Chris Jefferson Email and Phone Number

Served as de facto CFO and internal finance & business partner to the shareholders/Board and management of the business as they pursued a sale of the company. Provided valuation and negotiation support to discussions with potential buyer--led to 17% value enhancement in the offer. Supervised the fractional CFO/controller on his accounting duties, including creation of monthly financial statements. Conducted analysis of his work and created meaningful reporting for management team. Reviewed monthly results with company President and interviewed/debriefed divisional leaders on recent financial performance, operational issues, pipeline, and human resource requirements. Spearheaded the company’s quality of earnings and audit/review process to facilitate those exercises. Conducted audits of the general ledger and other base data to ensure quality of financial reporting.

Focus areas: TMT, business services, aerospace/defense/security, industrials, and consumer sectors.

Alternative investment management and portfolio risk advisory services.

Focus areas: aerospace/defense, security, industrial technology.

Launched firm’s large-cap entertainment and mid-cap radio/TV broadcasting sector coverage.

Focus areas: entertainment, broadcasting, wireless and wireline communications, cable MSOs/broadband, Internet content.

Telecom sector coverage (wireless and wireline services, ISPs, commtech).

Focus areas: technology/software, telecom, consumer, healthcare.