Case Studies
Case Studies
SymmetryRX, LLC
SymmetryRX is a leading provider of eSampling services allowing Pharma Manufacturing companies...
Travel Resorts of America, Inc.
$7.0 million debt raise with First Bank. Leading multi-regional owner and operator of membership-based RV resorts.
Pediatric Advanced Therapy
$1.8 million debt raise with United Community Bank. Regional provider of occupational therapy, speech therapy, and physical therapy for kids across seven locations.
SymmetryRX, LLC
SymmetryRX is a leading provider of eSampling services allowing Pharma Manufacturing companies to access physician practices for the ordering and distribution of drug samples across the US.
FX HedgePool
FX HedgePool (FXHP) is a New York and London-based highly innovative fintech company. FXHP is an award-winning peer-to-peer matching platform that optimizes the FX swaps market.
Heritage Trust
As the first independent trust company in New Mexico, established in 1994, Heritage Trust (HT) uses innovation, experience, and flexibility to meet clients' needs. HT provides a full range of trust services, e.g.,
Southland Transportation Company
Southland Transportation provides transport, supply chain, and campus management services on a local, regional, and nationwide basis. When Southland contacted Scale Finance, they had a strong
Cooper Electrical Construction Company
For over six decades, Cooper Electrical has served a wide range of industrial, commercial, and municipal customers across the Southeast, providing best-in-class Electrical Design/Build, BIM, Prefabrication, Instrumentation & Controls, and Calibration services.
Graf Research
Graf Research™ unleashes innovation by developing ideas into disruptive technologies. The Graf mission aims to perform research, provide services, apply analytics, and create products that enable secure, high-performance, embedded
Life Sciences/ Healthcare/ Medical Devices
Lindy Biosciences
Providing CFO and Controller services since August 2018. Steve Paladino and Eric Johns
Proficient Health
Providing CFO Services since August 2022. Steve Paladino
Tenax Therapeutics
Providing Controller Support since February 2023. Steve Paladino & Derek Watson
Horizon EyeCare
Providing CFO Services since 2011. Bill Schiffli & Dave Gilroy
Intuitive Surgical
Acquired Kindheart, an SF Client providing artificial heart devices for training purposes. SF provided Controller support both pre- and post-acquisition. Tom Livingston & John Schefke
Software/SaaS Solutions
Better Car People
Transaction advisory services through a Private Equity led recapitalization, Controller services for many years. Dave Gilroy & Bill Schiffli
Geriatric Practice Management
Valuation services, Strategic and Transaction advisory services supporting sales to Netsmart. Rendy Richards & Dave Gilroy
Davinci Education
Providing CFO Services and Controller support for many years. Rendy Richards and Lisa Hewitt
TrueLearn
Providing CFO services, Transaction advisory services through PEG-led recapitalization. Dave Gilroy & Ellen Sondee
NON-Profits
Open Invention Network
Providing CFO and Controller Services since 2014. Gary Hayes & Tricia Rowland
Habitat for Humanity of Gaston County
Providing CFO oversight and Accounting Management Services. Julie Starr
LaunchCLT
formerly LaunchLKN – Providing CFO Services for years. Dave Gilroy & Eric Dana
Business & Industrial Services
Mechanical Systems Technology (MST, Inc.)
Providing CFO and Controller Services Since November 2019. Gary Hayes & Tricia Rowland
SonicAire
Providing CFO Services since May 2023. Rendy Richards
Horsepower Site Services
Provided CFO Services & Transaction Advisory support leading to the sale/recapitalization of the company. Dave Gilroy & Bill Schiffli
Rowboat Dock & Dredge
Providing Controller Services & Transaction Advisory support leading to the sale of the company. Dave Gilroy & Chad Rothert
Professional Services
Rosenwood
Rosenwood, Wood & Litvak, PLLC – Providing CFO and Controller Services Since July 2018. Julie Starr
The Navigator Group
Providing Controller Services continuously since 2009. Dave Gilroy & Cynthia Spera
McShane Partners
Providing CFO and Controller Services since 2014. Julie Starr
ProductStack
Providing Controller Services since 2015. Dave Gilroy & Betsy Smith
Consumer Products/Services
PlantPure
Providing CFO Services since March 2017. Tom Livingston
Biena Snacks
Providing Business Valuation Services for many years. Dave Gilroy
Collins Cleaners
Providing Controller Services. Dave Gilroy & Cynthia Spera
MagicTix
MagicTix – formerly MagicMoney – Providing Controller Services since 2016. Dave Gilroy & Fred Yablon
Financial Technology/Services
AlphaStar Capital Management
Providing CFO and Accounting Manager services since January 2015. Julie Starr
Greenspoint Capital
Providing CFO Services since November 2015. Rendy Richards
First Turn Innovations Fund
Providing CFO Services since 2022. Dave Gilroy & Eric Dana
FX Hedge Pool
Providing Business Valuation Services and Transaction Advisory Services leading to institutional growth equity raise. Dave Gilroy
Real Estate Development & Management
The Navigator Group
Providing Controller services for many years. Dave Gilroy
The Tree Farm Golf Course
Providing CFO services throughout the development of this highly exclusive golf course. Dave Gilroy & Eric Dana
Information Technology Services
AvenU Learning
Providing valuation services for many years associated with incentive compensation programs and acquisitions.
Trident Marketing
Providing CFO and Strategy Services since 2009. Gerhard Renner
Fortified Insight
Providing CFO Services & Business Valuation Services since 2015. Bill Schiffli & Dave Gilroy
Wincourse Technologies
Providing CFO & Controller Services since 2018. Julie Starr
Zuryc
Providing CFO Services since 2021. Dave Gilroy & Mike Bernard
Retail
Super A Foods
Providing Business Valuation Services for several years. Gerhard Renner
Spoons Acai Bowls
Providing Controller Services for many years. Dave Gilroy & Fred Yablon
Stanley Specialty Pharmacy
Providing Controller Services since 2018. Dave Gilroy
ProSHOTS
Providing CFO & Controller Services since 2020. Dave Gilroy & Mike Coppa
Technology Equipment & Devices
The Padcaster
Providing Business Valuation Services since 2018. Dave Gilroy
Dart Innovation
Providing Controller Services and Transaction Advisory Services. Dave Gilroy