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 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.
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 from MIT
Awarded as a Colorado Titan 100 in 2025 and 2026