Executive leadership when you need it most.
Interim and fractional CFO, CEO, and COO engagements for PE-backed and founder-led companies navigating transition, growth, or transaction.
This practice serves a defined audience.
- ●PE firms placing interim or fractional operating talent into portfolio companies
- ●Family offices running multi-company portfolios needing shared executive resources
- ●PE-backed portfolio companies ($10M–$200M revenue) between CFOs, in turnaround, or preparing for transaction
- ●Founder-led companies ($10M–$200M revenue) that need senior finance or operating leadership without a full-time hire
- ●Boards and sponsors needing an experienced operator to lead a defined situation
If you're outside this range or profile, the AI Services practice may still be a fit.
Five ways we engage.
Interim CFO
Who it's for: Companies in transition — between CFOs, post-acquisition, pre-transaction, or in a turnaround.
What you get: Full CFO ownership of close, reporting, FP&A, treasury, audit coordination, and board materials. Direct relationship with PE sponsor, lender, or board.
Representative outcome: Cleaned up multi-entity consolidation and audit position at a portfolio company while running a parallel diligence process.
Fractional CFO
Who it's for: Founder-led companies between $5M–$50M revenue that need senior finance leadership but not full-time cost.
What you get: Monthly close oversight, board reporting, KPI design, cash management, banking relationships, and strategic finance support.
Representative outcome: Established monthly close discipline, board-ready KPI dashboard, and 13-week cash forecast at a founder-led e-commerce company.
Interim CEO / COO
Who it's for: Companies between operators, in turnaround, or integrating an acquisition.
What you get: Full operating ownership. P&L responsibility, team leadership, customer/vendor relationships, and execution against board mandate.
Representative outcome: Led integration of an acquired manufacturing facility, including process redesign, team consolidation, and capacity expansion.
M&A Advisory
Who it's for: PE firms and corporate buyers in active diligence; sellers preparing for transaction.
What you get: Buy-side financial diligence, QofE review, financial modeling (DCF, LBO, returns), integration planning, post-close 100-day plan execution.
Representative outcome: Built eight-tab financial model with scenario analysis and DSCR framework for a cross-border acquisition; produced IC memo and refined data request.
Turnaround & Restructuring
Who it's for: Companies in covenant trouble, cash crisis, or operational drift.
What you get: 13-week cash, lender negotiations, operational triage, vendor management, restructuring plan execution, and (if needed) asset sale leadership.
Representative outcome: Led financial restructuring and operational turnaround of a public company culminating in a successful asset sale.
A simple cadence, three phases.
Discovery
60–90 minute working session to scope the situation, agree on first 30 days, and align on deliverables.
Engage
On-site or remote per agreement. Weekly cadence with stakeholders. Direct line to sponsor or board.
Transition
Knowledge transfer to permanent hire or internal team. Documentation. Clean handoff.