Financial Resource Spotlights

We have a deep bench of trusted, PE-approved, financial resources. Below are a few that we'd like to spotlight this month.

CASE STUDIES

STRATEGIC CFO & HUMAN CAPITAL LEADER

Bio: CFO and executive coach specializing in M&A, IPOs, and turnarounds. Led first IPO and prepared companies for sale by improving processes and team cohesion. Expert in leadership development, succession planning, and aligning human capital with growth strategies. Industry focus includes construction, home building, and financial services for companies from $80M to $1B+.

Bio: Respected advisor specializing in restructuring, turnarounds, and distressed companies. Known for a fast-paced, results-driven approach, with deep expertise across automotive, industrial, distribution, retail, franchising, and financial services. Experienced in working with all business functions and handling complex cross-border operations (U.S., U.K., Canada). Proven track record with PE-backed companies and organizations ranging from $100M to $5B in revenue.

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RESTRUCTURING & TURNAROUND ADVISOR

HEALTHCARE CFO & FINANCIAL PERFORMANCE EXPERT

Bio: Experienced CFO specializing in high-growth and distressed healthcare organizations. Expertise includes revenue cycle, cash management, M&A, capital structure, managed care, and KPI benchmarking. Focused on behavioral health, physician practices, substance use disorder, long-term care, and home health. Renowned for creating performance-driven strategies, stakeholder communication, and a collaborative approach.

Bio: CFO with extensive experience driving growth for lower middle-market, PE-backed companies. Successfully scaled a $15M single-location business to $100M through acquisitions, including competitors and tuck-ins. Expertise in subscription-based revenue models across SaaS education, healthcare, human capital management, and telecom. Skilled in M&A, integration, and positioning businesses for stand-alone success.

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PE-BACKED BUSINESS CFO

Learn More About Other Spotlight Functional Areas:

BOARD MEMBERS AND SENIOR ADVISORS OPS PARTNERS

Interim CFO Needed to Integrate a New PE Platform Company

A private equity firm purchased multiple I.T. managed services companies with the intention of integrating them into one streamlined platform. They wanted a candidate from a targeted subset of pre-vetted, PE-grade interim CFOs that fit their very specific needs by company size, budget, industry, culture, and geography.

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Supporting Portco in Sale Process

A private equity firm was prepping their healthcare technology portco for sale and was in need of an independent prep for sale resource. They were looking for someone to manage the book closing and influx of requests that would occur during the sales process in order to support the portco through the process over the next 3-6 months.

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