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Fractional CFOs with Wall Street & Scaling Expertise

Our team combines deep investment banking experience — advising on mergers, acquisitions, and capital raises — with real-world CFO leadership. We've scaled tech businesses from $1M to $50M ARR, giving us a unique edge in both corporate finance and SaaS operations. We don’t just offer financial advice—we’ve built, scaled, and executed from the inside, bridging the gap between investor expectations and operational success.

Our Inception

2014

M&A Expertise in Europe, U.S. and LatAm

2018

Debt IPOs in excess of $10 bn 

2022

Equity IPOs in excess of $5 bn

2025

Operational focus on SaaS Companies

​CFO Closer was founded to bridge the gap between high-level corporate finance and hands-on SaaS growth.

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Our experts began their careers as Wall Street investment bankers, advising on complex transactions involving leveraged M&A, capital raises, and strategic expansions.

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We then shifted our focus to scaling SaaS businesses and driving international growth within the U.S. This blend of transactional expertise and operational leadership allows us to deliver financial strategies that align with both investor expectations and real-world execution—helping tech companies scale with confidence.

In the fast-evolving SaaS landscape, corporate finance isn’t just about numbers—it’s about navigating complex tech-driven deals.

 

Our experts have led high-stakes negotiations involving API integrations, technology partnerships, and intellectual property (IP) structuring. We believe today’s corporate finance leaders must bridge the gap between business strategy and legal execution, ensuring that financial decisions align with the technical and legal intricacies of SaaS growth.

 

With deep expertise in both finance and tech transactions, we empower businesses to structure deals that drive long-term value.

Strength in Numbers 

+20

Tech Companies Served

+10

Industries Supported

$20bn

Transaction Value

+10

Major Corporate M&A Transactions

Ready to Kickstart Your Journey?

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