The Capital Markets Advisory Team

What we do

CFGI’s Capital Markets Advisory team has the experience and expertise to guide your company through a successful initial public offering (IPO), alternative public offering (APO), reverse acquisition or recapitalization, de-SPAC transaction or follow-on offering. CFGI has completed hundreds of capital markets transactions in a wide variety of industries. Our approach takes into account all of the usual elements of a public financing or SEC registration while remaining flexible enough to adapt to any unique challenges that arise.

The CMA team not only brings years of experience to the table, but also works hard to stay current on the latest regulatory developments. Facing scrutiny from the Securities and Exchange Commission (SEC) is one of the most challenging processes public companies experience. With the ability to operate anywhere, CFGI gives you peace of mind knowing that every possible challenge has been addressed with careful attention to detail.

What is the CFGI difference?

Leveraging Big-Four experience, CFGI is able to expertly address every aspect of the IPO process. We don’t just go through the motions. Our team members are subject matter experts who have an informed perspective on the market. When you choose to partner with us, you get:

  • Technical competency.
  • Quality of service.
  • Dedicated team members.
  • Flexibility and scalability.
  • Cost-effective solutions.

Support at every stage of the company lifecycle

Whether you’re just beginning to consider an IPO or you’re already getting close to a deadline, CFGI’s CMA team is here to help. Our clients range from pre-revenue startups to Fortune 100 public companies. We’ve seen it all — and we possess the knowledge and skills to overcome new challenges as they arise.

We can help companies overcome any barriers before, during and after an IPO:

Additionally, our team is prepared to help you with transaction and valuation services, tax services and system implementations. If your company doesn’t yet have a financial team in place, CFGI can also provide interim role support — so you can immediately take advantage of leading-edge technical expertise.



Meet the team

April Coleman

April Coleman


April leads CFGI’s capital markets practice. She assists her clients with accounting and SEC reporting matters, enabling them to successfully navigate complex transactions, including IPOs, APOs, reverse acquisitions and recapitalizations, de-SPAC transactions and business combinations. April is a subject matter expert in SEC reporting, with emphasis on financing and M&A transactions, and has extensive experience in other technical accounting areas.

April has over 20 years of experience advising companies on SEC matters and supporting capital markets transactions. Prior to joining CFGI, April worked for PwC and the U.S. Securities & Exchange Commission’s Division of Corporation Finance, as well as a public software company and a pre-IPO medical device company.

David Horn

David Horn

Managing Director

David is a Managing Director who has over 24 years of experience in providing accounting and financial reporting advisory services to public and private companies of all sizes. He is a subject matter expert in SEC reporting with extensive experience in complex capital markets transactions, including debt and equity IPOs and mergers. He assists clients with IPO and merger readiness, navigating complex and routine SEC reporting matters, understanding and implementing fast-changing SEC rules and regulations, preparing pre-clearance letters and helping clients respond to comment letters from the SEC.

Prior to joining CFGI, David spent 24 years at Deloitte, serving over 12 years in its Accounting and Reporting Services practice in Stamford, Connecticut, as a subject matter expert in SEC reporting. David was also a Senior Manager in Deloitte’s Detroit audit practice for 12 years.

Kelly Provost

Kelly Provost


As national leader of the life sciences capital markets practice, Kelly brings over 13 years of accounting and advisory experience mainly for clients in the life sciences, biotech and med device industries. Kelly’s expertise in this field has only deepened during her time as CFGI’s life sciences capital markets specialist.

Kelly’s knowledge and experience extend across all stages of the life sciences journey:

  • IPO readiness.
  • SEC reporting.
  • Stock-based compensation.
  • Cheap stock.
  • Technical accounting.
  • Stock splits.