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Browse our latest portfolio company Senior Executive and fund-level Operating Partner opportunities.

Chief Financial Executive-in-Waiting Program (STAY IN CURRENT ROLE)

LOCATION: Remote 

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: We have been retained by a leading private equity firm to find talented and highly motivated leaders to join their Chief Financial Executive-in-Waiting Program. This is a non-binding, low-commitment program designed for anyone who is NOT actively looking to leave their job. The program is meant to be part-time to keep in touch with our client for future opportunities.

INVESTMENT THESIS:

  • Candidates will participate in a quarterly call to learn more about the sponsor and how they run their portfolio businesses.
  • Candidates will have an opportunity to experience sponsor programming, engage in one-on-one chats with finance executives, and collaborate in an online forum to expand their knowledge and exposure.
  • Once Candidates take their companies through an exit, as CFO roles become available, well-suited program participants will receive priority consideration and ideally be deployed into open CFO positions. If suitable positions are not available, candidates may be invited into the CFO in Residence program.

THE SPONSOR: This New York, NY-based private equity firm has a three-decade track record of transforming small businesses. It invests across several key sectors and currently owns more than 100 portfolio companies. Today the sponsor has more than $13B in assets under management. Its $2.5+B of dry powder includes $1B earmarked for add-on acquisitions.

CANDIDATE PROFILE: We seek enthusiastic, committed leaders with a contagious will to win and an insistent desire to improve the business. Our ideal candidate's background most likely includes:

  • Business Model(s): Multi-site Services, Tech Services, SaaS, Franchising, or Business Services
  • Functional: Current CFO of a lower-middle market company
  • Orientation: Early career accounting experience is required.
  • Hold Period: Candidates must be anywhere from 6-24 months away from exit.
  • Private Equity: Experience within a private equity-backed environment is 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. 

CEO-in-Waiting Program (STAY IN CURRENT ROLE)

LOCATION: Remote 

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: We have been retained by a leading private equity firm to find talented and highly motivated leaders to join their Executive-in-Waiting Program. This is a non-binding, low-commitment program designed for anyone who is NOT actively looking to leave their job. The program is meant to be part-time to keep in touch with our client for future opportunities.

Program Details:

  • Candidates will sit on the Board of a portfolio company.
  • Candidates will participate in a quarterly call to learn more about the sponsor and how they run their portfolio businesses.
  • Once timing aligns and as CEO/OP roles become available, well-suited program participants will receive priority consideration and ideally be deployed into open positions.

THE SPONSOR: This New York, NY-based private equity firm has a three-decade track record of transforming small businesses. It invests across several key sectors and currently owns more than 100 portfolio companies. Today the sponsor has more than $15B in assets under management. Its over $2.5B of dry powder includes $1B earmarked for add-on acquisitions.

CANDIDATE PROFILE: We seek passionate, committed leaders whose backgrounds most likely include:

  • Business Model(s): SaaS, Tech Services, Franchising, or Business Services
  • Functional: The candidate will be either a current CEO of a mid-market company; a President, COO, CRO, etc of a larger business; or a Division President or GM of an enterprise business
  • Orientation: Early career accounting experience is required.
  • Hold Period: Candidates must be anywhere from 6-24 months away from exit.
  • Private Equity: Experience within a private equity-backed environment is 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. 

CEO at a PE-backed SaaS Business 

LOCATION: US

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 Chief Executive Officer within its portfolio. Our private equity client is seeking the right Chief Executive Officer to lead one of its portfolio companies, an Enterprise Software 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 Enterprise Software
  • End Market: Fortune 500
  • Hold Period: 5-6 years
  • Deal Structure: Control buyout

INVESTMENT THESIS:

  • Build the commercial engine for an already strong existing product set with anchor enterprise customers
  • Transform this entrepreneurially led company into a powerful platform business.
  • Drive organic growth at the business while supporting opportunistic add-on integration

THE SPONSOR: This private equity firm has a solid track record of transforming small businesses. It invests in several sectors including technology, services and manufacturing companies and has a top-decile track record of returns.

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 Enterprise Software
  • Functional: Proven CEO of a $25mm-$75mm software company OR a cross-functional P&L leader of a $150+mm business
  • Orientation: Commercial upbringing
  • Private Equity: Highly preferred
  • M&A: Not required
  • Tenure: 20-30+ years of progressive career success

FALCON job postings are powered by PrivateEquityCXO.com. When you apply you will be redirected to that site.

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.

CFO at a PE-Backed Aerospace & Defense Manufacturing Business  

LOCATION: Southern Wisconsin. Open to candidates in Chicago or those willing to commute, or relocate.

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, an Aerospace & Defense (A&D) manufacturing business.

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

THE COMPANY:

  • Business Model: Electro-mechanical component multi-site manufacturing
  • End Market: Aerospace
  • Revenue Range: $600mm-$750mm
  • Hold Period: Exit planned for the next 12-18 months.
  • Deal Structure: Strategic buyout

INVESTMENT THESIS: Largely organic growth complemented by certain vertical integration add-ons.

THE SPONSOR: Since its inception in 2018, this private equity firm has already raised $10B+, made 88 acquisitions, and created 32 platform companies. The firm prefers to invest in consumer non-durables, commercial products, infrastructure services, industrial and medical technology, defense, aerospace and life sciences sectors.

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: Aerospace & Defense (A&D) manufacturing
  • Functional: Top financial leader of a $$50mm-200mm EBITDA A&D manufacturing company OR number two commercial leader within a larger enterprise responsible for $200mm-$500mm in EBITDA
  • Orientation: Treasury and M&A experience is required.
  • Private Equity: PE experience is strongly preferred.
  • M&A: Solid integration experience required.
  • Tenure: 20-35+ 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.

CFO at a PE-backed Healthcare SaaS Business

LOCATION: Remote 

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 healthcare software-as-a-service 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 through a variety of organic methods. 

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

THE COMPANY: 

  • Business Model: B2B Enterprise SaaS  
  • End Market: Behavioral Health Centers 
  • Hold Period: acquired in Q3 2023, exit in ~ 5 years 
  • Deal Structure: Control buyout 

INVESTMENT THESIS: 

  • Largely organic growth through new product offerings and international expansion 
  • Substantially grow recurring revenue generated from subscription model  

THE SPONSOR: This private equity firm has a solid track record of transforming small businesses. It invests in lower-middle-market SaaS companies and has a top-decile track record of returns. 

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 Enterprise Software  
  • Functional: Top financial leader of a similar sized PE-backed B2B Enterprise Software company OR number two financial leader within a larger enterprise  
  • Orientation: Heavy finance orientation is required with related experience across Enterprise SaaS products and ERP implementation 
  • Private Equity Experience: Required 
  • M&A: Nice to have, but not mandatory  
  • Tenure: 20-35+ years of progressive career success 

 

FALCON job postings are powered by PrivateEquityCXO.com. When you apply you will be redirected to that site. 

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. 

CFO at a PE Backed Multi-Site Healthcare Business

LOCATION: Phoenix, In Person 

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our private equity client is seeking the right Chief Financial Officer to join one of its portfolio companies, a multi-site healthcare 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: Healthcare Multi-site services      
  • End Market: Consumer 
  • Revenue Range: Lower Middle Market
  • Hold Period: Exit planned for 2027 
  • Deal Structure: Control buyout 

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

  • Integrate and rebrand any acquisitions made under this holding company
  • Transform this entrepreneurially led company into a powerful platform business.   
  • Acquire add-ons that will add scale, product, cross-sell, and multiple arbitrage. 

THE SPONSOR: This New Jersey-based private equity firm has a solid history of scaling businesses in the lower middle market. Their investments focus on service companies, with an emphasis on healthcare and outsourced business and industrial support services. The sponsor works closely with management teams to create value in its portfolio companies. Today, they own 15 portfolio companies and have $1.2B in assets under 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: Healthcare Multi-site services     
  • Functional: Top financial leader of a lower middle market multi-healthcare business OR number two financial leader within a larger enterprise responsible for $150mm-$300mm in revenue  
  • Orientation: Heavy FP&A orientation is preferred with related experience across healthcare-centric multi-site services
  • Private Equity: Is highly preferred
  • M&A: Experience integrating add-ons is strongly preferred. Experience leading a successful sale/exit process is also a plus. 
  • Tenure: 15-30 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. 


Financial Operating Partner at a Private Equity Firm

LOCATION: Detroit, MI or Houston, TX 

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our private equity client is seeking a talented and highly motivated leader to serve as a Financial Operating Partner within its portfolio. Reporting to the Group CEO, the Financial Operating Partner will oversee multiple portfolio companies. They 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.  

COMPENSATION: A competitive salary, annual bonus, and long-term incentives make for a compelling economic opportunity. 

THE FLAGSHIP COMPANY: 

  • Business Model: Multi-site services 
  • End Market: Oil and Gas 

INVESTMENT THESIS: 

Drive scale, efficiencies, and the continued professionalization of the company and its portfolio holdings. 

THE SPONSOR: This Midwest-based private equity firm is a diversified investor with a portfolio that includes control ownership of several portfolio companies and minority positions in other assets and securities. 

CANDIDATE PROFILE: We seek a passionate, committed leader who is hands-on and execution-focused with a strategic perspective. Our ideal candidate's background most likely includes: 

  • 20+ years of progressive and upwardly mobile finance experience, including 5+ years of recent leadership experience at the CFO level 
  • Experience in a private equity-backed environment is required 
  • Experience as CFO of a private equity-backed, middle market company that realized a compelling IRR/MOIC at exit is required. 
  • CFO experience in Mult-site services or Logistics is highly preferred 
  • Experience leading a business through periods of dynamic changes and challenges 
  • Strong leadership ability, interpersonal skill set, mentorship mentality, and competitive nature 

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.

CIO at a PE-Backed B2B Professional Services Business

LOCATION: Mid-Atlantic or East Coast 

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our private equity client is seeking the right Chief Information 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, including a strong acquisition strategy over the next year. 

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

THE COMPANY: 

  • Business Model: Insurance brokerage and risk management services 
  • End Market: Businesses, Governments, Nonprofits, Healthcare, Private Equity  
  • Revenue Range: $200mm-$250mm 
  • Hold Period: Exit planned for 2027 
  • Deal Structure: Control buyout 

INVESTMENT THESIS: Transform the business and drive scale to roughly $300mm through acquisitions within the next year. The ideal CIO will: 

  • Transform the company’s IT organization into an integrated program 
  • Lead large scale data and implementation projects as their operating companies expand 
  • Adopt large scale CRM projects across the platform, innovating where possible 

THE SPONSOR: This Toronto-based private equity firm has a solid history of scaling businesses. Its sector specialties include financial services, healthcare services, consumer, and business services. Today the sponsor owns 8 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: Professional services or adjacent experience 
  • Functional: Number two IT leader within a larger enterprise of 250mm+ in revenue 
  • Orientation: Network, IT, and security orientation is required with related experience in CRM systems and large scale data implementation. Experience or knowledge with AI is not required, but favored. 
  • Private Equity: Not required 
  • Tenure: 8-10+ 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. 

CEO at a PE-Backed Enterprise Software Business

LOCATION: US

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 Chief Executive Officer within its portfolio. Our private equity client is seeking the right Chief Executive Officer to lead one of its portfolio companies, an Enterprise Software 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 Enterprise Software
  • End Market: Educational Institutions, Corporations 
  • Hold Period: 5-6 years
  • Deal Structure: Control buyout

INVESTMENT THESIS:

  • Build the commercial engine for an already strong existing product set with anchor enterprise customers
  • Transform this entrepreneurially led company into a powerful platform business.
  • Drive organic growth at the business while supporting opportunistic add-on integration

THE SPONSOR: This private equity firm has a solid track record of transforming small businesses. It invests in several sectors including technology, services and manufacturing companies and has a top-decile track record of returns.

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 Enterprise Software
  • Functional: Proven CEO of a $25mm-$75mm software company OR a cross-functional P&L leader of a $150+mm business
  • Orientation: Commercial upbringing
  • Private Equity: Highly preferred
  • Tenure: 15-30+ 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.

Financial Operating Partner at a Middle Market Private Equity Firm

LOCATION: Remote

RETAINED SEARCH FIRM: Falcon Partners

SEARCH MANDATE: Our private equity client is seeking a talented and highly motivated leader to serve as a Financial Operating Partner within its portfolio. Reporting to the Group CFO, the Financial Operating Partner will oversee multiple portfolio companies. They 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. The Financial Operating Partner will be a key player in leading the portfolio companies to successful and profitable exits. 

COMPENSATION: A competitive salary makes for a compelling economic opportunity.

THE SPONSOR: This NY-based private equity firm has a three-decade track record of transforming small businesses. It invests across several key sectors including business services. The private equity sponsor has a demonstrated history of robust returns along with a mature operating model.

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

  • 20+ years of progressive and upwardly mobile finance experience, including 5+ years of recent leadership experience at the CFO level
  • Experience in a private equity-backed environment is required 
  • Experience as CFO of a private equity-backed, middle market company that realized a compelling IRR/MOIC at exit is required. 
  • CFO experience in the SaaS or Tech-enabled Services industries is preferred but not required. 
  • Recent experience in a middle-market, battle-tested environment wherein rigor and urgency are ever-present 
  • Experience leading a business through periods of dynamic changes and challenges
  • Strong leadership ability, interpersonal skill set, mentorship mentality, and competitive nature 
  • Early career experience working in Transaction Advisory Services is preferred but not required

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.

CRO of a PE-backed Multi-Site Services Business

RETAINED SEARCH: Our private equity client is seeking the right CRO to lead one of its portfolio companies, a multi-site services business. The sponsor is bullish about its investment thesis and prepared to invest heavily to drive the company's scale. A competitive salary, annual bonus, and wealth-building equity grant make for a compelling economic opportunity. 

THE COMPANY 

  • Business Model: Multi-site Services 
  • End Markets: B2B 
  • Hold Period: Exit estimated for 2027-2029 
  • Deal Structure: Control buyout 

INVESTMENT THESIS: Aggressive Roll-Up Strategy 

THE SPONSOR: This private equity firm has a strong track record of transforming small businesses. It invests across several key sectors including business services. The sponsor currently owns many portfolio companies and has steadily grown throughout its history. 

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, B2B services business  
  • Functional: Proven CRO/SVP Sales of a lower middle-market, private equity-backed B2B services business or a key #2 of an upmarket private equity-backed B2B services business  
  • Orientation: Heavy sales orientation is required  
  • Private Equity: Preferred  
  • M&A: Highly preferred   
  • Tenure: 15 to 20+ 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. 

 

CPO at a Private Equity Firm

LOCATION: Detroit, MI 

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our private equity client is seeking the right Chief People Officer to lead, develop, and professionalize the human resource function at the firm and its flagship company, an oil and gas services business.  

COMPENSATION: A competitive salary, annual bonus, and long-term incentives make for a compelling economic opportunity. 

THE FLAGSHIP COMPANY: 

  • Business Model: Multi-site services 
  • End Market: Oil and Gas 

INVESTMENT THESIS:  

  • Drive scale, efficiencies, and the continued professionalization of the company and its portfolio holdings.  

THE SPONSOR: This Detroit-based private equity firm is a diversified investor with a portfolio that includes control ownership of several portfolio companies and minority positions in other assets and securities. 

CANDIDATE PROFILE: We seek a passionate, committed leader who is hands-on and execution-focused with a strategic perspective. Our ideal candidate's background most likely includes: 

  •  Business Model: Experience in logistics, business services, energy, technology, financial services, and/or manufacturing is a plus but not required. Experience working with a blue-collar workforce is preferred.  
  • Functional: Director or VP of Human Resources in a larger organization who is ready to step into the top HR role within a fast-growing company. 
  • Orientation: We seek a well-rounded career foundation that covers a majority of HR functions including talent management, employee relations, compliance, and operations.  
  • Private Equity: Not required. 
  • Tenure: 10+ 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. 

CFO at PE-Backed Multi-Site Services Business

LOCATION: Washington, USA

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 business

·      End Market: B2B

·      Hold Period: Exit planned for 2026-2027

·      Deal Structure: Control buyout

THE SPONSOR: This Georgia-based private equity firm has a track record of transforming small businesses. It invests across several key sectors including business services. The sponsor currently owns many portfolio companies and has steadily grown throughout its history.

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:

·      Functional: Top finance leader of a multi-site services company OR number two finance leader within a larger enterprise

·      Orientation: A strong accounting background is required with related experience in financial planning analysis

·      Private Equity: Preferred

·      M&A: Solid integration experience required

·      Tenure: 15-20+ 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.

VP Sales for PE-Backed Services Business

LOCATION: Remote 

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our private equity client is seeking the right Vice President of Sales to lead one of its portfolio companies, a commercial services business. The sponsor is bullish about its investment thesis and is prepared to invest heavily to drive the company's scale using both organic methods. 

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

THE COMPANY: 

  • Business Model: Environmental Services
  • End Market: B2B
  • Hold Period: 3-5 years 

INVESTMENT THESIS:  

  • Organic growth via new and existing customers
  • Install operational excellence to increase EBITDA margin prior to exit  

THE SPONSOR: This California-based private equity firm is a leader that invests in the lower middle market, focusing on manufacturing, consumer products, healthcare and non-financial services. The fund leverages time-tested systems, processes, and methodologies to transform small companies into market leaders.

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 Services
  • Functional: #1 or #2 sales leader of a lower middle market company, or a regional sales leader for an upmarket company
  • Orientation: Heavy sales orientation is required
  • Private Equity: Preferred but not required
  • Tenure: 15+ years of sales experience and some years in a leadership role developing and managing a team of 5-15 direct reports

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.

CFO at a Multi-Site Services Business

LOCATION: American Southwest

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our private equity client is seeking the right Chief Financial Officer to join one of its portfolio companies, a multi-site healthcare 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: Healthcare Multi-site services      
  • End Market: Consumer 
  • Revenue Range: Lower Middle Market
  • Hold Period: Exit planned for 2027 
  • Deal Structure: Control buyout 

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

Integrate and rebrand any acquisitions made under this holding company

Transform this entrepreneurially led company into a powerful platform business.   

Acquire add-ons that will add scale, product, cross-sell, and multiple arbitrage. 

THE SPONSOR: This private equity firm has a solid history of scaling businesses in the lower middle market. Their investments focus on service companies, with an emphasis on healthcare and outsourced business and industrial support services. The sponsor works closely with management teams to create value in its portfolio companies. Today, they own numerous portfolio companies and have $1.2B in assets under 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: Healthcare Multi-site services     
  • Functional: Top financial leader of a lower middle market multi-healthcare business OR number two financial leader within a larger enterprise responsible for $150mm-$300mm in revenue 
  • Orientation: Heavy FP&A orientation is preferred with related experience across healthcare-centric multi-site services
  • Private Equity: Is highly preferred
  • M&A: Experience integrating add-ons is strongly preferred. Experience leading a successful sale/exit process is also a plus. 
  • Tenure: 15-30 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.