capital cfo partners overview
TRANSCRIPT
What we do
Accounting & Finance
Operational Drivers
Restructuring & Bankruptcy
Capital CFO Partners, LLC is an organization of highly experienced
strategic CFO’s who provide interim and fractional CFO services to small and mid-sized businesses. We have extensive experience as Chief Financial Officers, Chief Audit Officers, Chief Restructuring Officers and Chief Restatement Officers for public, private and non-profit organizations. We have collectively worked in virtually every industry and every member of our team has over 30 years of experience in business, and has held the CFO position prior to joining the firm.
Providing CFO services on an interim basis assisting management in making needed strategic decisions
Executing projects that exceed the capacity or experience of internal resources Providing CFO services on a fractional basis to firms that are not ready for a
full-time, senior-level CFO Mentoring C-level executives
Align internal operations with business strategy Transform Accounting culture to be proactively customer focused Reposition vendor and customer relationships to maximize growth
Crisis management Devising and implementing a turnaround strategy Providing a Chief Restructuring Officer Discovering and recovering from fraud
Typical assignments include: Optimizing your capital structure including assisting with debt and capital raising Evaluating acquisitions and divestitures; sale preparation due diligence; merger integration Strategic planning assessments and evaluations for growth or downsizing Preparing the company internally for an IPO and for being public, including SOX Compliance Aligning the Financial and Operating initiatives with your business strategy Reduction of accounting, financing and operating costs.
Three Galleria Tower | 13155 Noel Road, Suite 900 | Dallas, TX 75240 | www.CapCFOs.com
Know how
Experience
Industries
Partners
Assessing your company's issues allows us to rapidly identify and resolve strategic and tactical challenges and maximize creditor and shareholder value. Our services are built on three core strengths – Experience, Integrity and Performance.
Public / Private Company CFOs Managing successful IPOs Raising capital from private equity sources; raising debt capital from lenders Assessing enterprise systems; leading programs / projects to achieve value Improving technology portfolio and investment performance Guiding companies undergoing restructuring Developing and quantifying strategic plans for capital-raising or M&A activity
Aerospace Alarm Security Automotive Banking Broker Dealer Casino Gambling Chemicals Construction Consulting Consumer Products Distribution Engineering
Kevin McAleer, Managing Partner Expertise: Financial Management / IPO Preparation / Restructuring Raising Capital / Debt (214) 850-3037 [email protected]
Kathryn Loo, Managing Partner Expertise: Financial Management / Governance / SOX Compliance (972) 849-8631 [email protected]
Federal Government Global Logistics Healthcare High Tech Horse Racing Hospitality Hospitals / Senior Living Hotels Industrial Machinery International Internet / Social Media IT Outsourcing Services
Three Galleria Tower | 13155 Noel Road, Suite 900 | Dallas, TX 75240 | www.CapCFOs.com
Manufacturing Mining Not-for-Profit Printing Restaurants / Food Retail Software Technology Telecommunications Universities Wholesale Distribution