Teams at CFGI

Supports buy-side and sell-side financial due diligence engagements for private equity, strategic buyers, and corporate clients. Analyzes quality of earnings, assets, working capital, debt, cash flow, operating trends, accounting issues, and transaction risks. Prepares financial analyses, workpapers, reports, and executive presentations while collaborating with clients, engagement teams, and third-party advisors. Manages multiple concurrent engagements and contributes to transaction advisory practice development.

Lead buy-side and sell-side financial due diligence engagements for private equity, strategic, and corporate clients. Analyze quality of earnings, assets, working capital, debt, cash flow, operating trends, risks, and transaction opportunities. Manage client relationships, engagement teams, budgets, workstreams, and timelines; review analyses and executive presentations; mentor consultants; and support proposals, recruiting, and business development.

The Managing Director drives growth in CFGI's FP&A Advisory practice, influences financial decisions, and fosters strong client relationships through strategic initiatives and project leadership.