San Francisco, CA, USA

Brandt L.

Fractional CFO | Capital Strategy | M&A | Growth & Profitability

Brandt Lincoln is a seasoned financial executive with more than 30 years of experience across CFO leadership and investment banking, with a focus on consumer products, technology-driven businesses, and growth-stage companies. He has worked closely with founders, investors, lenders, and boards to drive strategic growth, improve profitability, execute financings and recapitalizations, and navigate complex business transitions.

As a CFO, Brandt has led financial strategy, forecasting, cash flow management, capital raising, lender and investor communications, operational finance, and profitability improvement in founder-led and high-growth environments. His background includes mergers and acquisitions, acquisition integration, leveraged finance, private equity-related transactions, and strategic planning, giving him a rare combination of operating discipline and capital markets expertise.

Brandt is particularly well suited to businesses at inflection points, including companies pursuing growth, refinancing, operational improvement, or strategic change. He is known for bringing seasoned judgment, hands-on execution, and clear communication to complex situations, while helping leadership teams build scalable infrastructure and stronger financial discipline.

He holds a B.A. in Economics from Swarthmore College and, outside of work, enjoys skiing, cycling, surfing, and other outdoor pursuits.

Hire Brandt

Telecommunications Mergers & Acquisitions Executive Management Acquisition Integration Venture Capital Strategic Financial Management Strategic Leadership Strategic Partnerships

Fractional CFO rates

Experience

Jan 2012 — Present

Sundia Corporation

Chief Financial Officer

Sundia Corporation is a leading producer of plant-based, convenient, and healthy snacking items, known for its True Fruit and True Chia brands. Recognized as one of the fastest-growing private companies in the US, Sundia is committed to quality and innovation in the food production industry.

Led capital strategy across multiple equity rounds and a Series D recapitalization.
Structured and negotiated diverse financing solutions, including mezzanine debt and asset-based lending.
Directed acquisition diligence and integration for brand expansion.
Improved gross margin from low single digits to approximately 28% through rigorous analysis and cost controls.
Implemented scalable infrastructure to support growth while maintaining cost efficiency.

Jan 2007 — Jan 2011

Crushpad

Chief Financial Officer

Crushpad was an innovative winery and direct-to-consumer wine platform, supporting both owned operations and emerging commercial brands.

Raised approximately $7M of equity and $3M of credit, supporting triple-digit growth.
Oversaw forecasting, costing, ROI analysis, and compliance across multiple operations.
Supported over 150 wine brands with finance, accounting, and regulatory infrastructure.

Jan 2006 — Jan 2007

Phototlc

Chief Financial Officer

PhotoTLC was a venture-backed, multi-channel consumer products and photo-services company.

Led a turnaround reducing monthly burn from $1M to profitability.
Raised over $15M in senior debt, mezzanine financing, and venture equity.
Implemented pricing actions, inventory controls, and distribution improvements.

Jan 2002 — Jan 2004

Tandem Accessories

Chief Financial Officer

Tandem Accessories was a private-label accessories supplier to major U.S. retailers.

Improved gross margins by approximately 10% through sourcing and logistics optimization.
Led finance, planning, pricing, and supply chain economics for major retailers.

Jan 2001 — Jan 2002

Hagstromer & Qviberg

Vice President

Hagstromer & Qviberg was an investment banking firm specializing in cross-border M&A and private placements.

Originated and executed cross-border M&A and private placement transactions.
Focused on U.S. and Nordic markets.

Jan 1997 — Jan 2001

Montgomery Securities

Associate

Montgomery Securities was an investment banking firm involved in M&A, LBO, IPO, and principal investment transactions.

Executed M&A, LBO, IPO, and principal investment transactions.
Developed valuation models and transaction materials.

Jan 1995 — Jan 1997

Bt Group

Analyst

BT is a leading telecommunications company in the UK, providing broadband, TV, and mobile services.

Supported principal investments and high-yield financings for hospitality and real estate clients.
Involved in joint ventures and financial analysis.

Brandt L.

Fractional CFO | Capital Strategy | M&A | Growth & Profitability