Private Equity CFO Services
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​Fractional CFO Services
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​Interim CFO Services
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Staff Augmentation for CFO Support
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Target assessments (buy & sell) and investment due diligence
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Post-acquisition support
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Support for bank financing, capital raises, lease negotiations
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Crisis management/turnaround advisory
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Liquidity event readiness
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IPO Prep
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Bankruptcy
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Focused mentoring
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Leadership of critical financial initiatives
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Financial strategy development
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Business plan development
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Business models & pricing strategies
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Financial/budget modeling
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KPI Executive Orientation
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Transaction Readiness
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IPO Readiness
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Turnaround & Restructuring
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Due Diligence
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ESG Assessment
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FP&A Function Standup
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Continuous Value Addition
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Post-Transaction Integration
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Finance Team Assessment/Advising
Common Engagement Needs
Unreliable Forecasts of Revenue, Profits, & Cash Flow
Insufficient Information for Critical Business Decisions
Leadership Vacancies
Staff Lacking Clarity & Sense of Urgency
Lack of Preparation for M&A Activity
Broken or Challenged Relationships with Finance-related Stakeholders
Unqualified Accounting Personnel
Lack of Business Insights or Strategic Recommendations
Manufacturing • Healthcare • Technology • Consulting • Restaurants • Distribution
• Non-Profit • Retail • Software Construction • Professional Services • Real Estate
• Finance • Food & Beverage • Oil & Gas • Private Equity • SaaS
Private Equity CFO Talent Partners
Dallas Office - Home Services Industry, HVAC Company: Transitioned a PE-backed technology business in China from low margin commodity displays to high margin, multi-touch display panels serving the industrial, automotive, and medical markets. Led 20% reduction in manufacturing costs, EBITDA of 20%, and revenue doubling to $60 million. Implemented GAAP accounting procedures with two PE-owned companies, mentored controller, developed 5-year financial model, 13-week cash-flow forecast, and shortened close cycle.
Washington, DC Office - Financial Services Industry, Commercial Finance Company: Led PE owned specialty finance company as CFO, evolving accounting to true finance function, led company through a successful IPO, secondary offering, and multiple capital market and bank financings; financing strategy fueled 10x balance sheet growth in 5 years. Instrumental to REIT conversion, buy-side M&A, international expansion, spin-off, transition to regulated bank holding company, and successful acquisition.
Houston Office - Automotive, Food Manufacturer: Successfully turned around a $175 million PE-backed automotive remanufacturer of transmissions and engines with negative EBITDA and minimal business value. Achieved $37 million in EBITDA and sold the company for $191 million. Also successfully turned around a publicly-held food manufacturer and strategically negotiated the sale for 4x market value.
Atlanta Office - Healthcare SaaS Company: As Interim CFO for growing PE backed SaaS business, initiated FP&A function and coordinated rolling forecast process. Assisted completion of audit and communicated complex issues with executive team and Board. Assisted recruitment of and transitioned permanent CFO into role. Provided insight and context of industry-wide SaaS metrics in relation to client’s business and as guidance for investment decisions.
Dallas/Fort Worth Office - SaaS Company: Led as the founder and CEO of a technology company specializing in data backup, disaster recovery and business continuity solutions, producing significant growth in revenue, profitability, and customer service. Expanded operations across the United States and Canada and led its subsequent sale to a private equity buyer at 11x EBITDA.
Dallas/Fort Worth Office - RV Dealerships: Performed post-acquisition integration activities for PE owned RV Dealership relating to financial reporting, system integration, and process and procedure improvements. Implemented and managed all aspects of $100 million floor plan account. Led the dealer acquisition team’s transition from the incumbent floor plan provider to new provider at 10 sister dealership group locations.
New York Metro Office - Insurance Industry, Global (Re)Insurance Company: Led financial accounting and control aspects of a PE backed IPO as Group CFO for global insurance and reinsurance company. Built and maintained governance and reporting. Established internal audit and Sarbanes Oxley functions and readiness project. Accounted for complex capital and financing instruments issued during IPO. Established and managed investor relations and quarterly earnings calls.
Atlanta Office - Transportation Investment Banking PE Advisor: Mitch served as Senior Managing Director for EVE Partners, a transportation-specific investment banking and M&A firm. He was involved in numerous sale transactions of privately owned trucking companies. Mitch was an Equity investor and business development adviser in a company that delivers innovative healthcare technology and care management solutions, focused on preventing chronic diseases and reducing costs directly linked to sleep disorders. The company also has a significant focus in the transportation segment for improved safety and medical cost control. Mitch served as Co-Founding Partner and Managing Director of Epione Partners. He also served as an advisor with the following PE firms: Palmares Capital; Trivest Partners; Loki Group and Loki Equity; Red Dog Equity; Blue Jay Advisors; Focus Bankers; Lenox Group
Dallas/Fort Worth Office - PE Portfolio & Public Companies: As CFO, was instrumental in turning around and restructuring a $100 million PE-owned commercial printing company, a $40 million public medical device company, a $20 million PE-owned geospatial and aerial mapping services firm, and a $42 million public fabless semiconductor company.
Detroit Office - Automotive Aftermarket Manufacturer: Strategically resolved numerous liquidity, financial process, and planning issues to enable a $200M PE backed manufacturer to renegotiate debt levels in a process that was prepared for, but avoided, Bankruptcy. Operational actions included resolving cost structure issues that improved EBITDA from negative to 18% in one year. Also realigned/hired finance staff to be focused on the business for improved transparency and better controlled, more efficient processes.
Dallas/Fort Worth Office - Healthcare Industry: As CFO for health data provider, worked with lender and PE firm to provide appropriate liquidity. Collaborated with CEO and COO for cost reduction and drove revenue growth priorities. As CFO/CEO for provider of home medical equipment therapies, restructured operations, closed unprofitable locations and product lines, and sold the home infusion business. One year later, remainder of business was sold, completing the PE exit.
Dallas/Fort Worth Office - Software, Telecommunications, Healthcare, Logistics: SLed PE backed software firm through transition, retained key customers, and achieved 10x EBITDA multiple (70% IRR) within 90 days of the transition. As CFO of PE backed wireless telecommunications provider, led consolidation and sale generating $70 million in value (50% IRR). Also performed 28 PE Firm road show, leading to business sale at 13x EBITDA and $80 million value. CFO of Logistics Company, doubled working capital and increased operating income from breakeven to $10 million, receiving multiple PE firm offers exceeding 14X EBITDA.
New York Office - PE-Owned Nurse Staffing Business: As CRO, directed the restructuring and sale of a PE-owned nurse staffing business. As CEO, successfully increased the EBITDA of a PE-owned clinical research organization in one year from negative $4.4 million to positive $4 million pro forma. Additionally, served as CEO and restructured a PE-owned producer and marketer of nature-themed media.
Chicago Office - Technology Products & Services including SaaS: Consulted turnaround of distressed PE-backed technology company (electronic products, SaaS offerings). Responsible for finance and accounting functions. Developed short-term and long-term integrated three-statement financial projections and was involved with weekly cash flow management and disbursement decisions. Reduced past-due A/R by 52% and improved the accuracy of financial records. Worked with investment banking firm preparing for and managing a successful sale.
Dallas/Fort Worth Office - Food Industry: Oversaw finance, customer service, IT and human resources as VP Finance and Administration for PE owned manufacturer of custom food products. Consolidated departmental supervision into finance group and redistributed tasks, resulting in elimination of three full-time equivalent positions. Transitioned accounting functions into existing system of the purchasing company and worked with operations management to identify improvement opportunities in procedures and cost structures.
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Dallas/Fort Worth Office - SaaS Company: Responsible for strategic planning, financial forecasting and controls, tax, accounting, human resources, and business intelligence for a PE-backed SaaS company that provides digital and software solutions to consumers and government entities. As interim CEO, led the company through a major shift in strategic direction, an internal reorganization, and the sale of a business unit, all while maintaining most of the CFO duties. Hired strong business leaders to create the company’s first-ever FP&A and Business Intelligence teams. Within months, implemented a formal forecasting process, regular KPI reporting, and strong controls over the RFP process that led to improved visibility and accountability throughout the organization. Created the first-ever formal companywide incentive plan, presented it to the Board, received approval, and rolled it out to the company, increasing employee engagement, morale, and accountability. She implemented the NetSuite ERP system, consolidating 4 separate QuickBooks general ledgers and one instance of Sage into a unified Chart of Accounts in a single system, reducing the monthly accounting close time by half, and providing more timely and comprehensive financial insights to lenders and PE partners.
Chicago Office - Financial Services Industry: Implemented accounting and financial reporting operations and infrastructure as CFO and CRO for this PE backed startup insurance company, including a new general ledger system, statutory reporting software, and expense management system. Was part of the startup executive team responsible for establishing a relationship with a third-party insurance administration partner and launching the company’s first product.
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