Fractional CFO M&A Advisory Buy-Side, Sell-Side, and Reverse Mergers
M&A transactions fail for predictable reasons: surprises in financial due diligence, integration failure, purchase accounting errors, or a finance team that wasn’t ready for the scrutiny of a deal process. Sentinel CXO has provided fractional CFO M&A advisory support on more than 10 transactions — and has the scar tissue to prove it.
BUY-SIDE
Buy-Side M&A Advisory and Due Diligence
- Target identification and financial screening
- Financial due diligence — income statement quality, working capital, contingent liabilities
- Quality of earnings analysis
- Purchase price allocation and accounting
- Integration planning and post-close execution
- Synergy modeling and realization tracking
SELL-SIDE
Sell-Side and Exit Preparation
- Financial statement cleanup and normalization for buyer diligence
- Quality of earnings preparation (sell-side)
- Data room organization, management, and buyer Q&A support
- Working capital peg negotiation and closing mechanics
- Management presentation financial content development
REVERSE MERGER
Fractional CFO for Reverse Mergers and Public Company Transactions
Reverse mergers — where a private company acquires a public shell to achieve a listing — require a CFO who understands both sides of the transaction: the private company’s financial history and the public company’s SEC reporting obligations. Simon Brewer has served as CFO through a NASDAQ reverse takeover and brings direct experience to this specific transaction type.
01
Reverse takeover financial structuring and CFO advisory
02
SEC registration and Form 10 filing support for reverse merger transactions
03
Post-merger SEC reporting alignment and 10-K/10-Q integration
04
PCAOB audit coordination post-transaction
TRACK RECORD
M&A Transaction Experience
- Led due diligence, purchase accounting, and integration for 6 acquisitions at a public biotech — scaled $2M to $60M ARR
- Completed 4 acquisitions at a public eCommerce company (Backcountry.com) worth up to $160M ARR combined
- Led $12M acquisition and integration at a PE-backed electronics manufacturer (Wilson Electronics)
- Facilitated NASDAQ reverse takeover and patent sale at ClearOne Inc. (CLRO)
- Managed successful PE exit at Norbest LLC, a private food manufacturer ($140M ARR)