The Company A Industry: Consumer Packaged Goods (CPG) A Entity Type: PE-Backed A Operating Region: U.S. A Size: $250M The PROBLEM With the company on a strong growth trajectory, leadership needed support to stabilize finance and guide strategic planning across...
The Company A Industry: Consumer Products A Entity Type: Privately Held A Operating Region: U.S. A Size: $30M The PROBLEM As the company prepared for a year-end sale under a Letter of Intent (LOI) with a private equity firm, they needed someone to lead due diligence,...
The Company A Industry: Social Services A Entity Type: Non-Profit A Operating Region: Northeast A Size: $50M The PROBLEM The organization relied heavily on city and state grants, which are often delayed and documentation-intensive. Despite having a capable finance and...
The Company A Industry: Financial Services A Entity Type: Community Bank A Operating Region: Southern California A Size: $120M The PROBLEM Operating under regulatory scrutiny, the organization faced pressure to rebuild its senior leadership team, including the urgent...
The Company A Industry: Life Sciences A Entity Type: Non-Profit A Operating Region: California A Size: $50M The PROBLEM The organization lacked structure and rigor around accounting, reporting, and policies. The team required fundamental financial improvements,...
The Company A Industry: Healthcare A Entity Type: Private Non-Profit A Operating Region: California A Size: $140M The PROBLEM The organization was experiencing rapid growth, expanding both its number of locations and the rollout of new internal and external projects....
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