BOARD MEMBER & SENIOR ADVISOR SPOTLIGHTS

We have a deep bench of trusted board members and senior advisors. Below are those that we'd like to spotlight this month.

CASE STUDIES

GLOBAL TURNAROUND LEADER

Bio: Experienced global leader with over 30 years of experience driving operational improvements and cultural transformations for organizations ranging from $100M to $6B. Skilled in KPI-driven management, cost control, margin enhancement, and rebuilding company-wide collaboration during periods of significant disruption. Deep expertise spans automotive, manufacturing, and distribution industries, with extensive PE experience.

Bio: Accomplished marketing executive with deep expertise in brand strategy, M&A integration, and full-scale rebranding across diverse industries. Proven ability to transform decentralized operations into scalable, cohesive platforms, with recent success leading a $200M PE-backed home services company through marketing consolidation, agency partnerships, and rebranding initiatives. 

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CMO & MARKETING ADVISOR

OPERATIONS LEADER SPECIALIZING IN SCALING

Bio: Seasoned operator with 25+ years of experience scaling operations and driving enterprise value in healthcare, tech, and high-growth environments. Expertise in professionalizing systems, optimizing processes, and building cross-functional teams to support shared goals and sustainable growth. Proven success in turnarounds, M&A integration, and operational excellence across lower and middle-market organizations ($50-$200M).

Bio: A seasoned executive specializing in business development, strategic partnerships, and growth direction for high-impact companies in AI, tech, and healthcare. With experience advising global leaders backed by top investors, this professional excels at branding, go-to-market strategies, and driving enterprise alignment. 

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ADVISOR IN AI AND TECH

Learn More About Other Spotlight Functional Areas:

FINANCE RESOURCESOPS PARTNERS

Immediate Senior Advisor needed with Niche Experience

Having recently acquired a specialty pharmacy company, a PE firm was struggling with direct specialty contracts and urgently needed someone to help on the payor side that could guide them through the necessary certification and contracting process within 2 to 4 weeks.

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Improving growth-stalled performance

A PE firm needed someone with turnaround expertise to help their multi-site healthcare provider portco improve their growth-stalled performance. They were looking for an expert resource with extensive industry experience and a proven track record of success.

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Board Members &

Senior Advisors

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IC Code: 209637 

IC Code: 209627

IC Code: 209548