CFOs and PE Investment Professionals

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Services Focused PE-Grade CFO

Bio: Strategic, hands-on CFO with a deep track record of success with PE-backed companies ranging from $20m-$300m of revenue. Extensive experience with logistics, services, multi-location, and distribution-based companies. Available immediately.

Years of post-college experience: 30+

IC Code: 235

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Connect With A Resource

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

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.

NYC-Based CFO

Bio: Hands-on and strategic CFO with a strong track record of full-time and interim CFO stints for PE-backed companies. Able to quickly professionalize finance functions for recently acquired PE-backed companies. Deep experience in B2B and b2C service models. Based in NYC.  

Years of post-college experience: 25+

IC Code: 238

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Finance Operating Partner

Bio: Private Equity group CFO with deep experience leading integrations, due diligence, and acquisitions and mergers. Track record of successfully leading global carve-outs and simultaneously maximizing the financial direction of dozens of company properties.

Years of post-college experience: 30+

IC Code: 219

Case Studies

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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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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Learn More About Other Spotlight Functional Areas:

BOARD MEMBERS AND SENIOR ADVISORSOPS PARTNERS

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