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 TECH EXECUTIVE WITH M&A FOCUS

Bio: Accomplished leader with extensive experience in guiding tech services companies through periods of significant growth and operational challenges. Proven track record in diversifying service offerings and driving revenue and EBITDA growth. Demonstrated ability in leading successful M&A initiatives and strategic partnerships. Adept at process optimization and financial management, with a strong foundation as a CPA.

Bio: Skilled in leading operations, growth and turnarounds with a focus on M&A, capital raising and integration. Experienced across manufacturing, biotech and e-commerce, with a preference for mid-sized ventures. Offers deep knowledge in cost management and technology licensing.

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CFO WITH STRATEGY & TURNAROUND EXPERTISE

DYNAMIC CFO

Bio: An accomplished CFO renowned for expertise in financial restructuring, strategic mergers and acquisitions, and optimizing ERP and CRM systems. With a comprehensive background in the healthcare, retail and telecom sectors, this leader excels in identifying and implementing financial strategies that drive growth and enhance operational efficiency.

Bio: Distinguished finance leader with extensive experience in the SaaS and healthcare technology sectors, specializing in guiding companies through M&A activities, due diligence, PMI and sale preparations. Known for excelling as the first CFO in businesses, adept at professionalizing financial operations and transitioning to advanced accounting systems. Proven track record of success in both early-stage and more mature PE-backed environments.

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SAAS & HEALTHCARE TECH FINANCE EXECUTIVE

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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Connect With A Resource

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

Years of post-college experience: 40+

IC Code: 79162

Years of post-college experience: 30+

IC Code: 79795

Years of post-college experience: 30+

IC Code: 70136

Years of post-college experience: 30+

IC Code: 102708