Here to help
Here to help
I'm happy to share my experience working in the transaction services world. I have spent nearly a decade working in M&A Transaction Services across Europe and North America. My approach is informed by sitting in every seat: the auditor analyzing the past, the CFO building the future forecast and the VC investor evaluating the exit.
I'm happy to share my experience working in the transaction services world. I have spent nearly a decade working in M&A Transaction Services across Europe and North America. My approach is informed by sitting in every seat: the auditor analyzing the past, the CFO building the future forecast and the VC investor evaluating the exit.
Hi, I'm Gaetan
Hi, I'm Gaetan
Welcome to my site dedicated to the art and science of Transaction Services.
I built this platform to demystify financial due diligence and share practical insights from the trenches of M&A.
My background
My background
My career has been defined by a deep focus on financial analysis and deal execution. I cut my teeth in the high-pressure environment of the "Big 4," rising to the role of Senior Manager at Deloitte after honing my skills in audit at EY.
My career has been defined by a deep focus on financial analysis and deal execution. I cut my teeth in the high-pressure environment of the "Big 4," rising to the role of Senior Manager at Deloitte after honing my skills in audit at EY.
My career has been defined by a deep focus on financial analysis and deal execution. I cut my teeth in the high-pressure environment of the "Big 4," rising to the role of Senior Manager at Deloitte after honing my skills in audit at EY.
Over the years, I have led financial due diligence for a wide range of buy-side and sell-side transactions, serving Private Equity firms, institutional investors, and major strategic buyers.
Over the years, I have led financial due diligence for a wide range of buy-side and sell-side transactions, serving Private Equity firms, institutional investors, and major strategic buyers.
Over the years, I have led financial due diligence for a wide range of buy-side and sell-side transactions, serving Private Equity firms, institutional investors, and major strategic buyers.
I have navigated complex cross-border deals involving Canada, the US, and Europe, working on high-profile transactions in software, retail, healthcare and other verticals.
I have navigated complex cross-border deals involving Canada, the US, and Europe, working on high-profile transactions in software, retail, healthcare and other verticals.
I have navigated complex cross-border deals involving Canada, the US, and Europe, working on high-profile transactions in software, retail, healthcare and other verticals.
A 360-degree view of the deal
A 360-degree view of the deal
What sets my approach apart is that I haven't just sat on the advisory side.
What sets my approach apart is that I haven't just sat on the advisory side.
What sets my approach apart is that I haven't just sat on the advisory side.
I understand the mindset of the investor and the operator.
I understand the mindset of the investor and the operator.
I understand the mindset of the investor and the operator.
I'm a former venture capitalist and I currently advise startups and SMEs as a Fractional CFO and Corporate Finance Advisor, helping founders build the very financial models and data rooms that due diligence professionals scrutinize.
I'm a former venture capitalist and I currently advise startups and SMEs as a Fractional CFO and Corporate Finance Advisor, helping founders build the very financial models and data rooms that due diligence professionals scrutinize.
I'm a former venture capitalist and I currently advise startups and SMEs as a Fractional CFO and Corporate Finance Advisor, helping founders build the very financial models and data rooms that due diligence professionals scrutinize.
Why this site?
Why this site?
Whether you are an analyst looking to sharpen your modeling skills, a founder preparing for an exit, or an investor evaluating a target, effective due diligence is the bedrock of a successful transaction.
Whether you are an analyst looking to sharpen your modeling skills, a founder preparing for an exit, or an investor evaluating a target, effective due diligence is the bedrock of a successful transaction.
Whether you are an analyst looking to sharpen your modeling skills, a founder preparing for an exit, or an investor evaluating a target, effective due diligence is the bedrock of a successful transaction.
I created this site to share the methodologies, tools, and experiences I’ve gathered from working on deals ranging from $3M to over $1B
I created this site to share the methodologies, tools, and experiences I’ve gathered from working on deals ranging from $3M to over $1B
I created this site to share the methodologies, tools, and experiences I’ve gathered from working on deals ranging from $3M to over $1B
years experience
years experience
years experience
valuations analyzed
valuations analyzed
valuations analyzed
investor network
investor network
investor network
facilities structured
facilities structured
facilities structured