Resources

Private Equity Meets AI: Practical Insights for Portfolio Success

Sean Mooney — Tue, 23 Jun 2026 22:20:07 GMT

EPISODE 146

Interim CFO for a Financial Crisis

Leeanna Nelson — Fri, 19 Jun 2026 20:22:48 GMT

When a company faces a financial crisis, an interim chief financial officer can make all the difference in a successful turnaround.

Strategic Interim CFO Leadership for a High-Growth Private Equity Firm

Sean Mooney — Mon, 08 Jun 2026 05:00:00 GMT

A private equity firm, preparing to undertake a series of acquisitions, required a fractional interim chief financial officer to guide their financial strategy and manage growth, anticipating about 20 hours of dedicated work each month.

Interim CFO Drives Pre-Sale Execution Amid Accounting Complexity

Sean Mooney — Sun, 07 Jun 2026 05:00:00 GMT

A private equity firm was preparing to exit a fast-growing, multi-location technology portfolio company. With strong revenue and EBITDA momentum and an aggressive 60–90 day timeline, the sponsor needed an interim CFO to lead audit readiness, support pro forma adjustments, and oversee the diligence process. The company’s existing VP of Finance, while capable in FP&A, lacked the accounting depth needed for a successful exit.

Interim CFO Delivers SG&A Turnaround Plan for Automotive Manufacturer

Sean Mooney — Sat, 06 Jun 2026 05:00:00 GMT

Unexpected CFO Resignation Causes Scramble for Interim

Sean Mooney — Fri, 05 Jun 2026 05:00:00 GMT

When the CFO of an investigations and due-diligence firm resigned unexpectedly, the PE sponsor needed an interim leader within two weeks. The role demanded experience in professional-services finance, the ability to lead a 16-person global team and the know-how to implement 13-week cash-flow forecasting ahead of a planned exit.

Private Equity's AI-Driven Transformation: Insights from Bob Root

Sean Mooney — Thu, 04 Jun 2026 05:00:00 GMT

EPISODE 145

Interim CFO Leads Global Payroll Carve-Out for PE-Backed Services Platform

Sean Mooney — Thu, 04 Jun 2026 05:00:00 GMT

A PE firm carved out a nine-figure global payroll and HCM-services business from a multi-billion-dollar parent. With closing fast approaching, the deal team needed an interim CFO for 3–6 months to establish standalone finance operations, oversee treasury and manage global reporting while a permanent executive search ran in parallel.

Private Equity Growth Strategy in Vertical Software Markets with Bobby Ocampo

Sean Mooney — Wed, 03 Jun 2026 05:00:00 GMT

EPISODE 144

BluWave Delivers Interim CFO to Stabilize Finance Function for Electronics Distributor

Sean Mooney — Wed, 03 Jun 2026 05:00:00 GMT

A southern-based electronics distributor faced the departure of its CFO and needed an interim leader to oversee month-end close, consolidate three QuickBooks Online instances, manage 13-week cash flows and maintain KPI dashboards. Immediate coverage was essential to ensure a seamless transition while a permanent controller search was underway.