We provide high-impact financial leadership for growth-stage companies, founder-led businesses, and PE/VC-backed enterprises. With deep expertise in capital markets, M&A, FP&A, and board-level strategy, we serve as a trusted partner at critical financial inflection points
Fractional / Interim CFO Leadership
Financial Planning & Analysis (FP&A)
Board & Investor Reporting
Capital Strategy & Fundraising Support
M&A / Corporate Development Advisory
Cash & Treasury Management
Pricing, Revenue Architecture & Margin Expansion
Financial Systems & Process Optimization
Risk Management & Compliance
Exit & IPO Readiness
Improve transparency into business performance
Develop KPI’s to measure success
Improve financial reporting for the business on a continual basis
Train employees to analyze, monitor and report using better systems
Work with management to create an actionable business plan
Implement strategies and tactics the organization will follow to achieve the owner’s vision of success
Develop standard operating procedures
Automate business processes
Evaluate the organization for best practice
Business owner’s trusted advisor and project manager during the process of selling a business
Prepare a business for sale
Identify and solicit buyers
Maximize the total purchase price
Valuation & Readiness Check – identify value gaps early
Financial Clean-Up & QoE Prep – present audit-ready numbers
Margin & Cash-Flow Boost – lift EBITDA and working capital
Tax-Smart Deal Structuring – minimize seller’s net tax hit
Buyer Targeting & CIM Creation – craft story, reach ideal buyers
Data-Room & Diligence Playbook – streamline document requests
LOI & Term-Sheet Advisory – model proceeds, negotiate best terms
Post-Close Transition Plan – ensure smooth handoff & integration
$900 million in transactions
Carlos has over 15 years of experience in private equity, mergers & acquisitions, financial analysis, and accounting. Most recently, Carlos worked with a middle market focused boutique investment banking and M&A consulting firm. From 2020 to 2023, he has completed over $800 million in M&A transactions while significantly outperforming the client’s expectations in each of the sell side engagements.
Carlos previously held a dual role as a senior financial reporting and accounting manager at CalAtlantic Title, Inc, a subsidiary of Lennar Corporation. Carlos was a critical leader in various M&A transactions, where he was responsible for assessing and integrating financial processes and reporting functions. Prior to CalAtlantic Title, Carlos was a Senior Associate at EIH Capital Partners, a private investment firm that focused on the acquisition of corporate divestitures. Carlos was responsible for leading the deal origination efforts and M&A process in North America and Europe.
Along with managing relationships with Fortune 500 executives and investment bankers, he held an important role in organizing and training the firm’s business development team and instrumental in both buy-side and sell-side transactions. Carlos received his Bachelor of Business Administration with a major in Finance and a Master of Business Administration from Florida International University.
Bert is a senior executive with over 40 years of expertise streamlining business processes, controlling expenses, enhancing revenue, and motivating talent to drive profitability.
Bert has assumed the CFO and COO roles for multiple companies, including both publicly traded and private equity-backed companies. During his career, he successfully raised over $1.8 billion of debt and $600 million in private and public equity.
Bert has served as CFO of Grove Bank & Trust, US Century Bank, Barnett Banks and BankUnited, where he had financial responsibility for a $15 billion balance sheet. Additionally, he was CFO of Vertical Bridge REIT, the largest private owner and operator of communications infrastructure in the US, CFO of Intcomex, a $1.3 billion international electronics distributor, and COO and CFO of Trade Street Residential, a multifamily REIT, which he successfully took public through an IPO. He started his career in public accounting and served as a Director in the Global Risk Management Division at PWC.
Bert is a licensed CPA and received his Master of Business Administration and Bachelors from the University of Miami and was appointed to the President’s Council of his alma mater.
Carlos has over 15 years of experience in private equity, mergers & acquisitions, financial analysis, and accounting. Most recently, Carlos worked with a middle market focused boutique investment banking and M&A consulting firm. From 2020 to 2023, he has completed over $800 million in M&A transactions while significantly outperforming the client’s expectations in each of the sell side engagements.
Carlos previously held a dual role as a senior financial reporting and accounting manager at CalAtlantic Title, Inc, a subsidiary of Lennar Corporation. Carlos was a critical leader in various M&A transactions, where he was responsible for assessing and integrating financial processes and reporting functions. Prior to CalAtlantic Title, Carlos was a Senior Associate at EIH Capital Partners, a private investment firm that focused on the acquisition of corporate divestitures. Carlos was responsible for leading the deal origination efforts and M&A process in North America and Europe.
Along with managing relationships with Fortune 500 executives and investment bankers, he held an important role in organizing and training the firm’s business development team and instrumental in both buy-side and sell-side transactions. Carlos received his Bachelor of Business Administration with a major in Finance and a Master of Business Administration from Florida International University
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4551 Ponce de Leon Blvd., Coral Gables, FL 33146
