We've built finance functions inside beverage, medtech, healthcare, and restaurant companies, not just filed their taxes. That's the experience clients bring in-house when they work with us.
Andrew's most recent role involved lending financial and operational expertise to a fast-growing start-up that acquired four hyper-growth spirits brands within a single year. He brings hands-on experience with the deal structuring, multi-entity consolidation, FET, and operational scaling questions that come with building a beverage or alcohol brand.
Phil served as Head of Finance for Centella, an advanced partner of Siemens Healthineers, where he built the company's finance and accounting function from the ground up to support an institutional capital raise, the exact playbook medtech and device companies need ahead of growth capital or an exit.
Phil led FP&A for a large group anesthesiology practice that grew over 300% during his tenure. He started as a controller at one medium group practice, then went on to develop the consolidated financial systems across a dozen group practices, building the reporting, consolidated budget and forecast process. He understands the scale challenges going from small to large practice groups.
Phil is a former multi-location restaurant owner/operator. That firsthand experience, paired with our team's deep hands-on work with Toast POS integrations, means we speak the language of restaurant operators: not just food and labor cost, but also multi-location cash flow management, menu item analysis, even scheduling optimization.