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Recruiter for Interim Controller Critically Needed
Firm had immediate need for interim finance recruiting firm with SaaS experience A PE partner came to us with a vital need for a recruiting firm to place an interim controller in their software portco. The recent departure of their previous controller and senior accountant left the PE firm in urgent need of an interim […]
Pricing strategy expert urgently needed for SaaS portco
Building out a new product GTM strategy, PE firm & portco needs pricing expert A PE senior associate came to us with a critical need for a pricing strategy expert for their SaaS portfolio company that was developing a new application to sell into the healthcare sector. The firm and portco had been working with […]
Interim CFO urgently needed for prep for sale process
PE firm urgently needs an interim CFO to help with prep for sale A PE managing partner came to us with a critical need for an interim CFO to lead their software portco through a sale process. Hoping to sell within the next 3 to 4 months, the managing partner was urgently looking for someone […]
Merger integration consultant urgently needed for software & industrial services merger
PE firm critically needs merger integration experts A PE operating partner came to us with a critical need for a merger integration consultant to help them develop a playbook, provide resource coaching, and execute a planned merger of their existing portco with a new add-on in the software sector of the industrial services industry. With […]
PEI Operating Partners Forum – New York 2022 Event Recap
On October 19th and 20th, 2022, our team had the opportunity to attend and sponsor the PEI Operating Partners Forum – New York 2022. It was PEI’s largest event to date with over 500 PE ops professionals in attendance, a testament to the growing ops function in private equity. At the conference, our founder & […]
Quality of earnings provider needed for healthcare target
On-site quality of earnings provider needed immediately A PE firm associate came to us with a critical need for a provider to perform quality of earnings diligence on a target healthcare company. With their go-to providers booked up, they urgently needed a provider with capacity to quickly assess the company’s YTD financial and operating information […]
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