Senior Sell-Side & Value-Creation Advisor for
Mid-Market Businesses
Our Approach
I help founder-led and PE-backed companies improve profitability, reduce transaction risk, and maximize exit value — based on real execution experience as CEO and sell-side advisor.
We address the problems that limit profitability, scalability, and exit value.
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Sell-Side Advisory
Problem: Uncertainty in transaction due diligence leads to lower multiples, holdbacks, and slower processes.
Solution: Pre-process readiness, risk mitigation, earnings quality improvement, buyer narrative development.
Result: Cleaner processes, higher realized value, reduced friction. -
Profitability & Value Creation Diagnostics
Problem: Strong revenue but uneven profit, unclear value levers.
Solution: Lighthouse Vision diagnostic roadmap with prioritized initiatives tied to enterprise value.
Result: EBITDA expansion and better seller narrative. -
Interim / CEO Level Leadership (Turnarounds & Carve-outs)
Problem: Carve-outs or transitions without strong execution leadership create risk.
Solution: Interim CEO / executive leadership to restructure operations and build owner-mindset culture.
Result: Rapid turnaround and better exit potential.
