Your connections and experience have led you to what looks like a great private business investment.  Personal PE, a division of CFO Services, provides institutional quality private equity services to individual investors or funds who want to explore a deal or get it done.  We will use our experience from all sides of the conference room table to give you the deal instincts and information you need prior to investing. 

We understand the “deal guy” and entrepreneurial mentality and are mindful of your personal picture as we incorporate or analyze the current business vision at hand. We will  objectively reveal the information first, address it second. You will benefit from our deal instincts, efficiencies, and a network that has been developed for the past 15 years.

Private equity fund experience:
Formation support for SBIC fund, controller/financial analyst, developed fund due diligence processes.

Investment banking activities: 
Buy-side representation for angel investors and buyers seeking to purchase businesses. Vice President Renewable Energy, Sigma Capital Fund.

Operations experience: 
$80 mil construction company - financing $20 mil equipment base and build out of new asphalt plant. Director of Finance for Boulder wind power credit company attracting VC investment and nationwide press and procured company loan. 

CFO Services, LLC:
Founder. Customized financial solutions and representation for small to mid-sized businesses. Analyst services and full financial model template for private equity funds. Investment banking services for business clients.  Sportswear industry MBO transaction 2008.