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PE/Venture-Backed Startups l Strategy Development l Capital Formation l Financial & Operational Systems

Turnaround Situations l Recapitalizations l Distressed Asset Workouts l Corporate Renewal


C-level executive with VC, PE and Family Office investment experience as well as CEO and CFO operating

experience. Proven abilities in financial management, process improvement, business planning, staff development,

capital formation, M&A and recapitalizations in the software, real estate, and business services industries.


Member, Turnaround Management Association (TMA), Association for Corporate Growth (ACG), and the Denver Metro Chamber of Commerce.

Former Director, CapTerra Financial Group, Inc. (CPTA.OB), Constellation Real Technologies, LLC, ePropertyTax, Inc. (Thomson Reuters), Accruent, Inc. (Observer), and eProject, Inc. (Daptiv). Former Advisor Board Member, Prosero, Inc. (Spinnaker). Former Director and Chairman, YouthBiz, Inc. (Non Profit). Former Member and Director, Social Denver Partners Denver (Non Profit). Admitted, Massachusetts and New YorkState Bars.

Boards On Which I Have Served

Non-Profit Boards

My Education

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Work experience

Mar 2009Present

Managing Director

Athena Business Solutions, LLC (Self Employed)

Athena Business Solutions provides temporary and part-time CFO services to start-up, small and medium-sized companies. Athena's FirstCFO services provide a suite of cost-effective financial, operational, and business planning solutions. And for businesses in transition, Athena can help raise debt and equity capital, execute mergers & acquisitions, and restructure liabilities.


Athena focuses on the needs of start-up, small and medium-sized businesses as they grow and face increasingly complex financial, operational, and business planning issues. For businesses that require all of the skills of an experienced CFO, Athena's FirstCFO offering provides a cost-effective, interim or part-time solution.

  • Temporary or Part-Time CFO
  • Capital Formation
  • Strategic and Business Planning
  • Back-Office Operations & Systems
  • Corporate Finance
  • Expense Management & Cost Reduction
  • Budgeting and Forecasting
  • Metrics and KPIs


  • Mergers & Acquisitions
  • Strategic Partnerships & Agreements


  • Financial & Operational Restructuring
  • Creditor Restructuring & Workouts
Mar 2008Feb 2009

President & CEO

CapTerra Financial Group, Inc. (CPTA.OB)

Hired by company’s controlling shareholder, GDBA Investments, and Board of Directors to help turnaround this venture-backed, real estate finance company.

  • Executed $26M restructuring and secured commitments for rescue and growth capital from existing investors.
  • Implemented broad reduction in force and reduced operating expenses by approximately 30%.
  • Settled pending litigation and formulated action plans for workout of $20M troubled asset portfolio.
  • Revamped business model, changed company name, and positioned company for new growth.
  • Hired new executive management team.
Oct 2007Mar 2008


Single family office.

  • Managed a private securities portfolio containing a mix of venture capital, private equity, and real estate investments and provided oversight of a public stock portfolio.
  • Revamped and consolidated reporting to provide greater transparency and accountability.
  • Efforts ultimately led to a broad restructuring of the office to get costs in line with sustainable returns. 
Oct 2005Oct 2007

Senior Vice President & CFO

Millennium Venture Group, Inc.

Hired to help turnaround this PE-owned real estate development and services company. 

  • Negotiated a $30 million recapitalization of the company and secured a new senior unsecured line of credit.
  • Settled threatened legal actions IRS liabilities.
  • Implemented a reduction in force and reduced operating expenses by 45%.
  • Modified and expanded the company’s business model to include larger transactions and additional services.
  • Implemented a new accounting system and project management software solution.
  • Ran the company’s investment committee. Oversaw asset dispositions and sell/hold and pricing decisions.
  • Played a central role in hiring a completely new executive management team.
  • Helped to grow revenue and cut net income loss to near breakeven with a defined path to profitability and growth.

Jun 2001Oct 2005

Executive Director / Liquidating Trustee (Vice President 2001 – 2003)

Constellation Real Technologies, LLC

Venture capital fund invested in software and business services companies. Investors included seven S&P 500, eight Fortune 500, and three Fortune 100 companies, and two of the world’s largest pension funds.

  • Promoted from Vice President to manage operations, turnaround a troubled investment, and execute an orderly wind-down of the fund.
  • Structured and negotiated terms and led due diligence in conjunction with VC investments.
  • Facilitated collaboration between senior executives of Constellation's investors and led a semi-annual conference of more than 20 public company CIOs, CTOs and other business experts.
  • Closed numerous initial and follow-on transactions in five software and business services companies. 

Acting Chief Financial Officer, eProject (Concurrent, January 2004 - May 2005)

While working for Constellation and serving on the Board of Directors of this portfolio company, assisted the management team in executing a turnaround of this project management software company.

  • Grew revenue 77% while cutting expenses by 50%.Grew operating income from ($5.9M) run rate to $2.3M. 

  • Negotiated an $8.6 million subsidiary merger and recapitalization transaction which cashed Constellation out of its investment with substantial gain, cleaned up the balance sheet, and provided $4 million in growth capital.
  • Implemented a new accounting system. Revamped the company’s invoicing process resulting in reduced slippage, and enhanced business intelligence in support of cash management, budgeting and forecasting.
  • Performed forensic accounting and prepared financial statements. Managed the capitalization table and oversaw a cleanup of the balance sheet.

Manager, Business Development, E-Commerce Investments (Relationship Manager 1999-2000)

GE Capital Real Estate

Hired to help launch this VC fund, a joint venture of GE Capital Real Estate and GE Equity.

  • Identified, analyzed, and negotiated venture capital investments in start-up, technology companies.
  • Focused on software and business services investment opportunities.

Investment Officer (Senior Associate 1997–1998)

Closed over $100 million of commercial real estate loans and joint venture equity investments.



Master of Science in Real Estate Development


Juris Doctorate

Cornell Law School

Bachelor of Arts

New York University