Summary Profile

Adam - MBA, BBA

Managing Director



Adam has a diverse background in finance, operations, and M&A and has held multiple positions as CFO, from a private equity firm to a national LTL trucking company. He has worked in a niche healthcare company, managed a large restaurant franchise, as well as worked with large companies like The Home Depot.

As a consultant, he has worked with numerous companies in multiple industries including transportation & logistics, digital media, manufacturing, consumer products, and nonprofit. He has worked on equity raises, debt refinancing, asset dispositions, M&A, operational consulting, and lease negotiations, while working on behalf of both lenders and owners.

Prior to consulting, he was the CFO at Mosaic Investments, a small Private Equity firm in Atlanta, GA, where he led the finance, operations, legal and HR aspects of a 37-unit Arby’s franchise located in the southeast. Additionally, he was on the Board of Directors for a nationwide specialty LTL trucking company based in Tennessee. He was instrumental in the turnaround of this company, acting as the interim CFO in parts of 2016 and 2017. While there, he successfully maintained relationships with multiple lenders while raising an additional $4 million in order to support an operational turnaround plan. Prior to Mosaic, he was Finance Manager at Cotiviti and held other M&A and Finance roles at Physician Oncology Services, HD Supply, and The Home Depot.

His experience includes positions with Mosaic Investments, Cotiviti, Physician Oncology Services and The Home Depot.


MBA - Emory University - Goizueta School of Business - Atlanta, GA
BBA - University of Michigan  -  Dual emphasis in Finance and Accounting - Ann Arbor, MI

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