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

BROADCASTING & FINANCE EXECUTIVE

Bio: Operationally focused CFO with extensive experience in M&A and private equity, including a successful PE-backed exit in the broadcasting sector. Proven track record in interim and fractional roles and brings a diverse background in broadcasting, media, banking/credit, and SaaS startups.

Bio: Specializes in CFO/COO roles within manufacturing, distribution, and fintech sectors, with a strong track record of M&A, turnarounds, and professionalizing finance functions. Achieved four successful exits and substantial growth in companies, including a 400M jump in sales for a premium furniture manufacturer. Expert in divestitures, ERP system implementations, and cross-organizational management.

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FINANCE & OPERATIONS EXECUTIVE

HEALTHCARE FINANCE EXECUTIVE

Bio: Specializes in financial leadership, M&A, and turnarounds within the healthcare sector, notably in specialty infusion drug therapy and biotech clinical trials. Successfully led a transformative growth strategy for a specialty pharmacy, increasing revenue from 65M to 650M. Experienced in restructuring troubled assets, with a proven track record of driving high growth through strategic transformation.

Bio: Proven track record in leading financial operations within the SaaS, technology, and medical device sectors, particularly in PE-backed environments. Demonstrated success in facilitating sales, developing comprehensive budget models, and achieving two successful exits in construction and tech industries. Skilled at professionalizing founder-led companies with a hands-on approach.

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SAAS 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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