LOCATION: Remote (Travel as needed)

RETAINED SEARCH PARTNER: Falcon Partners

SEARCH MANDATE: We have been retained by a leading private equity firm to identify a talented and highly motivated leader to serve as Operating Partner within its portfolio. Reporting to the founding partners of the fund, the Operating Partner will function as a strategic business partner, collaborator, enabler, and problem solver for all assigned businesses within the portfolio. OP will work closely with portfolio company management teams as a “hands-on” resource providing oversight, support, and guidance, while driving for results and establishing a high-performance culture of accountability. Finally, the Operating Partner will be a key player in leading the portfolio companies to successful and profitable exits.

COMPENSATION: A competitive salary and wealth-building carry within the fund make for a compelling economic opportunity.

INVESTMENT THESIS:

• Complete recapitalizations, build-ups, carve-outs, and generational transition to transform portfolio companies into powerful platform businesses.
• Build high-potential businesses through operational improvements and acquisitions.

THE SPONSOR: This private equity firm has a solid track record of professionalizing and transforming small businesses. It invests in smaller, lower-middle-market companies operating in commercial construction services and distributed workforce businesses.

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: Commercial Construction Services (B2B)
• Functional: Proven CEO of a PE-backed Lower middle market business or a key #2 (President or COO) of a larger PE-backed business
• Orientation: Commercial is highly Preferred
• Private Equity: Required
• M&A: Highly preferred
• Tenure: 15+ years of progressive career success

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.

LOCATION: Denver, Colorado 

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our private equity client is seeking a Chief Financial Officer for one of its portfolio companies, a distribution business operating within a complex and data-rich environment. The Company is looking for a CFO who can provide actionable insights, support commercial decision making, and improve the analytical infrastructure needed to better translate operational, inventory, and sales data into actionable business intelligence while helping support continued growth and a successful future transaction. 

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

THE COMPANY: 

• Business Model: Multi-site distribution platform with a complex inventory and merchandising environment.  
• End Market: Consumer / Retail 
• Revenue Range: Mid-market 
• Hold Period: Exit planned for 2028 
• Deal Structure: Control buyout 

INVESTMENT THESIS:  

• Continue scaling the platform through organic growth initiatives, operational improvements, and strategic acquisitions. 
• Further integrate recent acquisitions while enhancing the commercial and analytical infrastructure to support long-term growth and a successful future transaction. 

THE SPONSOR: This California-based private equity firm has a solid history of scaling businesses. The firm focuses on defensible industries with recurring revenue characteristics and identifiable opportunities for operational improvement and market share expansion. 

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: Distribution or other inventory-intensive environments. 
• Functional: Proven CFO of a PE-backed Lower-Middle Market Business.   
• Orientation: Strong analytical and operational finance capabilities with the ability to support cross-functional commercial decision making. 
• Private Equity: Required, 
• M&A: Solid integration experience preferred. 

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. 

LOCATION: Northeast and Midwest U.S. 

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 plastic manufacturing 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: Manufacturing 
• Revenue Range: Lower Middle Market 
• Hold Period: 2 Years. 
• Deal Structure: Control buyout 

INVESTMENT THESIS: Transform the business and drive scale. 

• Integrate and rebrand the acquisitions made under this holding company 
• Transform this entrepreneurially led company into a powerful platform business 
• Oversee the preparation of budgets, forecasts, financial and business plans, providing analysis, insights, and specific guidance to the Board of Directors.   

THE SPONSOR: This private equity firm has a solid history of scaling businesses. Its sector specialties include manufacturing, distribution, and industrial businesses 

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: Manufacturing 
• Functional: Top financial leader of a $25mm-100mm PE backed manufacturing company OR number two financial leader within a larger PE backed manufacturing business.  
• Orientation: Well-rounded finance experience is required with a strong accounting background. 
• Tenure: 15-25+ years of progressive career success 

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. 

LOCATION: Remote

RETAINED SEARCH PARTNER: Falcon Partners

SEARCH MANDATE: Our private equity client is seeking the right Chief Revenue Officer to lead one of its portfolio companies, a B2B tech-enabled services company. The sponsor is bullish about its investment thesis in this 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: Tech-Enabled Services
• End Market: B2B
• Revenue Range: Mid-market
• Hold Period: Exit planned for 2028
• Deal Structure: Control buyout

INVESTMENT THESIS: Transform the business and drive scale within 18-24 months.

• Integrate acquisitions and cross-sell across verticals to capture scale and synergy.
• Transform the company from a service-led agency into a productized, AI-native growth platform.
• Build and implement GTM motions for the business's software products and single-service offerings.

THE SPONSOR: This private equity firm has a solid history of scaling businesses. Its sector specialties include business services, healthcare, general industrial, and tech and telecommunications. Today the sponsor owns over 150 portfolio companies.  

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 Tech-Enabled Services
• Functional: #1 Commercial Leader at a $150-$300mm revenue OR #2 Commercial Leader at a $300-$500mm revenue business.
• Orientation: Commercial orientation is required with related experience across sales, strategy, and GTM.  
• Private Equity: Preferred
• M&A: Solid integration experience required
• Tenure: 15+ years of progressive career success

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.

LOCATION: East Coast 

RETAINED SEARCH PARTNER: Falcon Partners

SEARCH MANDATE: Our private equity client is seeking the right Chief Technology Officer to lead one of its portfolio companies, a B2B GovTech 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 Multi-Product SaaS 
• End Market: Public Sector Agencies 
• Revenue Range: Lower middle-market  
• Hold Period: Exit planned for 2031 
• Deal Structure: Control buyout 

INVESTMENT THESIS: Transform the business and drive scale within 4-5 years. 

• Be responsible for defining and executing the company’s overall technology strategy while leading engineering, infrastructure, DevOps, cybersecurity, and technical governance functions.  
• Work closely with Product and establish the process, governance, and operating cadence required to scale a high-growth PE backed software business. 
• Prepare the organization for M&A activity, while also playing a critical role in advancing the company’s security and compliance initiatives. 
• Leverage AI within software development lifecycle.  

THE SPONSOR: This New York-based private equity firm has a solid history of scaling businesses. Its sector specialties include business services, consumer brands, education and training, franchisors, healthcare, software and information technology, and manufacturing sectors. Today the sponsor owns 142 portfolio companies and has $13.5B in cumulative capital commitments. 

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 Multi-Product SaaS 
• Functional: Top technology leader of a $1mm-$10mm B2B Multi-Product SaaS company OR number two technology leader within a larger enterprise responsible for $50mm-$150mm in revenue 
• Orientation: Strong business orientation is required, with technical experience across architecture, engineering leadership, and strategy. 
• Private Equity: Highly preferred 
• M&A: Solid integration experience required 
• Tenure: 15+ years of progressive career success 

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.

LOCATION: Texas, U.S 

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our private equity client is seeking the right Chief Executive Officer to lead one of its portfolio companies, a specialty commercial services business. The sponsor is bullish about its investment thesis on 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: Branch-based Services 
• Revenue Range: Lower Middle Market 
• Hold Period: 6-8 Years 
• Deal Structure: Control buyout 

INVESTMENT THESIS: Transform the business and drive scale. 

• Improve branch-level operations, margins, and organic growth while executing a proven, active M&A pipeline 
• Implement organization-wide KPIs, repeatable systems, and field/branch-level accountability 
• Fully integrate completed and future add-on acquisitions, harmonizing standards, processes, and reporting 

THE SPONSOR: This private equity firm has a solid history of scaling businesses. Their sectors include commercial services, industrial services, manufacturing, and consumer. 

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: Specialty Commercial Services  
• Functional: Top commercial leader of a $60mm-150mm in revenue multi-site services company OR number two commercial leader within a larger enterprise responsible for $200mm-$500 in revenue 
• Orientation: Well-rounded P&L experience is required preferably with a depth of experience across sales 
• Private Equity: Required 
• M&A: Solid integration experience required 
• Tenure: 15-25+ years of progressive career success 

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. 

LOCATION: Nationwide 

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our private equity client is seeking the right Chief Executive Officer to lead one of its portfolio companies, a leading K-12 software platform. The sponsor has been a committed owner of this platform, backing multiple tuck-in acquisitions to build its footprint, and remains committed to growing the business before an anticipated exit in the next 2-3 years.  

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

THE COMPANY: 

• Business Model: B2B SaaS 
• End Market: K-12  
• Revenue Range: Lower middle-market 
• Hold Period: 2-3 years to exit; active build with continued sponsor investment 
• Deal Structure: Control buyout 

INVESTMENT THESIS: Capitalize on regulatory tailwinds to bolster organic growth coupled with strategic add-on acquisitions to drive scale ahead of anticipated exit. 

• Make the capital-allocation call on the curriculum/SEL portfolio. Lead the commercial transformation of the business.
• Unlock cross-sell across a loyal, high-retention customer base.

THE SPONSOR: This private equity firm has a solid history of scaling businesses in the middle market. Its sector specialties include business services, consumer, education & training, franchisors, healthcare, software & IT, and specialty manufacturing. Today the sponsor owns 140+ portfolio companies and manages over $10B in assets. 

CANDIDATE PROFILE: We seek a hands-on, GTM-first operator who has run a multi-motion B2B EdTech SaaS organization. Our ideal candidate's background most likely includes: 

• Business Model: K-12 B2B SaaS  
• Functional: Commercial-leaning head of a lower middle market EdTech Saas company or Divisional leader within a larger organization 
• Orientation: Commercial 
• Private Equity: Highly preferred, not required

LOCATION: Houston, TX

RETAINED SEARCH PARTNER: Falcon Partners

SEARCH MANDATE: Our private equity client is seeking a Chief Financial Officer to lead the organization through a period of accelerated growth and transformation. The company is poised to scale further through geographic expansion and strategic M&A.

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

THE COMPANY:

• Business Model: Branch Based Services
• End Market: B2B
• Revenue Range: Mid-market
• Hold Period: Flexible; targeting an exit in approximately 3–5 years
• Deal Structure: Control buyout

INVESTMENT THESIS: Transform the business and scale the platform through the value creation period, positioning for a flexible exit strategy.

• Integrate and professionalize recently acquired businesses.
• Transform this company into a powerful platform to prepare the business for a flexible exit strategy.
• Acquire add-ons that will add scale, product, cross-sell, and multiple arbitrage.

THE SPONSOR: The business is backed by an experienced independent sponsor operating within the broader private equity ecosystem. The sponsor is supported by a committed group of long-term capital partners, including high-net-worth individuals and smaller institutional investors, and invests meaningfully alongside them. This structure allows for flexibility, speed of execution, and strong alignment with management.

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: Branch-Based Services; experience in a multi-site, field-based operating environment strongly preferred
• Private Equity: Required
• M&A: Solid diligence and integration experience required.
• Tenure: 20+ years of progressive career success, with 10+ years in senior finance leadership roles

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.

LOCATION: Southeast, US

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 multi-site 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: Multi-site services
• End Market: Commercial and Residential
• Revenue Range: Mid-market
• Hold Period: 4-5 years
• Deal Structure: Control buyout

INVESTMENT THESIS: Transform the business and drive scale to roughly $300mm+ within 4-5 years.

• Drive inorganic growth through extensive acquisitions to expand the geographic footprint of the business
• Integrate and rebrand the acquisitions made under this holding company
• Transform and professionalize the finance function from the ground up

THE SPONSOR: This Midwest-based private equity firm has a strong track record of partnering with lower middle-market companies to drive sustainable growth. The firm focuses on healthcare, food and beverage, and business services, targeting founder-led businesses with stable cash flows and clear potential for growth through both organic expansion and industry consolidation.

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: Multi-site services/Engineered services
• Functional: #1 financial leader of a $50-100mm PE-backed services business or #2 financial leader of a larger PE-backed services business.
• Orientation: Solid accounting/finance foundation is required
• Private Equity: Required
• M&A: Solid integration experience required
• Tenure: 15-30 years

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.