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Media / Podcast
February 20, 2025
Kevin White Joins School for Startups Radio to Discuss Finance Needs for Growth Stage Companies
CFO and Controllership Advisory
cfo-controllership-advisory
Newsroom
Work worth talking about.
The diligence, advisory work, and operating perspective behind deals and fundraising associated with growing companies.
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Kevin White Joins School for Startups Radio to Discuss Finance Needs for Growth Stage Companies
media-podcast
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Deal Announcement
February 14, 2025
BryteBridge Acquires 501c3 Center, MoneyMinder, and Nonprofit Suite
Transaction Services
transaction-services
BryteBridge Acquires 501c3 Center, MoneyMinder, and Nonprofit Suite
deal-announcements
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Media / Podcast
February 13, 2025
Private Equity Primer Interviews Nick Spezio for their I Wish I Had Known Blog Series
Transaction Services
transaction-services
Private Equity Primer Interviews Nick Spezio for their I Wish I Had Known Blog Series
media-podcast
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Deal Announcement
February 5, 2025
Bland Raises a $40M Series B to Transform Enterprise Phone Communications
CFO and Controllership Advisory
cfo-controllership-advisory
Bland Raises a $40M Series B to Transform Enterprise Phone Communications
deal-announcements
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Media / Podcast
February 4, 2025
Eric Fiegoli Joins School for Startups Radio to Discuss Scaling a Business and Building Strategic Partnerships
CFO and Controllership Advisory
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Eric Fiegoli Joins School for Startups Radio to Discuss Scaling a Business and Building Strategic Partnerships
media-podcast
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Deal Announcement
January 27, 2025
SurePoint Technologies Acquires ZenCase to Revolutionize Practice Management
Transaction Services
transaction-services
SurePoint Technologies Acquires ZenCase to Revolutionize Practice Management
deal-announcements
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Media / Podcast
January 22, 2025
Kevin White Joins The Business Creators’ Radio Show to Discuss Early-Stage Fundraising
CFO and Controllership Advisory
cfo-controllership-advisory
Kevin White Joins The Business Creators’ Radio Show to Discuss Early-Stage Fundraising
media-podcast
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Deal Announcement
January 21, 2025
Fullsteam Acquires WineDirect’s SaaS Division
Transaction Services
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Fullsteam Acquires WineDirect’s SaaS Division
deal-announcements
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Deal Announcement
December 20, 2024
Scripta Insights Secures Series B Funding, Raises $42M Total, Revolutionizing the Way Americans Shop for Prescription Drugs
CFO and Controllership Advisory
cfo-controllership-advisory
Scripta Insights Secures Series B Funding, Raises $42M Total, Revolutionizing the Way Americans Shop for Prescription Drugs
deal-announcements
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Media / Podcast
December 19, 2024
Eric Fiegoli Joins the Richer Geek Podcast to Discuss Finance for Growth-Stage Companies
CFO and Controllership Advisory
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Eric Fiegoli Joins the Richer Geek Podcast to Discuss Finance for Growth-Stage Companies
media-podcast
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Deal Announcement
December 6, 2024
LeaseCrunch Expands Offerings with Merger of Finagraph, Enhancing Financial Intelligence for CPA Firms
Transaction Services
transaction-services
LeaseCrunch Expands Offerings with Merger of Finagraph, Enhancing Financial Intelligence for CPA Firms
deal-announcements
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Media / Podcast
November 19, 2024
Nicholas Spezio Joins the Richer Geek Podcast to Discuss Mergers & Acquisitions for FinTech Businesses
Transaction Services
transaction-services
Nicholas Spezio Joins the Richer Geek Podcast to Discuss Mergers & Acquisitions for FinTech Businesses
media-podcast
Deal Announcement
November 12, 2024
Fort Health Raises $5.5M, Expands into 2 States
CFO and Controllership Advisory
cfo-controllership-advisory
Fort Health Raises $5.5M, Expands into 2 States
deal-announcements
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Deal Announcement
November 5, 2024
RFE Announces Major Investment in Innovative HR Outsourcing Solutions Company Congruity HR
Transaction Services
transaction-services
RFE Announces Major Investment in Innovative HR Outsourcing Solutions Company Congruity HR
deal-announcements
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Media / Podcast
October 22, 2024
Kevin Gwynn White Discusses the Importance of Proper Board Management on the Aligned Money Show
CFO and Controllership Advisory
cfo-controllership-advisory
Kevin Gwynn White Discusses the Importance of Proper Board Management on the Aligned Money Show
media-podcast
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Deal Announcement
October 10, 2024
Fullscript Acquires Rupa Health
CFO and Controllership Advisory
cfo-controllership-advisory
Fullscript Acquires Rupa Health
deal-announcements
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Company News
September 10, 2024
Exbo Group is Moving to NoHo!
CFO and Controllership Advisory
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Finance Transformation
finance-transformation
Tax Advisory
tax-advisory
Transaction Services
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Exbo Group is Moving to NoHo!
company-news
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Deal Announcement
August 13, 2024
The Little Gym's Largest Multi-Unit Franchisee Group Expands to 26 Locations in New Deal
CFO and Controllership Advisory
cfo-controllership-advisory
Finance Transformation
finance-transformation
Tax Advisory
tax-advisory
Transaction Services
transaction-services
The Little Gym's Largest Multi-Unit Franchisee Group Expands to 26 Locations in New Deal
deal-announcements
Media / Podcast
August 12, 2024
Nicholas Spezio Joins The Exit Plan Podcast to Discuss the Timing and Considerations of Selling a Business
Transaction Services
transaction-services
Nicholas Spezio Joins The Exit Plan Podcast to Discuss the Timing and Considerations of Selling a Business
media-podcast
Deal Announcement
August 1, 2024
MedScout Secures $15M Series A Investment to Accelerate Growth
CFO and Controllership Advisory
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MedScout Secures $15M Series A Investment to Accelerate Growth
deal-announcements
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Deal Announcement
May 23, 2024
Goldman Sachs Alternatives Completes Acquisition of Xpress Wellness from Latticework Capital Management
CFO and Controllership Advisory
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Goldman Sachs Alternatives Completes Acquisition of Xpress Wellness from Latticework Capital Management
deal-announcements
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Deal Announcement
May 20, 2024
SurePoint Technologies Acquires Leopard Solutions
Transaction Services
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Tax Advisory
tax-advisory
SurePoint Technologies Acquires Leopard Solutions
deal-announcements
Deal Announcement
March 11, 2024
Locally, Leading Online-to-Offline Shopping Solution, Secures Series A Funding
Transaction Services
transaction-services
Tax Advisory
tax-advisory
Locally, Leading Online-to-Offline Shopping Solution, Secures Series A Funding
deal-announcements
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Deal Announcement
March 5, 2024
LaunchPad Home Group Acquires AJF Inspections
Transaction Services
transaction-services
Tax Advisory
tax-advisory
LaunchPad Home Group Acquires AJF Inspections
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