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
CFO SOLVING LIQUIDITY, REPORTING, & STAKEHOLDER COMPLEXITY
Bio: Fractional and interim CFO with 30+ years of experience supporting complex, asset-intensive and PE-backed businesses across commercial real estate, services platforms, and multi-entity operating models. Brings deep experience navigating liquidity events, large-scale bank negotiations, and financial restructuring, including multi-lender debt workouts and ESOP structures. Known for building clear reporting and forecasting in opaque environments, supporting ERP transitions, and aligning stakeholders during periods of financial stress, integration, or heightened scrutiny.
Bio: Manufacturing-focused CFO with deep experience supporting PE-backed, public, and growth-stage businesses through transformation, scale, and exit. Brings a rare blend of financial leadership and operational oversight, including supply chain, inventory planning, ERP implementation, and working capital management. Proven experience across complex manufacturing and CPG environments, often stepping in to stabilize reporting, improve liquidity, and align operations with strategic priorities during periods of change, integration, or heightened performance expectations.
INTERIM CFO FOR RESTRUCTURING, SCALE, & LIQUIDITY
LIFE SCIENCES CFO FOR FINANCE BUILDOUT & VISIBILITY
Bio: Healthcare CFO with experience supporting PE-backed companies as they build and scale finance functions. Brings a strong process orientation across SEC and investor reporting, PPM oversight, and operating cadence. Helps leadership teams gain clarity as complexity increases. Background spans healthcare IT, AI-enabled healthcare, pharma, biotech, and medical devices. Well-suited for engagements with a portfolio company needing finance structure, discipline, and reporting rigor to support growth and investor expectations.
Bio: Technology CFO with deep experience driving profitability, scale, and operational transformation across global, tech-enabled businesses. Uses a strong blend of finance and operating leadership with hands-on experience transitioning businesses to SaaS models, integrating acquisitions, improving cash performance, and rebuilding pricing and cost structures. Trusted partner to CEOs and executive teams, bringing financial clarity to complex environments, aligning operating decisions to growth strategy, and supporting periods of rapid change or exit preparation.
PROFITABILITY TRANSFORMATION FINANCE LEADER
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: 209679
IC Code: 209791
IC Code: 209614
IC Code: 209787