CFO Advisory · Capital Markets · Growth and Transformation

Case Studies

Client engagements across public companies, private equity portfolio companies, and growth-stage businesses. Company names are masked to protect client confidentiality.

Infrastructure Private Equity Portfolio Company

$4.8B exit: sale of a wireless tower platform to a global infrastructure acquirer

$4.8B transactionRecord-setting IRR for fund

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Healthcare Technology and Services Company

Scaling a healthcare SaaS platform: significant revenue growth over four years

17x revenue growthSubstantial valuation uplift

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Healthcare SaaS and Medical Equipment Company

$40M to $150M: taking an AI diagnostic software company public on the London Stock Exchange

$16M raised, 1.5x oversubscribedSignificant valuation uplift at IPO

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Private Equity Portfolio Media Company

Debt restructuring: saving a regional media platform from bankruptcy

Complex debt restructuringSignificant cost reduction

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Nasdaq-Listed AI and FinTech Platform

$6B reverse merger: repositioning a public FinTech as a digital asset sector leader

$6B transaction$76M debt reduction

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