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

SEASONED CFO WITH EXPERTISE IN TURNAROUNDS

Bio: Dynamic finance leader experienced in turnarounds for PE-backed and VC-backed companies across consumer products, manufacturing, logistics, and tech-enabled services. Expertise in cash management, 13-week cash flows, financial reporting, lender management, ERP implementation, and supply chain optimization. Proven success in managing liquidity events, mentoring teams, and optimizing operations.

Bio: Proven finance executive specializing in interim CFO roles for PE-backed and complex consumer product businesses. Deep expertise in scaling operations, driving turnarounds, and executing M&A transactions, including buy-side, sell-side, divestitures, and integrations. Extensive CPG experience with global retailers and D2C channels, focusing on ERP transitions, capital markets, and organizational transformation.

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INTERIM CFO & CPG EXPERT WITH EXTENSIVE M&A LEADERSHIP

FRACTIONAL CFO & FINANCIAL ADVISOR WITH BOARD EXPERIENCE

Bio: Experienced CPA and fractional CFO specializing in healthcare, consumer businesses, and professional services. Proven expertise in financial reporting, due diligence, internal controls, complex accounting, and tax advisory. Strong PE-backed portfolio experience, offering board-level insights and mentoring founders. Former senior executive with extensive operational, M&A, and forensic accounting knowledge.

Bio: Proven finance executive driving growth and value creation in mid-market PE-backed SaaS, tech, and professional services businesses. Specializing in M&A strategy, operational turnarounds, and scaling organizations, with expertise as a CPA and JD. Led 25+ transactions and positioned companies for successful exits.

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FRACTIONAL CFO & M&A STRATEGY LEADER

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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