Gregory T.
Top-Rated Plus CFO & Due Diligence Expert | M&A PE SaaS Real Estate
💰 25+ Years Experience | 200+ M&A Deals | Fractional CFO | Strategic Consultant I specialize in business valuation, financial due diligence, structured finance, and growth strategy. I've worked with private equity firms, family offices, SaaS and tech companies, real estate investors, commercial lenders, and owner-operators. I have led financial restructurings in the Asia-Pacific region, advised on post-merger integrations, and provided fractional CFO and strategic consulting for high-growth startups, PE-backed firms, and distressed asset acquisitions—helping businesses scale, raise capital, and optimize financial performance. 🏆 Recognition & Awards Top 100 in Finance (2020, 2022) Acquisition International 2019 Award for Excellence in Corporate Valuations Corporate LiveWire’s 2020 Innovation & Excellence Award in Growth Assessment McKinsey Quarterly & Harvard Business Review Advisory Council Member 🔹 Services & Expertise 📊 Valuation & Due Diligence ✔ Company Valuation (SaaS, Tech, Real Estate, PE, SMBs) ✔ Quality of Earnings (QoE) Reports & M&A Due Diligence ✔ Investment-Grade Financial Modeling & Forecasting 💵 Capital Raising & Structured Finance ✔ Debt & Equity Financing (SBA, PE, VC, Alternative Lending) ✔ Acquisition & Growth Financing Strategy ✔ Credit Stacking & Structured Credit Solutions 📈 M&A & Business Growth ✔ Buy-Side & Sell-Side M&A Advisory ✔ Post-Merger Integration & Financial Restructuring ✔ Distressed Asset Acquisitions & CRE Finance 🛠 Strategic Consulting & Operations ✔ Business Turnarounds & Process Optimization ✔ Growth Planning & Exit Strategy ✔ Cross-Border Business Structuring (US, Asia, EU) 🔹 Industry Expertise ✅ Tech & SaaS – ARR/MRR Valuation, Churn & LTV Analysis ✅ Real Estate & Private Equity – CRE Finance, REOs, Distressed Assets ✅ SMB & Family-Owned Businesses – Succession Planning, Growth Advisory ✅ Manufacturing & Supply Chain – Cost Optimization, Vendor Credit ✅ Logistics & Aviation – CEO of a Cargo Airline, Supply Chain Finance 🔹 Why Work With Me? ✔ Proven M&A & Due Diligence Expertise – Supporting investors, buyers, and sellers in high-stakes transactions ✔ Expert in Financial Strategy & Capital Structuring – Helping businesses optimize funding, valuation, and profitability ✔ Results-Driven CFO & Strategic Consultant – Ensuring financial health, efficiency, and business growth Let’s discuss how I can add value to your project! 🚀
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $196
Billed in all: $370,399$370k
$25 in the last 6 months
Across 343 contracts
Earnings, last 30 days
Skill rankings: Top 20% in Initial Coin Offering
Ranked by MRR among everyone on Upwork with the skill.
- #12Initial Coin Offering61 freelancers · 🇺🇸 #3Top 20%🇺🇸#3 of 8
- #59Executive Summary155 freelancers · 🇺🇸 #20Top 38%🇺🇸#20 of 47
- #155Business Valuation403 freelancers · 🇺🇸 #39Top 38%🇺🇸#39 of 100
- #168Strategic Plan632 freelancers · 🇺🇸 #64Top 27%🇺🇸#64 of 277
- #174Corporate Finance511 freelancers · 🇺🇸 #43Top 34%🇺🇸#43 of 126
- #202Mergers & Acquisitions485 freelancers · 🇺🇸 #79Top 42%🇺🇸#79 of 203
- #244Business Planning & Strategy702 freelancers · 🇺🇸 #78Top 35%🇺🇸#78 of 197
- #319Due Diligence667 freelancers · 🇺🇸 #62Top 48%🇺🇸#62 of 147