A finance executive who has lived inside the technology organization — governing a $300M+ IT portfolio, running a digital business unit's CFO function, and leading diligence on $9B+ of transactions. The engagements below are offered fractionally, on retainer, or per project.
Deal support from first look through close and value realization — with particular strength in technology-heavy transactions.
M&A due diligence (financial + technical)
Business & company valuations
Technology & asset valuations
Software & IP valuation
Cost segregation studies
Technical segregation studies
Carve-out & stand-alone audits
Post-merger integration & optimization modeling
Long-term value realization analysis
Fair-market-value advisory
Sell-side advisory & business exit planning
Build-vs-buy advisory
02 — Fractional CFO & Finance
Fractional CFO & Finance
Institutional-grade financial leadership without the full-time overhead.
Fractional & interim CFO
FP&A — budgeting, forecasting & cash flow
P&L reviews
Controllership & accounting oversight
Treasury & cash management
Board & investor reporting
03 — Capital & Transactions
Capital & Transactions
Getting the capital story and the numbers ready for the room where decisions are made.
Capital formation & fundraising (debt, equity, venture capital)
Funding readiness & investor-ready reporting
Cross-border & international transactions
Deal structuring & negotiation support
04 — Technology Finance
Technology Finance
Governance and ROI discipline for technology, infrastructure, and platform investments.
Technology investment governance (ROI / TCO)
Build-vs-buy advisory
Data center & infrastructure finance
ERP & financial systems advisory
SaaS & software portfolio review
Cost-avoidance analysis
05 — AI & Emerging Tech
AI & Emerging Tech
Putting AI to work with a finance leader's eye for return, risk, and governance — including hands-on builds. Active across industries, including real estate.
AI adoption strategy, ROI & TCO
AI readiness & maturity assessment
AI use-case prioritization & roadmap
Building AI workflows & agents (Claude)
Executive-level AI model evaluation & testing
AI governance & risk in regulated contexts
FP&A process automation with AI
RPA & automation ROI
Real estate AI processes & agents
Build-vs-buy for AI & automation
06 — Risk, Ops & Compliance
Risk, Ops & Compliance
Controls, compliance, and process discipline built inside global, regulated operations.
Business process improvement & streamlining
Staffing & org optimization
SOX program design
PCI DSS financial oversight
ERM / AML programs
Internal controls
Let's Work Together
Evaluating a technology investment, planning a transaction, or bringing AI into your finance function? Start with a conversation.