Selected work
Representative mandates, written as composite case studies.
Client identities and proprietary facts are not used for public marketing. The cases below combine or alter details from recurring mandate patterns and are published for capability review, not as attributable client claims.
Every profile is explicitly a representative composite. Facts, timing and outcomes may be altered or combined. Replace, verify or remove each case before treating it as a factual client engagement.
CFO and FP&A reset for a multi-entity family business
Fractional CFO leadership, FP&A and finance transformation
Read case study →Advanced manufacturing and semiconductors · Representative compositeCross-border capital architecture for an advanced-manufacturing expansion
Investment case, geo-macro analysis, tax architecture and programme governance
Read case study →Technology and private investment · Representative compositeUS expatriate tax and ownership planning before an Asian relocation
Pre-move tax planning, filing architecture and adviser coordination
Read case study →Private capital · Representative compositePortfolio reporting and value-creation governance across private holdings
Portfolio reporting standard, CFO support and initiative governance
Read case study →Energy and infrastructure · Representative compositeGeo-macro investment screen for a policy-sensitive market
Country-risk analysis translated into valuation and staged commitment
Read case study →Software and SaaS · Representative compositeState nexus and tax remediation for a distributed SaaS business
Multi-state nexus study, exposure quantification and filing roadmap
Read case study →Industrial services · Representative compositeValuation, tax and exit readiness for an owner liquidity event
Valuation foundation, readiness programme and owner tax coordination
Read case study →Industrial manufacturing · Representative compositeBrownfield restructuring of an acquired production site
Site diagnostic, recovery programme and capital options
Read case study →Business services · Representative compositeLiquidity and lender-information reset for a sponsor-backed services company
Interim CFO support, cash control and refinancing preparation
Read case study →Family office and private assets · Representative compositeCross-border tax coordination for a multi-jurisdiction family office
Consolidated tax oversight, filing calendar and decision protocol
Read case study →Private aviation and charter · Representative compositeFleet economics and tax architecture for a private-aviation platform
FP&A, fleet model, tax review and capital strategy
Read case study →Cooperative and professional services · Representative compositeFinancial and tax transition for a cooperative corporation
Wind-down model, owner-loan analysis, tax coordination and transition plan
Read case study →Defence technology and drones · Representative compositeFP&A and capital planning for a defence-technology scale-up
Programme FP&A, capacity case and risk scenarios
Read case study →Nuclear energy and infrastructure · Representative compositeGreenfield investment case for a nuclear-services platform
Investment case, market-entry architecture and milestone governance
Read case study →Next step
Considering a comparable mandate?
Relevant experience can be discussed privately without identifying other clients.