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
MULTISITE INTERIM CFO
Bio: Experienced finance leader with expertise in international multi-currency manufacturing, ERP implementations, SOX compliance, and financial change management for companies ranging from $10M to $400M. Skilled in consolidations, SEC reporting, process improvement, BI systems, and leading finance, HR, IT, and administrative functions.
Bio: Proven leader with 16+ successful carveouts, specializing in transitioning PE-backed companies post-acquisition into fully operational entities. Expertise in ERP migrations, manufacturing plant transitions, and standing up divisions for optionality. Focuses on industrial manufacturing and logistics sectors for durable goods companies in the $50M-$500M range.
INTERIM CFO & OPERATIONS EXECUTIVE – CARVEOUT EXPERT
INTERIM CFO SPECIALIZING IN HEALTHCARE OPS
Bio: Experienced leader with 25+ years of expertise in scaling companies across healthcare, finance, and technology sectors. Successfully grew a specialized billing company to $9M revenue, securing $16M in angel equity. Skilled in RCM, strategic planning, and organizational transformation, with experience supporting mid-market businesses and executing high-impact exits.
Bio: Versatile financial leader with extensive experience in startups, scaleups, and mission-driven organizations across tech, eCommerce, and EdTech sectors. Proven track record in budgeting, target setting, and building FP&A teams for companies ranging from $30M to $50M in revenue. Skilled in supporting companies through financial transitions, including interim CFO and FP&A roles for PE-backed firms preparing for sale.
PREP FOR SALE TECHNOLOGY INTERIM 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: 209356
IC Code: 209450
IC Code: 46512
IC Code: 209364