Welcome to Joergensen Advisory

My Background

Versatile executive with experience across venture‑backed startups, Fortune 500 SEC registrants, boutique consultancies, and EY. This breadth has shaped deep expertise in business operations—including fractional C‑Suite leadership, M&A, market strategy, and performance improvement—and a strong understanding of how these disciplines drive growth and transformation.


Known for leading initiatives that evolve organizations and unlock new potential, pairing inventive thinking with strong execution. Passionate about making a lasting impact and empowering teams to grow and excel.


Selected highlights include:

  • Fractional Chief Operating Officer:   Operating as COO for a healthcare startup, shaping go‑to‑market strategy, deploying HubSpot to enable scalable revenue operations, establishing the sales function, managing HR and contractor workflows, and strengthening investor communication.
  • M&A Expertise: Advised on 250+ M&A transactions for corporate and private equity clients, serving as lead financial advisor, board consultant, and project leader across complex deal structures including enterprise sales, carve-outs and spin-offs.
  • Project Management Office (PMO): Led large‑scale global transformation and change management offices, driving significant organizational impact.
  • Post-Merger Integration: Led integration execution for transformational deals across finance, treasury, IT, and HR workstreams.
  • Strategic Innovation for Professional Services: Led initiatives that accelerated revenue growth, improved efficiency and margins, and opened new revenue pathways—including launching Divestiture Advisory, creating new sectors, building an Innovation Platform, and developing GTM and opportunity origination strategies.
  • Executive Education & Enablement: Led client and internal education on M&A strategy, soft skills, post-transaction transformation, asset-light strategies, benchmarking, and performance alignment.
  • Talent Development: Designed and implemented an executive cross-training program to develop multifaceted consultants and elevate practice-wide capability and productivity.
  • Inclusive Leadership: Champion of Diversity & Inclusiveness initiatives, consistently modeling purpose-driven leadership and cultural awareness.
  • Industry Breadth:  Professional services, Technology (software, semiconductors), Manufacturing/industrial Products,  and Consumer products and retail, Healthcare, with additional experience in Infrastructure - sustainability, energy, transportation and logistics. 

Services

 Advisory & Strategic Leadership

  • Board Advisory – Providing high-level strategic guidance and governance insights to executive leadership and Boards.
  • Fractional  / Interim C-Suite – Driving operational excellence, growth  and organizational alignment as interim leadership.

Financial & Operational Excellence

  • PMO - Lead complex initiatives for your organization, aligning key stakeholders. 
  • M&A Due Diligence – Leading financial and operational assessments for acquisitions and divestitures, ensuring informed decision-making.
  • Financial & Operational M&A Support – Driving performance through hands-on leadership across finance, operations, and transformation initiatives.
  • Advanced Financial Analysis – Delivering data-driven insights to guide strategy, investment decisions, and operational improvements.
  • Provider Contract Negotiation – Structuring and negotiating complex agreements to optimize value in M&A transactions.

Growth & Capability Building

  • Market Shaping & Growth Strategy – Crafting and executing growth plans that expand market presence and unlock new opportunities.
  • Workshops & Executive Education – Facilitating leadership development, change management, and technical training to elevate organizational capability.

Contact Us

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