Springwood Spotlight Mandate | Institutional PE-Backed Workflow & Data Platform
Sector: Workflow & Data Platforms / Tech-Enabled Services / Vertical Software
Location: East Coast HQ (Hybrid Preferred) | Travel
Ownership: U.S. Institutional Private Equity Sponsor
Scale: $75M to $250M Revenue | Strong EBITDA | Buy-and-Build Environment
Process: Confidential Search - Pre-Deal
Company & Role Overview
Springwood Executive is working exclusively on a priority CFO mandate for a U.S. private-equity-backed vertical software and tech-enabled services platform operating in a highly regulated, operationally complex end market.
The business delivers mission-critical workflow, data, billing, to organisations operating at the intersection of services delivery, regulation, reimbursement, and outcomes.
Key Responsibilities
- Value Creation, Integration & Exit Readiness - Drive EBITDA expansion, cash discipline, and operating leverage while supporting active M&A integration. Play a central role in shaping the platform’s trajectory toward a future liquidity event.
- Enterprise Finance Leadership - Build and lead a sponsor-grade finance organisation. Support a business with multi-entity complexity, recurring revenue dynamics, and external stakeholders.
- CEO, Board & Sponsor Partnership - Own board-level reporting, forecasting cadence, KPI discipline, and performance transparency. Translate operational complexity into clear, decision-ready insight for leadership and investors.
Ideal Background
- CFO experience within a PE-backed vertical software or tech-enabled services platform, typically operating in the $50M–$250M revenue range.
- Demonstrated success managing regulated, compliance-sensitive, or reimbursement-linked environments, where data accuracy, controls, and operating discipline are critical.
- Comfortable operating as a hands-on, execution-oriented CFO, supported by a strong Controller, with a clear focus on KPIs, systems, and value creation rather than pure technical accounting.
This is a confidential pre-deal search. Initial discussions will be held discreetly and selectively. To express interest, please apply via this advert. Further information is available at www.springwoodexecutive.com.
