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

ALTERNATIVE ENERGY FINANCE EXECUTIVE

Bio: Strong background in turnaround and growth strategies within the alternative energy sector. Successfully led a company to public offering and raised seed capital for a new initiative. Broad experience across energy, financial services, and industrials, collaborating with leading PE firms. Demonstrates a proven track record in strategic financial management and capital structuring.

Bio: Experienced in finance and marketing across CPG, healthcare, manufacturing, and energy. Proven track record in M&A, divestitures, and strategic initiatives. Known for strong leadership and financial acumen, with a history of executive roles, including CFO positions. Specializes in guiding companies with revenues up to $300M through strategic transitions.

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BRAND MANAGEMENT & FINANCE EXECUTIVE

INTERIM CFO

Bio: Offers expertise in financial restructuring, M&A, and elevating finance operations for companies transitioning to PE ownership. Active across sectors like healthcare and oil & gas. Adept in guiding firms through PE exits, with readiness for new challenges. Current focus on strategic advisement and financial modeling to support high-growth and turnaround scenarios.

Bio: Specializes in financial restructuring and turnarounds across diverse sectors, from civil engineering to e-commerce. Proven track record in optimizing cash flow, leading successful acquisitions, sales, and operational improvements. Experienced in M&A, notably in a $170MM PE-backed acquisition. Adept in enhancing financial operations and strategic financial leadership in challenging situations.

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INTERIM CFO & RESTRUCTURING EXPERT

Learn More About Other Spotlight Functional Areas:

BOARD MEMBERS AND SENIOR ADVISORS OPS 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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