AgileMesh, Inc.
AgileMesh Inc. develops rapidly and easily deployable wireless mesh-based incident area networks ("IANs"), with a particular focus on video surveillance. CFO provided strategic financial services during its fund raising process as well as controller and accounting services.
Alpha Med-Surge, Inc.
Alpha Med-Surge, INC. (AMS) is a medical device company that designed a headlamp which is used by surgeons during operations. CFO provides fractional CFO services, business model and forecasting as well as the back-office accounting.
American Construction Benefits Group
ACBG is a captive offshore insurance company established to provide healthcare benefit costs to shareholder companies in the construction industry. CFO was engaged to establish the back office infrastructure and to assist legal counsel with forming the legal entities that would be engaged in the business activities of ACBG.
APPTrigger, Inc. (f/k/a Carrius Technologies, Inc.
APPTrigger is a network connectivity solution. CFO assisted the founders with the negotiation and closing of the Series A venture capital financing of $7 million. CFO has also provided business valuation services.
Bankston Irrigation
Bankston Irrigation, a commercial landscaping company engaged the Firm to act as financial advisor in connection with the sale of the Company to another commercial landscape company.
Cable Electronics, Inc.
Cable Electronics is a Multi-Media Systems Manufacturer. CFO served as the ERP Due Diligence Analyst. Performed review of a mid-market ERP system finalist and wrote report for Board of Directors with recommendations.
CapitalSoft, Inc
CapitalSoft is a capital project management software company. CFO provided strategic and tactical financial services to CapitalSoft, including raising approximately $14 million in equity and debt financing; developing and negotiating license agreements, negotiating OEM licenses for embedded software; managing equity compensation plans; assisting with pricing strategies; managing all legal matters; and all financial reporting.
Celebration Health
Celebration Health is part of the Florida Hospital system consisting of seven Central Florida hospitals. CFO was engaged as a Business Plan Consultant to develop a four-year financial model for the National Center for Surgical Advancement.
CF Industries, Inc.
An Electrical Systems Manufacturer dba as Axxea Systems.
CFO provided strategic & financial services; actively managed vendor relationships during period of cash flow improvement. Recalculated overhead rates and developed first budget model. Provide both balance sheet reviews for owners and performance reviews for Operations team. Currently leading search for new ERP system.
Crdentia
Crdentia is a public healthcare staffing company located in Dallas, Texas. The Firm was engaged to assist the Company in performing due diligence on a $50 million private nurse registry located in Florida.
eTelemetry, Inc.
eTelemetry, Inc. develops products that passively turn network traffic into business intelligence. Their agentless appliances provide "the People Layer" to give IT management, security and support personnel a top-down view of all desktop computing assets, the people using them, how much, and where they are physically located. CFO was engaged to provide a business valuation in connection with a round of funding.
Farstar, Inc.
Farstar is a marketing and lead development company. CFO was engaged to provide fractional Chief Financial Officer services; including financial reporting, budgeting, and cash management. CFO also provided back-office support services.
Fine Line Production
Fine Line Production is a Job Shop Manufacture. The Firm was engaged as Controller and prepared a first annual budget, calculated machine burden rates for use in estimating and cost accounting, reengineered chart of accounts, benchmarked company to peers in industry, and developed new monthly reporting system. Prepared job description for full-time Controller and assisted with recruiting efforts.
Fluid Compressor Partners
CFO is leading the search for a new ERP system for this multi-company organization with locations and service technicians throughout the United States and Canada. Over 40 ERP solutions were researched; eight vendors were qualified and sent RFP's with identification of finalists pending.
FSU Technologies (FlexuSpine)
FSU Technologies is a medical device company targeting the design and development of an artificial disc to remedy chronic back problems. CFO was engaged to provide fractional CFO services and assisted the company in raising a $500,000 friends and family round of financing.
GlobeRanger Corporation
GlobeRanger provides a software solution for the development, deployment, and management of RFID, mobile, and sensor-based solutions. CFO was engaged to provide Chief Financial Officer and controller services, which included all accounting and financial reporting.
Hanson Robotics, Inc.
Hanson Robotics designs and builds conversational, life-like character robots. CFO is engaged to provide controller and accounting services.
HRsmart, Inc.
HRsmart, Inc., a software company, specializing in providing technology in the search and retention of talent. The Firm was engaged to provide a valuation in connection with determining the fair market value of stock based compensation, as well as preparing their accounting records for audit.
Medport, Inc.
Medport, Inc. was a development stage medical software company focused on providing a secure and paperless processing of prescription medication. The Firm was engaged to provide fractional CFO services and to assist in finding the initial seed stage round of funding.
MicroAccounting Solutions
MicroAccounting is a value added reseller of software for small and medium size businesses. In addition, MicroAccounting is majority owner of an outsourced computer hosting company and a custom software development company. CFO was engaged to serve as the Company's Chief Financial Officer which included establishing working capital and term credit facilities totaling $850,000. One of the Firm's partners recently joined the hosting company's board of directors to provide strategic guidance during its commercialization phase.
MW Leasing, Inc.
MW Leasing, Inc.'s owner engaged the Firm to evaluate the acquisition of a multi-modality imaging center located in Dallas, Texas. The Firm performed due diligence on the imaging company and acted a financial advisors.
Noofangle Media, Inc.
Noofangle Media, Inc. is an internet content media company specializing in the provision of substantive content to television and radio stations. The Firm is providing strategic and tactical financial advice through its fractional CFO service offering.
NTEC for Technology, Inc.
The North Texas Enterprise Center for Medical Technology is a Not-for-Profit corporation that assists entrepreneurs with starting and growing new medical technology ventures. NTEC is the leading medical technology accelerator in the Southwest.
CFO has provided strategic and tactical financial services, including financial management, planning and budgeting, board reporting; assistance with financial strategies for its companies; facility planning and back-office accounting. CFO also provided the financial planning related to NTEC new 50,000 square foot facility.
Offshore Joint Services
CFO is leading the search for a new ERP system for this global energy industry services company based in Houston.
Orthopaedics Surgery Center
CFO was engaged to provide fractional CFO services to this orthopaedic and sports medicine practice consisting of orthopaedic specialists and a related surgery center. CFO established a budgeting and reporting process, identified, negotiated and closed the financing for the facility, managed financial and compliance reporting.
Osteomed
Osteomed is a medical device company located in Addison, Texas. The Firm was engaged to prepare a valuation to determine if goodwill recorded in the acquisition of a medical device was impaired. The valuation was required in connection with the Company's annual audit. In addition, the Firm assisted the Company in determining whether this medical device strategically fit into the Company's future operations.
Paragon Wireless, Inc.
Paragon Wireless is a dual mode cellular/VoIP wireless systems provider. CFO was engaged to provide fractional Chief Financial Officer services, including strategic financial planning for this international company with operations in the US and China. CFO has assisted with sales strategies, financial management and reporting to the board of directors. CFO also provides back-office accounting services for the US subsidiary.
Pintail Technologies, Inc.
Pintail is a software company with a real-time, adaptive test technology for semiconductor manufacturing used to reduce the cost of test, improving quality, and improving the efficiency of test operations. CFO was engaged to provide fractional Chief Financial Officer services; including financial reporting, budgeting, cash management and all accounting and administrative services. CFO assisted with the negotiation and closing of two rounds of venture capital financing totaling over $10 million; sourced, negotiated and closed two working capital financings totaling $1.5 million; established a Singapore subsidiary and a Taiwan branch; managed equity compensation plans; participates as a part of the management team serving as CFO, Secretary and Treasurer.
Quadrispace, Inc.
Quadrispace, Inc. is a development stage software company focused in the PLM market. The Company was approached by a large public company interested in purchasing the Company's Intellectual Property. The Firm was engaged to provide financial advice in connection with negotiating the terms and conditions of the transaction.
Qual-Pro
CFO led the search for a new ERP system for this Los Angeles based contract electronics supplier to the aerospace, automotive, and medical device industries. Over 60 ERP solutions were researched; nine vendors were qualified and sent RFP's; four finalists were selected for demo.
Radiology Resources, Inc. dba Diagnostemps
Diagnostemps is a healthcare staffing company located in Dallas, Texas. The Firm was engaged to act as a financial advisor in connection with the sale of the Company to a public healthcare staffing company.
ReelFX
CFO assisted this entertainment company with identifying ERP solutions based on its accounting and project management requirements. Of eight systems considered, CFO recommended two finalists for demo.
Rudy's Tortillas
Rudy's Food Products Inc. is a 30 million dollar producer of Hispanic food products. CFO has developed an annual operating budget and cost management strategies to help improve cash flow and fund expansion
Sante Rehab
Sante Rehab is an outpatient rehab company providing physical, speech and occupational therapy. The Firm was engaged to evaluate its current back office personnel and to provide recommendation in connection with a revised staffing plan.
Santara Systems, Inc.
Santara was a telecom media gateway and softswitch system company, acquired by Tekelec in 2005. CFO sourced, negotiated and closed a $1.5 million equipment and working capital facility.
Semantra
Semantra is a software company specializing in business intelligence. CFO provided financial guidance to the company during it funding and was engaged to provide fractional CFO services and all back-office accounting and administrative services.
The Sixth Floor Museum at Dealy Plaza
CFO served as Interim Finance Director and voting member of the Retirement Committee for 2-1/2 years. CFO upgraded reporting processes, replaced the retail point-of-sale and ticketing systems, established a new banking relationship and achieved budgetary objectives during three fiscal year cycles.
Spatial Wireless, Inc.
Spatial is a cellular switching systems company acquired by Alcatel-Lucent. CFO assisted with the negotiation of the initial Series A financing; provided fractional CFO and controller level services. The Firm developed a complex financial model that allowed simulation analysis with backlog, revenue recognition, billings, and collections factors under multi-year customer contracts. CFO also provided ERP system selection services.
Staff Search Healthcare
Staff Search was a healthcare staffing company. The Firm was engaged to provide financial guidance and served as Chief Financial Officer. CFO subsequently sourced a purchaser for the company.
STARTech Early Ventures and related venture capital funds
CFO was engaged as the Chief Financial Officer for STARTech during its early formation years. CFO was responsible for the development of financial reporting; cash management; management and board reporting for the operating company and its two early stage investment funds totaling over $35 million.
2Cimple, Inc.
2CIMPLE Inc is a converged IP services company providing the consolidation of telecommunications, entertainment and internet applications on a unified appliance. The Firm is engaged as the fractional CFO providing financial guidance, controller level services and accounting services.
University of Texas Southwestern Medical Center
The UTSW Medical Center, an internationally known teaching hospital and research center, CFO was engaged by UTSW Medical Center's technology group to evaluate Intellectual Property donated to UTSW and determine whether it was economically feasible to invest additional amounts necessary to commercialize the new technology.
Voyence, Inc.
Voyence provides an automated network configuration and management solution to enterprises. CFO was engaged during the Company's seed stage to provide strategic financial services during the fund raising process resulting in the closing of a $12 million Series A funding. CFO also provided Chief Financial Officer and all back-office accounting and administrative services. CFO also provided ERP system selection services.
VuCOMP, Inc.
VuCOMP, Inc. is a development stage medical device company. The Firm was engaged as CFO to assist raising the Company’s initial seed stage round of funding from friends and family. To date the Company has raised more than $6.5 million from angel investors. CFO provides strategic financial services, as well as controller and back-office services.
