1
Total investments
1
Early stage
0
Mid stage
0
Late stage
4y
Years active
Portfolio
1 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor, External Referral Partner
Jul 2022
Through leveraging a world-class platform of AI-powered workflows and agents, Bean helps Accountants and Finance teams be more productive by streamlining their month-end closes and strategic projects.
Developed by a former Big Four professional and leading tech innovators, Bean transforms the way companies manage their accounting and financial strategies, providing unprecedented efficiency and insights. Our platform is the choice for high growth, forward-thinking companies looking to enhance decision-making and growth.
The company is proud to be supported by prominent investors including Matchstick VC, Techstars, Far Out Venture Capital, and complemented by strategic partnerships that bolster our mission to empower businesses.
Experience · 5 entries
All (5)
Investments (1)
2022
Investor, External Referral Partner
Jul 2022
Through leveraging a world-class platform of AI-powered workflows and agents, Bean helps Accountants and Finance teams be more productive by streamlining their month-end closes and strategic projects.
Developed by a former Big Four professional and leading tech innovators, Bean transforms the way companies manage their accounting and financial strategies, providing unprecedented efficiency and insights. Our platform is the choice for high growth, forward-thinking companies looking to enhance decision-making and growth.
The company is proud to be supported by prominent investors including Matchstick VC, Techstars, Far Out Venture Capital, and complemented by strategic partnerships that bolster our mission to empower businesses.
Managing Partner
Jan 2022
Eastwood Advisory was founded on the vision that in order to truly thrive in entrepreneurship you must make an intentional effort to lead with communication, trust and excellence within your organization.
Our strategy is simple, and our success is measured on the benefits you achieve throughout and after the engagement. We exist to empower you as the leader and help position you and the company to write a story worth being told.
2016
Associate Director of Business Development
Jan 2016
Our higher purpose is to help people transform themselves into better leaders to exponentially improve their lives!
The Siegfried Group, or Siegfried, is an entrepreneurial leadership organization that provides financial executives with a powerful combination of leadership advisory, talent delivery, and financial advisory services. Through this strategic bundle of services, leaders and financial decision makers can better clarify the best path forward and we can match them with the high-potential talent they need to get their most important work done right. For 35 years, we’ve worked with our clients to deliver more than just success.
2008
Accounting Manager
Sep 2008
Versa Capital is a private equity investment firm focused on control investments in distressed and special situations in middle market companies in North America. The firm’s experienced team specializes in utilizing operational expertise to create value through buyouts, divestitures, restructurings, turnarounds, reorganizations and liquidations across a diverse set of industries.
Selected Investments include: BridgeStreet Global Hospitality, Hatteras/CABO Yachts, Eastern Mountain Sports, Avenue Stores, Polartec, American Laser Skincare, Black Angus Steakhouses, Allen Vanguard, Bob’s Stores, Civitas Media, Bell and Howell, Central Parking, Republic Storage, Holliston, Briteline and Central Lewmar.
INVESTMENT STRATEGY
Complex Distressed & Special Situations
> Buyouts & Divestitures
> Restructurings & Turnarounds
Value Added Through
> Intensive Operating Engagements
> Creative Structural Solutions
> Speed & Certainty of Closing
Target Investment Criteria
> Revenues: $50 million to $1 billion
> Assets/Enterprise Value: $25 million to $500 million
> Capital Needed: $10 million to $100 million
2006
Senior Audit Associate
Apr 2006
Stay Alert: Avoid Recruitment Scams
Across industries, cybercriminals are posing as company recruiters using fake job postings and employment offers to trick people into providing personal information or payment. Be alert and never provide personal/financial information or payment to anyone claiming to offer a job opportunity. During the recruiting process, RSM US will never:
• Ask you for payment to process documents, purchase equipment, or for any other reason.
• Request your banking or credit card information
• Send you a check to purchase your own equipment
If you believe you are a victim of a job scam, it’s recommended that you report it to law enforcement, contact your financial institution and notify the website in which the job was listed.
---
RSM is the leading provider of assurance, tax and consulting services to the middle market. With over 17,000 professionals across the U.S. and Canada and a global presence in 120 countries, our purpose is to deliver the power of being understood to our clients, colleagues and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services to meet our clients’ evolving needs in today’s ever-changing business environment.
At RSM, we strive to deeply understand the full picture of an employee’s individual skills and passions. Our culture empowers you to own your career to reach your goals and make a meaningful impact on the world around you. Gain limitless opportunities to grow forward personally and professionally. Don’t just go forward. #GrowForwardatRSM
For more information, visit rsmus.com
Learn how you can #GrowForwardatRSM visit www.rsmus.com/careers
