MedTech · Series C → Exit
Closed acquisition.
Interim CFO through a strategic acquisition — clean diligence, QoE-ready books, and a smooth close.
Clean
QoE result
0
Diligence surprises
On time
Close
7 mo
Coverage, no gap
The challenge
The CFO departed mid-process while a strategic acquirer was circling. The company needed senior coverage to survive diligence and close the deal.
What I did
- Stepped in near-full-time to hold the CFO seat
- Brought the books to GAAP and prepped quality-of-earnings
- Built and ran the transaction data room
- Quarterbacked diligence and the working-capital true-up
Engagement · InterimDuration · 7 months
Our CFO left at the worst possible moment. Dana stepped in, the diligence was clean, and the deal closed. She held the whole thing together.
MedTech device startup
Illustrative results for this template — representative, not a guarantee of future outcomes.