Daniel Applegarth

I am a senior exec with experience shaping and leading companies at the cusp of change and growth—putting the right systems, controls, and processes in place for efficiency and scale. As a CFO and business builder with broad operational focus, I infuse structure and discipline into daily operations without sacrificing the culture of the organization or clarity of its vision.

My background includes transforming a family-owned concern into a large, private-equity-owned enterprise. My colleagues, teams, and I navigated this complex process—from planning and preparations through deal closing and post-acquisition optimization. The company is better and stronger today, and poised continue its steady growth trajectory.

A few highlights: • Designing and revamping financial, accounting, and operational infrastructures (all back-office functions). • Implementing meaningful analytics and rigorous controls. • Selecting and managing investment banking relationships, building and delivering investor presentations, and closing the deal to sell a majority stake to a PE firm, then steering post-acquisition upgrades to analytics and reporting. • Generating results—including a recap delivering a 5x multiple after only five years. • Influencing and executing ten strategic transactions. • Advising and supporting owners, board members, executives, and investors. • Helping people to understand and embrace transformation—and overcome resistance—by clearly articulating the “why” behind every change, and maintaining open lines of communication.