• Managing Director & Co-Founder, Scale Finance LLC – professional CFO/Controller and Transaction Advisory services (Capital Raise, M&A/recapitalizations, Valuations); 2006 – Current
• Partner, Wakefield Group – $100 million venture capital & private equity group; 22 direct investments in 3rd fund (technology, healthcare, business services); 1999 – 2010
• Managing Director, Hyde Park Capital – technology, healthcare, and services focused investment bank; start-up of Charlotte office
• Chief Executive Officer, Meta Security – VC-backed network security software & services company; interim role
• Vice President M&A, CRH/Oldcastle – 9 acquisitions of private middle-market industrial & services companies
• Manager, McKinsey & Company – strategy & operations consulting; Atlanta; Beijing; Sydney & Charlotte offices
• Co-Founder, EGL, LLC – family business; import/distribution of antique Chinese furniture
• Executive Officer, C Company, 708th Support Battalion, 8th Infantry Division, US Army Europe (high-technology services; Airborne/Ranger qualified)
• Harvard Business School, Masters of Business Administration (FY Honors)
• Princeton University, Bachelors of Science & Engineering (Civil Engineering & Operations Research; summa cum laude; Phi Beta Kappa)
• Cornelius, NC Town Commissioner (Elected 2005)
• FINRA Series 7, Series 63, and Series 79 qualified; Registered Representative with FINRA/SIPC licensed Broker Dealer (DFC Partners, Charlotte, NC)
• NVCA Venture Capital Institute graduate
• Wed3 member (Charlotte-based angel investor group)
• Current or former Boards of Director roles – Bloodhound Technologies, FullScope, Meta Security, iLiant, Biolex Therapeutics (Advisor), Cogent Neuroscience, Arrendale Associates (Advisor), LN Economic Development Corporation, North Mecklenburg 911 Emergency Dispatch Center

About Scale Finance

Scale Finance LLC (www.scalefinance.com) provides professional CFO services, Controller solutions, and support in raising capital, or executing M&A transactions, to entrepreneurial companies. The firm specializes in cost-effective financial reporting, budgeting & forecasting, implementing controls, complex modeling, business valuations, and other financial management, and provides strategic help for companies raising growth capital or considering M&A/recapitalization opportunities. Most of the firm’s clients are growing technology, healthcare, business services, consumer, and industrial companies at various stages of development from start-up to tens of millions in annual revenue. Scale Finance LLC has offices in Charlotte, NC, the Triangle, the Triad, Southern Pines, and Wilmington with a team of more than 30 professionals serving more than 100 companies throughout the region.