Capital Raising & M&A Advisory

You're Preparing for a Capital Raise or a Sale. The Quality of Your Financial Presentation Will Determine the Outcome

Lenders and investors decide within the first few minutes of a conversation whether the CFO across the table has closed transactions at this level before. A model that doesn't hold up under scrutiny, a data room that's disorganized, a management team that can't answer basic diligence questions with confidence — these are the things that kill deals. Not the underlying business.

I have closed more than $700M in transactions across debt financing, 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.

The financial models I built at Justice Grown became the definitive basis for lender underwriting on a $75.5M debt facility. The acquisition audit work I led supported a $290M transaction. These are not case studies — they are the standard I apply to every engagement.

Capital raising experience includes:

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

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

• 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.