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Michelle Casazza

Principal, Private Equity Services

Thanks to her operator/consultant background, Michelle is a trusted advisor to CFOs and Sponsors of PE- and VC-backed companies. Michelle is a transformational force, bringing structure and control in moments when the pressure is real, from transaction readiness in the public & private markets to complex finance & technology transformational initiatives.

Her work connects the investment thesis to day-to-day execution, ensuring finance becomes a driver of value creation rather than a bottleneck.
With deep experience in complex, multi-entity healthcare environments and hyper-growth businesses navigating scale, Michelle is known for leading high-visibility engagements where precision and accountability matter.

Service Expertise

Insights

Areas of Expertise

  • Financial Planning
  • GAAP
  • PCAOB Standards
  • Venture Capital
  • Investor Relations
  • Enterprise Software
  • Visualization Software
  • Investment Banking
  • SOX Compliance
  • Financial Reporting
  • ERP Implementation
  • Accounting
  • IFRS

Previous Experience

  • Balanced Consulting – CFO Advisory
  • Casper – VP, Strategic Programs & Development
  • YGAP – Campaign Manager
  • KMPG – Audit Manager, Technology, Media and Telecommunications

Education & Certificates

  • Villanova University – BS, Accounting & BBA
  • Universita Bocconi – International Business
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