Carlos Sava

CFO | Principal
Expertise: Strategic planning, financial reporting and forecasting, cash flow management, team development, and M&A.

Carlos Sava has more than 15 years of experience in accounting, financial, and investment roles. He is a founder, advisor, and strategic operator – working with companies across many sectors, including professional/business services, financial services, and IT.

His areas of expertise include strategic planning, financial reporting and forecasting, cash flow management, team development, and M&A. Working with sole-proprietors, family businesses, private equity firms, and publicly traded companies, Carlos understands how to manage stakeholders, determine and create value, and get deals done. By working internally, as an investor, and as an advisor, he understands key metrics, qualitative considerations, and valuation. Carlos takes a long-term approach to build sustainable value by focusing on business strategy, return on investment, and process development and efficiency.

He founded Clarendon Capital Management (investment management firm), Clarendon Search Partners (search fund), and was a founding member of an artificial intelligence investing service. Carlos began his career in investment banking, where he completed nearly $2 billion in capital raising and M&A transactions. Carlos earned his BBA in Accounting and Finance from the University of Wisconsin-Madison. He holds a Certified Public Accountant (CPA) license and is a CFA charter holder.

Video

Podcasts

What’s Your Business Worth? 3 Keys to Valuation

All That Glitters… Being Smart With Acquisitions and Mergers

ProCFO Partners Podcast on untangling business transactions

Untangling Transactions: Understanding The Flywheel of Business Evolution

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