CFO · AI Project Lead · Executive Advisor
Turning M&A, AI,
and transformation
into measurable value
I advise executives, investors, and leadership teams on the decisions that determine whether strategy creates value or destroys it — combining active CFO experience, 30+ completed transactions, and hands-on AI implementation.
30+ Completed M&A transactions
20+ Years of executive finance leadership
4 Continents of operating experience
12 Books authored
Colorado Titan 100 in 2025 & 2026 - PhD · MBA · MSA · CPA (Elijah Watt Sells) - MIT AI Certificate - Wharton Executive Education - 5 Languages
The Executive Briefing
Short conversations on deals, data, and decisions—designed for leaders who want clarity, not noise.
Latest Thinking
Insights on AI, M&A & Value Creation
AI Is a Tool. So Is M&A. Neither Is a Strategy - Read it here
The Third Culture Approach™: Why the Best Post-Merger Culture Isn't Yours — or Theirs - Read it here
Don't Lose the Plot: Why the Investment Thesis Is Your North Star in M&A - Read it here