BOARD MEMBER & SENIOR ADVISOR SPOTLIGHTS
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
STRATEGIC MANUFACTURING CFO
Bio: Financial executive with deep experience in CFO services, ERP implementations (SAP, Oracle), M&A integration, and process improvement. Expertise in optimizing financial operations, reporting accuracy, and digital transformation, with a proven track record of optimizing financial operations, enhancing reporting accuracy, and driving impactful outcomes for PE-backed mid-market firms. Industry focus includes manufacturing, distribution, and aerospace.
Bio: Experienced executive with a track record as President, COO, and CFO across media, ad tech, and tech sectors. Expertise includes scaling startups, IP licensing, M&A, and raising $300M for a successful public exit. Former McKinsey consultant and CPA with extensive PE-backed and public board experience.
OPERATING PARTNER & EXECUTIVE LEADER IN MEDIA & TECHNOLOGY
HEALTHCARE INTERIM CFO & BOARD MEMBER
Bio: Seasoned CFO specializing in M&A, integration, revenue cycle optimization, and healthcare services. Proven track record in driving operational improvements and executing turnarounds for PE-backed multi-location healthcare companies, including physician groups and outpatient surgery centers. Experience includes leading 13 acquisitions, scaling operations across 40+ states, and managing $150M+ companies.
Bio: Seasoned board member with experience in corporate strategy, M&A, and strategic financing. Proven expertise in driving growth, improving operational efficiency, and scaling businesses in SaaS, communications, and financial services.
Skilled in applying AI to optimize decision-making and deliver innovative, automated solutions. Successfully developed the financial services industry’s first AI data platform and led the integration of AI into core client systems.
AI-FOCUSED BOARD MEMBER
Learn More About Other Spotlight Functional Areas:
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.
Improving growth-stalled performance
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.
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Board Members &
Senior Advisors
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Years of post-college experience: 35+
IC Code: 88748
Years of post-college experience: 25+
IC Code: 208152
Years of post-college experience: 15+
IC Code: 208156
Years of post-college experience: 35+
IC Code: 209230