CFO at a PE-Backed B2B Professional Services Business

FALCON • Full-time • New York City Metropolitan Area, US • 4w ago

LOCATION: NYC Metropolitan Area

RETAINED SEARCH PARTNER: Falcon Partners

SEARCH MANDATE: Our private equity client is seeking the right Chief Financial Officer to lead one of its portfolio companies, a B2B Professional Services business. The sponsor is bullish about its investment thesis in this newly acquired platform. They are prepared to invest heavily to drive the company's scale using both inorganic and organic methods.

COMPENSATION: A competitive salary, annual bonus, and wealth-building equity grant make for a compelling economic opportunity.

THE COMPANY:

Business Model:B2B Professional Services
End Market: Consumer/Retail, Tech, Sports/Entertainment, Healthcare, Public Sector, & Hospitality/Travel
EBITDA Range:$40-60mm
Hold Period:Exit planned for 2027
Deal Structure:Control buyout

INVESTMENT THESIS: Transform the business and drive scale within the exit timeline.

Bring deep financial acumen and high EQ to partner with BU entrepreneurs, diagnosing how finance can help rather than dictating process, such as evaluating a BU's service delivery model to optimize gross margin.
Implement simple, practical systems to streamline operations, including blended bill rate, labor utilization, and pricing frameworks, requiring a systems-thinking approach.
Finalize the ERP remodel project and prepare the company for a successful exit.

THE SPONSOR: This NYC-based private equity firm has a solid history of scaling businesses. Its sector specialties include services, technology, and industrial sectors. Today the sponsor owns 30 portfolio companies and has $2B in AUM.

CANDIDATE PROFILE: We seek a passionate, committed leader with a contagious will to win who can honor this company's past while also leading it into the future. Our ideal candidate's background most likely includes:

Business Model: B2B Professional Services
Functional: Top financial leader of a $100mm-$300mm B2B white-collar professional services company OR number two financial leader within a larger enterprise responsible for $400mm-$1B in revenue
Orientation:Heavy strategic finance orientation is required with related experience across financial acumen, business partnership, and systems/process orientation.
Private Equity: Required
M&A: Solid integration experience required
Tenure: 20-35+ years of progressive career success

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FALCON and its clients are equal opportunity employers. All candidates will be considered without regard to race, color, gender, sexual orientation, national origin, disability status, or any other protected status. FALCON encourages qualified individuals of all backgrounds to apply.

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