Case Studies

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Interim CFO Hired Permanently After Re-establishing Vital Relationships and Trust Across the C-Suite

Through Tenacity and Tact, Interim CFO Lays the Proper Foundation for a Physician Practice Platform to Succeed

Interim CFO Brings Stability and Strategy to High-Growth Vision Care Platform, Earning Trust as well as the Permanent Position

Interim VP of Finance Elevates Fledgling FP&A Capability and Promotes Internal Partnerships at Critical Juncture for PE Portfolio Company

COO-Turned-CEO, CFO, and VP of Development Grow Regional Healthcare Services Player into National Powerhouse

Interim CFO Begins Professionalization of Back Office While Focus Search Partners Conducts Search for Full-Time Leader

CEO Rights Rudderless Ship and Navigates Behavioral Health Platform through COVID, Setting Up VC Investors for a Profitable Exit

Interim Chief Accounting Officer Builds Complex Balance Sheet Structure for Multi-Entity Carve-Out Acquired by Private Equity

Interim Accounting Consultant Fully Integrates 7 Acquisitions for PE-backed Company and Primes It for Continued Growth

Interim Controller Creates Data-Driven Accounting Infrastructure to Increase Visibility into Recently Merged Healthcare Company

CFO and Board Member Play Integral Roles in Powering Massive Growth in Record Time at PE Firm’s Healthcare Platform

Interim CFO Provides Executive Advisory Services to Assist Life Sciences Company in Executing Its Business Plan

A New Specialty Finance Firm Gains Much-Needed Structural Lift from Interim-Turned-Permanent COO With

Interim VP of Finance Lays Foundation for Emerging Healthcare Management Firm’s Rapid Acquisition Plan

CFO Advisor Facilitates Public Listing of High-Growth, Plant-Based Private Food Manufacturer in Just 105 Days

Barry Tanner and Physicians Endoscopy’s Incredible Success

Interim CFO Positions Streaming Service for Successful Sale

CEO Search for Healthcare Products & Services Company

Independent Board Director Search

CFO Search for Leading Private Equity Firm

COO Search for Leading Private Equity Firm

Growth and Succession Planning

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