Partner at PKF Texas in Entrepreneurial Advisory Services ("EAS") and Transaction Advisory Services ("TAS") coordinating and providing Outsourced CFO Services to strategic-oriented Organizations, including Private Equity owned, invested, and related Portfolio Companies. Experienced in buy-side and sell-side due diligence, and Business Valuations, KPI definition while preparing Companies for a liquidity event.
While in Industry, experienced Chief Financial Officer with a demonstrated history of working with Private Equity Firms leading Organization growth through the life cycle(s) in various industries, including Computer Software and Technology, Manufacturing and Fabrication, Heavy Lifting and Transportation, and (a successful turnaround in the) Industrial-Frame Turbine Repair. Oversight in Accounting Generally Accepted Accounting Principles ("GAAP"), IT, Supply Chain and Human Resources. An active business development professional skilled in Strategy, Mergers & Acquisitions, Enterprise Valuations, Start-ups, Strategic Corporate Planning, Turnarounds, Quality of Earnings ("QoE") and programs for Due Diligence and Integration on both the buy and sell-side.