Strategic Finance & Execution|Since 1998

Strategic Finance Leadership for Investors, Sponsors & Founders

Since 1998, we have helped investors, sponsors, founders, and management teams translate strategic vision into disciplined financial execution--combining senior finance leadership, advanced financial modeling, and transaction support to build enterprise value.

Operating PartnerFractional CFOStrategic Finance Advisor
ILLUSTRATIVE SCENARIO ANALYSIS
MODELING SCENARIO:Est. IRR: 34.8%
REVENUE GROWTH (Y3)
68% ↑$18.8M
EBITDA Margin
24%Acquisition
CASH FLOW (YTD)$2.4M
1998
Founded &
Established Expertise
50+
Investor-Backed &
Privately Held Clients Advised
$1B+
Private Equity Fund Model
STRATEGIC POSITIONING

Strategic Finance Beyond Traditional CFO Services

Sophisticated organizations need more than historical reporting. We serve as a bridge between sponsors and operators—combining investor-grade financial discipline with practical operational execution.

Private Equity & Venture Capital | Strategic Platform

Support Across the Investment Platform & Portfolio Ecosystem

Institutional-grade modeling, liquidity analytics, and deal execution support across the fund lifecycle.

Included Deliverables & Modules:
Capital deployment analytics & fund infrastructure
IRR & liquidity modeling
Portfolio company finance leadership
Transaction support & deal execution
Impact MetricsIllustrative Scenario Analysis
Investment & Transaction Support
Due Diligence • Financial Modeling • Deal Analysis
Institutional PE Modeling Experience
$1B+ Fund Model
Fund & Investment Modeling
Decision-ready model architecture and control discipline

"I outsourced the fund modeling to Glenn because of his extensive experience in financial modeling and vast knowledge of private equity. Glenn is a creative problem solver, highly skilled professional with a wealth of modeling, finance and industry experience. He is dependable and is of the highest integrity."

Randy Henderson
Former Managing Director & CFO, Spectrum Equity
Core Practice Areas

Core Solutions Across the Growth & Investment Lifecycle

Operating Partner & Strategic Finance Leadership

Senior finance leadership aligned with investors, boards, CEOs, and management teams during growth, complexity, or turnaround phases.

Advanced Financial Modeling

Interactive models for forecasting, scenario analysis, capital allocation, IRR, liquidity, M&A, LBOs, and fundraising.

Portfolio Performance & Fund Infrastructure

Cash flow management, working capital optimization, margin improvement, financial controls, and fund administration oversight.

Transaction Readiness & AI-Enhanced Decision Support

Investor-ready analysis, M&A due diligence support, exit preparation, and AI-enhanced financial workflows and decision support.

MEASURABLE RESULTS

Real Results in Decisive Transactions

Representative engagements demonstrating Globe Matrix financial leadership, modeling expertise, and execution across the investment lifecycle.

Turnaround & Liquidity

900%+ Working Capital Improvement

Achieved within five months during the turnaround of a distressed PE-backed portfolio company.

Institutional Private Equity

$1B Private Equity Fund Model

Co-authored the core IRR financial model for a top-tier private equity fund.

Platform Infrastructure

$250M Fund Administration

Supported financial infrastructure for private equity platforms scaling to $250M in fund administration.

Venture & Mezzanine Funds

Multi-Fund Architecture

Built financial infrastructure for two VC funds, nine co-investment funds, and a $95M SBIC mezzanine fund.

"GlobeMatrixConsultingisasenior-ledstrategicfinanceadvisoryfirm.Weworkalongsideinvestors,boards,CEOs,founders,andmanagementteamstoprovidehands-onfinancialleadershipalignedwithclientoutcomes."

Glenn G. Baker, CPA, MBA — Managing Partner

Read About Us
Senior-Led

Direct Oversight

Engagements are led by Glenn G. Baker, CPA, MBA, providing senior-level oversight, financial judgment, and direct client involvement.

Flexible Expertise

Senior-Level Accountability

Specialized resources may support engagements when appropriate, while strategic direction, financial oversight, and client accountability remain senior-led.

Embedded Partner

Outcome Alignment

We operate as a seamless extension of your board and executive team, focused exclusively on enterprise value creation.

Financial Clarity for High-Stakes Decisions

Ready to bring senior financial leadership to your next major decision?

Strategic finance should do more than report results—it should drive action. From 13-week cash flow forecasting and advanced financial models to fund-level IRR analysis, board reporting, and transaction support, every engagement is built around the decisions that matter most.

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No-obligation, confidential consultation.