SierraConstellation Partners (SCP) is a national interim management and advisory firm serving middle-market companies and their partners and investors that are navigating their way through difficult business challenges. Built on a foundation of core values, our team of former CEOs, COOs, CFOs, private equity investors, and investment bankers, apply their real-world experience, operational mindset, and hands-on approach to deliver effective operational improvements and financial solutions. Our team has decades of experience operating and advising companies to help them restore value, regain creditor confidence, and capitalize on opportunities.Contact Jeff with any questions or potential opportunities where we can help.

After selling my company in 2019, I formed Libertad Holdings to provide CFO and transaction advisory services to the SMB market in Southern California. The covid pandemic expanded my ability to serve clients nationwide, as remote work became the standard and remained commonplace until this day. Throughout this time, I have taken full-time and part-time engagements that include successful turnarounds, mergers, startups, fundraising, and departmental restructuring and team building. I enjoy helping companies from startups to $500Min revenue. My diverse industry background combined with seven years in investment banking allows me to quickly digest almost any business model, and although I do not have a specific industry focus, my history leans toward service businesses as opposed to, for example, product manufacturing.

Established all accounting, reporting, governance, legal, HR, payroll and benefits protocols at a new startup lab, as well as each portfolio company. Launched and raised capital for 5 portfolio companies, including: (i) $3M for an online education business, (ii) $10M for a biotech research firm, (iii) $5M for a pharmaceutical company, (iv) $5M for a generative AI company, and (v) a bio-nanobot company that was initiating its fundraising efforts by the end of my engagement.

Fractional CFO for a startup litigation finance company focusing on employment litigation claims in CA. Raised $3M in equity capital to expand the business into Arizona via an ABS (Alternative Business Structure) law firm. Generated more than 700 plaintiff cases with a total settlement value of over $40M. Completely overhauled all accounting and financial reporting procedures to comply with GAAP and provide usable data for managerial decision making.

Retained after successful turnaround to assist in transitioning responsibilities to newly hired full-time CFO.

Successfully restructured operations in under 6 months, resulting in the company's first ever profitable fiscal year. Hired a seasoned CEO from a $100M IT consulting firm to lead the company's long-term growth strategy. Rebuilt an extremely strained relationship with the senior secured lender, paving the way for substantive discussions on refinancing the company's secured debt

Partnered with RG Alliance to provide fractional CFO services to their clients. Primary engagement with ACCESS Destination Services successfully merged 5 entities into the largest DMC (Destination Management Company) in the nation with over $100M in revenue. Navigated the highly complex interpersonal dynamics of 8 owners with individual interests to reach consensus on goals, principles, valuations and earnouts. Developed an innovative earnout structure to adjust the cap table based on performance metrics of each division for the 3-year period, post-closing. ACCESS re-engaged me directly in December 2023 via Libertad Holdings to improve post-integration processes in the Accounting and Finance department.

Recruited by private equity firm backing an innovative medical diagnostics company to prepare for a 2021 liquidity event. Covid-19 complications significantly impacted the company’s ability to grow and extended the exit timeline indefinitely.• Guided the company through numerous cash flow challenges resulting from the Covid-19 pandemic, including (i) convincing all employees to accept a temporary deferred compensation structure to preserve cash, (ii) renegotiating payment terms with vendors and capital lease companies, (iii) converted $550,000 in short term notes due Q3 2020 into equity at favorable terms, (iv) completed PPP loan financing and forgiveness.• Created comprehensive financial reporting program for equity sponsor with greater transparency and critical operational analysis on a daily and monthly basis.• Managed the 2019 financial audit process, eliminating many previous control deficiencies and removing the going concern letter for the first time in the company’s history.• Restructured and relocated customer service team to Arkansas to streamline interaction with sales department, reduce costs, and lower employee-related liabilities associated with staffing the department in California.• Coached first-time CEO with technology and education background (vs management) on the subtleties of building corporate culture, collaborative team-centric attitudes, and managing the complexities of institutional ownership.

Provided CFO services for a private equity backed and leading destination management company while the full-time CFO was away on maternity leave.

Partner in a startup manufacturing and distribution company focused on bringing proprietary and licensed industrial coating technologies to market. Responsibilities include all day-to-day aspects of running the business, including (i) accounting and finance, (ii) manufacturing, (iii) purchasing and supply chain management, and (iv) business development.• Refocused corporate strategy from direct sales model to distribution model, resulting in revenue stabilization and growth.• Expanded distribution to Latin America, Europe and Middle East through personal contacts.• Raised approximately $600,000 in debt and equity capital to facilitate expansion.• Closed sale of company to strategic buyer in April 2019.

Reported directly to CEO and Oscar De La Hoya at the world’s largest professional boxing promoter ($200M in revenue). Responsibilities included (i) all corporate M&A activities, (ii) all financial planning and budgeting, (iii) all investor reporting, and (iv) Publisher of The Ring magazine and RingTV.com.Transaction Accomplishments:• Closed a $12.5 million equity investment from Anschutz Entertainment Group (AEG).• Closed the acquisition of a 25% interest in MLS franchise Houston Dynamo on behalf of Mr. De La Hoya.• Closed the construction financing for the $95 million BBVA Compass stadium for the Houston Dynamo.• Closed the divestiture of certain assets related to $1 million revenue print publication, The Ring Magazine.• Closed the sale of a $1.5 million apparel license guarantee for The Ring Magazine brand.• Closed major endorsement deal for Oscar De La Hoya with Beam Suntory for the Sauza tequila brand.Finance Accomplishments – Completely restructured company-wide budgeting and per-fight budgeting to provide more relevant and detailed information to CEO. Created new reporting procedures for quarterly meetings with equity partners, including Anschutz Entertainment Group (AEG) and Brener International Group (BIG). Publishing Accomplishments – Restructured operations to replace Editorial staff, relocate operations, change printing companies and outsource graphic design to a world class design group, resulting in a nimble operating structure better suited for online publishing via RingTV.com. Created partnerships with CraveOnline and Gorilla Nation for back-end support and online advertising. Launched a new partnership with Getty Images to monetize the publication’s historic photo archive.

Assisting multiple companies in their efforts to raise capital and/or complete acquisitions. Successful assignment with Golden Boy Promotions in 2007 led to full-time employment in 2008.

Primary execution banker for a leading middle market investment bank’s top performing banking team. Responsibilities included the support of the firm’s President, the oversight of support staff in managing and closing all office client engagements, as well as the preparation and implementation of firm-wide budgeting activities. Achievements include:• Key employee in growing the firm from 1 office with 6 employees in 1999 to 5 offices and over 50 employees in 2005.• Ranked as the top performing team in the firm for every year of employment. • Instrumental in the firm’s acquisition by BDO Seidman, LLP in 2003, forming BDO Capital Advisors.• Completed over 25 diverse engagements in a wide variety of industries, as summarized in the attached deal sheet.

Assisted in the execution of various corporate finance engagements between the first and second year of my full-time MBA program. At the request of the firm, was the sole Summer Associate to continue employment into the fall semester as an Intern.