An established, privately owned investment group is seeking an experienced Chief Financial Officer to support its continued growth and investment activities.
The business specialises in acquiring and developing profitable lower middle-market companies, with a particular focus on food production, industrial manufacturing and related sectors across the Midwest.
As the investment portfolio continues to develop, the business is looking to appoint a commercially minded CFO who can provide financial leadership across the group while playing an active role in acquisitions, investment decisions and portfolio company performance.
Reporting to the Managing Partner, the CFO will have overall responsibility for the financial management, reporting and governance of the investment group and its portfolio companies.
The role will combine group-level financial oversight with hands-on involvement in acquisitions, financing arrangements and the operational performance of individual businesses.
Key responsibilities will include:
- Leading financial planning, budgeting, forecasting and reporting across the investment group and its portfolio.
- Providing financial and commercial advice to the owners and senior leadership team.
- Supporting the identification, evaluation and execution of new acquisitions.
- Leading financial due diligence, transaction modelling and acquisition financing.
- Overseeing the financial integration of newly acquired businesses.
- Working closely with portfolio company management teams to improve profitability, cash generation and working capital.
- Developing financial reporting processes, controls and performance measures across the group.
- Managing banking relationships, debt facilities, lender reporting and covenant compliance.
- Overseeing group cash flow, treasury, tax and financial risk management.
- Supporting capital allocation decisions and evaluating returns on investment.
- Building relationships with external advisers, lenders and family office co-investors.
- Identifying opportunities to strengthen financial systems, processes and management information as the portfolio grows.
The successful candidate will be an experienced finance leader with a strong commercial background and a track record of operating within privately owned, investment-backed or multi-business environments.
- A background in manufacturing, industrial businesses, food production or a similarly operationally focused sector.
- Experience working within private equity-backed businesses, family offices, investment groups or acquisitive privately owned companies.
- Direct involvement in mergers and acquisitions, financial due diligence and post-acquisition integration.
- Experience managing the financial performance of multiple businesses or operating divisions.
- Strong knowledge of financial reporting, cash flow management, working capital and debt financing.
- The ability to work effectively with business owners, investors, lenders and senior management teams.
- A practical understanding of the financial and operational challenges facing lower middle-market businesses.
- Strong leadership skills and the ability to develop finance teams and reporting structures.
- A CPA or equivalent accounting qualification would be preferred.
