Case study · Public-company acquirer
Growth-stage acquirer: $15M acquisition closed via public-company stock swap
DBy Dustin, Founder & Fractional CFO
$15M
acquisition closed via public-company stock swap
The situation
A growth-stage company wanted to acquire a target via a public-company stock swap but needed the finance rigor to structure, diligence, and close a deal of that complexity.
The intervention
Dustin led this engagement personally. What he did:
- Led the finance diligence on the target
- Modeled the combined entity and the swap structure
- Coordinated the reporting required for a public-company transaction
- Integrated the target's reporting post-close
The outcome
The acquisition closed on a structure that worked for both sides, and the combined company had clean reporting from day one.
Acquisition closed via stock swapCombined-entity model and reportingClean post-close integration of finance
The relevant service
PE-Backed Portfolio CFOSponsor-grade reporting and covenant discipline for portfolio companies — built for the cadence a PE owner expects, without a full-time hire the platform can't yet justify.
Anonymized and drawn from the founder’s track record. Named, attributable references are available on request under NDA.