STRATEGIC ADVISORY

Creating Value from Both Sides of the Table

I’ve spent my career analyzing businesses and identifying what drives value as an investment banker and institutional investor, communicating value as an investor relations professional, and creating value as a leader in the C-suite.

As a public company executive and CFO, I’ve led transformations, improved business performance, built teams and functions from scratch, and worked alongside CEOs, boards, and investors to create value in businesses ranging from emerging growth companies to some of the world’s most recognized brands.

I bring a track record of results, and a unique, 360-degree perspective to organizations looking to unlock value in their business.

My approach is direct, analytical, and practical, focused on understanding what matters most to your business and turning strategy into results.

Let’s put that perspective to work for your business.

AREAS OF EXPERTISE

Every engagement starts with the same question: What will create the most value for this business?

The answer depends on the organization, its strategy, its stakeholders, where it is in its lifecycle, and the challenges or opportunities in front of it.

1) INVESTOR POSITIONING & COMMUNICATION

The value you create matters. So does how you communicate it.

Effective investor relations requires aligning executive strategy with market expectations to build credibility and drive long-term value recognition. Leveraging background as an institutional investor, IR leader, and CFO, I help companies craft compelling communications, target the right shareholders, and translate investor feedback into actionable insights for leadership.

2) CFO ADVISORY

Better financial decisions. Stronger businesses. Greater value.

Finance should go beyond reporting numbers to actively uncover performance drivers, growth opportunities, and decisions that build long-term value. Drawing on CFO and executive experience, I help companies strengthen financial strategy, optimize operations, and transform their finance functions to drive enterprise value.

3) CEO & BOARD ADVISORY

A strategic partner who understands the stakes.

High-stakes decisions made at the executive level require not only sound strategy, but also strong stakeholder alignment and strategic trust. Drawing on multi-perspective executive experience, I advise leaders in navigating complex board dynamics, pressure-testing critical decisions, and aligning priorities to drive long-term value.

Because creating value requires more than the right strategy. It requires the leadership, relationships, and alignment to execute it.

Let's create value.

Whether you’re looking to sharpen your investor story, strengthen your finance function, or navigate a consequential business decision, the right perspective can change the outcome.

The goal isn’t another presentation or strategic plan that sits on a shelf. It’s to create real, measurable value.

Whether you need support on a specific strategic initiative or an ongoing advisory relationship, every engagement is tailored to your business, its priorities, and the opportunities to create value.