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
HEALTHCARE OPERATING EXECUTIVE FOR BOARD & ADVISORY ROLES
Bio: Healthcare services executive with 25+ years of experience leading and advising PE-backed practice management and provider platforms, including multiple successful exits. Founder and former CEO of a multi-specialty dental support organization (DSO) scaled through acquisitions, de novos, and leadership upgrades, delivering strong same-store growth and a 7x MOIC exit. Brings board-level perspective on culture repair, EBITDA accuracy, compliance, and scalable infrastructure, particularly across dental, sleep medicine, ENT, and adjacent physician services models.
Bio: Board advisor with 15+ years of senior leadership across B2B technology and tech-enabled services, bringing deep perspective on go-to-market execution, customer experience, and scalable operations. Former President/COO with P&L responsibility and extensive experience supporting leadership teams through growth inflection points, operating model shifts, and exit preparation. Offers practical board-level guidance on commercial strategy, delivery scalability, margin improvement, and customer retention.
TECH BOARD ADVISOR FOR SCALE, RETENTION, & EXIT READINESS
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
Connect With A Resource
Get connected with one of our many board members, senior advisors, or learn about other resources in our network.
IC Code: 19916
IC Code: 209751
MANUFACTURING BOARD ADVISOR: OPERATIONAL DISCIPLINE & CASH VISIBILITY
Bio: Manufacturing and operations advisor with deep middle-market and private equity experience helping industrial businesses unlock trapped cash and improve EBITDA through better inventory, forecasting, and operating alignment. Brings deep expertise in S&OP, working capital, and cross-functional incentives—often addressing breakdowns between sales, supply chain, and finance. Trusted by sponsors and leadership teams to diagnose root causes quickly and guide practical changes that improve fill rates, cash flow, and decision confidence within the first 60–90 days.
IC Code: 59453
FINANCE & CAPITAL STRUCTURE BOARD ADVISOR
Bio: Former CFO now available as a board advisor with extensive experience guiding growth-stage and sponsor-backed businesses through scale, integration, and increased financial complexity. Brings an operator’s perspective to board roles, with strengths across reporting rigor, internal controls, capital structure, and transaction readiness. Regularly supports boards and executive teams on M&A, lender and investor communications, and finance-function maturity, providing steady, informed oversight during pivotal moments such as acquisitions, refinancing, or pre-exit preparation.
IC Code: 209792