We have a deep bench of trusted, PE-grade operating partners. Below are those that we'd like to spotlight this month.
CASE STUDIES
CFO & STRATEGIC ADVISOR
Bio: Seasoned financial leader with 15+ years collaborating with CFOs to optimize capital structures, board-level reporting, and strategic initiatives. Extensive experience working across healthcare, business services, and industrial sectors globally, including Europe and China.
Bio: Private equity executive with 20+ years of experience transforming and scaling lower-middle and middle-market companies in healthcare, industrials, life sciences, and related sectors. Proven track record in driving growth, EBITDA expansion, operational excellence, and successful PE-backed exits for platform businesses ($150M+ in revenue, $20M+ EBITDA).
Pricing strategy expert needed to drive demand for consumer products portco
A private equity firm had a consumer products portco that needed a pricing strategy expert to help them clearly convey the value of their offerings against big-box retailers to price-conscious and value-driven customers.
Having recently acquired a plastics company, a PE fund was looking to connect with a specialized resource that had deep knowledge of the industry. They believed there was room for improvement and cost reductions in the supply contracts, but lacked certainty given the company's niche products.
Bio: Classically trained CPA with 15+ years of experience in private equity, M&A, and finance, specializing in professionalizing founder-run businesses post-close. Skilled in carveouts, financial transformations, and scaling lower middle market companies. Expertise spans ERP/CRM implementation, organizational design, and operational readiness for growth.
Bio: Versatile CIO/CTO and Operating Partner with extensive experience driving IT strategy, digital transformation, and operational efficiency across industries including tech, healthcare, manufacturing, and industrials. Expertise in carveouts, M&A integrations, cost restructuring, and aligning technology with business models for PE-backed companies ($300M-$2B).