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
INTERIM CFO FOCUSED ON FRANCHISE OPERATIONS
Bio: Seasoned CFO with 30+ years of experience in franchise management, M&A, and private equity-backed businesses. Formerly led accounting, finance, facilities, and M&A for a 95-unit, multi-state franchise operation. Proven expertise in driving growth, optimizing capital structures, and improving operational efficiency.
Bio: CPA with 15+ years of experience leading finance and accounting for PE-backed and privately held construction, manufacturing, and industrial businesses ($70M-$200M). Specializes in ERP implementations, financial reporting redesign, and scaling finance operations. Proven ability to elevate businesses through process improvements and aligning functions for growth and visibility.
Bio: Experienced finance executive with 20+ years leading healthcare and technology companies through growth, turnarounds, and value-based care transitions ($30M-$100M). Expertise in operational infrastructure, private equity fundraising, M&A, and profitability improvement. Proven track record in multistate operations and aligning financial strategy with business goals.
Bio: Strategic finance leader with experience driving growth, EBITDA expansion, and operational efficiency in private equity-backed companies ($100M-$65B). Specializes in finance transformation, FP&A, M&A, and leveraging technology to optimize decision-making. Expertise spans technology, media, entertainment, and education industries.
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.
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.