UTA CFO Advisory Services provides a unique, compelling value proposition to our target audience. But don't just take our word for it! Here are some testimonials sharing previous experiences of working with us.
“I have worked with Adam over 2 transactions and he has demonstrated an ability to adapt and do whatever is required to help achieve positive outcomes for shareholders. He understands both the day to day and big picture CFO function very well, offers insight into all areas of a business and knows how to setup appropriate fit for purpose Board reporting, processes and systems for mid market growth companies. I would highly recommend UTA CFO Advisory Services to another business owner looking to take their business to the next level.”
Tony Paldano, Entrepreneur and SME Business Owner
"I worked closely with Adam during a complicated transaction process which he ran on behalf of the shareholders of a company. He controlled the process from the start for the company and was active in the investor targeting, marketing, presenting, the due diligence process while coordinating the tax, legal and transaction advisors through completion of the deal. I would highly recommend Adam and his advisory firm to another business owner looking to utilize an experienced high caliber CFO to achieve a successful transaction."
Andrew Livitsanos, Managing Director PwC - Mergers & Acquisitions
"My business partner and I engaged Adam to help us execute a complex global transaction process that had multiple objectives including business growth capital and an equity sell down. He took control of the process from the start and ran every element of the transaction to generate an overall great result for the shareholders. I would highly recommend UTA CFO Advisory Services to another business owner looking to achieve a successful transaction."
Terry Wicks, SME Business Owner
"Adam worked on a portfolio company our fund invested in. During the time we held the investment, Adam added significant value evolving the business to implement robust budgeting and reporting processes, restructured the group of companies, transitioned the business system from MYOB to an ERP system, rolled out Sharepoint and ensured the company was well prepared for the sale process which enabled a smooth, efficient, successful sale transaction process. I would highly recommend Adam and his advisory firm to any Venture Capital firm, Private Equity firm or business owner looking to build a strong foundation to better equip you for a future transaction."
Malcolm Lucas, CHAMP Private Equity CFO