Service Area: Growth & Go-To-Market (GTM) Client Type: Middle-Market Private Equity Firm Service Provider Type: Product Roadmap Consultant Industry: Professional Services: Technology: Software
Service Area: Interim Executives Client Type: Small Market PE Firm Service Provider Type: Interim CEO Industry: Construction & Engineering
Service Area: Interim Executives (CFO and COO) Client Type: Family-Owned Business Service Provider Type: Specialized Interim Executives Industry: Industrial Distribution and Services There had to be a tremendous amount of change within the leadership team because we were driving a culture of change toward performance and profitability. They were invigorated by the accountability they saw […]
Service Area: Compliance & Regulatory Client Type: Portfolio Company Service Provider Type: Supply Chain Technology Firm Industry: Information Technology Managed Care Services
Service Area: List Builds Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Business Process Outsourcing Firm Industry: Life Sciences & Pharmaceuticals
Service Area: Interim CEO Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Interim Executive with Manufacturing Expertise Industry: Manufacturing – Glass
We recommend the service provider for anything in the built environment. The team was great. Everything was great. They clearly knew the space. I’d use them again. PE Firm Principal
Firm had immediate need for interim finance recruiting firm with SaaS experience A PE partner came to us with a vital need for a recruiting firm to place an interim controller in their software portco. The recent departure of their previous controller and senior accountant left the PE firm in urgent need of an interim […]
Building out a new product GTM strategy, PE firm & portco needs pricing expert A PE senior associate came to us with a critical need for a pricing strategy expert for their SaaS portfolio company that was developing a new application to sell into the healthcare sector. The firm and portco had been working with […]
PE firm urgently needs an interim CFO to help with prep for sale A PE managing partner came to us with a critical need for an interim CFO to lead their software portco through a sale process. Hoping to sell within the next 3 to 4 months, the managing partner was urgently looking for someone […]
PE firm critically needs merger integration experts A PE operating partner came to us with a critical need for a merger integration consultant to help them develop a playbook, provide resource coaching, and execute a planned merger of their existing portco with a new add-on in the software sector of the industrial services industry. With […]
On-site quality of earnings provider needed immediately A PE firm associate came to us with a critical need for a provider to perform quality of earnings diligence on a target healthcare company. With their go-to providers booked up, they urgently needed a provider with capacity to quickly assess the company’s YTD financial and operating information […]
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