Operating Partner Spotlights

We have a deep bench of trusted, PE-grade operating partners. Below are those that we'd like to spotlight this month.

CASE STUDIES

HEALTHCARE EXECUTIVE WITH STRATEGIC VISION

Bio: Boasts 33 years in healthcare, demonstrating exceptional leadership in integrating primary care with mental health to drive cost-effective solutions. Led a significant operation, managing a $240M spend and achieving notable cost reductions while overseeing a large team and facilities nationwide. Skilled in both provider and insurance aspects, excels in building teams and strategic consulting.

Bio: Distinguished as a CRO/CSO with a track record of steering companies towards successful exits, specializing in strategic planning, partnerships, product marketing, sales, and business development. Expertise spans education, edtech, gov tech, fintech, SaaS, and enterprise software, with experience from startup to Fortune 500 scale. Engaged in significant roles backed by prominent PE firms, contributing to substantial growth and strategic exits.

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CSO & CHIEF REVENUE OFFICER FOR SaaS

Learn More About Other Spotlight Functional Areas:

BOARD MEMBERS AND SENIOR ADVISORS FINANCE RESOURCES

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.

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Analyzing legacy supply contracts to reduce costs

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.

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