M&A Advisor specializing in SaaS, Technology, and Ecommerce Companies. I work with Buyers and Sellers of $2M to $50M SaaS, Tech, and E-Commerce Companies.

Fractional CFO for several startups and fast-growing companies in the Tech, SaaS, and eCommerce space. Successful sale of the Accounting Division. Past Engagements: CFO advisor for a tech company that is a leader in 3D printing technology. Supported Series B fundraise of $50M.CFO advisor for a leading manufacturer of superfood lattes (non dairy). Ecommerce and wholesale distribution channels.CFO advisor for a growing manufacturer and eCommerce distributor of high-end family wear.JMD provided CFO, Controller & Financial Back Office Services to fast-growing businesses ranging from $500K to $120 MM in size. Successful Exit of My Online Bookkeeper (the virtual bookkeeping arm of JMD). My Online Bookkeeper has worked with over 220 companies to keep their financial records accurate, up-to-date, and streamlined. Major Achievements:JMD was the exclusive back-office financial and accounting provider for an eCommerce retailer and manufacturer that grew from a startup to over $150 million in annual revenue in 3 years. Raised Series A and B funding. Unparalleled growth - financial processes, workflow, and accounting completely designed by JMD. Migrated financials to Netsuite. JMD helped support angel investments through Series A and Series B funding.

CFO Advisor to Human Bees (staffing company). Brought on by the founder in 2021 to oversee the finance department, fundraising, and investor relations. Transitioned finances to GAAP and oversaw audit. Responsible for financial planning and analysis, financial modeling, and budgeting. Integrating and aligning the various departments to drive the company's growth strategy. Mine data to develop key metrics and realize more predictable revenue with profitable growth. Helped the company grow from a startup to over $100M in revenue during my time.

Opsani is the leader in Continuous Optimization for Cloud Applications. Opsani’s Continuous Optimization engine leverages machine learning and AI technologies to improve performance and reduce costs across cloud applications and services. Raised Series A funding from leading Venture Capitalists. Developed SaaS metrics, KPI's, budgets and forecasts. Managed the accounting team. Key member of the executive team working with the board on strategy and planning.

Successful Exit! A technology-enabled company providing services to over 200 small medical clinics. Founded and started the company. Completed an acquisition with funding from angel investors. Bought in a full-time CEO to manage growth. Exit via sale to an international company.The company grew over 25% annually from inception to sale.

Portfolio Manager and head of credit research (on sell side desk).Worked closely with the investment banking team (capital markets) for new deal placements.

Portfolio Manager for approximately $150M sized investment portfolio (within sell side desk).Researched underlying credit and equity for investment and hedging related activities.Focused on cash flow projections.Worked with capital markets to price and place new bond deals.

Portfolio manager and head of credit research at a multi-platform hedge fund that invested in credit, volatility and merger arbitrage. $210M assets under management.

Principals and team moved from Thomas Weisel Partners to set up a new strategy for a $3 Bn Fund Manager (Coast Asset Management, Santa Monica). Co-Portfolio Manager for two separate funds. Responsible for fundraising and investments.

Chief Investment Officer for the Bond portfolio within the Weisel Strategic Opportunities Fund. Fund Outperformed indexes and was in the top quartile of peer funds. Set up included complete back-office integration, negotiation with prime brokers & procedures, and derivative agreements.

Structured Credit and Investment PortfolioPortfolio Manager for a $500M+ bond portfolio for Enron Corporation.Valued and modeled a $300M portfolio consisting of structured credit notes. Worked across the company to identify, isolate and hedge FX/Interest rate risk in over $4 billion of international assets (Merchant Assets Portfolio). Worked with merchant banking to structure the purchase and sale of assets.Approved international investments after reviewing total risk and cost of capital. Quantified total FX exposure, calculated value at risk (VAR), developed strategies to hedgeexposure and managed hedge dynamically.

Worked within the investment banking and financial advisory group - Wright Killen on a number of transaction advisory projects:Valuation of refineries and energy portfolios.Advised on sale of energy assetsReengineered back office for entire USAA financial operations in San Antonio