CFO Interim / Fractional I have been retained by several PE firms for the past eleven years where I provided CFO related services remotely (on site as needed) on an interim basis to their portfolio companies (technology, healthcare, ecommerce, SAAS and service). I provided guidance as well as hands-on involvement in the following areas:  Hands-on reorganization of accounting and financial functions. Establish reporting and analysis requirements for the private equity firm, as well as budgeting and forecasting models.  Acquisition integration. Improving workflows and processes. Create an effective process for consolidation of all business units.  Develop the budget process and forecasting models. Create an attainable forecast that becomes an integral management tool. Identify and implement cost reductions.  Update the product cost system and transfer pricing. Build, mentor and motivate a highly effective accounting and operations team that can easily handle the growth of the company as it scales.  Develop financial and strategic direction and the appropriate metrics reporting to measure results.  Develop financial reporting package for lenders and investors. Strategic and Operations Planning Project Costing and Control Present detailed presentations to the applicable Board of Directors

• Identify target acquisitions in niche vertical software markets ($10m-$20m range)• Financial Modeling, analysis and valuation• Due Diligence of target acquisitions • Deal Structuring• Financial reporting• Integration management of the acquisitions

• Strategic PlanningDeveloped a strategic plan whereby the company’s growth would be attributable to acquisitive growth rather than organic. The plan called for acquiring adjacent companies within the market that would complement each other through specific synergies.• Acquisition IntegrationEach acquisition (range of $5mm-15mm in revenue) was successfully integrated into the platform company. Implemented Great Plains for consistent financial reporting of the combined entity. • Business Plan DevelopmentDeveloped forecasting model to guide company through its growth plan• Due Diligence Reviews and Analysis • Lead the due diligence team for each acquisition• Deal Structuring (6 acquisitions)6 bolt on acquisitions were accomplished. Each deal had a different structure (more equity, less cash; assumption of debt; all cash; all equity)

IPO, M&A, Due Diligence, Debt Restructuring