Strategic Growth. Clear Decisions. Lasting Value.

For more than two decades, I’ve worked at the heart of strategic decision-making — helping leaders navigate growth, transformation, and complexity with clarity and confidence.

My background spans international CFO roles, hands-on M&A execution, board advisory work, and executive coaching. Across industries, geographies, and business models, my work has been driven by one consistent focus: turning strategic ambition into sustainable results.

I’ve led and advised on 30+ mergers and acquisitions, supporting companies throughout the full lifecycle — from defining the strategic rationale and conducting rigorous due diligence to negotiating transactions, leading integrations, and improving post-deal performance. These experiences form the foundation of my books, Demystifying Mergers and Acquisitions, M&A for SMEs, and The M&A Integration Handbook, which are designed to make complex deal dynamics practical and actionable for executives and business owners.

Beyond Transactions: Strategy, Leadership, and AI

Over time, my work naturally expanded beyond transactions alone.

Today, I operate at the intersection of M&A, leadership, and artificial intelligence, supporting executives as technology reshapes strategy, operating models, and value creation. I don’t approach AI as a standalone technical initiative. I see it as a leadership challenge—one that requires strategic intent, governance, and disciplined execution to drive real business impact.

Through my AI Mastery certifications and hands-on experience as AI Project Lead at Navajo Transitional Energy Company, I help organizations identify high-impact AI use cases, integrate AI into strategic planning, and prepare leadership teams for AI-supported, data-driven decision-making. In M&A environments, this often includes evaluating AI readiness during due diligence, understanding technology-driven synergies, and designing post-merger roadmaps that convert opportunity into measurable outcomes.

Advisor, Coach, and Strategic Sparring Partner

Alongside my executive background, I selectively serve as a board advisor, strategic coach, and trusted sparring partner to founders, CEOs, and investors. My role is not to deliver generic frameworks or predefined answers, but to help leaders think more clearly at pivotal moments — when growth accelerates, complexity increases, or decisions carry long-term consequences.

Clients value my ability to combine financial discipline, strategic perspective, and human judgment — especially when navigating uncertainty, transformation, or high-stakes change.

A Global Perspective

I’ve worked across Europe, North and South America, and Asia, speak five languages, and have partnered with organizations ranging from SMEs to private-equity-backed platforms. This global exposure allows me to bridge cultures, align diverse stakeholders, and translate strategy into execution — even in fast-moving, complex environments.

Credentials

  • Ph.D. | MBA | M.S. in Accounting

  • Elijah Watt Sells Award (Top CPA Results)

  • Wharton Executive Education

  • AI Mastery Certifications