The Emergence of Sales Excellence Operating Executives

Cutting-edge initiatives for driving top-line growth through sales department optimization are making an impact on the middle market. The Operating Partner/Operating Executive role in private…

Financial Anatomy of a Private Equity Exit

When exit time arrives, CXOs must be prepared.  Private equity managers expect a positive outlook on investment opportunities in 2022 following 2021, when the middle-market…

Threading the Needle on Implementing New Systems After a Capital Infusion

Once your company has been acquired, the clock is ticking on your tech implementation.

Is Sales Operations Really Needed?

CEO’s ask this question consistently: ‘Can’t the CFO do the Sales Ops job?’ Sales Operations Leaders play a pivotal role in developing and maintaining an efficient…

Email Nurture Campaigns Keep Sales Funnels Full

Nurture versus nature: Overcome prospects’ reluctance one thoughtful email at a time.

Sample Due Diligence Checklist: Are You Data Room Ready?

Roughly half of all M&A deals that enter the formal due diligence process never reach a final transaction. Though numerous factors can kill a deal,…

Revitalizing a Struggling Finance Department En Route to Exit

“When I came in, I had a whole department that lacked confidence.”

Creating Bandwidth and Saving Cost by Switching to a Virtual IT Department

The switch to a virtual IT team is quickly becoming best practice in the minds of many PE-backed CFOs.

Your Data Is a Hairball: How to Untangle It With an Integrated Process Strategy

To gain visibility into the business and leverage investments a CFO needs to manage application sprawl with a thoughtful integration strategy.

Executing a Lead-to-Cash Project at a Highly-Acquisitive Tech Platform

It was a necessary resetting of the base that set the foundation for strong revenue growth.