Kipp Fagerstrom

Financial Group: 

Private Equity Focused Management Consulting Firm: 

As Managing Director for this PE-focused Firm, Kipp led a team of financial professionals, including interim management, performance improvement, turnaround implementation, strategic and financial planning, and M&A advisory roles. His selected engagements included: 

Interim CFO for a $250M Tech-Enabled Networking Business 

• Led full operational and financial review to improve efficiency, expand liquidity, reduce cost-to-serve, and surface new revenue levers

• Executed overdue financial audit, restoring financial credibility, compliance, and lender/sponsor confidence Interim CFO for a $450M Oil & Gas Services Business

• Led independent assessment of business plan for bank group, shaping lender perspective and capital decisions

• Identified and modeled working capital and cost-takeout strategies to extend runway and improve free cash flow 

• Supported negotiation of long-term plan and secured interim financing to stabilize the business 

Interim CFO for a $250M PE-Backed Pharmaceutical Consulting Business

• Stood up weekly cash forecasting and long-range planning to restore financial visibility and discipline

• Drove cost-reduction and cash-improvement initiatives, materially enhancing liquidity

• Led negotiations with secured lender and stakeholders, securing multiple forbearance agreements to preserve optionality

CFO Advisor for a $400M PE-Owned Solar Farm Services Business

• Built weekly cash forecasts and long-term strategic plan to guide decision-making and protect liquidity

• Led cross-functional cost-reduction analysis and implementation, improving cash generation and financial 

National Consulting Firm: Kipp served as Director for this consulting firm, supporting private-equity sponsors and portfolio-company transformations. His selected engagements included: 

M&A Integration for a $450 M PE-Backed Industrial Services Roll-Up

• Led post-acquisition integration across multiple acquired entities, driving alignment on operating model, reporting cadence, and financial controls

• Partnered with senior leadership to define post-close value creation plan, including role alignment, cost synergies, and integration milestones

• Led key finance workstreams — opening balance sheet audits, working capital assessments, and ERP integration — ensuring clean financial handoff and portfolio visibility 

Transformation & Exit Preparation for a $250 M Senior Assisted Living Provider

• Led operational review to identify revenue expansion, cost mitigation, and efficiency improvements across core segments

• Supported negotiation and execution of sale of go-forward operations to a PE sponsor, positioning the business for scale under new ownership

• Managed the controlled wind-down of legacy/non-core operations under court oversight while preserving enterprise value 

Management Consulting Firm: Kipp served as s Senior Managing Director firm focused on financial and operational improvement for sponsor-backed companies. His selected engagements included: 

Strategic Finance & Value Preservation Lead for a $1.3B Retailer

• Led enterprise review of revenue and cost levers across three divisions and 250+ stores to inform sponsor and board decisioning 

• Managed cash, budgeting, and reporting cadence to restore control during operating transition

• Built weekly financial model and KPI reporting package to improve executive visibility and execution discipline

• Directed exit of retail footprint and distribution network while maximizing recoveries

• Transferred workers’ comp plan to third party, releasing $2M of trapped collateral to the estate 

Bank-Group Business Plan Assessment & Liquidity Strategy for a $1.5B Retailer

• Led lender-facing assessment of business plan, validating assumptions and shaping bank-group view of risk and options

• Identified working capital and cost-out strategies to extend runway and protect liquidity

• Supported negotiation of long-term plan and secured interim financing to stabilize operations 

Finance Function Reset & Liquidity Stabilization for a $100M Pharmaceutical Company

• Assessed accounting organization, streamlined workflows, and restructured responsibilities to improve accuracy and throughput

• Delivered the company’s first clean month-end close in over a year, restoring reporting integrity

• Implemented EDI vendor integration to improve working capital velocity and automate transaction flow

• Stood up weekly cash forecasting and a 5-year business plan to reestablish financial planning discipline

• Negotiated lender forbearance and extended vendor terms, stabilizing liquidity and preserving strategic options