Direct and manage all phases of workstreams supporting capital raises, strategic investments, and partnerships.
Synthesize complex financial and operational data to architect compelling, executive-ready narratives for board, investor, and strategic presentations.
Orchestrate collaboration across Legal, Finance, Product, Technology, Operations, Compliance, and People & Culture as strategic initiatives progress.
Lumeris is a healthcare transformation company that believes primary care is the foundation of a better healthcare system. They are scaling their AI-enabled platform, Tom, as a standalone growth engine, and entering a pivotal phase of enterprise expansion.
Play a pivotal role in the execution of our corporate development strategy to support the company's growth objectives.
Manage the end-to-end deal process, including due diligence, valuation, structuring, and integration.
Collaborate with cross-functional teams, including finance, legal, product, development, construction and operations, to ensure seamless execution of corporate development initiatives.
Cologix, headquartered in Denver, Colorado, is a leading North American network-neutral interconnection and hyperscale edge data center company. Their platform provides access to 45+ digital edge and Scalelogix℠ hyperscale edge data centers in 13 markets across the United States and Canada, along with a carrier-dense ecosystem.
Lead the growth of WSP’s Corporate Development & M&A training practice.
Design and develop curriculum covering M&A processes and deal execution.
Deliver engaging training sessions to corporate development teams and business leaders.
Wall Street Prep (WSP), founded in 2004 by investment bankers, provides financial professionals and students with practical skills. Their training programs bridge the gap between academia and real-world application, serving investment banks, private equity firms, corporates, and top schools globally.
Support enterprise and business unit strategy projects.
Develop clear, executive ready materials for leadership and board discussions.
NIQ is a consumer intelligence company, delivering understanding of consumer buying behavior and revealing new pathways to growth. NIQ combined with GfK in 2023 and is an Advent International portfolio company with operations in 100+ markets, covering more than 90% of the world’s population.
Support annual budgeting and multi-year planning by prioritizing investments that directly support our most aggressive strategic bets.
Conduct high-stakes, data-driven analyses for insights that dictate how we pivot or double down.
Build detailed financial models to evaluate new products, markets, M&A targets, and complex partnerships.
Dutchie is a technology platform powering dispensary operations, providing consumers with safe and easy access to cannabis. They power thousands of dispensaries across the US and Canada and are backed by notable investors.
Expand our existing acquisition strategy within the professional services sector.
Develop genuine, long-term relationships with founders, business owners, operators, and advisors across North America.
Form a clear, independent point of view on deal structure, valuation, and terms.
Alloy River builds applied AI for finance and accounting, aiming to transform finance into a real-time, strategic engine. They've raised over $30m and are scaling with builders, operators, and craftspeople.
Build technical tools that help founders and executives make critical business decisions.
Focus on hands-on build of integrated models, valuations, and forecasting dashboards.
Turn business goals into reliable, bulletproof financial products.
Gratia aims to transform talent's potential into global careers, providing professional development and tech-enabled platforms. They bridge the gap between ambitious companies and hands-on experts, maintaining an 88.2 Net Promoter Score, focusing on execution.
Support company growth through strategic initiatives.
Conduct valuation analyses using DCF and precedent transactions.
Coordinate stakeholders in due diligence and integration planning.
Oklo Inc. is developing fast fission power plants to deliver clean, reliable, and affordable energy at scale, establishing a domestic supply chain for critical radioisotopes, and advancing nuclear fuel recycling to convert nuclear waste into clean energy. Oklo is a startup and values team players.
Casago is a vacation rental company focused on creating exceptional experiences. They have grown into an industry leader through advanced technology, high standards, and a culture of trust and support.
Build financial models and coordinate with advisors.
Architect and execute GTM growth strategies and manage brand presence.
Translate customer pain points into product features and maintain operational systems.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Finance point of contact for acquired firms, owning onboarding and integration of finance processes.
Coordinate and support data collection for purchase accounting and opening balance sheet net working capital.
Track net working capital targets, merger value drivers, revenue vs. deal targets, earn-out metrics.
Aprio is a top 20 CPA and advisory firm that Accounts for Anything. We have over 3,200 team members across 40 U.S. office locations, as well as international offices, and speaks 60+ languages. They bring together expertise and strategic foresight for fast-growing industries.
Partner with the CFO and executive team to prepare our reporting cycles
Manage and mentor a high-performing Corporate FP&A team
Oura's mission is to empower every person to own their inner potential with award-winning products. As a quickly growing company focused on helping people live healthier and happier lives, they ensure that their team members have what they need to do their best work — both in and out of the office.
Define and justify appropriate and essential metrics and KPIs by sector / stage / business model
Interpret 3–4 years of results, including one-offs, accounting effects, mix, and cycle
Apply sector-specific repertoire: drivers, essential KPIs for that market, red flags, and typical patterns
Vetto is a tech company focused on building and scaling high-quality datasets for artificial intelligence systems. They work at the intersection of human expertise and AI, ensuring that models are trained on technically accurate, well-defined, and realistic data.