E78 Partners acquired OutliersLLC in June 2023 as a perfect next step for OutliersLLC. I was a CFO Partner with OutliersLLC with invested Equity. We grew the business very rapidly. We then positioned and successfully sold the business to E78 Partners. Job responsibilities still include• implementing data and financial reporting modernization, reshaping and connecting data systems for integrity (single source of truth) and automation thereof• Providing Fractional CFO roles and Special CFO projects (e.g. complex data projects)• Closely working with CEO’s, Owners, Board members and Senior Leadership members, both strategically and tactically• Managing Finance Teams, Managing Audit Process• Improving and overhaul Process and Workflow, both designing the changes needed, and managing the rollouts of the new processes and procedures• Budget and Forecast creation, Aligning Strategy with budgets, and ensuring budget accountability by all Company leaders• Cash Management – Understand cash inflows and outflows properly to really know the business operationally (the foundation for Strategy). • Custodial, Governance and Board Meeting responsibilities • Performing all Lender requirements including Covenant compliance• Integrating Platform Acquisitions both Operational and Financially• Restructuring, Outsourcing, Hiring Finance teams• Managing ERP System implementations• Performing Quality of Earnings (QoE) reviews pre purchase• Running selection process for Auditor, Tax and Valuation specialists• Overhauling SaaS subscription management systems to align with financial reporting and KPIs.• Rollouts of Percentage Completion (WIP) revenue recognition in line with GAAP• A Strong people person – I love working with fellow team members, mentoring and developing their best skill sets, maximizing the “Team” asset with accountability, ownership, pride, and motivation. And connecting that team to the organization through collaboration and focus on the Company’s goals.

OutliersLLC provided high-level and hands on CFO acquisition through exit services for Lower-Middle Market Investment Portfolio Companies. I was an Equity Partner. My job responsibilities included• As a Data Expert and data driven CFO – implementing data and financial reporting modernization, reshaping and connecting data systems for integrity (single source of truth) and automation thereof• Providing Fractional CFO roles and Special CFO projects (e.g. complex data projects)• Closely working with CEO’s, Owners, Board members and Senior Leadership members, both strategically and tactically• Managing Finance Teams, Managing Audit Process• Improving and overhaul Process and Workflow, both designing the changes needed, and managing the rollouts of the new processes and procedures• Budget and Forecast creation, Aligning Strategy with budgets, and ensuring budget accountability by all Company leaders• Cash Management – Understand cash inflows and outflows properly to really know the business operationally (the foundation for Strategy). • Custodial, Governance and Board Meeting responsibilities • Performing all Lender requirements including Covenant compliance• Integrating Platform Acquisitions both Operational and Financially• Restructuring, Outsourcing, Hiring Finance teams• Managing ERP System implementations• Performing Quality of Earnings (QoE) reviews pre purchase• Running selection process for Auditor, Tax and Valuation specialists• Overhauling SaaS subscription management systems to align with financial reporting and KPIs.• Rollouts of Percentage Completion (WIP) revenue recognition in line with GAAP• A Strong people person – I love working with fellow team members while mentoring and developing their best skill sets, maximizing the “Team” asset with accountability, ownership, pride, and motivation. And connecting that team to the organization through collaboration and focus on the Company’s goals.

A K-1 PE backed business. CFO involving a vast turnaround undertaking, along with other PE appointments including CEO, PE Operating Partner, CRO and other PE placements (all top operators) to rebuild foundation and structure to move this company back into positive cash flow. Complete restructure of systems (NetSuite, Salesforce, reporting, budgeting), financial audit catch-ups (2017 and 2018 years), reset international reporting, took out points of failure, turned silos into cross functional effective teams, working weekly with PE throughout the journey.

A LLR Partners PE recruited CFO role, for a recurring revenue provider of Business Continuity and Post-Disaster recovery solutions, to reset data and KPIs, modernizing systems, reporting, and metrics to meet needs of Executive Team and Board. Rolled out new Finance system and integration to CRM platform.

Interim CFO for this Private Equity (The Riverside Company) portfolio. An E-Learning, SaaS, recurring revenue business. Performed a massive and extensive 18-month restructuring and transformation role on an already successful Company to take it to the next level; working closely with the PE Sponsor and other stakeholders throughout, relocation of business to Greenville, SC, working with Investment Banker on the exit process, and onboarding and handing over to new CFO.

CFO for this Private Equity (The Riverside Company) portfolio. A software development technology recurring revenue SaaS business. Managed 3 Acquisitions and played a key role in the successful exit to Pamlico Capital. Implemented new Finance System (Intacct). Personally Designed, Built, & implemented a new in-house “real time” SaaS Subscription Management Information System. Connected this with Salesforce, and Intacct to become a new Best-of-Breed ERP System.

Provided Interim CFO services for the USA arm of this Private Equity (Czura Thornton) backed Clinical Trials business.

CFO for this Private Equity (Czura Thornton) Group formed from purchase and merger of 2 privately-owned long-standing Pathology- Diagnostic Groups. Based in New Zealand.A purely strategic CFO role alongside the CEO. Revenues were equivalent to USD $150M-$200M Million on U.S. price schedule. Made up of 6 distinct autonomous operating units. 600 FTE’s & 9 laboratory sites nationally. A Board of Director on the operating Companies. Instrumental with CEO on successful exit to Healthscope, a Public Listed Healthcare operator in Australia, during the most turbulent time in New Zealand funded Pathology. Instrumental with other Executives on securing $800M+ (on the U.S. price schedule) of long-term revenue contracts under competitive Tender Processes. Successful acquisition and Integration of competitor businesses. Carved out 2 unsuccessful business units. Restated Financials under newly adopted IFRS reporting requirements. Negotiated with Trade Unions to successfully integrate Public Hospital Laboratory staff (60 FTE’s) into our Private Company. Performed post exit matters for the sellers as an independent contractor e.g. Closing Statement.

Controller, then promoted to CFO from January 2024, for this ThyssenKrupp (Public) subsidiary. A Precision Engineering and Manufacturing Company manufacturing rotary transfer machines, sold primarily to the automotive manufactures (GM, Ford, Visteon, Daimler Chrysler, Harley & others). Managed both US & German GAAP reporting requirements. Introduced Machine Profitability analysis into the decision making and financial reporting. Restated revenue recognition to POC. Integral in new Product line rollout. Managed parent and 49% minority shareholder matters.

Controller, then promoted to CFO from January 2024, for this ThyssenKrupp (Public) subsidiary. A Precision Engineering and Manufacturing Company manufacturing rotary transfer machines, sold primarily to the automotive manufactures (GM, Ford, Visteon, Daimler Chrysler, Harley & others). Managed both US & German GAAP reporting requirements. Introduced Machine Profitability analysis into the decision making and financial reporting. Restated revenue recognition to POC. Integral in new Product line rollout. Managed parent and 49% minority shareholder matters.

High-Level International Project roles – U.K., NZ, Australia, USA 1989, 1991-96, 20082007 Czura-Thornton / Chiltern USA ** - Interim CFO St. Louis MO / Bristol TN1996 Dunedin City Holdings - Controller roles Dunedin, NEW ZEALAND1995 Thomas Cook ** - Business transfer Sydney, AUSTRALIA 1993 & 1994 Lehman Brothers (2 Contracts) - P&L’s / ISystems London, ENGLAND1993 Credit Swiss First Boston - Back-office Recs London, ENGLAND1992 BBC & London Transport - Costing/ Audit London, ENGLAND1989 & 1991 Kuwait Petroleum (2 Contracts) ** - Consolidation London, ENGLANDDuties included • twice performing US$ 2.6 Billion Group Consolidation of 40 Group companies in 10 countries & 10 currencies, running entire process from beginning to Audit sign-off • Post sale transfer of Thomas Cook’s Australasian Travel Management Business Arm to American Express • Built Foreign Exchange information reconciliation system for Lehman Brothers International internal FX trades

Provided Audit and other services for both Private and Public companies with revenues from $millions to $billions.