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

INTERIM FRACTIONAL CFO & FINANCIAL STRATEGIST

Bio: Dedicated fractional CFO offering financial expertise to early-stage and mature SMBs, driving growth and innovation. Skilled in pro forma analysis, cash flow modeling, financial tech automation, fundraising, and data-driven decision-making. Experienced in investor relations, product development, and securing business growth. A pragmatic problem solver focused on collaboration, adaptability, and delivering tangible results.

Bio: Strategic CFO with extensive experience in private equity, M&A, and restructuring across industries like food & beverage manufacturing, industrials, SaaS, and distribution. Proven track record in driving growth, turnarounds, and value creation as a finance partner to CEOs and boards. Expertise spans financial planning, corporate strategy, investor relations, and international operations.

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INTERIM CFO & PE OPERATING PARTNER

INTERIM CFO/COO & BOARD DIRECTOR

Bio: Executive driving growth and enterprise value for PE-backed, family-owned, and Series-A funded companies. Expertise in scaling operations, capital raising, debt restructuring, and M&A integration across retail, CPG, healthcare, and technology. Known for turning financial insights into strategies that propel growth and value creation.

Bio: Accomplished CFO with expertise in scaling businesses from early stages to $250M+ revenue, with a strong focus on M&A, due diligence, and integration. Extensive private equity experience, strategic planning, and operational improvement across SaaS, telecommunications, life sciences, and field services. CPA and MBA with a proven track record in FP&A, talent development, and driving successful exits.

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INTERIM CFO & GROWTH EXPERT

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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