BOARD MEMBER & SENIOR ADVISOR SPOTLIGHTS
We have a deep bench of trusted board members and senior advisors. Below are those that we'd like to spotlight this month.
CASE STUDIES
GLOBAL STRATEGIC CFO & BUSINESS LEADER
Bio: International finance executive driving value creation for global nutrition, health, and wellness companies. Expertise in operational excellence, M&A, and cost reduction strategies. Proven track record in ERP implementation, shared services, and simplifying processes. Achievements include driving $7.5B to $12.7B revenue growth and building scalable, performance-oriented cultures. Experienced in interim roles and advising PE-backed portfolio companies.
Bio: Innovative CFO with deep expertise in healthcare operations, M&A, and post-acquisition integration. Proven track record of sourcing, negotiating, and closing 75+ acquisitions, as well as building and selling companies. Skilled in driving turnarounds, stabilizing businesses, and creating sustainable growth through strategic alliances and tactical financial roadmaps. Experienced across skilled nursing, ambulatory care, behavioral health, biologics, and physician group practice management.
HEALTHCARE CFO & M&A STRATEGIST
HEALTHCARE SERVICES & PE-ALIGNED OPERATOR
Bio: Seasoned executive with experience leading PE-backed healthcare companies. Skilled in scaling physician platforms, building teams, and driving profitability, including growing a $15MM EBITDA health testing platform and tripling profits at a $26MM EBITDA urgent care organization. Expertise in M&A, integration, and leadership across women’s health, behavioral health, and multi-specialty services.
Bio: Dynamic C-suite executive with expertise in B2B marketing, AI, and tech infrastructure, blending engineering roots with customer-oriented strategy. Proven in scaling marketing teams, developing growth-driving strategies, and building brands in SaaS, AI, and cloud solutions. Specializes in demand generation, go-to-market strategy, and scaling companies from $10M-$300M.
B2B MARKETING & AI-FOCUSED CMO
Learn More About Other Spotlight Functional Areas:
Immediate Senior Advisor needed with Niche Experience
Having recently acquired a specialty pharmacy company, a PE firm was struggling with direct specialty contracts and urgently needed someone to help on the payor side that could guide them through the necessary certification and contracting process within 2 to 4 weeks.
Improving growth-stalled performance
A PE firm needed someone with turnaround expertise to help their multi-site healthcare provider portco improve their growth-stalled performance. They were looking for an expert resource with extensive industry experience and a proven track record of success.
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Board Members &
Senior Advisors
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Years of post-college experience: 20+
IC Code: 200424
Years of post-college experience: 20+
IC Code: 200577
Years of post-college experience: 40+
IC Code: 206011
Years of post-college experience: 30+
IC Code: 200423