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
INTERIM CFO & GLOBAL FINANCE STRATEGIST
Bio: Experienced finance leader with extensive global expertise managing P&Ls from $150M to $3.5B. Skilled in FP&A, M&A strategy, treasury, cash flow optimization, and corporate finance, with a hands-on approach. Proven success in driving profitability, streamlining processes, and elevating strategic decision-making at the board level. Fluent in Spanish and Portuguese, adaptable to multicultural environments.
Bio: Finance leader with 18+ years of experience navigating volatile business environments in manufacturing, aerospace, and industrial sectors. Expertise includes cash flow management, lender relations, ERP implementation, and M&A support. Successfully guided ownership transitions and operational improvements for mid-market companies, including PE-backed businesses.
INTERIM CFO FOR AEROSPACE & INDUSTRIALS
FINANCE EXEC FOR MEDICAL DEVICES
Bio: Seasoned finance and IT leader with deep expertise in M&A, fundraising, and digital transformation across medical device and SaaS industries. Successfully led global expansions, large-scale integrations, and business model optimizations to drive growth and profitability. Skilled in FP&A, operational scaling, and accelerating strategic exits for PE-backed companies.
Bio: Experienced finance and operations leader with a proven history of driving value creation, growth, and strategic transformation in PE-backed companies ($135M-$400M). Expertise includes P&L management, M&A, sale preparation, change management, lean manufacturing, and deploying data-driven strategies to optimize performance. Specializes in pharma and chemical manufacturing industries.
STRATEGIC MANUFACTURING CFO
Learn More About Other Spotlight Functional Areas:
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.
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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IC Code: 209639
IC Code: 209676
IC Code: 209623
IC Code: 209659