Zachary F.

About Zachary F.

Zac is an experienced finance leader and for over two decades has successfully served in corporate finance, investment banking, and mergers & acquisitions (M&A) roles. He has extensive experience across several industries including business services and industrial growth sectors – software / SaaS / tech-enabled services, B2B outsourced services, and niche / highly-engineered manufacturing. He especially enjoys working with growth-oriented businesses and passionate business leadersIn addition, Zac’s background includes serving on several not-for-profit Board of Directors, including for ACG Charlotte where he held the positions of chapter Treasurer as well as President. He enjoys travel, has lived abroad, and has traveled to 20+ countriesContributions Include- Sell-side middle market investment banker achieving successful outcomes across a host of client types: public, private, PE-backed, and family-owned businesses- Demonstrated ability for new business development and revenue generation, building relationships with PE firms, advisors, and family-owned business - a deep network generating deal flow and referral opportunities- Performed extensive industry / sector analysis, valuation analysis, pricing analysis, and financial statement modeling; created budget / forecast, cash flow, pro forma, and debt/equity financing models- Negotiated EBITDA improvements in corporate operating role. Led cross-functional team and collaborated with product managers to innovate new product development- Identified Key Performance Indicators (KPIs) to augment reporting and improve quality of financial reporting- Evaluated potential M&A transactions, strategic alliances, and JVs as key member of corporate development team. Consulted with C-suite and business unit executives on strategy and growth- Prepared detailed DCF/LBO models resulting in valuation recommendations to Board of Directors- Leveraged buyout/take private of West Corp with leading PE firms for $4.1Bn- Managed projects related to prospective principal investment opportunities, acquisition targets for portco, and investor relations communications in top performing middle market PE firm- Successfully originated/referred equity and debt financings for private/family-owned businesses- Demonstrated history of recruiting, building, cultivating high performing teams; enjoys mentoring junior professionals on growth trajectoriesExpertise: CFO * Corporate Development * M&A * Strategy * Finance * Acquisition * Divestiture * Investing * Due Diligence * KPIs * Process Improvement * Team Building

Experience

1. Managing Director, CFO Advisor

   Vantagecfo

   Sep 2022 — Present · NC, US

   VantageCFO provides world-class fractional CFO services to small and medium-sized businesses (SMBs in the middle and lower middle market) across a host of diverse industries. We provide our clients the full advantage of an in-house CFO plus unparalleled access to substantial industry knowledge, best practices, and finance resources - all while leveraging the cost effectiveness of a fractional CFO model (vs. full-time employee expense burden). We are passionate about working with high-performing owners and businesses that are on substantial growth trajectories looking to take their business to the next level.

Education

• Bowdoin College

  Bachelor of Arts - BA

• UNC Kenan-Flagler Business School

  MBA