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

STRATEGIC CFO WITH GLOBAL & OPERATIONAL EXPERTISE

Bio: Experienced CFO with expertise in private equity and large company environments, driving top- and bottom-line growth while managing traditional finance functions. Adept at enhancing business performance, minimizing risk, and improving profitability, with a strong global perspective. Proven ability to align strategic management with operations, strengthen stakeholder engagement, fine-tune finance teams, and deliver actionable insights and metrics.

Bio: Provides high-impact financial strategies and measurable results through outsourced CFO and consulting services. Expertise spans improving decision-making, aligning business growth initiatives with strategic objectives, and driving meaningful outcomes. Works with organizations of all sizes across diverse industries to achieve both short- and long-term goals through effective financial and operational solutions.

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OUTSOURCED CFO & BUSINESS CONSULTANT

STRATEGIC FINANCIAL LEADER SPECIALIZING IN PE

Bio: Dynamic executive with expertise in financial leadership, accounting, and FP&A, specializing in private equity environments. Skilled in innovative problem-solving, performance improvement, and driving accountability. Certified CPA and CTP with a proven ability to navigate complex business challenges and deliver impactful, strategic solutions.

Bio: Experienced CFO with over two decades advising CEOs and business owners across industries such as professional services, media, and cybersecurity. Expertise includes M&A (closed 43 acquisitions and 12 sales totaling $2.3B), FP&A, debt and equity financing ($2.5B+), and restructurings. Proven track record collaborating with private equity owners to drive financial strategy, capital structuring, and business transformations in lower middle market companies.

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FRACTIONAL, DEAL-FOCUSED CFO & STRATEGIC ADVISOR

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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