Target Under LOI
We have achieved significant success in this case study across multiple industries, including manufacturing, consumer products, SaaS, consumer and business services and more.
CFO Search PE Firm | Target Under LOI
Client Overview
The private equity firm needed a high-caliber financial executive ready to step in immediately after the acquisition closed, despite being unable to disclose the target company details during the search process.
High-caliber financial executive prepared to step in post-acquisition.
Process managed without disclosing target company details.
Key Challenges
Limited Information
Recruiting a flexible candidate without knowledge of the portfolio company identity or financial details.
Urgency
A six-week timeline to identify and onboard the CFO post-acquisition.
Industry and Cultural Fit
This was the company's first financial leadership hire and the first time institutional capital is being invested. Ensuring alignment with industry, company culture, and the expectations of the private equity firm was crucial.
Our Approach
Defining the Candidate Profile
Collaborated with the PE firm to identify essential skills, including adaptability, private equity experience, and post-acquisition integration expertise.
Conducting a Targeted Search
Focused on candidates with relevant industry experience and strong operational leadership capabilities.
Building Trust with Candidates
Communicated the unique nature of the opportunity and the potential for growth post-acquisition.
Contingency Basis
Performed the search on a contingency basis, with fees only applicable upon deal closure and hire.
Our Solutions
Extensive PE and Industry Experience
A seasoned professional with demonstrated success in leading multiple acquisitions, bringing valuable expertise to drive growth and success.
Industry Expertise
Deep understanding and background in relevant industries, ensuring alignment with target company objectives and market dynamics.
Operational and Strategic Skills
Proven capability in implementing scalable financial systems and strategic initiatives to drive sustainable profitability and growth.
Results
Successful Placement
The client had a CFO ready to start on day one of their new investment.
Seamless Integration
The CFO delivered a 90-day action plan addressing key financial priorities.
Enhanced Financial Strategy
Scalable infrastructure, ERP implementation, and streamlined reporting within six months.
Client Praise
The PE firm commended the CFO ability to navigate uncertainty and deliver value.