Institutional-grade financial thinking for private companies that need more than bookkeeping but aren't ready for a full-time CFO.
"Your bookkeeper records transactions. Your accountant files taxes. Who's helping you make better financial decisions?"
Most private companies operate in a gap between bookkeeping and strategic finance. They have someone recording what happened, but no one helping them decide what should happen next. The result: decisions based on gut feel, fundraises that stall, and boards that ask questions you can't answer.
SpringForge fills that gap.
From building the model to explaining it to the board to using it to negotiate a term sheet -- one person, end to end.
Establish and manage monthly financial close processes, build reporting packages, and ensure leadership has accurate, timely financial data.
Build dynamic financial models to support strategic decisions -- fundraising, hiring plans, pricing, scenario analysis, and runway management.
Develop capital strategy, prepare for fundraising, and provide hands-on support through the raise -- from materials to term sheet analysis.
Rigorous, defensible valuations for internal planning, transactions, equity compensation, or fundraising positioning.
Support buy-side or sell-side M&A processes -- from target screening through close and integration.
Build and maintain the infrastructure for effective board governance and investor communication.
A finance-native strategic thought partner -- translating financial data into actionable strategic insights for CEOs and founders.
Nine years as an institutional investor evaluating companies, plus hands-on operating roles as a finance leader. That combination -- investor rigor and operator empathy -- is rare in a fractional CFO.
Can build the financial model, present it to the board, and use it to negotiate a term sheet. Strategic thinking and tactical execution in one person -- no handoffs, no lost context.
Big 4 quality financial infrastructure without the overhead, approval chains, or six-figure engagement fees. You get the senior person doing the work -- not a manager running a team of associates.
SpringForge is a purpose-built practice, not a side hustle between full-time roles. That means relationship continuity, institutional knowledge, and a long-term partner invested in your outcomes.
Over 15 years of experience across institutional investing, corporate development, M&A, and finance leadership.
Served on the board of this publicly traded semiconductor materials company through its acquisition by Merck KGaA for $62M.
Conducted deep-dive investment analysis on this cybersecurity company prior to its acquisition by F5 Networks for $1B.
Evaluated this restaurant technology platform ahead of its $870M IPO on the New York Stock Exchange.
Led M&A analysis supporting the company's integration and strategic positioning in its $16.5B sale to Vista Equity Partners.
Oversaw budgeting, treasury management, FP&A, and real estate finance for a $500M+ retailer and its portfolio of companies.
Led post-COVID cash flow recovery, financial reporting transformation, and FP&A buildout for a multi-generational beverage company.
I've spent nearly 20 years making financial decisions that matter -- as an institutional investor managing concentrated positions, as a board member through an acquisition, as a corporate development professional executing billion-dollar transactions, and as a finance leader building FP&A functions from scratch.
SpringForge exists because most private companies deserve better financial thinking than they can access. Not a bookkeeper recording history. Not a template from a platform. A senior finance partner who has been on both sides of every table that matters -- investor, operator, board member, advisor.
Based in Birmingham, Alabama. Serving companies nationally.
9 years at Raging Capital Management analyzing companies and deploying institutional capital
Public company board member at Intermolecular through M&A process
CFO at Preferred Growth Properties; GVP Finance at Books-A-Million; Director of Finance at Royal Cup
B.S. Finance & Economics, Olin Business School, Washington University in St. Louis
M&A analyst at TIBCO Software during $16.5B acquisition
FINRA Series 65; qualified investment adviser representative
Every company's needs are different. Choose the format that fits your stage and goals.
Ongoing, embedded finance leadership. Attend meetings, own the finance function, serve as a strategic partner to the CEO and leadership team.
Defined scope and timeline for specific deliverables -- financial models, fundraising prep, valuations, M&A diligence, or reporting buildouts.
Lighter touch, board-level counsel. Strategic guidance, ad hoc analysis, and a senior finance perspective when you need it most.
Whether you need a fractional CFO, a specific financial deliverable, or a strategic sounding board -- the first conversation is always free.