Maximizing your Financial Potential
Expert Financial Services So You Can Achieve Your Goals
Highgate Advisors
Fractional CFO Services
Are you a CEO losing sleep at night worrying about your business? Our objective is to help you sleep better.
Whether you need assistance closing your financial records, preparing information for your bank or investors, creating financial projections, raising capital, executing your long-term business plan, or planning for a successful exit strategy, Highgate Advisors can meet your needs.
We bring extensive experience as both a strategic and operational CFO, particularly within Software as a Service (SaaS), the energy utility industry, Private Equity (PE), debt financing, capital raising, and family-owned businesses. My expertise also spans financial platforms including QuickBooks, Sage Intacct, Xero, and operational systems like HubSpot, Microsoft Dynamics and Salesforce.
About Us
My name is Jim Malcom and I am a results-driven Chief Financial Officer & Chief Operating Officer with a proven track record in financial management, strategic partnerships, and operational leadership. Overseeing diverse functions, including accounting, finance, human resources, and sales, I excel in driving financial growth, creating processes resulting in desired outcomes, and fostering strategic relationships.
My experience includes:
Public, private, family-owned and private equity ownership
30 years of financial experience
20 years of CFO experience
Implemented several accounting systems
Sold businesses from a few million dollars to several billion dollars
Populated data rooms for due diligence
Raised capital from equity and debt sources
Managed cashflow
Prepared annual budgets and long-range forecast
Knowledgeable of Entrepreneurial Operating System (EOS)