Lead buy-side and sell-side financial due diligence engagements, including Quality of Earnings and working capital analysis.
Serve as a trusted advisor to private equity investors, investment bankers, and lenders while identifying deal value risks.
Drive practice growth through business development and manage engagement teams to meet deadlines.
Sax Advisory Group is a multi-disciplinary accounting, tax, and advisory firm serving closely held companies, family-owned businesses, not-for-profits, government, and high-net-worth individuals. The firm offers a team member-driven culture focused on growth, stability, and advancement opportunities.
Lead M&A deals from first call to closing as a principal, allocating capital to bootstrapped PLG software companies across North America and Western Europe.
Own early-stage qualification, financial modeling, commercial due diligence, and negotiations with founders.
Work directly with C-suite and operating teams to drive investments from LOI to signed SPA.
saas.group is a SaaS portfolio powerhouse that acquires and grows bootstrapped B2B software companies. With a fully remote team of nearly 380+ colleagues across 50+ countries, they foster a high-trust, autonomous culture focused on innovation and collaboration.
Own Field Nation's M&A function end to end, from pipeline building to deal execution and post-close integration.
Develop market theses and acquisition criteria, build financial models, and lead due diligence and negotiations.
Partner with executives and the board to present decision-ready materials and drive integrated, performing businesses.
Field Nation operates a two-sided B2B labor marketplace connecting enterprise and MSP buyers with independent field service technicians across the U.S. They are a remote-first company that values work-life balance, professional growth, and using AI to operate efficiently.
Serve as primary financial partner to the CEO on strategic initiatives including market expansion, M&A, and long-range planning.
Own end-to-end M&A analysis, market sizing, pricing analytics, and dynamic financial modeling across the SaaS product portfolio.
Collaborate with senior leadership and PE sponsors to quantify strategic investments and drive high-priority growth initiatives.
GHX is a healthcare business and data automation company that enables better patient care and billions in savings through cloud-based supply chain technology. Privately owned and operating in the US, Canada, and Europe, it employs more than 1000 people worldwide with a focus on operational efficiency and collaboration.