I've had the privilege of leading and scaling organizations through strategic planning, data-driven insights, team building, and effective systems implementation. My career includes advisory and CFO roles, with a focus on optimizing financial operations, driving organizational growth through both organic and inorganic strategies and creating value for shareholders. I provide consulting services on an as-needed long-term basis. This helps privately-held businesses as they benefit from my experience, without the fully loaded cost of a full-time employee. My experience includes:* Data-Driven Insights: Leveraged advanced analytics and financial modeling to inform decision-making and drive performance improvements.* M&A: Acquired and integrated 5 companies, expanding service offerings and geographic reach, significantly enhancing market position.* Capital Raise: Raised over $150 million in debt and equity capital, supporting strategic growth initiatives and ensuring liquidity during challenging economic conditions.* Management Operating Framework: Deployed frameworks that increase company-wide transparency and accountability, enhancing focus and operational efficiency.* Systems & Processes: Completed multiple system conversions to streamline operations and establish scalable growth platforms.I am passionate about advising high-growth organizations, optimizing financial strategies, and fostering collaboration to achieve long-term financial stability.Let's connect to explore opportunities for driving growth and financial innovation in your organization. Please reach out via email at WillPetter@b2bCFO.com
American Dream Home Services
View- Website:
- americandream-hs.com
- Employees:
- 3
-
Co-FounderAmerican Dream Home ServicesDenver, Co, Us -
PartnerB2B Cfo® Jun 2024 - PresentChandler, Arizona, UsB2B CFO® is a firm of Strategic Business Advisors serving owners of privately held companies. We specialize in enhancing cash flow, increasing company value, and aiding in business exits. Through B2B EXIT® and Certified B2B EXIT® Advisors, we bridge the gap between the CFO and Exit industries. With decades of experience, we've developed award-winning software and published resources. Learn more about how we support business owners at www.b2bcfo.com. -
Chief Financial OfficerFrontdesk Mar 2022 - Jun 2024Milwaukee, Wi, UsAs the CFO, I led acquisition processes, including valuation, due diligence, legal proceedings, and integration, fostering company growth through strategic mergers and acquisitions. Implemented management operating framework to streamline strategic objectives, clarify team responsibilities, and define success metrics, thereby enhancing operational efficiency and alignment. Managed comprehensive financial reporting, including unit-level, market-level, and regional profit and loss statements, offering valuable insights to management and the Board of Directors. Some key achievements include:* Deployed a management operating framework that increased transparency, and accountability across the organization.* Developed and managed investor relations for multiple fundraising rounds, securing necessary capital for business initiatives and growth.* Achieved business growth and cost savings by driving a notable 40% organic unit count growth within one year, and optimizing accounting operations through strategic offshoring and financial management.* Developed underwriting framework and streamlined legal process to support 1,000 unit portfolio. -
Chief Financial OfficerAxis Energy Services Sep 2017 - Mar 2022Dallas , Texas, UsHere, I managed comprehensive financial operations, leading due diligence, acquisition, and integration of four companies to expand geographic operations and service lines. Directed a multi-million dollars growth capital campaign and assisted with the launch of three complementary business lines. Led a successful ERP system conversion to consolidate entities, streamline operations, and establish a scalable growth platform. Some key achievements include:* Grew company revenue by 17-fold through strategic inorganic and organic growth initiatives.* Recruited and developed accounting, finance, payroll, and IT systems teams to support scalable growth and data insights.* Played a key role in acquiring and integrating four companies, adding 300 units, and expanding operations into new markets, including Colorado, North Dakota, and Pennsylvania, through strategic deal-making and turnaround expertise.* Skillfully negotiated debt restructuring during the pandemic to preserve liquidity and operational flexibility.* Refinanced term loan and increased revolving line of credit to post-acquisitions, supporting sustained working capital growth. -
Vice PresidentB-29 Investments, Lp May 2017 - Mar 2022In this role, I conducted comprehensive due diligence and financial analysis to identify and recommend high-potential investment opportunities to the investment committee. Provided strategic corporate development and management advisory services to portfolio companies, enhancing their growth and operational effectiveness. Analyzed market trends to inform investment decisions and portfolio management. Implemented best practices in financial modeling to support valuation and investment decisions. Some key achievements include:* Performed detailed valuation and operational analyses, including discounted cash flow, leveraged buyout models, and sensitivity analyses.* Created liquidity forecasts and assessed comparable trading and transaction multiples to support investment decisions.* Expanded professional network to source new investment opportunities, fostering relationships that benefit long-term investment strategies. -
Sell-Side M&AKroll Jul 2012 - May 2017New York, Ny, UsIn this role, I managed the full scope of middle-market investment banking transactions across diverse industries, including industrials, healthcare, consumer, and restaurants. Executed mergers and acquisitions, capital raising, financial restructuring, and advisory assignments. Developed confidential investment memoranda, emphasizing clients' unique qualities and operational strengths, while providing comprehensive business and industry analysis. Conducted in-depth valuation and operational assessments using discounted cash flow, leveraged buyout models, sensitivity analyses, and comparable multiples.Some key achievements include:* Performed comprehensive valuation analyses for a variety of transactions, including a sell-side M&A deal for a construction services provider and a financial restructuring for an oilfield services company with $1.1B in revenue.* Facilitated a capital raise for a leading network of independent emergency rooms, achieving $75M in revenue.* Acted as a buy-side advisor for the acquisition of a large regional pizza franchisee with 45 locations.* Provided advisory services to an ESOP-owned chemicals manufacturer, contributing to a successful outcome for a company with $400M in revenue.* Supported the restructuring of a contract land driller, solving financial challenges for a company with $250M in revenue. -
AuditorErnst & Young 2010 - Jul 2012London, Gb -
Private Wealth ManagementMerrill Lynch May 2008 - Aug 2008New York, Ny, Us
Will Petter Education Details
-
Usc Marshall School Of BusinessAccountancy -
Tulane University - A.B. Freeman School Of BusinessMaster Of Finance
Frequently Asked Questions about Will Petter
What company does Will Petter work for?
Will Petter works for American Dream Home Services
What is Will Petter's role at the current company?
Will Petter's current role is Co-Founder.
What schools did Will Petter attend?
Will Petter attended Usc Marshall School Of Business, Tulane University - A.b. Freeman School Of Business.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial