Working alongside the head of operations and ownership, W&W designed and established new production capabilities to keep up with outsized growth. W&W oversaw all strategic development activities, including ideation, requirements gathering, contract negotiations, forecasting, budgeting, communications across departments and established a new NPD process. Additionally, W&W raised $3M in working capital!

Working alongside an existing finance team, W&W overhauled the entire FP&A team for a growing CPG firm. W&W hired and trained staff, outsourced portions of reporting and cost accounting, saving the organization 20% in overhead costs, while implementing new budgeting and forecasting tools for the entire organization. W&W established and oversaw all investor and BOD reporting and brought on new banking partners; raising $12M in commercial debt.

W&W performed all due diligence and valuation activities for a $5M agency looking to be acquired in 12 to 24-months. Additionally, W&W oversaw all forecasting and budgeting for the next 3 years, created a CIM, performed all initial potential investor meetings and was able to raise $2M in bridge financing.

W&W raised $7.5M both debt and private equity for a client that was looking to acquire a strategic partner and add marginal profits to its portfolio of products. Additionally, W&W remained as a strategic advisor to help negotiate the purchase and structured the integration process into the new parent organization.