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

ENERGY SECTOR CFO WITH PE BACKGROUND

Bio: Experienced in investment banking and operational leadership within the oil and gas industry. Expertise in international transactions, private capital raising and managing PE-backed projects. Demonstrated success in acquisitions and asset management during challenging markets. Recently oversaw finance for a diversified family office. Brings a deep understanding of technical and financial aspects of the energy sector.

Bio: Expert in private equity and public entities, with 15 years in each sector. Specializes in post-acquisition integration, KPI development, financial planning and ERP implementations. Experienced across manufacturing, telecom, logistics and services, working with notable PE firms.

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SENIOR FINANCE EXECUTIVE

VETERINARY & MULTI-SITE HEALTHCARE EXECUTIVE

Bio: A seasoned executive with extensive experience in building and scaling veterinary services, from initial concept to overseeing 32 hospitals with $100M in revenue. Spearheaded finance, accounting, HR, and operations, transitioning from third-party services to in-house management. Played a pivotal role in the growth and strategic M&A activities of the largest chain of animal hospitals in the US and Canada, experiencing public and private transitions.

Bio: A seasoned CFO focused on building finance and accounting departments from the ground up. Successfully integrated 7 companies across multiple countries and led the hands-on implementation of NetSuite for enhanced financial management. Achieved significant cost savings and efficiency gains, including reducing month-end close from 45+ days to 3 business days. Experienced in SaaS/tech, with a background in financial services and manufacturing/construction.

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FINANCE EXECUTIVE WITH PE & SaaS EXPERTISE

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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