We have a deep bench of trusted, PE-grade operating partners. Below are those that we'd like to spotlight this month.
CASE STUDIES
OPERATING PARTNER & TURNAROUND CEO
Bio: Seasoned leader with 25+ years of experience driving transformations in private equity-backed and growth-stage companies. Proven success in SaaS modernization, M&A strategy, operational restructuring, and GTM acceleration across industries like FinTech, cybersecurity, and telecommunications. Skilled in aligning organizations for scaling, profitability, and enterprise value creation.
Bio: Executive with 25+ years of experience in e-commerce, retail, and manufacturing. Proven track record in turnarounds, M&A integration, and operational restructuring. Expertise in expanding teams, leveraging analytics, and driving margin growth across industries like home decor, apparel, and tools.
Pricing strategy expert needed to drive demand for consumer products portco
A private equity firm had a consumer products portco that needed a pricing strategy expert to help them clearly convey the value of their offerings against big-box retailers to price-conscious and value-driven customers.
Having recently acquired a plastics company, a PE fund was looking to connect with a specialized resource that had deep knowledge of the industry. They believed there was room for improvement and cost reductions in the supply contracts, but lacked certainty given the company's niche products.
Bio: Strategic leader with deep expertise in commercial diligence, operational transformation, and scalable value creation for PE-backed portfolio companies across SaaS, tech-enabled services, and B2B sectors. Proven ability to lead transformations, optimize operating models, and improve retention and revenue performance, delivering measurable ROI and exceptional returns.
Bio: Experienced interim CEO and COO with 25+ years of leading businesses through founder transitions, turnarounds, rapid growth, and crises. Proven success in operational and financial restructuring, strategic repositioning, and building enterprise value. Trusted partner to private equity firms, with deep experience in manufacturing, technology, and agriculture.