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
MULTI-UNIT FRANCHISE CFO DRIVING EBITDA, CASH & DEALS
Bio: CFO and chief restructuring leader with 30+ years of experience in multi-unit franchise platforms across wellness and QSR, including PE-backed systems with 50–95+ locations across multiple states. Owns the full finance stack—cash forecasting, capital structure, real estate/leases, KPI infrastructure, and M&A execution—while building strong controllers and scalable reporting. Has led restructurings, lender negotiations, and divestitures, and is especially effective when growth and integration must stay disciplined under tight liquidity and performance pressure.
Bio: Operations-focused CFO supporting small and mid-sized manufacturing and project-based businesses as they professionalize finance and prepare for scale, transactions, or exit. Brings 20+ years of experience partnering with owners, boards, and investors on profitability improvement, working capital discipline, and post-deal integration. Frequently engaged as an interim or fractional CFO to build core financial infrastructure, including systems, pricing models, indirect rate structures, and reporting, so leadership teams can make better decisions and support higher valuations.
MANUFACTURING CFO DRIVING PROFITABILITY, CASH & DEAL READINESS
PE-BACKED HEALTHCARE CFO LEADING INTEGRATION & FINANCE RESETS
Bio: Strategic healthcare CFO with 25+ years of experience leading PE-backed, multi-site platforms through integration, liquidity events, and operational reset. Brings deep strengths in finance stabilization (close, MORs, 13-week cash), lender and sponsor reporting, and revenue cycle improvement, including materially accelerating collections and reducing DSO. Has guided complex transitions across ambulatory surgery, therapy clinics, senior living, and skilled nursing, including receiverships and Chapter 11 environments, while maintaining regulatory continuity and protecting enterprise value.
Bio: Hands-on technology CFO with deep experience supporting PE-backed SaaS, data, and IT services businesses alongside complex healthcare platforms. Brings full-stack finance ownership: from GL and revenue recognition (ASC 606) through audits, to tax and board reporting, while also leading systems, forecasting, and acquisition integration. Known for fast decision-making grounded in common sense and control, he helps leadership teams stabilize finance operations, improve visibility, and maintain momentum in multi-entity, high-change environments.
HANDS-ON TECH CFO FOR SAAS, DATA & MULTI-ENTITY PLATFORMS
Learn More About Other Spotlight Functional Areas:
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.
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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IC Code: 209704
IC Code: 209708
IC Code: 209819
IC Code: 209583