Accounting and Advisory services focused on the tech sector for VC or soon-to-be VC-backed entities/start-ups.Staff augmentation for SEC registrants. Recent assignments:Interim CFO Excell TechnologiesInterim CAO/SVP Accounting & Reporting Integral Ad Sciences

Kaseya is the leading supplier of software solutions to MSPs. Joined Kaseya when it was cash strapped and was instrumental in driving significant organizational change, growing the company from $65M to $1.2B in revenue through strong organic growth, complemented by 15 strategic acquisitions including: Datto, Unitrends, Spanning, Rapid Fire Tools, ID Agent, and IT Glue. Significant contributor in closing several equity and debt rounds, including associated Quality of Earnings audits, culminating in the $6.2 Billion debt/equity raise and acquisition of Datto (NYSE: MSP) in a take-private transaction for a combined valuation of over $10.2 Billion (June 2022). This transaction tripled Revenues. Kaseya is the leading global provider of IT Infrastructure Management Software. The software products are used by Managed Service Providers "MSPs" to run their business and service their clients. Kaseya is profitable and growing at 30%, and has approximately 40,000 customers worldwide. The company is privately held with over 30 offices in more than 20 countries. Investors include Insight Partners, TPG, and the Ireland Strategic Investment Fund.see less

Performed various CFO consulting assignments at really great companies Valiant, & Steinway

Filed S-1 registration statement, answered SEC comment letter, completed SEC process and then sold the company to a strategic investor Web.com.

C - level executive advisory servicesCapital placements Acquisition advisory servicesTechnical accounting/ revenue restatementsConsulting assignmentsBudgets

Chief Financial Officer, PE owned company

NASDAQ listed company

CFO, NASDAQ listed company

NASDAQ listed company