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
STRATEGIC CFO WITH TURNAROUND EXPERTISE
Bio: Seasoned financial leader with a strong background in driving transformational growth, operational turnarounds, and preparing companies for sale. Successfully scaled organizations from $1.5M to $30M within 18 months, implemented enterprise systems like NetSuite for high-growth companies, and streamlined payroll and billing solutions by collaborating with PEOs.
Bio: Versatile financial executive with a robust background in manufacturing with proven success managing procurement for multi-million SKU inventories, raising capital for acquisitions, and leading integrations with scalable platforms like NetSuite. Skilled in driving efficiency and delivering strategic value across diverse industries. Track record spans corporate leadership and consulting roles, including collaborations with private equity firms.
MANUFACTURING INTERIM CFO
INTERIM CFO SPECIALIZING IN HEALTHCARE OPS
Bio: Proven success in scaling multi-state clinic networks, implementing scalable platforms and processes, and optimizing revenue cycle management (RCM) operations. Notable achievements include streamlining billing systems, consolidating operations across multiple states, and leading growth initiatives that expanded clinic networks from 19 to 32 locations in under two years.
Bio: Seasoned financial executive specializing in PE-backed companies across industries such as biotech, SaaS, and insurtech. Proven track record in scaling teams and companies, executing licensing deals, driving operational efficiency, and delivering cost savings. Deep experience in M&A, international operations, and creating value for stakeholders, including family offices.
INTERIM CFO WITH M&A EXPERTISE
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.
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IC Code: 209291
IC Code: 35879
IC Code: 209299
IC Code: 209287