Fractional and Interim CFO Projects
Proven interim leadership and financial turnaround results across critical business situations.
When companies face financial distress, operational challenges, or critical growth transitions, they turn to us for immediate impact and sustainable solutions. Our interim leadership engagements span crisis stabilization and liquidity rescue to pre-IPO readiness and strategic acquisitions. We step into complex situations—from correcting financial misstatements and preventing covenant defaults to optimizing cash flow and rebuilding investor confidence.
Each engagement showcases our ability to deliver rapid turnarounds, implement lasting financial infrastructure, and position organizations for long-term success. Our portfolio reflects partnerships that transformed struggling companies into thriving enterprises ready for their next chapter.
Consumer Business
PE-Owned Entertainment Franchise
Standardized financial reporting, improved cash flow management, optimized franchise economics, and positioned the company for sustainable growth.
Global CPG Co-Manufacturer
Prepared company for due diligence, built a dynamic financial model, strengthened reporting accuracy, optimized valuation, and provided risk mitigation strategies.
PE-Owned CPG Company
Rescued from financial distress, restated financials, stood up new entity, prevented a cash flow crisis, secured refinancing, led acquisition due diligence, and stabilized operations.
Privately-Held Retailer
Provided CFO support, optimized FP&A processes, improved financial reporting, strengthened team efficiency, and implemented key financial systems.
PE-Owned Defense Manufacturer
Stabilized financial operations, improved forecasting, optimized margins, enhanced investor reporting, and positioned the company for long-term scalability.
Pre-IPO CPG Company
Stabilized liquidity, restructured costs, improved investor reporting, extended financial runway, and provided strategic financial leadership during pre-IPO challenges.
PE-Owned Infrastructure and Industrial Services
Prevented financial default, restored operational functionality, recovered cash, stabilized lender relationships, and implemented long-term financial infrastructure.
Specialty Chemicals Manufacturer
Eliminated accounting inefficiencies, optimized manufacturing costs, improved financial planning, strengthened working capital, and prepared financials for a SPAC acquisition.
Heavy Equipment Company
Reduced procurement costs, optimized working capital, improved financial forecasting, and strengthened financial transparency.
Renewable Fuels Company
Resolved accounting inefficiencies, strengthened financial controls, enhanced reporting accuracy, optimized ERP implementation, and positioned company for long-term growth.
Specialty B2B Food Distributor
Prepared company for sale, optimized financial reporting, secured investment banking support, enhanced valuation, and successfully executed a strategic sale.
Life Science
Medical Device Company
Prevented research shutdowns, stabilized cash flow, ensured grant compliance, secured emergency funding, and restored investor confidence.
PE-Owned Urgent Care Network
Optimized clinic profitability, reduced costs, strengthened compliance, and enhanced financial analytics for strategic growth.
PE-Owned Rheumatology Clinics
Placed a CFO with healthcare and M&A expertise, overcame compensation challenges, aligned CEO and investor priorities, and ensured financial readiness for PE-driven expansion.
B2B2C Fertility Network
Stabilized cash flow, improved billing efficiency, reduced operational costs, strengthened financial oversight, and restored profitability.
Medical Device Manufacturer
Averted financial decline, restored investor confidence, implemented cost-saving initiatives, optimized pricing, and positioned the company for long-term profitability.
Behavioral Health Company
Recovered delayed reimbursements, mitigated compliance risks, reduced operating costs, stabilized cash flow, and safeguarded financial viability leading to exit.
Nonprofit
Performing Arts
Stabilized financial operations, navigated complex union negotiations, strengthened board reporting, and developed a strategy to address declining revenue and long-term sustainability.
Arts & Culture
Stabilized financial oversight, developed a cost-saving strategic plan, managed board relations, and executed a financial reorganization to support long-term sustainability.
Social Services
Uncovered financial misstatements, stabilized financial operations, extended funding runway, and provided critical leadership during executive turnover and government funding uncertainty.
Professional Services
PE-Owned Media Company
Corrected financial misstatements, restored investor confidence, stabilized critical financial functions, implemented internal controls, and ensured regulatory compliance.
Tech-Enabled B2B Services
Stabilized cash flow, prevented a financial crisis, optimized pricing, strengthened financial oversight, and executed urgent cost reductions.
B2B Facilities Services
Stopped margin erosion, slashed labor costs, stabilized cash flow, improved financial oversight, and restored operational profitability.
B2B Facilities Services
Identified revenue leakage, optimized pricing models, reduced labor inefficiencies, improved cash flow forecasting, and strengthened financial decision-making.
Digital Media / Broadcasting
Stabilized post-bankruptcy cash flow, restructured unprofitable contracts, optimized costs, enhanced financial reporting, and navigated system transitions.
PE-Owned Technology Products Distributor
Averted a liquidity crisis, stabilized cash flow, cut costs, ensured compliance, and positioned the company for a strategic acquisition.
Transportation, Logistics & Supply Chain
Plugged revenue leaks, slashed costs, stabilized cash flow, renegotiated vendor contracts, and secured financial stability for expansion.
Technology
Pre-IPO SaaS Company
Resolved IPO compliance risks, stabilized cash flow, mitigated churn, enhanced investor confidence, and secured critical growth capital.
AI Data Development Company
Reduced cash burn, strengthened financial governance, ensured ASC 606 compliance, optimized cash flow, and secured essential growth funding.
PE Owned Ad-Tech Platform
Optimized ad monetization, stabilized cash flow, ensured compliance, improved revenue forecasting, and positioned for strategic growth funding.
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