Eric Nelson

I bring more than 30 years of experience helping middle-market, privately held, and private equity-backed companies navigate complex financial, operational, and strategic decisions. My work spans CFO and operational advisory, M&A and transaction support, business strategy, and value-creation initiatives across manufacturing and distribution, real estate, and alternative investments. I combine the perspective of an operator with the rigor of a trusted advisor, helping leadership teams translate financial insight into practical decisions, stronger execution, and sustainable growth. I have served in senior leadership roles on both sides of the table. Most recently, I was Chief Financial and Operating Officer for a family office overseeing a diversified alternative-investment portfolio. Previously, as Office Managing Partner at a national public accounting firm, I built and scaled the Minneapolis tax practice, focused on the needs of privately held and private equity-backed businesses. Throughout my career, I have worked alongside owners, executives, investors, and boards during periods of growth, transition, transaction, and change. My approach is direct, collaborative, and grounded in the belief that finance should do more than report results, it should help organizations make better decisions and create enduring value.

Education: B.A., Accounting, Opus School of Business, University of St. Thomas

Professional Affiliations & Community: Member, AICPA & Minnesota State Society of CPAs

Fun Fact: My family history traces back to the original settlers of Jamestown, connecting me to one of America’s earliest colonial communities.