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

INTERIM CFO & FINANCE SPECIALIST

Bio: Expert in interim CFO roles with a focus on finance and accounting for manufacturing, distribution, and construction industries. Known for standing up initial processes and leading finance teams, bringing value creation and professionalizing financial operations. Skilled in working with POC and WIP, and adept at managing working capital.

Bio: Specializes in financial and operational consulting for manufacturing and distribution sectors, with a focus on capital raising and compliance for small to mid-sized enterprises ($8M-$50M). Known for optimizing financial systems and processes to attract PE investment. Experience includes M&A, strategic planning, and family office advisory, with recent roles in Southeast Asia.

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MANUFACTURING CFO & STRATEGIC ADVISOR

INTERIM CFO & BOARD ADVISOR

Bio: Accomplished finance executive with extensive experience in healthcare, technology, and education. Formerly served in key finance and risk roles at a major multinational, and successfully led business growth and integration in healthcare settings. Experienced with PE-backed companies, having worked with prominent firms on strategic acquisitions and sales.

Bio: With experience in operational, investing, and consulting roles, specializing in TMT, SaaS, and clean energy sectors, this executive excels in restructuring and turnaround scenarios. Known for finance leadership at major firms and hands-on experience in distressed situations. Proven track record in improving profitability, restructuring, and M&A advisory.

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SENIOR FINANCE EXECUTIVE & TURNAROUND SPECIALIST

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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