LAKESIDE ADVISORS

A Corporate Finance Advisory Firm

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Our Approach

The Team

David Weinstein

Richard Camuso

Frank Grimaldi

Stephen Harris

John Prejean

Leslie Solomon

Services Offered

Capital Raise

Distressed Advisory

Due Diligence

Interim Management

Lender Advisory Services

Contact Lakeside

Published Articles

Baby It's Cold Out There

Lakeside's Top 10

Creditworthiness Is In..

Finding New Liquidity

Maybe Dilbert is Right

Strategic Partners

Allomet Partners LLC

Guardian Computer

Lakeside is capable of providing interim and project management services for a company’s accounting and finance departments that may be undergoing transition.  Our experience includes serving as Chief Financial Officer, Controller, portfolio management and liquidation trustee.  In addition, Lakeside is prepared to serve as Chief Restructuring Officer or Interim Chief Financial Officer in distressed or transitional situations.  

In addition to serving the needs of the accounting and finance departments, Lakeside can also provide services to the office of the CEO and COO.  With experience in all aspects of operational and strategic matters, Lakeside can offer skilled and hands on advice up and down the corporate organizational chart.
 

Project management can include assisting with the preparation of information for a presentation, the development of a business or strategic plan or offering guidance on which direction may be most appropriate to your situation.


Representative Interim Assignments
  • Currently serve as CFO for a growing importer of craft and specialty beers
  • Currently serve as CFO of a start up market research company
  • Currently serve as Liquidating Agent/Trustee for a bankruptcy estate












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