Client Testimonials

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We hired Financial Intelligence to assist us with a complicated stock option restatement. The FI team did an excellent job in managing the various facets of the restatement. They provided sound financial advice, assisted us in managing relationships and solving complicated issues with our auditors, our board, our lawyers, management and the SEC. Financial Intelligence knows how to get the job done under tight deadlines and heavy pressure.

CFO
NASDAQ Company


Financial Intelligence did an outstanding job for us in project managing a significant 10-year restatement that included stock option and other accounting issues. They put together a very talented team, one with a good cross section of technical accounting, data analysis and project management skills and one committed to meeting our aggressive deadlines. I highly recommend Financial Intelligence for critical accounting projects.

CFO
NASDAQ Company


Financial Intelligence's team came into a very challenging discounted stock option situation. We ultimately completed a three-year financial restatement and SEC filing compliance and NASDAQ listing compliance with absolutely critical contributions provided by several members of their team. These folks are a one-stop shop for all types of public company accounting and financial management requirements. I would highly recommend Financial Intelligence to anyone in need.

CFO
NASDAQ Company


Financial Intelligence's project management, strong technical accounting, specific experience with stock based compensation and sense of urgency enabled us to achieve successfully a very tight and critical filing deadline.

CFO
NASDAQ Company


I am very glad that we hired Financial Intelligence to help us with our restatement. They were thorough, self-driven, technically competent and were able to build a good rapport with the management team and the auditors in a very short period.

CFO
NASDAQ Company


Financial Intelligence exceeded our expectations in facilitating our VSOE revenue recognition analysis.

Seamus Hennessy
Former VP Finance, Netscaler, Inc. (Sold to Citrix Systems Inc.)


We've worked with the Financial Intelligence team on multiple projects and transactions. In every case, client expectations were exceeded and the result was a better outcome for all concerned.

Louis Doctor
Partner, Arbor Advisors, LLC


Faced with a delay in filing our 10Q due to an audit committee investigation, we engaged Financial Intelligence to project manage the SEC filing and audit process. Jerry Behar's leadership, oversight, and, frankly, his day-to-day handling of the issues were the critical success factors. We completed the audit to the satisfaction of our Management, Board, and external auditors, and filed our 10Q by the mandatory deadline. Kudos for a job very well done!

General Counsel
NASDAQ Company


OpTun, Inc. was founded in Israel, acquired a business in Germany and had relocated its headquarters to California when Jerry Behar joined as its Interim CFO. He immediately became a key member of OpTun's management team and did an exceptional job addressing prior capital and accounting issues and honing the business plan which facilitated continued financing of the company. His tenacity to complete major projects was impressive.

Erez Avidan-Antonir
CEO, OpTun, Inc. (Sold to NeoPhotonics)


I worked with Jerry Behar on seven acquisitions, one divestiture, two public equity financings, a corporate restructuring, a restatement and numerous other transactions. Jerry sees the whole field and anticipates and addresses most issues well before they arise. He has the exceptional ability to identify and implement innovative solutions to the most difficult deal issues, to get alignment from the principals, auditors, lawyers and other constituents, and to drive to closure. There is no one that I would rather have on my side on an important transaction.

Jamie Wade
Former General Counsel and Director, Engineering Animation, Inc. (NASDAQ:EAII) (sold to Unigraphics Solutions)

 

Jerry Behar and I worked together on MS2's fourth private equity round which we closed in record time, at a good valuation in a difficult funding environment. Jerry was instrumental in the entire process from targeting to the close. He is strategic and hands on at the same time. We could not have accomplished what we did if Jerry wasn't driving the process. He was a great CFO for the company and I recommend him highly for any kind of key project or transaction.

Jeff Hudson
Former CEO MS2 Inc. (Sold to Agile Software Corp.)


Ever done due diligence for a company being purchased by an industry giant? We at UpShot could not have completed our sale to Siebel Systems without the insight, intelligence, and hard work of Jerry Behar. He enabled us to get the deal done!

Keith Raffel
Former Chairman, UpShot Corp. (Sold to Siebel Systems)