Financial Resource Spotlights

We have a deep bench of trusted, PE-approved, financial resources. Below are a few that we'd like to spotlight this month.

CASE STUDIES

FINANCE EXPERT & BOARD MEMBER FOR PE FIRMS

Bio: A seasoned finance executive with numerous interim CFO roles within the private equity sector. Brings a wealth of experience across various industries, demonstrating a strong ability to adapt and contribute to diverse business environments. Expert in middle market to PE-backed companies, leveraging a broad skill set to add value.

Bio: Demonstrated success in driving financial growth and operational efficiency in PE-backed and family-owned companies across various sectors. Achieved substantial revenue increase through strategic acquisitions and office launches. Expert in financial forecasting, strategic planning, and operational enhancements via advanced accounting systems. Skilled in standardizing processes and mentoring high-performing teams for scalable expansion.

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AGILE CFO FOR PE-BACKED COMPANIES

EXECUTIVE WITH FINANCE & OPERATIONS EXPERTISE:

Bio: Versatile leader with over 20 years in private equity, specializing in capital raising, equity or debt restructuring, and turnarounds. Strong operational background, adept at working with lenders for financial restructuring. Experienced in leading sales and integrating acquisitions across healthcare, SaaS, and manufacturing sectors, achieving significant synergies.

Bio: A seasoned finance leader with a foundation in Big 4, specializing in tax and large corporate restructuring projects. Experience spans corporate treasury and business unit CFO roles in equipment finance and asset rental markets, including a spin-out to PE in 2014. Industry expertise includes biotech, cancer diagnostics, software, and B2B SaaS. Familiar with both public and private sectors, with company experience up to 1B in revenue.

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CFO CONSULTANT

Learn More About Other Spotlight Functional Areas:

BOARD MEMBERS AND SENIOR ADVISORS OPS PARTNERS

Interim CFO Needed to Integrate a New PE Platform Company

A private equity firm purchased multiple I.T. managed services companies with the intention of integrating them into one streamlined platform. They wanted a candidate from a targeted subset of pre-vetted, PE-grade interim CFOs that fit their very specific needs by company size, budget, industry, culture, and geography.

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Supporting Portco in Sale Process

A private equity firm was prepping their healthcare technology portco for sale and was in need of an independent prep for sale resource. They were looking for someone to manage the book closing and influx of requests that would occur during the sales process in order to support the portco through the process over the next 3-6 months.

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