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
SAAS CRO & REVENUE STRATEGIST
Bio: Proven Chief Revenue Officer with 20+ years driving go-to-market transformations and scaling ARR for PE-backed SaaS companies ($35M-$700M). Expertise in aligning sales, marketing, RevOps, and customer success to deliver predictable growth, improve CAC-to-LTV ratios, and optimize EBITDA performance.
Bio: Seasoned CFO with 20+ years transforming finance into a strategic driver of growth. Expertise in building infrastructures for high-growth businesses, ERP implementations, and scaling multi-entity organizations. Proven record of delivering $35M+ in capital raises, optimizing costs, integrating acquisitions, and positioning companies for successful exits.
HANDS-ON STRATEGIC INTERIM CFO
HEALTHCARE CFO & MERGER EXPERT
Bio: Proven CFO with 20+ years of experience driving growth and operational excellence in healthcare, medical devices, and technology ($35M-$400M). Expert in post-merger integration, profitability improvement, and sustainable infrastructure development. Combines entrepreneurial leadership with a Fortune 500 pedigree, supporting fast-scaling and PE-backed companies.
Bio: Impact-driven interim CFO with extensive experience scaling mid-market companies ($35M-$400M) across manufacturing, CPG, and e-learning. Skilled in turnarounds, PE portfolio management, M&A, and growth strategies. Proven success optimizing cash flow, implementing ERP systems (NetSuite), and positioning companies for scalable growth and exits.
INTERIM CFO & FINANCIAL ADVISOR
Learn More About Other Spotlight Functional Areas:
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.
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.
© 2023 BluWave. All Rights Reserved.
Terms of Use | Privacy Policy | (615) 588-4010 | info@bluwave.net
Professionals
CFOs &
Investment
Connect With A Resource
Get connected with one of our many interim CFOs, or learn about other resources in our network.
IC Code: 209515
IC Code: 209382
IC Code: 209477
IC Code: 209488