Crux CFO Advisors is a full-service CFO advisory firm that specializes in budgeting and planning for mid-sized and early stage companies. We are operational experts as well as transaction experts in both buy-side and sell-side M&A and capital raises. Our solution drives an ongoing budgeting process coupled with leadership provided by one of our very experienced CFO’s. We offer an affordable, flat fee pricing structure that allows companies to fine-tune their financial performance and increase valuation.www.CruxCFO.com

Lead role in sell-side M&A process that led to the company sale to Rocket Lab in November 2021. Managed all sell-side transaction preparation work to facilitate an efficient deal process.

I was hired at Blue Canyon to prepare for and execute a sell-side M&A transaction. The company was successfully sold to Raytheon Technologies for $432 million in December, 2020.

Led the company's growth through two rounds of financing and successfully closed a $22M Series B round with M12 (Microsoft).

Sell-side advisor to mid-market companies across a broad range of industries.

Provided fractional CFO consulting services to a variety of high growth companies ranging from $0-$100M in revenues with an emphasis on transaction services across a wide variety of verticals. Success with my clients is based on the development of a unique understanding of their businesses to optimize capital formation strategies and to deploy financial infrastructure to optimize profitability, cash flows and growth as well as preparation for a successful exit.

The Assist Group is a health plan cost containment provider that specializes in catastrophic, in-patient bill review services and NICU care management.

Responsible for business development and client-facing consulting engagements. Engagements included healthcare cost containment and oil & gas data.

As a Principal at Tatum Sam was responsible for closing new business and delivering finance and operations consulting services. His clients included a medical device manufacturer, an aviation manufacturer and an international money transfer company.

PartPoint provides replacement parts to Best Buy and other companies that provide laptop and computer warranty service contracts.

Partnered with sales team to close multiple enterprise accounts Developed competitive response, SPIFF and bundled pricing programs

IBSN provides integration software to the capital markets.

International long distance provider.

International long distance provider. Sam was part of the founding team that led the company from inception through revenues over $200 million in four years.