FirstCall Mechanical is a commercial and industrial HVAC, building controls, electrical, and plumbing services company. We serve commercial and industrial customers, including distribution centers, cold storage facilities, food manufacturing facilities, universities, and other commercial properties.FirstCall has approximately 630 employees and operations across Virginia, Tennessee, North Carolina, South Carolina, Georgia, Florida, New York, Ohio and Texas. We are actively growing our operations across the country.

PipeDreams buys businesses with amazing teams and uses technology to grow them into industry leading organizations.Our team comes from companies like Nextdoor, Bain, and Roto-Rooter. We have a deep understanding of small business dynamics and unique insights into the technology, local marketing, and M&A needed to disrupt home services.The PipeDreams Mission is to be the most reputable home services provider in every market in the country by reliably serving our customers and growing career opportunities for every one of our local employees.

Private equity firm focused on agricultural land, agribusinesses, and the food and beverage sector• Work with investment sourcing professionals and others in management and tracking of pipeline of potential new investments and closing of over $700 million in equity commitments• Evaluation of potential new investment opportunities and sectors through external research, information gathering, interviews, data analysis, financial modeling, financial analysis, and other activities• Source and work with third party service providers as part of due diligence• Create and maintain detailed financial pro forma models and detailed budgets for potential new investments• Assist with creating presentations, reports, and other communications to investors about current and prospective investments• Provide ongoing monitoring of assets with the firm’s portfolio including review of monthly operating results and maintaining project performance • Manage operational projects for portfolio investments across corporate strategy, fp&a, sales and marketing, investor relations, operations, and HR functions.

Corporate finance and CFO Advisory helping Social Impact (For- and Non-profit) and Venture Capital funded (seed - Series C) organizations develop a strong financial and operational foundation upon which to scale and replicate internationally. Areas of focus:1. Establish CFO best practices for start-ups - audit processes, liquidity, forecasting, etc. 2. Drive companies to financial sustainability3. Create investment ready enterprises4. Grow and replicate business models internationally5. Coach and mentor CEO founders

CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. Our five key areas of expertise include: » Private Equity Services » CFO Services » Consulting » Interim Management » Valuation » Corporate TaxPersonal project experience of buy-side M&A financial due diligence, process improvement, technical accounting adoption, audit readiness, and system implementation

Houston, Tx and San Francisco, Ca officesAssurance services group.Client experience ranged from pre-revenue to $40B (private and public) in industries across oilfield services, upstream energy, consumer electronics, tech enbaled marketplaces, and biopharmaceutical