Led by David Garibaldi, the firm brings a strong track record of driving strategy, improving operating performance, and increasing shareholder value in private equity–backed, middle-market companies. David has served as CFO on multiple successful exits to both private equity and strategic buyers and has partnered closely with founders, CEOs, and sponsors
Our priority is to bring clarity, discipline, and momentum to the finance function. We focus on building fit for purpose financial infrastructure, producing decision-ready reporting, and delivering practical insights that support growth and value creation. Whether assisting with bookkeeping, monthly close and reporting, financial modeling, cash flow management, or strategic planning, we emphasize work that is actionable, timely, and aligned with leadership objectives
We combine operator-level execution with a sponsor-level mindset. Unlike traditional advisors, we are comfortable getting into the details while keeping sight of the broader strategy. Our experience across transactions, integrations, and scaled operations allows us to adapt quickly, earn trust, and add value from day one
Provide interim and fractional finance leadership to stabilize, scale, and professionalize the finance function
Support day-to-day financial operations, including bookkeeping, close, process improvement, and controls
Develop timely, decision-ready reporting, dashboards, and KPIs to improve visibility and accountability across the business
Build and maintain financial models, budgets, and forecasts to support planning, capital decisions, and scenario analysis
Lead and support acquisitions, divestitures, and capital raises, including diligence, valuation, deal structuring, and execution
Partner with leadership to define growth strategies, optimize capital allocation, and drive growth initiatives