David Koehler

Partner EMERITUS

As a strategic partner, I work with the executive team and PE sponsors to grow and maximize their business or make strategic acquisitions. I am a specialist in business analytics and take a hands-on approach helping companies identify key business drivers, manage cash flow, forecast future results and provide actionable financial dashboards for all levels of the company.

Ask David

813-997-0799

My Primary Focus:

Strategy development for scaling high growth
Restructuring and managing change
Building/restructuring accounting departments
Deploying enterprise technology
IPO preparation and SEC reporting
Raising capital - debt and equity
M&A - due diligence and post integration
Private equity
Franchise development
Enterprise and business intelligence deployment
Data visualization and KPI dashboard development
Complex financial and data modeling

I have 25 years of financial leadership in hospitality, financial services, investment banking and Big-4 accounting with a strong background in technology. I have college degrees in accounting, finance and information technology and am an active CPA.

I assist clients in maximizing business opportunities by helping them:

• Manage through the challenging periods of high growth

• Raise equity capital or borrow additional bank debt

• Restructure accounting processes and transformations

• Implement and migrate to a new accounting software system

• Build a forecast model and develop KPI data visualizations

• Prepare for an IPO or M&A transaction

I enjoy working with clients to improve the strategic position of their business and develop enterprise solutions for tracking KPIs and advanced analytics across organizations so they can make better and faster decisions.

Some of my noteworthy professional accomplishments include:

Restructuring Lone Star Private Equity Fund's shared services company’s accounting, IT, HR and risk management departments for four of its portfolio companies with total revenue over $500 million and 200 units
Preparing a family-owned Brazilian company for an IPO and raising $70 million in a debt recapitalization through a syndication of four top-tier banks
Restructuring and building the corporate office, accounting department and legal infrastructure for a restaurant franchisor, and working with the founder and private equity partner to expand from 40 to 165+ locations in 18 months
Leading Checkers Drive-In Restaurants through a turnaround from near-bankruptcy to sustained profitability with sales growth of 10.0%; EBITDA increase of 21% and stock price up over 1,000% –– from $1.25 to over $13.00
Managing the selling process for a hospitality insurance company with over 1,500+ clients and $80 million in revenue
Raising $22 million in second-round equity funding for a restaurant holding company
Developing an enterprise financial dashboard reporting system
Raising $10 million in equity for a private equity-owned restaurant company growing at over 70%, restructuring accounting, and developing a tightly integrated accounting, food and labor management system for each location

I joined the Florida CFO Group in 2018 with over 25 years of financial leadership as a chief financial officer and chief operating officer. I earned Bachelor of Science degrees in finance, accounting and information technology from Old Dominion University. I am a certified public accountant (CPA) and have held Series-7, 24 and 63 securities licenses.

Professional Experience: Business Intelligence, Business Process Improvement, Financial Modeling, Budgeting, Mergers & Acquisitions, Franchising, Data Mining, Financial Reporting, Forecasting, Finance, Financial Planning, Strategic Planning, Data Visualization, Technology Implementation, IPO, Turnaround Experience, Emerging Growth Companies, Corporate Financial Planning and Analysis FP&A, KPI Dashboard Implementation, Process Transformation

David Koehler

Some of my noteworthy professional accomplishments include:

Resources

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