Closed Capital Raise Transactions

Closed Capital Raise Transactions

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Alpha Waste Industries, Inc.

$4.5 million debt raise with First Bank. Regional provider of contract waste management and disposal services.

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.

Better Car People

Major growth recapitalization with Graham Software Development (part of the Graham Group). Fast-growing provider of SaaS solutions for sales, service, business development, and lead management for auto dealers.

EarthKind

Undisclosed equity financing with Sweat Equities Fund. Innovative and fast-growing developer and manufacturer of environment-friendly pest control products.

AMTdirect

Major growth recapitalization with Luminate Capital. Fast-growing provider of SaaS solutions for property and equipment lease administration and accounting services.

SonaCare Medical LLC

$3.0 million subordinate debt financing with Decathlon Partners. Minimally-intrusive, high-intensity focused ultrasound (HIFU) based, multi-organ cancer medical devices.

CTL Packaging, LLC

$8.0 million debt financing with Directed Capital Resources. International provider of unique, high-end tubular packaging solutions for global consumer packaged goods companies.

iHealth Solutions, LLC

$7.0 million equity financing with Fulcrum Equity Partners. Growth financing to support the acquisition of DNA Healthcare. Leading national provider of revenue cycle management (RCM), practice management (PM), and other proprietary clinical and financial applications for physician practice groups and hospitals

.

Pediatric Advanced Therapy

Complex partner buyout, growth equity investment, and real-estate purchase transaction involving $1.2 million debt financing with Capital Bank. Regional provider of specialty occupational, speech, and physical therapy focused on children.

Jernigan Farms

$4.8 million debt financing with CBC National to support the installation of an innovative waste-to-energy system. Regional, diversified agribusiness.

Fuzzy Logix, LLC

$5.5 million equity financing with New Science Ventures. Advanced software for in-database, predictive analytics around big data.

SentryOne, Inc.

$25 million equity financing with Mainsail Partners. Leading provider of database management and performance optimization software.

Payzer, Inc.

$4.2 million equity financing with Grotech Ventures and Route 66 Ventures. Fast-growing mobile and cloud-based financial technology platform for home services contractors.

Randa Solutions, Inc.

$5.0 million debt financing w/ Fulton Financial, Inc. Innovative provider of data services and education intelligence to educational administrators and teachers.

Travel Resorts

$2.5 million senior debt financing with First Bank, Inc. National provider of membership-based RV campground resort services.

Carolina Urgent Care

Undisclosed senior debt financing. Highly innovative Urgent Care and Sports Medicine facility opening in 2014 in eastern NC.

Cell Phone Repair Franchise Systems, Inc.

Undisclosed senior debt bridge financing. National provider of on-premises repair solutions for cell phones, tablets, and other electronic devices across 120 stores.

Wellness Corporate Solutions, Inc

Undisclosed growth capital financing in the form of senior debt. State-of-the-art corporate wellness company providing high-touch wellness programs emphasizing health education and behavioral change.

Trident Marketing

$6.5 million senior debt financing with First Bancorp. Leading provider of technology-based customer generation services for major brands.

Culmen International, LLC

$12.0 million senior debt financing with Fulton Financial Corporation. Global provider of security and specialty project management services to the US government.

T1V, LLC

$6.1 million equity and subordinate debt financing with Fidelis Capital, Decathlon Ventures, and other investors. Leading provider of large format touchscreens for multi-user applications in corporate, education, healthcare, and retail markets.

Northwest Companies, Inc

$3.1 million subordinate and senior debt financing with Decathlon Alpha and CertusBank. National provider of SaaS-driven management services meeting the exterior facilities maintenance needs of large companies.

The Coupon Doc, Inc.

Undisclosed convertible debt financing with Great Oaks Venture Capital and angel investors. Innovative internet-based source for healthcare coupons and discounts for consumers.

Yodil, Inc.

Growth equity financing with a private group of insurance industry veterans. SaaS provider of business intelligence, data analytics, and operational reporting to the insurance industry.

AtoZ Companies, Inc.

Major equity and convertible note financing with an angel investment group and individuals. Multi-niche online retailer leveraging advanced, analytics-based customer acquisition technologies.

Enveniam, Inc.

Major institutional growth financing. Wireless exterior lighting controls software and services.

PlanITROI, Inc.

$4.0 million debt financing. Leading national IT equipment asset disposition services company.

TruPoint Partners, Inc.

Undisclosed equity. Software-as-a-Service compliance solutions for commercial banks and other financial institutions.

Bioptigen, Inc.

$1.5 million equity. In vivo, optical imaging device company spun off from Duke University in 2004.

PDQ, LLC

$1.4 million equity and debt. Innovative quick service restaurant chain offering fresh food based on unique, focused menu and technology.

F-Origin, Inc

$1.0 million equity follow-on with undisclosed foreign investors. Advanced hardware and software for touchscreen wireless and other devices.

Dormir, Inc.

$4.0 million equity follow-on with Excel Medical Ventures. Healthcare services and respiratory medical equipment distribution.

SonaCare Medical, LLC

$5.0 million senior financing with MMV Financial. Non-intrusive prostate cancer medical devices and facilities-based therapeutic healthcare services.

American Research Institute, Inc.

Senior credit facility for working capital with Federal National Payables.

IntePoint, Inc.

Senior credit facility for working capital with Fifth Third Bank.

Dormir, Inc. & CardioSom, Inc.

$8.0 million equity with CHL Medical Partners and Noro-Moseley Partners. Healthcare services and respiratory medical equipment distribution.

US HIFU, LLC

$23.0 million equity financing with Galen Partners. Non-intrusive prostate cancer medical devices and facilities-based therapeutic healthcare services.

F-Origin, Inc.

$5.0 million equity financing with PrimeView International and Keynote Ventures. Advanced hardware and software for touchscreen wireless and other devices.

Piedmont Pharmaceuticals LLC

$8.5 million equity financing with CM Capital, Piedmont Angel Network, and high net-worth individuals. Follow-on round of $5 million closed. Specialty pharmaceuticals for human and companion animal health.

Kid Basix, LLC

Undisclosed equity, institutional, and high net-worth individuals. Follow-on round closed as well. Advanced, safety-enhanced consumer products for children.

Adhezion Biomedical, Inc.

$3.2 million equity financing with Originate Ventures. Follow-on round closed as well. Liquid adhesive-based wound closure applications.

Advanced Detection Technology, Inc.

$1 million equity financing with Carolina Mills. Physical security hardware and software infrastructure for military and other extremely high-security environments.

Bollag International, Inc.

$15.9 million asset-backed revolving and term loan with CIT Group. International manufacturer of specialty textile products and materials.

Blueridge Analytics, Inc.

$2.5 million equity financing with strategic partners and high net-worth individuals. Innovative provider of software-as-a-service for civil engineering and site planning.

Closed Capital Raise Transactions (Prior Experience)

Sam Seltzer’s, Inc.

Regional upscale casual restaurant chain ($11 million mezzanine debt financing with Capital Resource).

Integrian, Inc.

Digital video surveillance and security solutions (Board Director, multiple closed equity and debt financings).*

Meta Security Group, Inc.

Network security software and services company (Board Director, multiple closed equity financings, and company sale to Scalable Software, Inc).*

FullScope, Inc.

Software and integration services company (Board Director, multiple closed equity financings).*

Bloodhound Technology, Inc.

Medical claims editing software company (Board Director; multiple closed equity financings).*

iLiant, Inc.

Outsourced solutions and services for physician practice groups (Board Advisor; multiple closed equity financings).*

Cogent Neuroscience, Inc.

Central nervous system drug developer (Board Advisor; multiple closed equity financings).*

Biolex Therapeutics, Inc.

Transgenic protein-based drug developer and manufacturer (Board Advisor; multiple closed equity financings)*

A4 Health Systems, Inc.

Electronic medical records software company (Board Advisor; multiple closed equity financings).*

*Reflects Mr. Gilroy’s experience as a Partner in the third fund of Venture Capital firm Wakefield Group LLC (1999 – 2005).

Case Studies

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.

Our Clients

Testimonial

Kabook
Bram Hall CEO, Kabook, LLC

We appreciate the role that Scale Finance has played in launching and building our company. The Scale Finance team has been exceptional – tight reporting, always timely, and extraordinarily efficient with your time. And 80% of the time I have the opposite reaction to professional services providers and time requirements. Thank you!

Health
Dr. Michael Rosenberg Founder & CEO, Health Decisions, Inc.

We have leveraged Scale Finance’s flexible, low cost, but highly responsive and professional support on three separate projects over the years. Unbeatable corporate finance support in the realm of part-time Controller, analytical projects, and specialized transactional advisory work. SF has served us well as a trusted finance partner as we’ve continued to grow our company rapidly.

Quaero
Naras Eechambadi CEO Quaero

Scale Finance helped us navigate through a sensitive, challenging, and very strategic transaction process to achieve a terrific end result for Quaero. They helped us manage complex, delicate issues at critical moments in the process. We’re thrilled with the value they added especially given the reasonable fees of their unique model.

Direct
David M. Moore President & CEO

Scale Finance provided quick, on-site support during a sensitive time for our Company. We really appreciated their huge impact in managing an in-depth and comprehensive financial due diligence process linked to a strategic transaction for our business. Their cost-effective problem-solving and savvy transactional advice was key to getting our deal done during tough economic conditions. It could not have been done without the Scale team.

Dormir
Tim Miller CEO, Dormir LLC

We needed equity capital to support our extremely fast growth. Scale Finance’s Dave Gilroy provided essential support in managing our growth capital raise during challenging times in the financial markets. Without Scale Finance, this would not have happened. On the basis of a bullet-proof balance sheet, we are now building out our unique model as a national leader in the sleep industry. I’m happy to be a reference for Scale Finance as there are not enough good things I can say about you and your company.

Kid Basix
Bret Plate and Susan Soja CEO and COO, Kid Basix, Inc

Raising funds in any economic climate is extremely challenging; as a young company in the retail space, we knew this would not be easy”. “We closed our first round of financing within 30 days of launch, and completed this one in a similar time frame. That’s not only a tribute to our strong shareholder base, but to having all aspects of the process managed by a highly experienced team. Scale Finance’s model of providing fractional CFO services, as well as transactional support, provides the complete solution for growing companies which need both financial expertise and financing to expand the business. We are now well-positioned for bringing our new products to market.

PrepChamps
Dean Bundschu CEO and Co-Founder, PrepChamps

Scale Finance’s Gary Hayes, fully integrated into our team as our part-time CFO. It was “part-time” in name only, because Gary was truly one of us. Few organizations provide the type of service and commitment that Scale Finance can provide!”The work that Gary Hayes and David Gilroy did for PrepChamps was simply amazing! Few people are as connected in venture capital as David and his team. As any entrepreneur knows, fund-raising is extremely challenging. David and his team helped us close our $1.8 million Series A round, they introduced us to well over 50 relevant VCs across the country, and we presented to 25+ VCs while we strived to raise a $5 million Series B. If you need a true partner to help you get to the next level, the Scale Finance team is the answer.

Advanced Detection Technology
Dale Hiatt CEO, Advanced Detection Technology

Scale Finance and Dave Gilroy provided solid financial management support for more than a year during a critical time for our Company. He was particularly helpful in canvassing the venture investment community in a creative, systematic, and well-managed way to ensure that our Company received the growth financing we needed. The proof was ultimately in a highly successful outcome—a closed deal for 7-figures in new cash equity financing from a great partner/investor who will add a lot of value to what we’re building.

F-Origin
Joe Carsanaro CEO, F-Origin

Gary Hayes has been providing F-Origin part time CFO services since April, 2007. Gary has been very effective in getting the books of the company in a position to go through an extensive review by our outside auditors with minimal changes. In addition they have been very useful in establishing a monthly reporting package for the Board, develop and update our budget and establish basic operating procedures for an early stage company. Over the past 6 months we have been actively engaged in seeking a Series C round of financing and recently successfully closed $5M in new funding. Dave Gilroy played a significant role in support of the transaction to include due diligence analysis support, term sheet analysis, and advice on valuation. Gary and Dave continue to handle the financial management role as it relates to the Board, investors and our external banking partner.

Sunbelt
Dan Janick President, Sunbelt Packaging

We considered the full range of options. We needed to tighten up our monthly closing process, fully leverage our accounting systems and document our processes and procedures. The professionals now at Scale Finance clearly provided the best combination of hands-on expertise, affordability and variable cost flexibility. Ken Wright, a Scale Finance Senior Controller, blended seamlessly into our culture and delivered on his commitment.

Arrendale Associates
Del Arrendale CEO, Arrendale Associates

Scale Finance professionals have had an extraordinary impact on our business in a very short time. We are a growing healthcare software company, and faced a mission-critical need last year to scale our financial capabilities as the company’s growth accelerates. Without a doubt, the effectiveness and economics of shared-resource, fractional-use Senior Controller support was the right answer for our company. We have better, more strategic financial leadership than we would require, or could afford, on a full-time basis, and the impact has been terrific. Essentially, key financial management activities are far better handled by Scale Finance professionals than we were able to manage internally, and at lower cost. This has allowed us to focus on new customer acquisition and support—so critical during the period of growth as were are experiencing right now.

Actium Advisors
Mark McDowell Managing Partner of Actium Advisors, LLC

We are invested a number of fast growing businesses in wireless communications and need reliable and cost-effective accounting support. Flexibility is also key as our requirements are on-demand, distributed geographically, and need to dial up or dial down as situations at various companies develop. Time is our most valuable resource, and Scale Finance adds real value through a convenient single-stop solution. We have found their professional resources to be high impact and well-suited at very reasonable cost.

Expression Analysis
Steve McPhail President & CEO, Expression Analysis, Inc.

Scale Finance has provided Expression Analysis with solid Controller support since the end of 2007. They have been very effective in getting the company through a formal outside audit, organizing financial infrastructure to scale our business, and getting our monthly reporting package including a forecast update for our board done on a timely and accurate basis. Over the past several months Gary and Bonnie have been supporting our migration to a more sophisticated accounting system. In addition they have provided very effective training of our internal staff to allow them to assume a greater role in the overall accounting function.

Relevance
Stu Halloway CEO and Justin Gehtland, President

We have been using the part-time CFO Services of Gary Hayes since February 2007. Gary has been instrumental in facilitating our growth from a two-person company to one with eleven employees in just 15 months. Gary has developed and implemented a budgeting and forecasting methodology as well as a tool-set for managing the company’s finances on a monthly basis. The tool-set provides us an up-to-date assessment of our current and expected full year results which has helped us identify risks, effectively manage cash, and maximize the company’s tax position on an ongoing basis. Gary’s services and tool-set helped us through a seamless transition to a new banking partner, which has been critical to the company by providing new growth capital when needed.

Hyde Park Capital
John M. McDonald III Senior M.D, Hyde Park Capital Partners

The market opportunity to serve small, but high growth companies in a tailored way that works economically on both sides is one that few firms are currently addressing. Scale Finance offers a unique blend of corporate finance services for these companies that will fit closely with client needs in the segment. Dave Gilroy has shown real passion and a high level of skills and experience in serving young growth companies over the last several years, and we wish Scale Finance all the success in the world.

Hissho Sushi
Philip Maung CEO, Hissho Sushi & Lwin Family Company

We have been leveraging Ken Wright and Dave Gilroy for over two years and have deployed their cost-effective support in multiple areas including intense Controller-level projects and strategic/transactional advisory. Their support has been essential in positioning Hissho for rapid growth and helping us to scale our infrastructure—accounting systems, people, monthly closing process. We have also been impressed by their “hands-on” impact in other critical areas, e.g. support in considering growth capital options. Hissho is now moving to a whole new level of size and profitability, and professionals at Scale Finance have become a key partner in our success.

CompanionCabinet
Chris Mele CEO, Companion Cabinet Software, LLC

As a fast-growing software firm, we have important requirements around professional financial management, reporting, forecasting, and cash management. We also must be cost conscious as we continue to invest in product technology and sales & marketing infrastructure to scale the business. We knew we needed a strong CFO-type but we couldn’t afford to hire someone of that caliber full time. Scale Finance provided us with an super experienced and operationally savvy CFO who ramped up incredibly quickly. Today, I don’t worry anymore about financial reporting, cash management and forecasting because it’s all done for me—all for cheaper than a typical bookkeeper. We use our CFO only as we need him. And as our company’s needs grow, I can count on Scale Finance to scale with my business. As business owners, we all want to do it ourselves so we feel more in control. The problem is, that philosophy robs us of time we should be spending on other areas of the business which will more likely determine success or failure.

The Murphy Group
Dale Tweedy Board Director, The Murphy Group

As a closely-held, extremely private company, we leverage outside professional resources only very selectively. Our fast growth in recent years has required us to step-up the level of internal systems, infrastructure, and skills in key areas of finance and accounting. Dave Gilroy and Matt Ocenas provided a compelling, cost-effective solution to impact and improve these critical areas of our company decisively. In addition, senior Scale Finance professionals have provided highly useful strategic and operational planning advice and support in a challenging, thought-provoking, but also non-threatening way.

Testimonial

Kabook
Bram Hall CEO, Kabook, LLC

We appreciate the role that Scale Finance has played in launching and building our company. The Scale Finance team has been exceptional – tight reporting, always timely, and extraordinarily efficient with your time. And 80% of the time I have the opposite reaction to professional services providers and time requirements. Thank you!

Health
Dr. Michael Rosenberg Founder & CEO, Health Decisions, Inc.

We have leveraged Scale Finance’s flexible, low cost, but highly responsive and professional support on three separate projects over the years. Unbeatable corporate finance support in the realm of part-time Controller, analytical projects, and specialized transactional advisory work. SF has served us well as a trusted finance partner as we’ve continued to grow our company rapidly.

Quaero
Naras Eechambadi CEO Quaero

Scale Finance helped us navigate through a sensitive, challenging, and very strategic transaction process to achieve a terrific end result for Quaero. They helped us manage complex, delicate issues at critical moments in the process. We’re thrilled with the value they added especially given the reasonable fees of their unique model.

Direct
David M. Moore President & CEO

Scale Finance provided quick, on-site support during a sensitive time for our Company. We really appreciated their huge impact in managing an in-depth and comprehensive financial due diligence process linked to a strategic transaction for our business. Their cost-effective problem-solving and savvy transactional advice was key to getting our deal done during tough economic conditions. It could not have been done without the Scale team.

Dormir
Tim Miller CEO, Dormir LLC

We needed equity capital to support our extremely fast growth. Scale Finance’s Dave Gilroy provided essential support in managing our growth capital raise during challenging times in the financial markets. Without Scale Finance, this would not have happened. On the basis of a bullet-proof balance sheet, we are now building out our unique model as a national leader in the sleep industry. I’m happy to be a reference for Scale Finance as there are not enough good things I can say about you and your company.

Kid Basix
Bret Plate and Susan Soja CEO and COO, Kid Basix, Inc

Raising funds in any economic climate is extremely challenging; as a young company in the retail space, we knew this would not be easy”. “We closed our first round of financing within 30 days of launch, and completed this one in a similar time frame. That’s not only a tribute to our strong shareholder base, but to having all aspects of the process managed by a highly experienced team. Scale Finance’s model of providing fractional CFO services, as well as transactional support, provides the complete solution for growing companies which need both financial expertise and financing to expand the business. We are now well-positioned for bringing our new products to market.

PrepChamps
Dean Bundschu CEO and Co-Founder, PrepChamps

Scale Finance’s Gary Hayes, fully integrated into our team as our part-time CFO. It was “part-time” in name only, because Gary was truly one of us. Few organizations provide the type of service and commitment that Scale Finance can provide!”The work that Gary Hayes and David Gilroy did for PrepChamps was simply amazing! Few people are as connected in venture capital as David and his team. As any entrepreneur knows, fund-raising is extremely challenging. David and his team helped us close our $1.8 million Series A round, they introduced us to well over 50 relevant VCs across the country, and we presented to 25+ VCs while we strived to raise a $5 million Series B. If you need a true partner to help you get to the next level, the Scale Finance team is the answer.

Advanced Detection Technology
Dale Hiatt CEO, Advanced Detection Technology

Scale Finance and Dave Gilroy provided solid financial management support for more than a year during a critical time for our Company. He was particularly helpful in canvassing the venture investment community in a creative, systematic, and well-managed way to ensure that our Company received the growth financing we needed. The proof was ultimately in a highly successful outcome—a closed deal for 7-figures in new cash equity financing from a great partner/investor who will add a lot of value to what we’re building.

F-Origin
Joe Carsanaro CEO, F-Origin

Gary Hayes has been providing F-Origin part time CFO services since April, 2007. Gary has been very effective in getting the books of the company in a position to go through an extensive review by our outside auditors with minimal changes. In addition they have been very useful in establishing a monthly reporting package for the Board, develop and update our budget and establish basic operating procedures for an early stage company. Over the past 6 months we have been actively engaged in seeking a Series C round of financing and recently successfully closed $5M in new funding. Dave Gilroy played a significant role in support of the transaction to include due diligence analysis support, term sheet analysis, and advice on valuation. Gary and Dave continue to handle the financial management role as it relates to the Board, investors and our external banking partner.

Sunbelt
Dan Janick President, Sunbelt Packaging

We considered the full range of options. We needed to tighten up our monthly closing process, fully leverage our accounting systems and document our processes and procedures. The professionals now at Scale Finance clearly provided the best combination of hands-on expertise, affordability and variable cost flexibility. Ken Wright, a Scale Finance Senior Controller, blended seamlessly into our culture and delivered on his commitment.

Arrendale Associates
Del Arrendale CEO, Arrendale Associates

Scale Finance professionals have had an extraordinary impact on our business in a very short time. We are a growing healthcare software company, and faced a mission-critical need last year to scale our financial capabilities as the company’s growth accelerates. Without a doubt, the effectiveness and economics of shared-resource, fractional-use Senior Controller support was the right answer for our company. We have better, more strategic financial leadership than we would require, or could afford, on a full-time basis, and the impact has been terrific. Essentially, key financial management activities are far better handled by Scale Finance professionals than we were able to manage internally, and at lower cost. This has allowed us to focus on new customer acquisition and support—so critical during the period of growth as were are experiencing right now.

Actium Advisors
Mark McDowell Managing Partner of Actium Advisors, LLC

We are invested a number of fast growing businesses in wireless communications and need reliable and cost-effective accounting support. Flexibility is also key as our requirements are on-demand, distributed geographically, and need to dial up or dial down as situations at various companies develop. Time is our most valuable resource, and Scale Finance adds real value through a convenient single-stop solution. We have found their professional resources to be high impact and well-suited at very reasonable cost.

Expression Analysis
Steve McPhail President & CEO, Expression Analysis, Inc.

Scale Finance has provided Expression Analysis with solid Controller support since the end of 2007. They have been very effective in getting the company through a formal outside audit, organizing financial infrastructure to scale our business, and getting our monthly reporting package including a forecast update for our board done on a timely and accurate basis. Over the past several months Gary and Bonnie have been supporting our migration to a more sophisticated accounting system. In addition they have provided very effective training of our internal staff to allow them to assume a greater role in the overall accounting function.

Relevance
Stu Halloway CEO and Justin Gehtland, President

We have been using the part-time CFO Services of Gary Hayes since February 2007. Gary has been instrumental in facilitating our growth from a two-person company to one with eleven employees in just 15 months. Gary has developed and implemented a budgeting and forecasting methodology as well as a tool-set for managing the company’s finances on a monthly basis. The tool-set provides us an up-to-date assessment of our current and expected full year results which has helped us identify risks, effectively manage cash, and maximize the company’s tax position on an ongoing basis. Gary’s services and tool-set helped us through a seamless transition to a new banking partner, which has been critical to the company by providing new growth capital when needed.

Hyde Park Capital
John M. McDonald III Senior M.D, Hyde Park Capital Partners

The market opportunity to serve small, but high growth companies in a tailored way that works economically on both sides is one that few firms are currently addressing. Scale Finance offers a unique blend of corporate finance services for these companies that will fit closely with client needs in the segment. Dave Gilroy has shown real passion and a high level of skills and experience in serving young growth companies over the last several years, and we wish Scale Finance all the success in the world.

Hissho Sushi
Philip Maung CEO, Hissho Sushi & Lwin Family Company

We have been leveraging Ken Wright and Dave Gilroy for over two years and have deployed their cost-effective support in multiple areas including intense Controller-level projects and strategic/transactional advisory. Their support has been essential in positioning Hissho for rapid growth and helping us to scale our infrastructure—accounting systems, people, monthly closing process. We have also been impressed by their “hands-on” impact in other critical areas, e.g. support in considering growth capital options. Hissho is now moving to a whole new level of size and profitability, and professionals at Scale Finance have become a key partner in our success.

CompanionCabinet
Chris Mele CEO, Companion Cabinet Software, LLC

As a fast-growing software firm with strong advisory support from our angel investors, we have important requirements around professional financial management, reporting, forecasting, and cash management. These objectives are balanced by the need to be extremely cost conscious as we continue to invest in product technology and sales & marketing infrastructure to scale the business. We knew we needed a strong CFO-type but we couldn’t afford to hire someone of that caliber full time. Scale Finance provided us with an extremely experienced and operationally savvy Chief Financial Officer who ramped up incredibly quickly. Today, I don’t worry anymore about financial reporting, cash management and forecasting because it’s all done for me—all for cheaper than a typical bookkeeper. We use our CFO only as we need him, and I get to look at reports about the performance of our company on a weekly basis. And as our company’s needs grow, I can count on Scale Finance to scale with my business. As business owners, we all want to do it ourselves so we feel more in control. The problem is, that philosophy robs us of time we should be spending on other areas of the business which need it the most. If you are doing your own company’s financials, or worse yet – not doing them, ask yourself what that time could better be spent on. For us, it was better spent on growing the business by concentrating on sales and marketing instead of putting together late night Excel spreadsheets.

The Murphy Group
Dale Tweedy Board Director, The Murphy Group

As a closely-held, extremely private company, we leverage outside professional resources only very selectively. Our fast growth in recent years has required us to step-up the level of internal systems, infrastructure, and skills in key areas of finance and accounting. Dave Gilroy and Matt Ocenas provided a compelling, cost-effective solution to impact and improve these critical areas of our company decisively. In addition, senior Scale Finance professionals have provided highly useful strategic and operational planning advice and support in a challenging, thought-provoking, but also non-threatening way.

Professional Consultation

We welcome the opportunity to provide our initial insight on any situation with complete confidentiality and discretion at no cost.

We welcome the opportunity to provide our best professional perspective on any situation with complete confidentiality and discretion at no cost.

Get in Touch

Scale Finance can steer your business toward success with cost-effective finance and accounting processes and reporting, business valuations, and corporate transactions (raising capital, M&A).

We welcome the opportunity to provide our initial insight on any situation with complete confidentiality and discretion at no cost.

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