BOARD MEMBER & SENIOR ADVISOR SPOTLIGHTS
We have a deep bench of trusted board members and senior advisors. Below are those that we'd like to spotlight this month.
CASE STUDIES
EXECUTIVE ADVISOR: STRATEGY & PERFORMANCE
Bio: Board member and former CEO with 30+ years of experience leading business transformations across consumer and industrial products, multi-site operations, and complex supply chains. Brings an action-oriented advisory style focused on operating excellence, cost efficiency, and building high-performance leadership teams; paired with strategic planning and innovation to sharpen value propositions. Experienced in M&A across acquisitions, integrations, and business sale readiness, with strong board communication and performance management discipline
Bio: Interim operations leader and executive advisor who helps industrial and distribution businesses stabilize performance and build scalable operating systems. Brings hands-on leadership across multi-site operations, supply chain, and end-to-end process standardization, often in post-acquisition or change-heavy environments. Known for lean-based execution, 80/20 focus, and creating clear management cadence that improves throughput, service levels, and margin. Partners closely with CEOs to translate value-creation priorities into practical plans teams can execute.
TURNAROUND OPERATIONS EXECUTIVE AND ADVISOR
HEALTHCARE CFO ADVISOR
Bio: Board-level healthcare finance leader with both their CPA and MBA. Has 20+ years of experience advising and leading high-growth, multi-site organizations across value-based care, FQHCs, and tech-enabled healthcare. Hands-on experience in capital raising, diligence, exits, and finance transformation; plus analytics for at-risk models. Proven impact includes scaling revenue (~$7M to $20M), expanding margins, and supporting major equity raises and strategic transactions in rapidly changing environments.
Bio: Interim CIO and technology advisor with 20+ years of experience leading IT transformation for PE-backed and growth-oriented distribution and manufacturing organizations. Builds practical roadmaps that modernize ERP and core systems, strengthen security, and improve data and reporting for faster decisions. Known for accelerating integration across acquisitions, standing up PMO and governance, and reducing reliance on high-cost consultants through in-house capability build. Expert leadership and guidance expertise across infrastructure, applications, digital commerce, and master data.
INTERIM CIO & IT TRANSFORMATION ADVISOR
Learn More About Other Spotlight Functional Areas:
Immediate Senior Advisor needed with Niche Experience
Having recently acquired a specialty pharmacy company, a PE firm was struggling with direct specialty contracts and urgently needed someone to help on the payor side that could guide them through the necessary certification and contracting process within 2 to 4 weeks.
Improving growth-stalled performance
A PE firm needed someone with turnaround expertise to help their multi-site healthcare provider portco improve their growth-stalled performance. They were looking for an expert resource with extensive industry experience and a proven track record of success.
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Board Members &
Senior Advisors
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IC Code: 209573
IC Code: 209641
IC Code: 104058
IC Code: 209594
