Kathleen leads the firm’s outsourced CFO services and advisory practice. Her unique skillset as a creative problem solver, transactional advisor, and a nuts-and-bolts financial executive, equips her to help business owners achieve lasting value within their organizations.
In addition to being a corporate and M&A attorney, Kathleen was a partner at a $500 million private equity firm where she negotiated and evaluated dozens of acquisitions, and participated in capital-raising and portfolio company management. Through this experience, she brings both the buyer and investor perspective, giving owners of businesses she counsels greater confidence to move forward in a transaction.
Whether finding equity, negotiating terms, or buying or selling companies, Kathleen serves as an adjunct to management teams with results such as:
Passionate about her work, Kathleen helps people make better decisions during the extraordinary events in their business lives. She discovers meaningful ways to measure and interpret financial data and then guides owners on how to use that information to increase their business’ productivity. Straight-forwardly advising clients throughout the years, Kathleen challenges business owners to think differently so they can gain market momentum now and increase value over time.