The company mission is acceleration of client company goal achievement. Emphasis on cash management, revenue growth, increased profitability, operational efficiency, or strategic formation, validation, and execution. Get the benefit of seasoned experience when you need it. Peloton Partners provides you with a deeply experienced C-Level executive who can work with you at any level to achieve success. Targeted areas of engagement include:• Strategy formation• Business modeling, budget planning and dynamic forecasting • Venture capital investment preparation, negotiation and assistance• Capital acquisition guidance and assistance• Due diligence (sell-side preparation and buy-side analysis)• Improvement of operational efficiency • Government contract pricing and rate calculations• Audit preparation for private and DCAA (Government) audits• Human resources guidance

Partner with CEO to aggressively refocus company on strategy of higher margins through higher value/higher volume business lines, as well as reconfiguring and re-pricing service offerings. Hands on management of daily accounting, financial and cash discipline; HR management including benefits restructuring to reduce premium costs; company contact on all legal matters, including contract negotiations, legal claims, lease negotiations, etc.; financial advisor to executive management team. Implemented inventory purchasing and control policies & procedures, and widespread accounting changes to conform with GAAP.

Partnered with CEO to develop and implement strategic direction and growth path.Advised CEO on strategy to liquidate disinterested shareholder while working within company cash constraints to continue planned growth.Led accounting, finance, HR, IT, and planning efforts to grow full service, strategic marketing & communications management firm. Attained Certified Agency CFO status.Doubled cash reserves while growing business, liquidated company debt, improved financial management of revenue projects, and empowered leadership throughout the business.Developed US government rates model, splitting commercial and government efforts to afford separate commercial and government rates and accountability.

Small IT security consulting firm providing services to government and commercial entities. Joined to help launch transformation of business to subscription based model. Specific duties included exec team strategy input, finance & accounting, legal, HR, and payroll activities.

As company's first CFO, I led transition from $4M services company to $25M software entity, guiding all finance, accounting, HR, contracts, and facility operations. Some of the accomplishments and successes are shared below. Participated in sale and transition of company to Informatica during difficult market for acquisitions and named as shareholder rep for post sale oversight and earnout validation.- Managed financial and operational success as company grew from $4M revenue/23 employees in 2006, to $17.6M/78 employees within 2 year period.- Hands-on preparation and review of company’s financial records to comply with GAAP as well as overseeing company’s first financial audits, rendering clean opinions - Created company’s comprehensive operating budget and forecast of financial statements and cash position- Developed internal controls for finance, operations and HR to create discipline and consistency in company management- Successfully negotiated T&C’s of all contracts with Federal and commercial customers and vendors - Oversaw development of consistent and sound licensing agreements, culminating in standardized master agreement, significantly shortening sales cycle

-Early stage technology/life sciences investing. -Sourced investment deals, conducted due diligence on viable candidates. -Structured and negotiated over 100 equity and convertible debt transactions. -Served on Board of directors for multiple companies, such as FranSmart, Agent Logic, Naviscan, and BioNetrix, providing finance, accounting, strategic and operational guidance. -Served as portfolio manager and managing member for the Maryland Angels Council, a fund of angel investors. Sourced investment opportunities, led due diligence efforts and presented opportunities to investors for final selection. -Picked by Mid-Atlantic Venture Association to be investor coach for selected startup companies, providing investor insight and helping companies change strategic directions.

$100M Transportation technology business line providing difficult to solve software solutions for transportation flow and logistics (EZ Pass). -Mentored and developed staff to achieve significant change in capabilities and performance, transforming poorly functioning accounting and finance department into most efficient and responsive financial operation of all LM/IMS companies.-Reduced monthly accounting close cycle from over 30 days to 7 days.-Identified cash constraints hidden in complex financial statements, leading to change in business strategy.