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

GLOBAL FINANCE & OPERATIONS STRATEGIST

Bio: With experience across a spectrum of industries including fin-tech, payments, e-commerce and SaaS, this executive has a proven track record in leading companies through significant growth phases. Specializes in strategic financial planning, global business expansion, and operational excellence. Known for a hands-on approach in developing and managing international teams, implementing ERP systems and navigating IPO processes.

Bio: A seasoned CEO/CFO with a finance-centric approach, boasting a successful track record in leading start-ups and mid-market companies through high-growth phases and PE exits. With roots in public accounting, this leader has demonstrated versatility across telecommunications, technology, and manufacturing sectors. Experienced in financial planning, HR, audit, compliance, and investor relations.

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START-UP & MID-MARKET FINANCE EXECUTIVE

HEALTHCARE FINANCE & M&A EXECUTIVE

Bio: Specializes in financial planning, M&A, and team development within PE-backed healthcare, achieving significant growth from 85M to 250M in revenue. Led 45 acquisitions over 2.5 years, managing consolidation and system integration, and spearheaded the exit process with comprehensive diligence. Demonstrates flexibility and leadership in building FP&A functions and turning around accounting teams. Available now, with experience across healthcare, construction, and software industries.

Bio: Excels in leading international teams across technology, SaaS, financial services, and manufacturing sectors. Proven success in strategic financial planning, raising debt and equity capital, and scaling global operations. Skilled in building elite finance teams, managing financial reporting, audits, and GAAP/IFRS compliance. Expert in implementing financial controls, ERP systems, and leading M&A due diligence and integration.

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GLOBAL SENIOR FINANCE EXECUTIVE

Learn More About Other Spotlight Functional Areas:

BOARD MEMBERS AND SENIOR ADVISORS OPS PARTNERS

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.

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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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