Sanjeev Patel

CFO

Sanjeev Patel is a CFO with 16+ years leading finance for public and private companies across technology, real estate, distribution, and financial services. He scales mid‑market organizations to enterprise level (up to $500M revenue) by pairing disciplined cost control with growth investment. A specialist in M&A, treasury, and technology‑enabled transformation, he has delivered 20%+ annual revenue growth and 15-20%+ EBITDA improvement, raised $100M+ in financing, and led multi‑year IT programs with rapid user adoption. A collaborative, board‑facing partner, he brings clear insights, strong execution, and measurable results to CEOs and owners.

Track record highlights

Consistently delivered 20%+ annual revenue and 15–20%+ EBITDA growth through opportunity identification, pricing, and operating model improvements in changing markets.
Led multiple $5M–$25M M&A transactions; executed acquisition, restructuring, and integration, resulting in 45%+ profitability increases within two years.
Raised $100M+ in debt and equity financing with optimized terms, improving cash flow reliability and funding organic growth and acquisitions.
Orchestrated complex corporate restructurings to enable tax‑efficient business transitions and simpler, scalable operating entities.
Managed end‑to‑end IT transformation—from discovery to deployment—achieving full adoption by 6,000+ customers in under two months.

Sector Experience

Financial Services & Banking: Microfinance, fintech, SaaS‑enabled finance, renewables/EV financing models
Real Estate: PropTech platforms, real‑estate brokerage operations
Technology, Media & Telecom: Software and connectivity businesses undergoing scale or transformation
Retail & Consumer: North American fashion and apparel brands and distributors
Distribution & Industrial: Multi‑site product and service distribution networks

Sanjeev's specialist skills

Budgeting & Forecasting:

Built integrated financial/operational models that improved cost control and drove 20%+ revenue growth with 15%+ EBITDA gains in multi‑site businesses.

M&A Leadership:

Led end‑to‑end deals ($5M–$25M)—diligence through post‑merger integration—achieving 45%+ profitability improvement within 24 months.

Exit Planning & Restructuring:

Designed valuation models and executed tax‑efficient restructurings to optimize enterprise value ahead of sale and simplify corporate structures.

Treasury & Capital Strategy:

Strengthened Tier‑1 banking relationships; secured $15M+ in additional credit; improved cash conversion and liquidity headroom.

Technology Transformation:

Directed multi‑year IT modernization; delivered 100% adoption by 6,000+ users within 60 days, enabling scalable reporting and operations.

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