Jeff Villwock · Interim CFO & M&A Advisor

The numbers a lender, a buyer or a board will believe.

I’m an interim CFO and M&A advisor. I help buyers close the right deals, owners get ready to sell, and investors steady the companies they own.

$2.6B

in M&A and capital-raise transactions

2× WSJ

All-Star Analyst, healthcare services

20 years

as an investment banker

Start here

Start with a fixed-price answer

SBA-Ready Deal Check

$3,500

A five-day review of a business’s numbers, read the way an SBA underwriter reads them: the tax returns tied to the bank statements, every add-back marked, debt coverage and the price the bank will support. For buyers before the LOI, and for owners and brokers before going to market.

13-week cash forecast

$7,500

For an operator under pressure from a lender or an investor: a week-by-week cash plan you can run the business on and show the bank. Credited to the first month if you then hire me as interim CFO.

Then, if you want help

When you want me in the seat

Deal CFO for buyers

From LOI to close: the model, the lender package, diligence, and the questions you didn’t know to ask. Monthly, with a three-month minimum.

Deal rescue

A deal stuck in diligence or financing. I find what’s blocking it and fix it with the lender, the seller and the numbers. A retainer, plus a fixed fee if it closes.

Interim CFO

Two to three days a week, or full time, for a company owned by a private equity sponsor or an owner who needs a finance leader now: cash, controls, reporting and the lender relationship.

Each is scoped on a short call, so you only pay for what the situation needs.

Who I work with

Buyers

of businesses from $1M to $25M who want an experienced second set of eyes on the numbers and the financing.

Owners

who want to know what a buyer and a bank will see before going to market.

Investors and lenders

whose portfolio company needs finance leadership now.

Brokers, attorneys and CPAs

with a client whose deal or business needs a CFO’s attention. I’m glad to be your referral.

Proof

Medway Air Ambulance

A two-and-a-half-year engagement: revenue up from $10M to $23M, valuation from $8M to $22M, and the owner’s after-tax proceeds at sale up 9×. Sold in 2015.

Surgis, Inc.

Recruited former public company CEO for this start-up. Advised on the first two surgery center acquisitions and on a capital commitment from New Mountain Capital. Sold five years later to United Surgical Partners.

Iasis Healthcare, Inc.

Advised on the initial acquisition of a hospital portfolio in Utah from Tenet Healthcare and introduced Joseph, Littlejohn & Levy to financially back the company. Iasis went on to expand to 17 acute care hospitals with over $3 billion in annual revenue.

Rittenhouse Book Distributors

Acquired Rittenhouse in June 2020, a $35 million distributor of health science textbooks to medical and nursing schools, major colleges and universities and healthcare systems. Operated the company as CEO for over 4 years.

TESTIMONIALS

What clients say

“Jeff was one of the few people who understood the changing reimbursement landscape and the inevitable consolidation to come. His insight into evaluating the right senior management teams was paramount to our mutual success.”

“I always found Jeff to be well-informed and able to quickly zero in on the most important matters that impacted our company.”

“Not only does he have outstanding contacts and insights into the healthcare marketplace, but he is a person of very high character who can be trusted without question.”

“I gained incredible real-world knowledge, financial education, and organizational experience working with Jeff for a decade. His intelligence, experience, and stamina will serve his clients well.”

About Jeff

I was a healthcare services research analyst from 1976 to 1999, then an investment banker from 2000 to 2020, so I read a company the way the buyer, the seller’s banker and the lender each will. I’ve also spent the last two years buying businesses myself, and I’ve watched good deals die in diligence over problems that could have been fixed early. Based in Lakewood Ranch, Florida; I work with clients across the U.S.

Whose side I’m on: I never buy a business I’ve advised. My own acquisitions, with Dr. Justen Watkins, are done through Harvest Equity Partner and kept separate from this advisory work.