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Projects

Fractional CFO Roles

  • Oil and Gas E&P company, Covington, LA
  • Industrial Products Company, Houston, TX
  • Industrial and Commercial Painting Company, Lafayette, LA
  • Benefits Consulting Company, Houston, TX
  • Non-Profit Executive Director (CEO/CFO Guidance and Leadership)
  • Printing and Marketing Communications Company
  • Oil & Gas Equipment Company – Houston, TX
  • Drywall and Building Products Company – Houston, TX
  • Specialty Power Company – Houston, TX
  • Plumbing Company – Houston, TX
  • Concrete and Construction Company – Houston, TX
  • Architect Firm – New Orleans, LA

M&A Integration, Valuation

  • $200+ million acquisition integration into worldwide publicly traded Subsea Construction, IRM Company, Houston, TX
  • $100+ million Valuation of Offshore Survey and Construction Support Company, Houston, TX
  • Deal Structure, modeling, integration planning – Benefits Consulting Company, Houston, TX

Financing

  • $1 million line of credit for start-up, Oilfield Consulting and Inspection Company, Lafayette, LA.
  • Arranged multiple term sheets ranging from $2 million to $40 million for a variety of companies.