Who you work with
The principals who take the engagement perform the work and approve what is delivered.
Principal, Advisory and CFO Services
Twenty years in corporate finance and private equity. Group CFO of a distressed private equity platform. CFO of operating companies at eight and nine figure revenue. Finance lead on restructurings, financings, acquisitions, and a sale to a public acquirer. Practice spans the intersection of finance, law, and strategy.
CPA · CIRA · JD · MSc Finance, IE Business School
Director, Accounting and Systems
Controller across real estate, hospitality, manufacturing, and software companies in the US and Canada, and a certified NetSuite consultant. Carlos owns the accounting logic, the workflow design, and the systems architecture behind everything we deliver. If a number leaves this firm, he has checked how it was produced.
CPA · CMA · NetSuite Certified ERP Consultant and Administrator
Former multi-entity Controller · PE Group Assistant Controller
