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Case Studies

Representative Mandates

Selected Institutional Case Studies

Manage and publish case studies directly from WordPress Admin under the Case Studies menu.

Programmatic M&A

Multi-Entity Rollup & Fractional CFO

Served as Fractional CFO and Corporate Development advisor for a sponsor-backed rollup, executing buy-side diligence, multi-entity consolidation, and post-close control standardization.
Quality of Earnings

Sell-Side QoE & Working Capital Defense

Constructed a rigorous Quality of Earnings defense book and normalized working capital peg for an industrial services platform, protecting enterprise multiple integrity.
Public Market Readiness

NASDAQ Listing & PCAOB Audit Uplift

Guided a lower middle-market technology issuer through multi-year US GAAP conversion, ASC 606 revenue recognition memos, S-1 MD&A drafting, and NASDAQ Rule 5110 compliance.