Casey Deak

About Casey Deak

Finance professional with hands-on experience across controllership, forecasting, valuation, and M&A for middle-market and growth-stage companies. I specialize in building accurate, scalable financial operations—owning GL integrity, GAAP compliance, reporting, and end-to-end Record-to-Report processes.I’ve partnered with executives, PE sponsors, and investors on quality of earnings, post-LOI diligence, acquisitions, and post-deal integration, as well as revenue governance and forecasting in operating environments. My background in equity research and valuation sharpens my ability to analyze performance drivers, assess risk, and communicate financial insights clearly to decision-makers.Known for model integrity, quantitative strength, and translating complex data into actionable insight.CFA | CMA | ABV | EA

Experience

1. Consultant Financial Due Diligence and Valuation

   Deak Advisory, Llc

   Nov 2019 — Present · Raleigh, NC, US

   Providing best in class due diligence and valuation services for clients on a project or contractual basis. Execute and deliver valuation engagements for varying purposes, construct bespoke financial models, and perform forensic accounting services. Direct transactional due diligence to facilitate small to mid-market corporate transactions.Provide customized fractional CFO services for small businesses including business valuations, financial due diligence, financial modeling, and business performance and cash flow management. Highlights of accomplishments for previous client engagements include:• Examined and resolved discrepancies in M&A pipeline activities and devised client growth strategies to enable continuous improvement for third-party logistics company.• Steered the development of complex valuation models to aid in making informed decisions and capturing inorganic business development opportunities for engineering and construction SAAS company.• Administered complete due diligence of M&A deals post Letter of Intent (LOI) and delivered effective recommendations to middle-market firms across sectors to support inorganic investments.• Led analysis and execution of seven transformative and bolt-on acquisitions by diversifying the product offerings and expanding the company’s footprint in the market.• Provide forensic accounting and valuation services to facilitate settlement in family law matters and support business litigation.

Education

• Hamilton College

  BA, Mathematics and Economics

  2003 — 2007

• College of Charleston

  MS, Mathematics

  2008 — 2009

Skills

• Economics
• Equity Research
• Financial Modeling
• Research
• Equities
• Financial Analysis
• Capital Markets
• Valuation
• Portfolio Management
• Investments
• Asset Management
• Bloomberg
• Fixed Income