A highly qualified financial executive with extensive experience in strategic planning and forecasting, mergers and acquisitions, capital raising, investor relations, risk management, treasury and cash management at both public and private companies. Keen focus on optimizing cost and liquidity to create sustainable, profitable growth and stakeholder value.
Currently working as a CFO of a private-equity back start-up, building out the accounting and finance functions/teams, with previous experience as CFO of publicly traded business tasked with turnaround management and special situation finance mandates. Additionally, I manage various investments through my personal holding company, Trinchera Capital. We are currently invested in various public equities, angel investments, venture funds, real estate, and actively pursuing an acquisition of an operating business. Most of our investments (outside of public equities) involve a hands on approach where we are advisors to the fund and/or business or serve in as an executive chairman or board member.
Specialties: strategic planning, mergers and acquisitions, due diligence, capital raising, restructuring and turnarounds, organizational development, and risk management. Describe your recent experience with similar projectsMore...