In times of change, large public corporations deploy scores of experts to guide them through complex and often turbulent business and financial transactions.

What's needed to take transitioning companies to where they want to be is the same level of business, financial, and transactional acumen as public corporations demand – applied from the vantage point of fellow professionals who understand how a technical services business works, from the inside out.

With extensive experience in business management, finance and mergers and acquisitions, as well as strong connections in the architecture, engineering, scientific, and financial sectors, Engineered Finance delivers opportunities and results, helping your firm support its growth, increase its value, and manage its transitions. Contact us now to learn how we can help you.

Because we have walked in your shoes as professional counterparts, we already speak your language. That means we work shoulder to shoulder with you to collaborate, strategize, and craft best-in-class solutions grounded in sound business, financial, and technical judgment.     [ Top of Page ]

A degreed and experienced engineer with a successful background in engineering, Brian is also a financial professional holding international master of business administration and master of science in finance degrees. His knowledge has expanded through his experience with two boutique firms, one in investment banking and the other in consulting. Plus, he's a skilled sales professional who has represented products and services for a wide range of technical companies. That unique, triple-threat perspective gives him incisive insight into the interrelationships between professional practice and finance that means the difference between average success and outstanding results. His expertise includes developing financial models for valuation studies, analyzing deal structures, creating marketing campaigns, and evaluating financial information of both parties in proposed transactions. Brian's greatest strength is his ability to grasp and interpret complex operations, then translate that knowledge into financial impact. An effective leader, he works collaboratively with individuals and teams to achieve client targets.

With over 25 years of experience as a technical and business executive, Eric has a keen eye for the marketability of technology. As Vice President/CTO of a division of a Fortune 200 company he managed the product selection of emerging technologies for distribution throughout North America. As Director of Sales and Marketing for a pre IPO company, he successfully developed strategies that include the leveraging of a market leading product line to drive the sales of three new and emerging product lines leading to the success of the company’s public offering. Utilizing his diverse background, Eric has achieved results across multiple departments, cultures and disciplines, in both North America and Europe, increasing revenues without sacrificing bottom line profitability.

Like the firms we serve, we emphasize strong relationships, both with our clients and within the professional and financial communities. Those relationships are our ear to the ground in the major financial markets and in the field, giving our clients an early and sustained advantage in a competitive marketplace.

At Engineered Finance, the client relationship is paramount. You can count on the direct, personal involvement of the firm from start to finish. You are an integral and active participant in the collaborative process.     [ Top of Page ]

Outsourced CFO

	We establish systems that help guide your firm’s accounting and reporting, cost controls, and financial performance processes.
	We develop pro forma models that provide a complete picture of your future financial perspective and identify strategies that improve your overall business goals.
	We oversee your financial planning, perform detailed financial analysis, prepare financial budgets, and help you organize for local, state, and federal reporting requirements.

Business Advisory Service

	We evaluate your staff, opportunities, and successes to identify and recommend solutions for helping your current organization capitalize on internal or external changes.
	We develop successful marketing and sales programs and uncover future business and revenue-growth opportunities.
	We train, coach, and guide your firm and its staff to achieve maximum success and continual improvement.

Merger and Acquisition Services

	We do the groundwork and the legwork, taking the time up front to absorb the details of your business and then, applying our grasp of your needs and desired outcomes, actively seeking appropriate opportunities.
	We take the show on the road, marketing your firm throughout our extensive network of financial and industry contacts.
	We structure the opportunity that best meets your corporate goals, by exploring internal and external options as well as alternative financing solutions.
	When the deal is done, Engineered Finance remains at your side, providing in-depth post-transaction training and assistance until the entire transition process is completed. No other consultant does that.     [ Top of Page ]