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Martin played a pivotal role in Phononic’s recent transformation. As a member of the executive team, he led improvements in financial reporting, cost management, and operational efficiency, supporting our transition in business model from one-time hardware sales to integrated cooling solutions with recurring revenue for AI datacenters. His strategic insight and financial leadership directly contributed to our company’s strengthened financial health, cash management, and profitability.

By engaging Rankin McKenzie, we gained a dedicated executive who knows and is passionate about our business. As a result of Robert’s performance, he became a critical member of our management team and the company. Rankin McKenzie was a long-term member of our executive team and proved to be essential in helping our business develop and grow.

The entire population of Personify and I have sincerely enjoyed working with Todd Ackman.  He has been instrumental in transforming our Finance Department to not only control costs but to also add strategic capability for better decision-making at the C-Suite level.  His professionalism, knowledge, experience, and vast connections have proven invaluable, and what we thought would be a position to help us for a few months has turned into a lifelong partnership. The entire organization enjoys working with Todd, and our CEO referred to the Finance Department as the “coolest Finance Team” he’s ever encountered.  Not only is Todd strategic and knowledgeable, but he is fun, down to earth, and engaging as he navigates his work with professionalism. We couldn’t have made a better decision than hiring Todd as our fractional CFO.

During the past three years of working with Larry, his strategic guidance has been invaluable to our company, and he has positioned us for continued growth.  For example, Larry created a detailed ROI analysis of all of our services, which helped us become more profitable. In addition, he completed financial models to assist us with capital equipment purchases. 

Larry is always eager to help and support us, even when he’s not in the office.  Larry’s professionalism, strong business acumen, experience and connections in the financial community combined with his integrity, work ethic and attention to detail make him an outstanding partner. I am grateful to be able to work with him.

I’ve had the fortune of working with Andrew at three different life science companies, all at different stages of growth, including during multiple complex equity and debt financings.  Andrew brings an ability to assess where an organization is currently situated, both financially and operationally, and the perspective of where the organization needs to improve in order to scale for growth.  He has demonstrated a solid ability to build strong teams while also being willing to roll-up his sleeves to get the work out.  I have greatly appreciated his knack for addressing potential challenges early and with well-researched solutions.  He has also demonstrated a high-level of stress tolerance and imparts a sense of calm to those around him.

We turned to Rankin McKenzie as we needed some financial help, primarily with setting up budget templates.  Having Andrew Graham join MyCovia as our part-time CFO was an easy decision.  We appreciated how professional Andrew is as he’s very responsive and stays on track with tasks.  As a result, the work he’s done will allow our business leaders and finance team to better monitor trends and budget to actuals going forward.  Overall, Andrew is great to work with and super easy going.

We engaged Robert when we needed deeper financial insight and experienced guidance to move our business forward. A fractional CFO proved to be exactly the right fit.

From the outset, Robert took the time to understand our business and quickly made an impact. His thoughtful, deliberate approach led to clear, actionable recommendations, and he became a trusted member of our leadership team, contributing well beyond the finance function. His experience and insight shone throughout the engagement.

Most importantly, Robert helped us uncover a significant hidden issue in our financial health and guided us toward a path forward—something we will always be grateful for. He also developed our first-ever budget, immediately improving decision-making and increasing visibility into potential risks. Bringing on our Rankin McKenzie partner was an absolute game-changer for us.

I’ve worked with Jeff for over 20 years across multiple companies and industries, and he has consistently proven himself as a trusted, high-impact leader. At Walz Group, a California-based tech-enabled operational business that was recognized in the Inc. 500 list of fastest-growing private companies in the US for 3 consecutive years, Jeff played a pivotal role on the executive team.  He led both operations and finance through a period of rapid growth, restructured the business, strengthened its operational foundations and significantly improved its financial accounting and reporting processes.

We partnered again when he led operational and financial due diligence on data platform ventures, serving as fractional CFO for a SaaS company that grew from a Raleigh-based startup to operate in multiple countries on multiple continents, supporting it all the way through its successful acquisition a few years later by a Global Fortune 500 company.

Jeff melds operational excellence with deep financial expertise, and is known for his tremendous reliability, relentless work ethic, and exemplary ethical and business integrity making him an invaluable partner to any leadership team.

Kathy Morris has worked with HexaTech for the past 13 years as a fractional CFO.  Even though she worked part time over the years, she has always been a critical member of our management team, and a key contributor to HexaTech’s success. Kathy is dependable, responsive, extremely knowledgeable in all facets of accounting and finance, and most of all has been a pleasure to work with. When we were acquired by Stanley Electric in 2020, Kathy was our point person for all of the due diligence that was required.  I can honestly say that without Kathy, this acquisition probably would not have happened.  When we were asked by Stanley to hire a full time Accounting Manager, Kathy led the search, identified a great candidate which we hired, and then trained that individual to ensure a seamless transition.  I would strongly recommend Kathy to any company looking for a part time CFO.  Thank you to Rankin McKenzie for supporting HexaTech from its inception through its acquisition. Your support for the past 16 years has been critical to our success!

Following the departure of a previous consultant, Alex took over the roll of DHIC’s Finance/HR Consultant and was able to step in and sort through everything on her own in order to keep us functioning without any down time.  Alex is thoughtful in her approach and thorough in her research of systems and processes.  She is easy to work with, and I trust and respect the input she provides in our Finance/HR area.  We look forward to our continued relationship with Alex as a trusted business partner.