Operating Partner Spotlights

We have a deep bench of trusted, PE-grade operating partners. Below are those that we'd like to spotlight this month.

CASE STUDIES

HEALTHCARE CEO & SALES LEADER

Bio: Veteran executive with 25 years in a top healthcare company, specializing in sales and advisory roles. Actively engaged with several PE firms, offering expertise as an interim CEO, sales leader, and board member. Skilled in healthcare and regulatory sectors, open to short-term roles that emphasize sales and strategic guidance. 

Bio: Experienced finance professional with a background in investment banking, private equity and M&A. Recently served as interim CFO for a software portfolio company, adept at supporting PE firms with finance and strategy projects. Skilled in FP&A and corporate development for lower middle-market companies ($15M-$200M revenue).

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INTERIM CFO & PRIVATE EQUITY CONSULTANT

Learn More About Other Spotlight Functional Areas:

BOARD MEMBERS AND SENIOR ADVISORSFINANCE RESOURCES

Pricing strategy expert needed to drive demand for consumer products portco

A private equity firm had a consumer products portco that needed a pricing strategy expert to help them clearly convey the value of their offerings against big-box retailers to price-conscious and value-driven customers.

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Analyzing legacy supply contracts to reduce costs

Having recently acquired a plastics company, a PE fund was looking to connect with a specialized resource that had deep knowledge of the industry. They believed there was room for improvement and cost reductions in the supply contracts, but lacked certainty given the company's niche products.

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INTERIM CFO & FINANCIAL STRATEGIST

Bio: Seasoned interim CFO with extensive experience in manufacturing and distribution. Skilled in restructuring and M&A for private equity-backed firms, managing financial operations for companies $50M to $350M. Expert in cash flow management and ERP implementation. Recently concluded significant SAP projects internationally.

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FRACTIONAL MARKETING STRATEGIST & INTERIM EXECUTIVE

Bio: Expert in short-term consulting and interim roles, focusing on B2B technology and tech-enabled services. Extensive experience in marketing and investor relations at PE firm, with a track record in strategic planning and growth acceleration for small to middle-market portfolio companies. Known for developing impactful post-investment strategies and leading digital marketing transformations.

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Operating

Partners

Connect With A Resource

Get connected with one of our many operating partners & executives, or learn about other resources in our network.

Years of post-college experience: 30+

IC Code: 196795

Years of post-college experience: 30+ 

IC Code: 194522

Years of post-college experience: 30+ 

IC Code: 35796

Years of post-college experience: 10+ 

IC Code: 44943