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
SEASONED CFO WITH PE & GLOBAL MULTI-INDUSTRY EXPERTISE
Bio: Accomplished CFO with leadership experience in PE-backed, privately held, and public companies across manufacturing, distribution, and technology sectors. Proven success in 4 PE-backed exits, 17 buy-side add-ons, and managing multi-subsidiary operations across the US, Europe, and Asia. Skilled in M&A, process improvement, and audit readiness, blending financial acumen with strategic insight to deliver sustainable growth and value.
Bio: Specializing in revenue growth and top-line commercial effectiveness for PE-backed B2B companies. Expertise includes sales force design, product bundling, pricing strategies, and marketing alignment. With experience consulting in due diligence and growth strategy, excels in building and optimizing commercial organizations.
Bio: Seasoned executive specializing in strategy, growth, and infrastructure development within healthcare, biotech, and clinical trials. Expertise in P&L management, forecasting, and mentoring teams while building scalable systems. Experience spans PE-backed companies, including large cap portfolio businesses.
Bio: This financial leader specializes in scaling PE-backed, founder-led, and publicly traded SaaS, fintech, and tech-enabled businesses. Expertise includes financial strategy, forecasting, team building, M&A integration, and operations. Known for optimizing processes and systems to drive profitability and exits.
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.
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.