Partner

Dan Perry

Senior Financial Executive with 25-year career providing senior leadership to public, private-equity and private companies. Hands-on management of finance, accounting, capital raising, systems integration, operations, and manufacturing with high growth manufacturing, franchising and start-up companies.

Experienced with strategic planning, forecasting and financial analysis; successfully managed cash flow and P&L in high growth/time pressure environments; highly effective managing change and continuity. Have successfully positioned companies for investment and growth through M&A planning and negotiation.

Relevant Experience

  • SBS Business Solutions, Inc
  • DRK Enterprises, LLC,
  • OPGPLUS, LLC
  • PIRTEK USA, LLC
  • Flavor Infusion International
  • ITG, LLC
  • KPMG

Education, Licenses & Certifications

  • Master of Science, Accounting, Northeastern University, Boston, MA
  • Bachelor of Science, Business Management, Providence College, Providence, RI
  • Certified Public Accountant, State of Massachusetts, Inactive
Dan Perry

Functional Experience

  • Strategic Planning
  • Budgeting, KPIs and Forecasting
  • Mergers, Acquisitions & Divestitures
  • Financing, Cash Management
  • Managing Rapid Growth Cycles
  • Financial and management reporting
  • Restructuring

Partner

Dan Perry

Dan Perry

Senior Financial Executive with 25-year career providing senior leadership to public, private-equity and private companies. Hands-on management of finance, accounting, capital raising, systems integration, operations, and manufacturing with high growth manufacturing, franchising and start-up companies.

Experienced with strategic planning, forecasting and financial analysis; successfully managed cash flow and P&L in high growth/time pressure environments; highly effective managing change and continuity. Have successfully positioned companies for investment and growth through M&A planning and negotiation.

Relevant Experience

  • SBS Business Solutions, Inc
  • DRK Enterprises, LLC,
  • OPGPLUS, LLC
  • PIRTEK USA, LLC
  • Flavor Infusion International
  • ITG, LLC
  • KPMG

Education, Licenses & Certifications

  • Master of Science, Accounting, Northeastern University, Boston, MA
  • Bachelor of Science, Business Management, Providence College, Providence, RI
  • Certified Public Accountant, State of Massachusetts, Inactive

Functional Experience

  • Strategic Planning
  • Budgeting, KPIs and Forecasting
  • Mergers, Acquisitions & Divestitures
  • Financing, Cash Management
  • Managing Rapid Growth Cycles
  • Financial and management reporting
  • Restructuring

Industries

  • Manufacturing & Distribution
  • Flavor
  • Chemical
  • Hydraulic & Industrial Hose/Fittings
  • Tool & Die
  • Environmental & Distribution
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