Description

CFO & Strategic Finance | Ex-Goldman Sachs | $1B+ in Transactions | $2B+ in Capital Raising

I help founders, CEOs, and operators institutional-grade finance work, financial modeling, FP&A, fundraising, and M&A advisory, without the cost of a full-time CFO.

Over a decade in corporate finance and investment banking. Recognized by Business Insider as one of the top dealmakers in digital media and by Middle Market Magazine for corporate development. Clients range from pre-seed founders raising their first institutional round to $500M+ operators preparing for exit.

Four core engagements :

1 - Fractional CFO & FP&A: Budgets, forecasts, 3-statement models, unit economics, board reporting, and strategic decision support across short and long range planning.

2 - Capital Raise Support: Investor narrative, market research, pitch decks, financial models, data room build-out, and LP/investor materials.

3 - M&A & Corporate Development: End-to-end deal support including sourcing, target screening, valuation, modeling, due diligence, LOI and term sheet negotiation, and closing.

Fast turnaround. Senior-level work only (no handoffs). Let's talk.

Languages

English
Native or bilingual

Workplace preferences

Can work on-site

Houston (up to 50km)

TA Strategic Advisory
CFO and M&A Advisor
CONSULTING AND AUDITS
December 2025 - Today (7 months)
Bespoke fractional CFO services, exclusively focused on strategic finance, capital strategy, and M&A. We bring Wall Street rigor and operator-level insight to help CEOs and management teams build financial visibility, navigate strategic decisions, evaluate opportunities, raise capital, and maximize enterprise value.
FORBES
Chief Growth Officer
June 2018 - February 2025 (6 years and 8 months)
Recruited by shareholders to drive enterprise value through revenue diversification and digital transformation. Held full P&L responsibility for the company's leading growth divisions, launching and scaling new business lines.
GROUP NINE MEDIA
Finance & Corporate Development Lead
October 2015 - May 2018 (2 years and 7 months)
Partnered with founders to execute a $500M+ roll-up strategy consolidating U.S. digital media assets, managing financial due diligence, valuation analysis, and SPA negotiations with support from major TMT corporations.