Recent engagements include:
- Leading aggressive M&A expansion (50+ acquisitions over time) for a large auto repair franchise including financial modeling, financing, diligence, seller negotiation, term sheet evaluation and more
- Leading business development efforts for a premier SaaS content creation tool. We led business development efforts around new partnerships and strategic M&A / financing evaluation

- In-depth financial modeling including 3-statement cash flow forecasting, LBO, DCF, comps and more
- Arranged detailed sources & uses / funds flow models
- Assisted CFOs in developing detailed financial projections
- Worked with Lincoln’s CEO and CMO to redesign our client marketing materials
- Regularly structured unorganized client datasets