CFO, Board, Financial & Corporate Advisory
  • Media & Construction Services Conglomerate ($15 million Revenue) - Interim CFO, Corporate Development and Finance, Manage Family Office
  • AIDC/Supply Chain Hardware/Services/Software ($12 million Revenue) - Interim CFO; Board Advisory, Creation of Corporate Financial/Accounting Policies & Procedures, Corporate Software Recommendation& Implementation, Client Leasing program, Realignment and Growth
  • Managed Mobility Services ($9 million Revenue) - Interim CFO
  • Manufacturing ($7 million Revenue) - Recommendation & Implementation of Restructuring of operations
  • Advanced Refrigeration ($6 million Revenue) - Interim CFO, Board Advisory, Leasing Program        
  • Animation/Software ($4 million Revenue) - Interim CFO, Board Advisory, Realignment, recommendation of Government Tax credits/Funding (i.e. SR&ED) 
  • Compliance Software ($4 million Revenue) - Business Partnership Development, Increase of yearly revenue by 15%
  • Hospitality Enterprise Software ($2 million Revenue) - Business Partnership Development, Increase of yearly revenue by 20%
Capitalization, Acquisitions, Mergers, Buyouts
  • Media Distribution Hardware/Software - Sale, $20 million valuation
  • AIDC/RFID Hardware/Software/Service - Sale, $15 million valuation
  • Compliance Software - Sale/Merger, $15 million valuation
  • Animation/Software - $11 million equity, sub-debt, debt, few rounds
  • RFID Hardware/Software - Sale/Merger $8.5 million valuation
  • AIDC/RFID Reseller/Integration/Services - Sale, $3 million valuation
  • Compliance Software - $2.5 million equity
  • Instrument Manufacturing/Distribution - $2 million ABL debt
  • Warehouse Management Software - Sale, $2 million
  • Distribution/Design - $1.75 million subordinate debt, debt
  • Managed Services and Reseller - $1.5 million subordinate debt
  • Race Track/Entertainment - $1.2 million Buyout of Enterprise
  • Advanced Manufacturing - $1 million subordinate debt
  • HR Software - $1 million Tax Credit Financing (OIDMTC)
  • Sporting Equipment Manufacturing - Subordinated debt
  • Animation/Software - Management buyout 
  • Visualization Software - Subordinated debt
  • Compliance Software - Sub-debt, Tax Credit Financing (SRED) 
  • RFID Software - Term debt
  • Mobile Solutions - Multiple rounds, Tax Credit Financing (SRED)
  • 3D Visualization/Animation - Multiple rounds, Tax Credit Financing (SRED, OCASE, OPSTC, PSTC)
Valuations, Business Planning
  • AIDC/Managed Mobility Services - Valuation, Business Plan, Forecasts
  • RFID Software/Hardware - Valuation, Forecasts
  • AIDC Reseller and Solutions Provider - Valuation, Forecasts
  • Oil & Gas Enterprise Software - Valuation, Forecasts
  • Document Management Software - Valuation, Forecasts
  • Manufacturing - Valuation, Business Plan
  • Risk Software - Valuation, Forecasts
  • Animation & Animation Services - Valuation, Forecasts
  • Animation - Valuation, Forecasts
  • Track and Trace Software - Business Plan, Research Report, Forecasts
  • Wireless Communications - Business Plan, Forecasts
  • Instrument Manufacturing/Distribution - Plan, Forecasts, Valuation
  • Race Track/Entertainment - Business Plan, Forecasts, Valuation
  • Hospitality Enterprise Software - Business Plan, Forecasts