Misclicked – my experience is with private companies, including private equity. I’ve built the financial planning and analysis and treasury functions at my client companies, facilitating a client’s growth from $4M to $40M. I’ve raised $9.5M in debt financing. I have leveraged my private equity exit experience to facilitate exit planning and manage M&A processes. Clients have included a national tutoring company, a regional therapy practice, a medical weight loss company, and a new family office private equity firm.
