Pinnacle Advisory Services的封面图片
Pinnacle Advisory Services

Pinnacle Advisory Services

金融服务

Empowering Growth: Fractional CFO Services Driving Financial Success and Strategy!

关于我们

Since 2014, Pinnacle Advisory Services has specialized in Fractional CFO Services, Capital Raising and Acquisition/Exit Strategies. We have provided expert guidance for recurring revenue, service and manufacturing model businesses of all sizes make better and more informed business decisions — navigating strategic financial management to ensure profitability. Pinnacle Advisory Services is here to guide and help Companies seeking growth and stability.

网站
https://pinnacle-as.com/
所属行业
金融服务
规模
2-10 人
总部
Greater Philadelphia Area
类型
私人持股
创立
2014
领域
Fractional CFO、Capital Raising、Acquisitions、Financial Due Diligence、Financial Reporting、Exit Strategy、Projections和Budgets

地点

Pinnacle Advisory Services员工

动态

  • Talk with Sean April 2nd-3rd at ISC West! Sean has the ability balance sharp financial insights with a hands-on, collaborative approach that helps businesses unlock their full potential. He’s a true partner who guides clients through capital raises, acquisitions, and strategic growth with confidence and precision. Looking for a financial expert who understands your business and drives results? Connect with Sean and see how Pinnacle Advisory Services can help take your business to the next level. Better yet, schedule to meet him at ISC West in Vegas! Email: [email protected] Cell: (610) 405-8466

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  • Meet the Team Monday! Marc Gilbert, President & Founder of Pinnacle Advisory Services With 40 years of experience, including 35 in the alarm industry, Marc Gilbert is a powerhouse in financial strategy, mergers & acquisitions, and operational growth. His extensive career includes leadership roles such as CFO of Medical Guardian LLC, VP of Mergers & Acquisitions for Matrix Security LLC, and Managing Director for Snip Link LLC. Marc has successfully completed over 250 acquisitions and secured more than $750M in capital, making him a go-to expert for scalable, growth-driven results. What sets Marc apart is his unique approach: he’s more than a consultant—he’s an extension of his clients' teams. Marc works hand-in-hand with CEOs, investors, and leadership teams to protect capital, streamline operations, and build businesses that thrive. His dedication to integrity and collaboration ensures his clients achieve long-term success. Ready to take your business to the next level? Connect with Marc today and see how Pinnacle Advisory Services can help you reach new heights! Email: [email protected]; or call (856) 371-7167

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  • Meet the Team Monday Sean Coyne, Managing Director at Pinnacle Advisory Services With over 20 years of experience in accounting and finance, Sean Coyne is a strategic leader who brings unmatched expertise to every client engagement. As former Vice President of Finance at Medical Guardian, Sean played a pivotal role in securing multiple capital raises, including syndicated loans and private equity investments, and contributed to key strategic acquisitions from due diligence to implementation. Sean's deep understanding of finance and operations is rooted in 12 years of experience at Elko & Associates (WIPFLI), where he led audit and review engagements, prepared complex corporate tax returns, and conducted due diligence for lender support in the security and alarm industry. What sets Sean apart? His ability to balance sharp financial insights with a hands-on, collaborative approach that helps businesses unlock their full potential. He’s a true partner who guides clients through capital raises, acquisitions, and strategic growth with confidence and precision. Looking for a financial expert who understands your business and drives results? Connect with Sean and see how Pinnacle Advisory Services can help take your business to the next level. Email Sean at [email protected], or call (610) 405-8466 today!

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  • MEET THE TEAM MONDAY! ?? Our team continues to grow, and we’re excited to welcome Matt Curtis to Pinnacle Advisory Services! With Matt's specialized expertise in the real estate and property industry, this strategic addition enhances our ability to deliver tailored solutions and exceptional service to our clients. Matt Curtis has over 14 years of experience in accounting with the past 11 focused in property accounting. Before joining Pinnacle Advisory Services, Matt held various roles at Brixmor Property Group. During his tenure, he served as the Regional Financial Manager of the North and South Property Accounting Team as well as the South Recovery Accounting Team. This team focused on process improvements and identifying opportunities to increase expense recoveries through revised lease language. Additionally, Matt contributed to due diligence for property acquisitions, ensuring thorough financial analysis and seamless integrations. A 2010 graduate of the University of Pittsburgh, Matt holds a strong foundation in accounting and financial management. He brings extensive expertise in team leadership, financial analysis, process optimization, and acquisition due diligence.

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