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Fractional CFO- Highlighted Bench - May 2024

Fractional CFO with financial leadership skill leveraged to assist lower-middle market and small business owners in achieving their goals. With over 25 years of experience in the wholesale distribution and energy services industry, specializing in mergers and acquisitions, employee stock ownership plans, and SEC reporting. Partnering with clients to provide strategic guidance, operational and financial management, and representation for transactions. Additionally, contributing to mentoring programs for business leaders, sharing insights and best practices.


  • Location: Central South

  • Industry Focus: Energy, Manufacturing, Construction, Aerospace, Government

  • Education: BS, Accounting

  • TBS Score: 17


  • PE Experience: 5 years

  • Number of Exits: 4

  • Average Portfolio Size: $20-$300M

  • CPA

  • Sage MAS200


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