Sherri Wolf

Partner
Consumer Products, Education, Professional Services, Technology
“Management is doing things right; leadership is doing the right things”  Peter Drucker

About Sherri

Sherri is a seasoned finance and operations professional with deep experience scaling up operations and financial structures of emerging growth companies. Sherri began her career on Wall Street with Salomon Brothers and then became an equity research analyst with Adams, Harkness & Hill, a Boston based investment bank where she covered the information technology services companies. Her accomplishments there included completing two M&A transactions for IT services companies totaling $35 million and being named a two-time Institutional Investor Homerun Hitter.

Sherri was a Managing Director at Internet Capital Group (ICG), an Internet venture capital organization with 80 business-to-business e-commerce companies in its portfolio. At ICG Sherri was responsible for developing and managing a global investor relations strategy and communications program. She was also responsible for positioning portfolio companies for the public markets. Sherri has spent the last 15 years working with start-ups in the information services and consumer goods markets in a variety of financial and operational roles. Most recently, she was the CFO of JOOS, LLC where she managed long term financial operations, business development and market positioning. Sherri helped to build JOOS into the largest fresh-pressed, organic fruit and vegetable juice provider in New England. Sherri also serves as President of Columbia College Women and Board Member on the Board of Alumni at Columbia College.

Client Results

  • Advised and managed transaction of $10million regional Company in Fire Protection Industry to large international corporation garnering a 30% premium to the market multiple.
  • As interim CFO have assisted with adding infrastructure to SaaS company that enabled it to achieve 100% top line growth, attract strategic partnership from multi-billion dollar global consulting firm and investment from a PE firm.
  • As CFO, guided early stage food manufacturing company leading to 300% increases in sales in 18 month  and brought in debt financing to help company scale.
Sherri Wolf

Areas of
Engagement

  • Advise private equity and other investors on opportunities in the food industry and other consumer goods sectors.
  • Help owner/founders develop exit strategies to achieve their financial goals.
  • Advise entrepreneurs on business planning, financial projections and capital structure.
  • Advise CEOs and board on scaling up their organizations including adding financial best practices and managing through KPIs.
  • Advise on opportunities in technology-enabled business information services such as providing benchmark data to companies and investors.

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Case Studies By Sherri (Primary Author)

Case Studies By Sherri (Secondary Author)

Insights By Sherri