Streamlining Accounting Processes: How an Interim Accounting Leader Optimized Operations at a Growing Business Services Company

Streamlining Accounting Processes: How an Interim Accounting Leader Optimized Operations at a Growing Business Services Company

by | Jun 20, 2025 | Interim Leaders, Interim Leaders Case Study, Interim Private Equity Case Study, Mark McConnell, Mark McConnell Interim Case Study

The Company A Industry: Business Services A Entity Type: PE-Backed A Operating Region: U.S. A Size: $200M The PROBLEM Amidst growth through both organic expansion and mergers, the company identified a material weakness during its 2022 audit, resulting in a financial...
Bridging the Gap: How an Interim Controller Stabilized Finance During a Critical Transition

Bridging the Gap: How an Interim Controller Stabilized Finance During a Critical Transition

by | May 15, 2025 | Interim Leaders, Interim Leaders Case Study, Interim Private Equity Case Study, Mark McConnell, Mark McConnell Interim Case Study

The Company A Industry: Specialty Contracting A Entity Type: Privately Held A Operating Region: Western U.S. A Size: $150M The PROBLEM During a period of rapid growth, marked by two acquisitions and securing a new revolving credit facility, the company faced the...
Unifying Financial Operations: How an Interim Chief Financial Officer Transformed a PE-Owned Consumer Recreation Company

Unifying Financial Operations: How an Interim Chief Financial Officer Transformed a PE-Owned Consumer Recreation Company

by | Nov 7, 2024 | Interim Leaders, Interim Leaders Case Study, Interim Private Equity Case Study, Mark McConnell, Mark McConnell Interim Case Study

The Company A Industry: Consumer Recreation A Entity Type: PE-Owned A Operating Region: Bicoastal U.S. A Size: $35M The PROBLEM The client needed to unify the business’s three entities under one umbrella to create scalability, shared services, and economies of scale....
Ensuring Financial Stability: How an Interim Chief Financial Officer Guided a PE Firm Through Key Financial Milestones

Ensuring Financial Stability: How an Interim Chief Financial Officer Guided a PE Firm Through Key Financial Milestones

by | Sep 4, 2024 | Interim Leaders, Interim Leaders Case Study, Interim Private Equity Case Study, Mark McConnell, Mark McConnell Interim Case Study

The Company A Industry: Energy + Utilities A Entity Type: Private Equity Firm A Operating Region: Texas-Based A Size: $2B The PROBLEM The incumbent Chief Financial Officer resigned right before the firm’s audit, creating an urgent need for an interim CFO to lead...
Interim Project Chief Financial Officer Creates Covenant Forecasting for a Food Manufacturing Company

Interim Project Chief Financial Officer Creates Covenant Forecasting for a Food Manufacturing Company

by | Sep 12, 2023 | Interim Leaders, Interim Leaders Case Study, Interim Private Equity Case Study, James Hickey, Private Equity

The Company A Industry: Food Manufacturing A Entity Type: Private Equity-Backed A Operating Region: Northwestern U.S. A Size: $75M DOWNLOAD PDF The PROBLEM The finance and accounting department needed significant process improvements, the implementation of KPIs, and...