Strengthening Foundations: How an Interim CFO Overcame Challenges and Set a New Financial Course for a PE-Backed Manufacturing Firm

Strengthening Foundations: How an Interim CFO Overcame Challenges and Set a New Financial Course for a PE-Backed Manufacturing Firm

by | May 24, 2024 | Interim Financial Services Case Study, Interim Leaders, Interim Leaders Case Study, James Hickey, James Hickey Interim Case Study

The Company A Industry: Manufacturing A Entity Type: Private Equity-Backed A Operating Region: U.S. A Size: $140M DOWNLOAD PDF The PROBLEM The private equity-backed company’s Chief Financial Officer was departing while it was experiencing liquidity issues and had an...
Emergency to Opportunity: Interim Chief Executive Officer Improves Credit Union’s Operations + Commercial Lending Strategy

Emergency to Opportunity: Interim Chief Executive Officer Improves Credit Union’s Operations + Commercial Lending Strategy

by | Feb 1, 2024 | Interim Financial Services Case Study, Interim Leaders, Interim Leaders Case Study, Julie Francis, Julie Francis Interim Case Study

The Company A Industry: Credit Union A Entity Type: Private A Operating Region: Southern California A Size: $150M DOWNLOAD PDF The PROBLEM The credit union’s CEO suddenly retired before their scheduled exam with the NCUA. The organization needed an executive to lead...