Tall Tree Associates helps growing companies professionalize their finance function — connecting operations, strategy, and capital along the way.
Years leading teams and executing transactions at blue-chip institutions set the baseline for how engagements are run — paired with the firsthand perspective of operating a family business. The result is financial strategy grounded in operational reality, not theory.
We bring outside financial leadership into a growing company, each scoped to what the business actually needs to achieve its goals.
Join the executive team to oversee the finance function — bookkeeping, controller, and FP&A — and build the systems a company will leverage as it continues to grow.
More on this serviceRefine the pitch, build the model, and prepare venture and growth-stage companies for the next phase of capital formation.
More on this serviceEngagements are scoped to the objectives of your company. Below is a summary of our standard services.
Joins the executive team to oversee the finance function — bookkeeping, controller, and FP&A — building lasting systems and protocols while the company grows into the need for a full-time CFO.
The work is set by the CEO's actual goal, whether that's growing the business, maintaining market share, moving toward profitability, or simply freeing CEO mindshare from the finance function.
Advises companies preparing to raise on refining the pitch, building the model, populating the data room, and understanding capital needs and timing ahead of investor dialogue.
Works with the executive team to weigh the tradeoffs between dilutive and non-dilutive capital, looking beyond the current round toward building a holistic, long-term strategy.
Adam has built a career out of leaning into hard problems on unfamiliar ground. As a Marine intelligence officer leading a team in Afghanistan, the job was to assess a high-stakes, fast-moving situation from nebulous information — asking the right questions, fusing scattered intelligence into a clear picture, then building the team and process to act on it.
That same instinct carried onto Wall Street, where structuring and negotiating transactions at Barclays and BlackRock demanded the same attention to detail and comfort operating without a clear picture — reading a deal, a market, or a management team correctly, then assembling the high-impact teams needed to get it done.
Most recently, that meant becoming an operator himself — buying an established business and professionalizing its finance function from the inside, trading the advisor's chair for the owner's.
At Tall Tree Associates, we bring that combination — owner-operator perspective and institutional-grade discipline — to help our partners and clients meet their next objective.
Whether it's a fractional CFO role, a capital raise, or thinking through exit options, the first conversation is a no-pressure way to figure out if it's a fit.