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

STRATEGIC CFO FOR SAAS AND HEALTHCARE

Bio: Seasoned finance executive specializing in SaaS and healthcare with extensive experience in PE-backed environments. Expertise in FP&A, cash flow management, M&A (due diligence and integration), and digital finance transformation. Proven success scaling startups to mid-sized companies, driving financial strategy, and managing $300M+ in revenue while delivering strong margin and EBITDA growth.

Bio: Proven financial and operational leader with expertise in M&A integration, exits, and scaling services-based companies. Skilled in systems integration, with implementations of NetSuite, SAP, and PowerBI. Focused on aligning financial strategies with operational efficiency and people-first leadership. Industry experience spans services, insurance, and industrial sectors.

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CFO & PE CONSULTANT SPECIALIZING IN SERVICES

STRATEGIC FINANCIAL LEADER SPECIALIZING IN PE

Bio: Finance executive with extensive experience investing in 15 PE-backed platforms in the lower-middle market. Skilled in FP&A, M&A, due diligence, banking relationships, covenant reporting, and preparing companies for sale processes. Recently served as acting CFO for a $36M multi-site dental group with 21 practices.
Industry expertise includes physician practice management and multi-site retail. Adept at scaling businesses with $15M–$135M in revenue.

Bio: Experienced interim CFO with extensive expertise supporting middle-market and lower-middle-market PE-backed portfolio companies. Skilled in scaling growth across SaaS, hospitality, construction, solid waste management, and automotive sectors.

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PE-FOCUSED INTERIM CFO

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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