I've been CEO or President of five companies, supported $2bn of M&A transactions, worked inside a $1B+ private equity shop, and acquired multiple businesses as an independent sponsor. I bring operating and dealmaking experience to owners who need real, ongoing financial leadership — not another bookkeeper, and not a quick fix.
Monthly financial leadership: management reporting, margin analysis, cash forecasting, board- and lender-ready numbers, and a direct sounding board for the decisions that actually move the business. Most clients stay for years, because the value compounds the longer I'm inside the business.
A rolling 13-week cash forecast and a driver-based model tied to how your business actually operates, so you know what's coming before it arrives — not after.
Chart of accounts, job costing, margin visibility, and reporting rebuilt so the numbers can be trusted — and, when the time comes, would hold up in front of a buyer's diligence team.
Kevin has spent thirty years operating and advising companies from the inside, not just modeling them from a spreadsheet. He has served as CEO of two manufacturing companies, two service companies, President of a family office, and held business development and interim CFO roles when the need arose.
Alongside those operating roles, Kevin built an automotive buying program, advised on $2bn of M&A transactions, worked inside a private equity firm managing over $1bn in AUM, and pursued dozens of acquisition targets on behalf of private equity firms. That combination of operator, dealmaker, and "buyer lens" is what he brings to every fractional CFO engagement.
A short call is the fastest way to find out if this is a fit. On it, I'm looking for three things: