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
OPERATIONS AND SUPPLY CHAIN EXECUTIVE
Bio: Proven leader with extensive experience driving operational and financial performance across manufacturing, food & beverage, and engineering industries. Expertise includes supply chain optimization, turnarounds, and scaling businesses for growth ($150M-$400M). Hands-on leadership style focuses on process improvement, capability development, and sustainable solutions.
Bio: Executive leader with a track record of scaling businesses in the social and family entertainment sector. Successfully grew a global concept from $5M to $200M+ and 20+ locations. Expertise in M&A, strategic planning, capital formation, and operations.
Bio: Seasoned healthcare leader with extensive experience in physician and dental practice roll-ups, operational turnarounds, and PE-backed exits for multi-location healthcare services businesses ($6M–$150M). Proven expertise as a CEO, president, and operating partner driving integration, culture transformation, and revenue cycle optimization.
Bio: Experienced finance leader specializing in scaling PE-backed, subscription-based SaaS and tech-enabled businesses. Key strengths include SaaS pricing, budgeting, forecasting, team development, financial reporting, and M&A (PMI). Proven ability to create scalable platforms by optimizing processes, reporting, and KPIs.
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.
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.