Fractional &
Interim CFO
Senior financial leadership to manage complexity, professionalize the finance function, support management, and bridge leadership transitions.
Independent Financial Advisory
Financial leadership
for what's next.
Seasoned CFO leadership, capital markets expertise, and strategic finance support for businesses navigating growth, complexity, and change.
Independent perspectiveDecisive execution
The Fortieth Pole Perspective
The right perspective.
The experience to act.
At critical moments, companies need more than financial analysis. They need someone who understands the capital, the operations, and the decisions that move the business forward.
Fortieth Pole Advisors brings executive-level finance experience to situations that call for judgment, speed, and practical execution.
We work with founders, leadership teams, and investors to strengthen the financial foundation and build capacity for the next stage.
Areas of Expertise
Built for the moments
that matter.
Hands-on executive leadership paired with the perspective of institutional capital markets.
Fractional &
Capital Markets &
Financing
Debt strategy, institutional financing, structured credit, capital planning, lender engagement, and transaction readiness.
Strategic Finance &
Transformation
Forecasting, reporting, controls, finance systems, and scalable processes that equip leaders to make better decisions.
When to Call
Change creates
complexity.
Clarity creates
momentum.
The best time to bring in seasoned financial leadership is often before a pivotal decision, not after the consequences are visible.
01
Growth has outpaced infrastructure.
The business is scaling, but reporting, controls, systems, or finance leadership need to catch up.
02
A financing decision is approaching.
New credit capacity, a refinancing, or a capital markets transaction calls for experienced execution.
03
The CFO seat needs coverage.
A leadership gap or transition requires a steady hand without losing strategic momentum.
04
Investors need better visibility.
Decision-makers need reliable information, disciplined forecasting, and confidence in the numbers.
Experience That Matters
A career at the intersection of capital and operations.
Fortieth Pole draws on decades of experience in capital markets and executive finance, including building the financial infrastructure of a scaling specialty finance business.
20+ years
Capital markets and financial leadership experience
3×
Revenue growth supported during a recent CFO tenure
$200M+
Asset-backed securitization executed
Selected career experience of the founder; figures represent prior executive roles, not engagements performed by Fortieth Pole Advisors.
How We Work
Thoughtful in approach.
Practical in execution.
Engagements are shaped around what the company actually needs—not a predetermined consulting playbook.
01 / UNDERSTAND
Listen & diagnose.
Start with the business, the people, the economics, and the decisions that matter most.
02 / PRIORITIZE
Find the throughline.
Clarify tradeoffs and build a focused plan grounded in commercial and financial reality.
03 / EXECUTE
Own the outcome.
Work alongside leadership to implement changes, not simply deliver recommendations.
About the Firm
Independent by design.
Experienced by nature.
FORTIETH POLEADVISORS
Fortieth Pole Advisors is an independent financial advisory practice founded on a simple belief: good advice should come from someone who has carried the responsibility of execution.
Our perspective combines the discipline of institutional markets with hands-on leadership inside an operating business. From financing strategy and liquidity management to reporting, systems, controls, and team development, the emphasis is on building solutions that work in practice.
Led by a former specialty-finance CFO and longtime capital markets professional, Fortieth Pole serves businesses that value sound judgment, direct communication, and a committed partner at important inflection points.
A note on the name: Fortieth Pole takes inspiration from Nantucket—a place associated with perspective, steadiness, and the meeting of land and sea. The reference is intentionally quiet; the work comes first.
Start a Conversation
The next chapter starts
with a clear perspective.
Whether you're navigating a leadership transition, evaluating a financing, or building for the next stage, we'd welcome an introductory conversation.