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

CFO & GROWTH STRATEGY EXPERT

Bio: Versatile CFO with deep expertise in strategy, operations, and turnarounds. Extensive M&A experience, capital raising, and post-acquisition integration across manufacturing, biotech, electronics, and consumer goods. Skilled in regulated industries, cash flow management, and establishing KPI frameworks. Proven track record with PE-backed companies and seasoned in parachuting into turnaround scenarios.

Bio: Accomplished CFO with a strong track record in taking companies public and driving significant transformations, specializing in high-growth and turnaround environments. Expertise in scaling operations, M&A, and financial management in CPG and consumer products sectors. Experienced with leading PE firms, adept at implementing ERP systems and financial strategies.

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GROWTH-FOCUSED INTERIM CFO

STRATEGIC GROWTH EXECUTIVE

Bio: Proven leader in business growth and management with expertise in turnarounds and carve-outs, including a successful $1B carve-out sale. Specializes in strategic planning, revenue cycle management, and operational efficiency within healthcare, dental, and substance abuse sectors.

Bio: Seasoned financial leader with expertise in tech, healthcare, and manufacturing. Skilled in managing mid-market companies ($40M-$500M), excelling in interim CFO roles, M&A preparation, and public offerings. Former partner at a leading financial services firm, focused on enhancing financial functions for PE-backed clients. Experienced in turnaround and growth-oriented roles.

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FINANCIAL STRATEGY EXECUTIVE

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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