$700M+

M&A & Capital Transactions

25+

Years CFO/Controller Experience

4 Public company CFO Engagements

Case Studies

Multi-State Cannabis Operator · Regulated Industry · CFO Engagement

Justice Grown — Multi-State Cannabis CFO & Capital Raise

Chief Financial Officer · 2020–2021

$75.5M total debt financing secured

2 new states funded for expansion

9-fig potential enterprise value

Situation

Justice Grown was a multi-state cannabis operator with a potential nine-figure enterprise value, operating across distinct state regulatory environments with significant capital requirements to fund its next phase of dispensary and cultivation development. The company required a CFO capable of managing complex finance operations and executing sophisticated financing transactions in a heavily regulated, rapidly evolving industry.

Work Performed

Directed all financial operations across multiple states — budgeting, forecasting, and operational analysis. Modeled and structured complex financing transactions, leading rigorous due diligence and negotiation with a publicly listed cannabis REIT. Built the financial models demonstrating long-term viability and ROI of new dispensary and cultivation facilities in Pennsylvania and New Jersey, which were the critical instruments in attracting and securing institutional debt capital.

Outcomes

• Secured $75.5M total debt financing from institutional cannabis REIT

• Capital deployed to fund new-state market entry in PA and NJ

• Financial models became the definitive basis for lender underwriting

• Established governance and reporting infrastructure across multi-state operations

• Managed complete finance department from day-to-day accounting through strategic planning

Publicly Traded Cannabis & Real Estate · SEC-Reporting Company · CFO Engagement

CLS Holdings USA — Public Company CFO & High-Growth Finance Leadership

Chief Financial Officer · 2019–2020

41% revenue growth FY2020

60% revenue growth FY2021

SEC full public filings & IR management

Situation

CLS Holdings USA was a rapidly growing publicly traded company requiring CFO leadership capable of managing all financial functions, maintaining SEC compliance, and supporting the aggressive revenue growth trajectory the company was pursuing. The company needed an executive who could operate simultaneously at the investor relations level and the operational finance level — building the budgets, forecasts, and models that drove growth while managing all public company reporting obligations.

Work Performed

Managed all financial functions of the company. Developed and managed detailed budgets, forecasts, and financial models aligned with the company's growth strategy, optimizing cost structures and improving operational efficiency. Oversaw and prepared all public filings, financial reports, and investor relations communications, ensuring transparency and SEC compliance. Served as primary point of contact for investors and analysts, including leading quarterly earnings calls and preparing comprehensive investor presentations.

Outcomes

• 41% revenue growth in FY2020 supported by disciplined financial modeling

• 60% revenue growth in FY2021, sustaining momentum through operational finance rigor

• Full SEC compliance across all public filings and investor communications

• Established investor confidence through clear, consistent earnings call leadership

• Built financial infrastructure capable of supporting continued public company scaling

Twenty-Five Years of Financial Leadership

2024 – 2025

Luzich Partners LLC

Controller

Oversaw liquidity management and comprehensive financial reporting for a nine-figure-asset family office. Managed a diverse portfolio of international and domestic investment strategies including private equity and real estate. Led banking relationships with a bulge bracket bank and implemented a new multi-entity accounting system.

Family Office Alternative Investments System Implementation

2021 – 2024

Gregg Carlson CPA

CFO / Controller Consultant

Provided CFO advisory services to public and private companies across the U.S. and Canada through M&A transactions, financing events, and rapid growth. Advised an $800M market cap public company on SOX 404 internal controls. Led all financial aspects of an eight-figure M&A transaction as Controller for a fast-growing manufacturing company.

M&A SOX 404 Financial Modeling Capital Raising

2020 – 2021

Justice Grown

Chief Financial Officer

Directed all financial operations for a multi-state cannabis operator with potential nine-figure enterprise value. Secured $75.5M in debt financing from a publicly listed cannabis REIT for PA and NJ expansion.

Cannabis Debt Financing Multi-State Ops

2019 – 2020

CLS Holdings USA, Inc.

Chief Financial Officer

Managed all financial functions for a publicly traded company during 41% and 60% annual revenue growth periods. Led all SEC filings, investor relations, and quarterly earnings calls.

Public Company SEC Reporting Investor Relations

2015 – 2019

Gregg Carlson CPA

Consultant — M&A, Gaming & Real Estate

Finance lead for a $17M business sale. Managed eight-figure liquidity for casino and hotel operators. Prepared financial statements for a $290M acquisition audit (Green Thumb Industries sale).

Gaming M&A Due Diligence Cash Management

2007 – 2012

Gregg Carlson CPA

Consultant — Institutional Research & Finance

Authored public company earnings and valuation research for institutional investors covering gaming, lodging, real estate, retail, and technology companies with market caps >$1B. Coordinated $10M financing for a publicly listed real estate company in Taiwan.

Institutional Research Gaming Coverage Capital Markets

2002 – 2007

ASNY Corporation

Controller / Senior Financial Analyst

Supported real estate acquisitions resulting in doubling of free cash flow and 20% ROIC over five years. Grew real estate development portfolio to over nine figures through disciplined financial modeling and acquisition analysis.

Real Estate ROIC Portfolio Growth