
Principal and Advisor, Transform Labs
Managing Partner, Transaction Advisory Services at CFGI (financial due diligence / QoE).
CFGI is a global accounting and business advisory firm supporting CFO organizations and sponsors with transaction advisory and other finance solutions, operating independently from audit independence restrictions.
Explore more M&A podcasts and playbooks to source, diligence, and close founder-led deals, and learn repeatable systems across outreach, data, diligence, financing, and post-close execution from buyers, operators, and specialists.
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Portfolio Ops, Playbooks & Value Creation
Operate
Private Equity
Lee McCabe
Lee argues the traditional PE operating partner model is broken and details his three-step fix.

Portfolio Ops, Playbooks & Value Creation
Operate
Private Equity
Edwin Yun
Edwin Yun spent 7 years in private equity across two firms), then left to build Road to Carry Newsletter

Quality of Earnings and Deal Risk
Diligence
Advisor
Matt Estadt
We go deep on the most common friction points: add-backs and pro forma adjustments, why net working capital pegs create post-close surprises
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Portfolio Ops, Playbooks & Value Creation
Operate
Advisor
Cole Strandberg
Collision repair is consolidating fast, and the buyer universe is deeper than most operators realize.
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Cold Email & Messaging
Operate
Specialist
Ryan Frederick
Transform Labs has spent over 15 years building AI-driven software for middle-market service, distribution, and manufacturing companies.