Stephen Lerch is a proven finance leader and business driver with over 20 years in the c-suite at both publicly traded and private fairness sponsored mid-sized corporations. He has served primarily as a CFO with technology enabled corporations within the well being care , monetary providers and business services industries and has also held the title and obligations of COO and divisional SVP, GM. David Cox is a world know-how and digital media government, providing monetary and operational management to high-growth businesses, from early-stage start-ups to divisions of bigger companies. Drove sale and acquisition transactions, deal sourcing and market research activities for personal equity and public shoppers across N. Coached and skilled junior staff, together with establishment of outsourced analyst assist group.
Spearheaded the RFP development for an industrial IoT firm which decreased annual connectivity costs by 40%. Worked because the CFO at equipment provider, advising on monetary reporting, KPIs, sourcing and contract structuring. Shares of Meta dropped slightly in after-hours buying and selling, as the corporate reported an earnings miss and steeper-than-expected income declines.
I supply virtual services for Fractional CFO advising, CFO consulting, Outsourced CEO, and CEO Advising. Call today and let’s speak about how we will work together in the course of your business goals. When I work with clients as a Fractional CFO, I look at their enterprise as a complete to understand what is needed to fill the gaps in performance, managing progress, and money lifeproof fre galaxy s6 edge circulate. I help corporations determine their priorities and then provide you with a enterprise strategy that will effectively promote progress and profitability. We then work together to execute these methods and set up a long-term working relationship. Luke is a Financial & Business Operations Consultant with extensive experience starting from Fortune 500 firms to start-up/early stage firms.
Led the design of a risk assessment device which improved knowledge evaluation by 20% while slicing the process time by 75%. Educated traders on trade developments which helped complete a $225 million bond providing for Quality Distribution . Developed new business alternatives and pipeline which performed a $145 million fairness offering for XPO Logistics . Managed the enterprise growth throughout metals and mining, expertise, sustainability, and health care. Drove fairness issuances which delivered to fruition a $450 million initial public offering and $600 million follow-on. Produced accurate burn rate forecasts and growth projections which streamlined the reporting cycle times by 80%.
Supported public debt offerings; accomplished a $500 million dividend recapitalization for Authentic Brands. Served as an advisor to a $4-billion meals and distribution firm, advising on strategic investments and company activities. David additionally believes in “paying it forward” and has frequently volunteered his time at a quantity of begin up organizations corresponding to Techstars, Rockies Ventures Club, Tie Denver, Galvanize and others. At the onset of Covid-19, David offered pro bono providers, serving to dozens of firms navigate Small Business Administration applications such as the Paycheck Protection Program and the Economic Injury Disaster Loans.