ADVISORY SERVICES
Transaction Advisory
Hands-on financial leadership for companies that need public-company-caliber discipline without a full-time hire.
CFO Services
Fractional CFO Services
for companies from preclinical through commercial stage.
Financial strategy
Investor reporting
Board materials
Capital planning
Transactions
Capital Formation & Transactions
Capital strategy for every stage — from first institutional raise to public listing readiness and beyond.
My audience
Who I Work With
Medical device companies
Revenue-stage companies
Early clinical-stage biotechnology
Public companies preparing for listing or reverse merger
Boards seeking audit committee or governance expertise
Executive teams navigating restructuring or strategic exits