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

FRACTIONAL CFO & FINANCIAL STRATEGIST

Bio: Experienced finance professional with CPA and CFA credentials, specializing in fractional roles across diverse industries including financial services, SaaS, and media. With a strong PE background, co-founded and led real estate digital enterprises, and worked with middle market companies. Offers strategic insights and impactful financial solutions.

Bio: Seasoned CFO with 30 years in private equity and public entities, adept in spearheading acquisitions, financial planning, and ERP implementations to scale companies. Specializes in manufacturing, telecommunications, logistics, and services. Proven track record with nearly a dozen PE firms in developing KPIs, risk analysis, and fostering data-driven cultures. Adept at driving financial strategies for companies ranging from $25M to $100M.

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CFO & STRATEGIC FINANCE EXECUTIVE

EXECUTIVE WITH FINANCE & OPERATIONS EXPERTISE:

Bio: Experienced CFO with expertise in M&A, buy-side integration, and due diligence. Specializes in turnarounds and restructuring within multi-location healthcare services, notably growing a specialty infusion drug therapy business. Proven track record in transforming troubled assets into high-growth ventures, enhancing service delivery, and diversifying revenue streams.

Bio: Proven consultant with a background in early-stage startups and private healthcare systems, excelling in financial planning, operations, and M&A transactions. Extensive experience in healthcare, SaaS for airline cargo, and professional services. Played key roles in scaling startups and supporting VC- and PE-backed ventures.

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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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