractional CFO leadership helped middle-market CEOs raise capital, navigate M&A exits, and optimize working capital cycles.
SaaS Enterprise Series B Elevation
Challenge: High customer acquisition costs and unrefined revenue recognition metrics were stalling Series B talks with lead institutional VC investors.
CFO Solution: Designed a 5-year unit economics model (ARR, NRR, CAC payback), restructured contract pricing tiers, and hosted the investor data room.
Measurable Outcome: Secured $18M in Series B funding led by Tier-1 venture capital at a 35% higher enterprise valuation multiple than initial term sheets.
Industrial Logistics EBITDA & Margin Expansion
Challenge: Bloated inventory holding costs and razor-thin gross margins were straining bank debt covenants and limiting operating expansion.
CFO Solution: Implemented 13-week rolling cash forecasts, renegotiated vendor payment terms, and eliminated unprofitable SKU product lines.
Measurable Outcome: Expanded EBITDA from $1.2M to $2.9M within 14 months and secured an expanded $10M revolving line of credit at 150 bps lower interest.
Sell-Side M&A Exit Preparation
Challenge: Founders sought an M&A exit but lacked Quality of Earnings (QofE) readiness and normalized EBITDA add-back schedules.
CFO Solution: Led sell-side QofE audit defense, normalized executive compensation and non-recurring expenses, and managed buy-side financial diligence.
Measurable Outcome: Successfully closed a $45M all-cash acquisition by a strategic buyer at a 12.5x EBITDA multiple.