We have a deep bench of trusted, PE-grade operating partners. Below are those that we'd like to spotlight this month.
CASE STUDIES
STRATEGIC CFO & TURNAROUND EXPERT
Bio: A seasoned financial executive specializing in turnaround strategies, revenue cycle management, and M&A activities, including integration and due diligence. Equipped with comprehensive experience in deploying ERP and CRM systems across sectors like multilocation healthcare, DSOs, and medical practices. Proven success in PE-backed environments, excelling in growth management and financial optimization.
Bio: An accomplished leader in agribusiness operations and commodity hedging, with a distinctive role in producing animal hides for the global luxury market. Combines expertise in private equity advisory with consulting roles for large agriculture entities, focusing on innovative integration into high-end brands. Experienced in building strategic teams and optimizing operations for both agricultural and luxury sectors.
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.
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.
Bio: Proven interim CFO specializing in transaction preparation and investor relations. Expert in industrial services, manufacturing, and consumer products, adept at product development and market strategies. Skilled in orchestrating outsourced manufacturing processes and full-system electronics. Offers unique insights from roles in PE-backed environments.
Bio: Accomplished in M&A and corporate development, especially in professional services. Led a successful 401k firm exit, enhancing recurring revenue and standardizing operations. Experienced in tech, SaaS, fintech, and business services. Open to consulting and interim roles, with a background in both PE-backed and public entities.