We have a deep bench of trusted, PE-grade operating partners. Below are those that we'd like to spotlight this month.
CASE STUDIES
INTERIM OPS LEADER AND OPERATING PARTNER
Bio: Proven private equity operator with a track record of driving transformative growth, operational turnarounds, and EBITDA improvements of 105%-160% across manufacturing, services, and healthcare. Expertise spans P&L management, M&A, Lean/Six Sigma, and multi-location leadership. Extensive board experience supporting exits with up to 4x returns.
Bio: Seasoned executive with extensive experience leading lower middle-market companies ($250M) across consumer durables, industrial manufacturing, and retail sectors. Proven leader in managing PE-backed businesses, driving performance improvement, executing turnarounds, and preparing companies for divestitures. Expertise spans B2B and B2C, with deep experience selling into major retailers like Costco, Lowe's, and Home Depot.
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: Seasoned technologist with 20+ years leading IT strategy and transformation across tech, healthcare, manufacturing, and industrial sectors. Former enterprise CIO ($5B-$50B) and PE operating partner delivering carveouts, digital transformations, and IT cost optimization for middle-market companies ($300M-$2B). Deep expertise in aligning technology with business growth.
Bio: Experienced executive with 15+ years driving M&A, finance, and technology strategy across industries, including FinTech, healthcare, and financial services. Expertise in scaling PE-backed businesses, leading integrations, driving strategic exits, and building healthcare tech ventures. Skilled in bridging finance and technology as both CFO and CTO.