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

WIDELY-EXPERIENCED INTERIM CFO

Bio: Interim CFO with experience in SaaS, professional services, edtech and telecom industries. Lots of turnarounds/restructuring experience leading to successful sales. Available for interim CFO positions.

Years of post-college experience: 30+

IC Code: 104185

Bio: Seasoned, PE-grade CFO with extensive experience professionalizing and expanding finance functions within manufacturing, distribution and retail/wholesale portfolio companies. Strategic and tactical finance leader with deep M&A integration experience. Available now for interim CFO opportunities.

Years of post-college experience: 25+

IC Code: 88711

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MANUFACTURING AND DSTRIBUTION-FOCUSED CFO

SEASONED HEALTHCARE SERVICES CFO

Bio: Seasoned CFO with more than 20 years of experience within PE-backed healthcare services companies including surgery centers, IVF centers, ACOs and physician services. Significant experience with growth through M&A, revenue cycle management and turnarounds. Available for interim CFO projects now.

Years of post-college experience: 25+

IC Code: 79865

Bio: Hands-on interim CFO within PE-backed SaaS organizations. Areas of expertise include professionalizing finance functions and growth through M&A. Available now for interim CFO opportunities.

Years of post-college experience: 25+

IC Code: 89078

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SaaS INTERIM CFO 

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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Get connected with one of our many interim CFOs, or learn about other resources in our network.