Brad Oldham

Interim CFO

Fort Worth, Las Colinas & Irving

30+ years of experience


  • 30+ Years Experience Directing Financial Strategy and Performance

    as a CFO, Private Equity Investor and Operator, and Investment Banker.

  • Results-Driven Operator

    developing and executing key initiatives including growth strategies, cost reduction, cash management, and variance analysis

  • Financial Modeling Expert

    utilizing scenario analysis and fully integrated income statements, balance sheets, and cash flow statements

  • Extensive M&A Experience

        executing multiple transactions as a buyer and seller and subsequently integrating acquired companies


  • Developed monthly reporting package for management and Board

  • Generated pro-forma income statements incorporating platform and two acquisitions

  • Performed earn-out analysis of acquired company

  • Analyzed existing processes and controls, identified weak areas, and planned improvements

  • Performed buy-side, sell-side, and capital raise transactions

  • Responsible for due diligence, valuation, and price negotiation

  • Navigated sale of company through chapter 7 bankruptcy

  • Developed weekly cash flow projections leading up to and through bankruptcy filing

  • Worked with CRO and bankruptcy attorneys to complete and file schedules with Trustee


  • Developed restructuring plan for a Healthcare Service company identifying $4M in corporate overhead reductions and consolidation of select locations to eliminate unprofitable locations

  • Generated detailed cash flow model to navigate through an extremely cash-tight period

  • Integrated four acquired companies into platform company

  • Selected and implemented new ERP, integrating parent and four acquired companies

  • Restructured accounting department including hiring new Controller and reassigning responsibilities of staff

  • Decreased long-term debt for a Healthcare Service company by $25M, paid down AP by $7M and added working capital of $4M​. Improved EBITDA in first year from $3.1M to $5.2M

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