Fractional CFO | Strategic Finance Advisor | Ex-M&A Director
👋 About Me I’m a finance executive with 12+ years of experience spanning top-tier investment banking and hands-on startup leadership. As a former M&A Director at Centerview Partners and BNP Paribas, I advised Fortune 500 boards and C-suites on $25B+ in transactions—leading capital raises, acquisitions, and strategic transformations. 🔑 Notable Transactions: - $8.2B public takeover of National Instruments by Emerson – supported valuation, financial strategy, and investor positioning - $455M acquisition of FM:Systems by Johnson Controls – led strategic review and repositioned internal reporting to reflect SaaS metrics - Sale of cybersecurity SaaS platform IANS to Apax Partners – drove deal positioning through analysis of retention, churn, and ARR - $4.4B acquisition of Epsilon by Publicis Groupe – supported full sell-side process for a top-tier CRM and data platform - $2.2B acquisition of Sykes by Sitel – advised on cross-border consolidation in the CRM​/​BPO space - Multiple additional transactions in DTC, industrial tech, and consumer sectors (e.g., BASF, Siemens, Covia) As a founder, I built and scaled two startups from the ground up: a SaaS guest experience platform (JustFYI) and a DTC Amazon brand (Studio Merveille). I know what it takes to run lean, make critical financial decisions under uncertainty, and translate metrics into momentum. Now, I offer fractional CFO and strategic finance services to high-growth companies ready to scale smarter.
Details
- Number of Years Experience10-15 years
- Highest Education LevelMasters
Current/ Latest Job title
Founder
Current Employer / Company
JustFYI - SaaS Customer Experience Platform Studio Merveille - Direct-to-Consumer Brand
Past Employers / Companies
Centerview Partners - #1 Independent Investment Bank in the US BNP Paribas - Top 5 Largest Lending Bank Globally
Industry
Technology, SaaS, Industrial, Hospitality, Consumer, CPG and DTC
Education
MBA with finance concentration - ESSEC Business School - Paris
Professional Membership / Certification
FINRA Licenses Series 7, 63, 79 and SIE (financial regulatory certifications)
Specific Countries That I am Qualified In or Can Cover/ Global
United States
Country that I'm Located In
United States
Skills
Fractional CFO Support: - Strategic finance leadership for early- and growth-stage companies - Cash flow forecasting, budgeting, and runway management - Financial process setup and operational controls - KPI and performance dashboard design Investor Readiness & Fundraising Support: - Pitch deck review and financial modeling - Due diligence prep and investor Q&A - Capital structure advisory M&A & Transaction Support: - Buy-side and sell-side due diligence - Valuation modeling and strategic positioning - Post-merger integration finance support Board & Stakeholder Reporting: - Monthly​/​quarterly financial reporting packages - Investor updates and insights - Strategic scenario modeling
Area of Interests (AI, Blockchain, Privacy, etc)
Technology, SaaS, Industrial, Hospitality, Consumer, CPG and DTC
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Fractional CFO | Strategic Finance Advisor | Ex-M&A Director
Fractional CFO | Strategic Finance Advisor | Ex-M&A Director
$150.00