Capital Raising & M&A Advisory

Capital raises and M&A transactions are high-stakes, time-compressed events where the quality of your financial leadership directly determines the outcome. Lenders and investors can tell within minutes whether the CFO across the table has done this before.

I have closed more than $700M in transactions across debt financing, equity raises, business sales, and acquisition audits. My experience spans institutional cannabis REITs, public company financing, family office capital deployment, real estate acquisitions, and cross-border transactions. I have been the CFO responsible for the numbers — not an advisor watching from the sidelines.

Capital raising experience includes:

• $75.5M debt financing for a multi-state cannabis operator from an institutional REIT

• $10M financing for a publicly listed real estate company in Taiwan

• Equity and debt raises for public and private companies across multiple industries

• Financial model development that became the definitive basis for lender underwriting

M&A experience includes:

• Finance lead on a $17M business sale

• Financial statement preparation for a $290M acquisition audit

• Eight-figure M&A transaction support as Controller for a manufacturing company

• SOX 404 internal controls advisory for an $800M market cap public company

What I provide for capital raises and M&A transactions:

• Financial model development for debt and equity raises

• Investor and lender presentation preparation

• Due diligence management and data room coordination

• Exit readiness assessment and gap remediation

• M&A transaction support — buy side and sell side

• Post-transaction financial integration

Whether you are raising your first institutional round, preparing your business for sale, or navigating a complex acquisition, I bring the credibility and execution experience that moves transactions forward.