Skip to content

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.

Sanjeev Patel

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.

Unlock your business’s potential – schedule your free discovery call

Need to speak to us right away?
1-800-918-1906

Schedule your free discovery call