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

SEASONED RESTAURANT CFO

Bio: Seasoned CFO within PE-backed multilocation restaurant franchises. Deep experience professionalizing the finance function, growing through M&A and identifying growth opportunities. Available now for interim CFO opportunities.

Years of post-college experience: 30+

IC Code: 85642

Bio: Proven hands-on and strategic CFO with experience within lower middle market PE portfolio companies. Experience with turnarounds, M&A and cost accounting within manufacturing companies. Available for interim CFO opportunities now.

Years of post-college experience: 30+

IC Code: 59424

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MANUFACTURING CFO EXPERIENCED WITH TURNAROUNDS

HANDS-ON HEALTHCARE CFO

Bio: Hands-on CFO with deep experience within multilocation healthcare services organizations including pain management and oncology clinics. Extensive experience stimulating growth through M&A, cost cutting and professionalizing the finance and accounting functions. Available now for interim CFO opportunities.

Years of post-college experience: 30+

IC Code: 80058

Bio: Hands-on CFO with extensive experience in PE-backed tech-enabled services, software development, fintech and telecom companies. Extensive experience with subscription models, SaaS pricing and system implementations. Available now for interim CFO opportunities.

Years of post-college experience: 30+

IC Code: 79944

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SOFTWARE CFO EXPERIENCED WITH SUBSCRIPTION MODELS

Learn More About Other Spotlight Functional Areas:

BOARD MEMBERS AND SENIOR ADVISORSOPS 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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