Luke Everson

Durham, NH 03824, USA

  1. Finance
  2. Finance
  3. Management
  4. Time Value of Money
  5. Compliance Testing

Experienced Finance Professional

Luke Everson is a seasoned professional in finance and business, blending accountancy prowess with entrepreneurial flair. With a master’s degree in Accountancy from Bentley University, he has played pivotal roles in financial planning, underwriting, and deal execution at Crestmoor Capital Partners, and spearheaded FP&A activities in the staffing industry. His tenure at PwC has endowed him with a broad perspective, enabling successful transactions in diverse sectors. An expert in financial an…

  1. Microsoft Excel
  2. PowerPoint
  3. Microsoft PowerPoint
  4. Microsoft Word
  5. Microsoft Visio
Hire Luke
Luke Everson

Work

  • Real Estate Pro Forma

    Overview: Client was an individual real estate investor who was listing a property and needed an updated pro forma model and projections for the marketing process.

    Solution: I worked with the client to develop realistic market assumptions, update the rent roll, and prepare a dynamic Excel model that they could use in their marketing process.

    Result: The client successfully was able to sell the property and used my Excel model as a critical piece of their marketing materials.

  • Loan Amortization Schedules

    Overview: The client was a small private fund that needed assistance with maintaining its loan amortization schedules for its investments.

    Solution: I offered to maintain the schedules, provide monthly reports, and track loan activity for the client.

    Result: Loan amortization schedules were provided on a monthly basis and were maintained to support the business activities of the private credit fund.

  • Financial Due Diligence Quality of Earnings Report

    Overview: Client was a $250 million revenue staffing company that was acquiring a $10 million revenue business. They needed a qualified consultant to perform a quality of earnings analysis to conform with their internal governance requirements and bank loan covenants for the transaction.

    Solutions: As a financial consultant with experience working on mergers and acquisitions, I was approved by thei…

  • Structuring a $50 Million Term Loan for a Mid-Size Company

    Overview:

    Client was a mid-sized company looking to secure a $50 million term loan to finance its growth strategy. They needed an experienced financial consultant to help them navigate the complex process of securing a term loan from a bank.


    Solution:

    As a financial consultant with extensive experience in corporate finance, I worked closely with the client to help them secure the necessary funding. I…

Experience

  • Advanced Group

    Advanced Group

    Vice President Finance

    Aug 2024 - Present

    Advanced Group provides expertise in talent acquisition and management, outsourcing, and professional services, focusing on creating meaningful value for clients through a supportive and inclusive work environment.

    • Implemented a more efficient FP&A process that reduced forecast error by 15%.
    • Led a team to revamp vendor management, resulting in a 20% cost savings in procurements.
    • Streamlined external payroll operations, decreasing payroll error rates by 10%.

  • Crestmoor Capital Partners

    Managing Director

    Jul 2019 - Present

    Crestmoor Capital Partners is a company focused on partnering with community banks to work out problem loans.

  • Nomads Advisory LLC

    Founder & CEO

    Nov 2018 - Present

    • Analyzed and recommended specific direct investment opportunities to the Co-founder of Quantum Energy Partners
    • Led transactions in the fintech, technology, banking, insurance, consumer products, real estate and professional sports industries
    • Built advisory business to help middle market businesses access the Main Street Lending Program and secured over $400 million in Main Street loans
    • Worked with Crestmoor Capital Partners to help small and regional banks reposition problem loans and help middle market private equity backed companies secure financing

  • Turbo Tint South Austin

    Owner

    Jan 2022 - Dec 2025

    Turbo Tint South Austin is a company.

  • MBO Partners

    MBO Partners

    Head of Financial Planning & Analysis

    Sep 2021 - Apr 2023

    MBO Partners enables enterprises to source, engage, and manage high-value independent talent.

  • PwC

    PwC

    Deals - Capital Markets & Accounting Advisory Services Senior Associate

    Sep 2016 - Nov 2018

    PwC is a leading professional services firm providing assurance, tax, consulting, and advisory services globally.

  • PwC

    PwC

    Transaction Services CMAAS Intern

    Jun 2015 - Aug 2015

    • Assisted a client with accounting issues during a corporate spin-off, successfully completing carve-out financial statements.
    • Reviewed disclosure checklists and performed variance analysis to ensure compliance with accounting standards.
    • Engaged in research and resolution of complex accounting questions related to divestitures and consolidations.
  • Kamylon Capital

    Kamylon Capital

    Part Time Intern

    Feb 2015 - May 2015

    Kamylon Holdings invests in and provides ownership transition solutions to large local businesses.

  • Bentley University

    Bentley University

    Eco-Fi-Stat Learning Center Tutor

    Sep 2014 - May 2015

    Bentley University is a business school that blends business education with arts and sciences to foster collaboration and critical thinking.

  • Liberty Mutual Insurance

    Liberty Mutual Insurance

    Corporate Internal Audit Intern

    Jun 2014 - Aug 2014

    Liberty Mutual offers a wide range of insurance products and is a leading global insurer known for strong customer service and innovation.

Similar Members

  • Carolina Martinez, CFE, CCI, CCE, CRC, MBA profile image
    Carolina Martinez, CFE, CCI, CCE, CRC, MBA
    Loyal
    1. Chapman Freeborn AircharteringChapman Freeborn Airchartering
    2. TellzaTellza
    3. Educational BootcampEducational Bootcamp
    🚀 Cryptocurrency Accounting/Tax/Fraud Examiner Professional 🚀
    Hire Carolina Martinez, CFE, CCI, CCE, CRC, MBA
  • Daniel Eardley profile image
    Daniel Eardley
    Management
    1. Prodigy FinanceProdigy Finance
    2. GVIGVI
    3. Future ForexFuture Forex
    Strategic Finance Executive — scaling high-growth FinTechs across cross-border payments & digital assets
    Hire Daniel Eardley
  • Mariel Espinal profile image
    Mariel Espinal
    Sales
    1. ArkusArkus
    2. RFK Human RightsRFK Human Rights
    3. SouthpointConsultingSouthpointConsulting
    Empowering Businesses with Salesforce and Agile Methodologies | SAFe | CSM | Passionate about CRM Solutions
    Hire Mariel Espinal