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. 

LOCATION: Dallas, TX (or remote; CST or EST preferred)

RETAINED SEARCH PARTNER: Falcon Partners

SEARCH MANDATE: Our private equity client is seeking the right National Accounts Sales Manager [or Director of National Accounts] to lead one of its portfolio companies, a middle-market distribution leader of food and beverage products. Our private equity client partners with management to drive continued growth and value by strengthening the leadership team, sharpening strategy and execution, and delivering organic and acquisitive growth.

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

THE COMPANY:

• Business Model: Distributors/Wholesale
• End Market: Retailers and Distributors of Food and Beverage Products 
• Revenue Range: $75mm
• Hold Period: Exit planned for 4-5 years
• Deal Structure: Control buyout

INVESTMENT THESIS: Transform the business and drive scale.

• Accelerate the Company’s growth through strategic retail placements to enhance market presence
• Expand distribution channels to capitalize on rising consumer demand for food products
• Drive operational excellence and professionalization across functions to support scaling efforts and maximize revenue potential

THE SPONSOR: This Chicago-based private equity firm has a solid history of exclusively focusing on leveraged buyouts and recapitalization of lower middle market 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: Distributors/Wholesale
• Functional: Proven Sales Director of a lower middle market company OR Sales Manager of an upmarket business
• Orientation: Heavy sales orientation is required with related experience leading both sales and business development functions
• Private Equity: Not required
• M&A: 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.

LOCATION: Cleveland, OH (Hybrid) 

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our private equity client is seeking a CFO who can partner with management and sponsor to lead growth initiatives, institutionalize processes to enable scaling, and unlock embedded earnings to drive equity value points. The business is a client-centric, leading value-added provider of professional services. 

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

THE COMPANY: 

• Business Model: Professional Services 
• End Markets: Corporate, education, industry, and non-for-profit. 
• Deal Structure: Growth equity. 
• Add-ons: Multiple planned during hold. 

INVESTMENT THESIS: Transform the business and drive scale. 

• Integrate and rebrand the first 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 Chicago-based private equity firm has a solid history of scaling businesses. Its sector specialties include business, financial, industrial, and technology-enabled services, along with transportation & logistics, healthcare, and distribution industries. 

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 
• Functional: Current CFO of $250-450mm revenue services company or number two/divisional financial leader within a $700mm revenue or larger enterprise. 
• Asset Class: PE experience is a plus but is not required. 
• M&A: Preferred. 
• Tenure: 20-35+ years of progressive professional experience including a minimum of 5-7 years of hands-on finance and/or FP&A experience and 3+ years of recent experience leading teams. Early career accounting experience is a plus, 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. 

LOCATION: Remote; EST and CST Preferred  

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our private equity client is seeking the right Chief Revenue Officer (CRO) to lead one of its portfolio companies, an IT Systems Integration 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: IT Systems Integration Services 
• End Market: Professional services, agribusiness, distribution, manufacturing, and field services 
• Hold Period: Exit planned for 2029  

INVESTMENT THESIS: Transform the business and drive scale and exit within 5-6 years: 

• Complete acquisitions that will add scale, service offerings, and multiple arbitrage 
• Driving organic growth with a significant focus on top-of-funnel lead generation along with salesforce effectiveness 
• Professionalization across all functions as the business scales 

THE SPONSOR: This New York-based private equity firm has a solid history of scaling businesses. Its sector specialties include business services, industrials, healthcare, tech, and telecom. Today the sponsor owns 27 portfolio companies with $7.7B 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: IT Systems Integration Services, cloud application partner  
• Functional: Top sales leader of a $200mm-$500mm IT Services business OR number two/divisional sales leader within a larger enterprise 
• Orientation: Heavy sales orientation is required with related experience leading both sales and marketing functions 
• Private Equity: Preferred but not required  
• M&A: Robust experience in cross-selling of acquired products and services 
• 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: Tampa, FL or Atlanta, GA

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: B2G

·      Hold Period: Exit planned for 2026

·      Deal Structure: Control buyout

INVESTMENT THESIS: Transform the business and drive scale ahead of a 2026 exit

·      Integrate and rebrand acquisitions made under this holding company

·      Transform this entrepreneurially led company into a powerful services business

·      Upgrade accounting and finance insights to meet the demands of private equity and the board of directors

THE SPONSOR: This private equity firm has a solid history of scaling businesses. Its sector specialties include industrial services, infrastructure services, and specialty manufacturing. Today the sponsor owns 9 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. This role is intended to succeed the current CEO in the next few years. Our ideal candidate's background most likely includes:

·      Business Model: Multi-site services

·      Functional: Top financial leader of a multi-site services company

·      Orientation: Accounting and/or finance background is required

·      Private Equity: Required

·      M&A: 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.

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 SaaS business serving enterprise organizations. 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: SaaS 
• End Market: Enterprise Organizations in CPG, food/beverage, supply chain, manufacturing, and retail
• Revenue: $40mm
• Hold Period: Exit planned for 2026
• Deal Structure: Control buyout 

INVESTMENT THESIS:

·       Strengthen the company’s position by leveraging its unique compliance and traceability solutions.

·       Drive significant revenue growth through targeted cross-selling within the existing customer base.

·       Global and Regulatory Expansion: Capitalize on regulatory changes and expand into key international markets for increased market share.

THE SPONSOR: This private equity firm is a global leader that invests in the lower middle market. 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: SaaS (sold into CPG, food/beverage, supply chain, manufacturing, or retail)
• Functional: Top sales leader of a $30mm-$75mm SaaS company OR number two sales leader within a larger enterprise responsible for >$75mm in revenue 
• Orientation: Heavily biased towards proven enterprise SaaS sales leaders who have sold a suite of product offerings
• Private Equity: Highly preferred
• M&A: Highly preferred
• 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.

LOCATION: Phoenix, AZ 

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our private equity client is seeking the right CFO to lead one of its portfolio companies. The company is a leading contract manufacturer in the Phoenix area. Our client partners with management to drive continued growth and value by strengthening the leadership team, sharpening strategy and execution, while delivering organic and acquisitive growth. 

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

THE COMPANY: 

• Business Model: A contract manufacturing facility
• Deal Structure: Control buyout 
• Hold Period: 4-5 years 

INVESTMENT THESIS:  

Capitalizing on newly created opportunities through organic growth and add-on acquisitions 

The company is driving continual growth and has an opportunity to improve its operational efficiencies 

Developing business strategy to increase profit growth and EBITDA margins 

THE SPONSOR: This California based private equity firm with $1bn AUM acquires and builds engineered solutions companies in the medical, life science, industrial, and aerospace & defense markets.  

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 $10mm-25mm manufacturing company OR number two financial leader within a larger enterprise with $25mm-$200mm in revenue. 
• Orientation: Heavy accounting orientation is preferred with related experience in FP&A 
• Private Equity: Preferred 
• Tenure: 10-20+ 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. 

LOCATION: Remote 

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Due to a retiring CEO, our private equity client is seeking the right CEO to lead one of its best-performing portfolio companies. The company is a diversified manufacturing company that specializes in designing, manufacturing, and distributing highly engineered parts for aerospace applications.

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

THE COMPANY: 

• Location: United States (no relocation necessary)
• Industry: Aviation
• Revenue Range: $100mm (25% ebitda margins) 
• Hold Period: Acquired in 2021
• Deal Structure: Control buyout 

INVESTMENT HIGHLIGHTS

• Proven M&A strategy supported by highly fragmented market
• Industry leading position in market
• Fully integrated portfolio of IP-rich, proprietary products
• Strong industry tailwinds underpinning generational growth and stability
• Differentiated product and service offering in a highly regulated industry creates significant barriers to entry

THE SPONSOR: This private equity investment firm seeks to invest in the aerospace, defense, industrial, medical, precision manufacturing and healthcare sectors. They are a solid partner to management with a prolific track record of capital deployment that supports both inorganic and organic growth.

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/Distribution 
• Functional: CEO of a middle market company OR a key number two within a larger enterprise
• Orientation: Operations background preferred
• Private Equity: Preferred 
• M&A: Mandatory   

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 (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 multi-site, industrial service, 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: Multi-site, industrial service, distributed workforce businesses.  
• 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 experience is 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: Vista, CA 

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our client is seeking the right Chief Executive Officer to lead its engineered equipment manufacturing business. The business is bullish about driving significant growth and is prepared to make substantial investments to scale operations through strategic initiatives and expanding its manufacturing capabilities.

COMPENSATION: A competitive salary, annual bonus, and wealth-building LTIP in the form of company stock make for a compelling economic opportunity. 

THE COMPANY: This California-based business designs, manufactures, and supplies energy storage solutions for industrial and commercial sectors. It also develops a high-performance management system to optimize efficiency and reliability. The company is publicly traded, generating revenue, and continues to expand its manufacturing capabilities in the energy solutions sector.

• Business Model: Manufacturing 
• End Market: B2B
• Revenue Range: $60mm+  

INVESTMENT THESIS: Transform the business and drive scale.

• Build the commercial engine by leveraging strong existing products and customer relationships
• Transform the business into a scalable platform with expanded product offerings
• Drive organic growth and maximize shareholder value through strategic expansions 

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: Proven CEO of a $50mm-$250mm manufacturing company OR a cross-functional P&L leader of a $100+ mm business
• Private Equity: Not required 
• M&A: Not 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. 

LOCATION: Remote

RETAINED SEARCH PARTNER: Falcon Partners

SEARCH MANDATE: Our private equity client is seeking the right Chief Human Resources Officer to lead one of its portfolio companies, a precision 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: Precision Manufacturing

·      Revenue Range: $700-800mm

·      Hold Period: Exit planned for 2029

·      Deal Structure: Control buyout

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

·      Drive scale, efficiencies, and the continued professionalization of the company

THE SPONSOR: This private equity firm has a solid history of scaling businesses with $20B 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: Manufacturing experience required

·      Functional: Top HR leader of a manufacturing 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

·      M&A: Solid integration experience 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.

LOCATION: NY/NJ 

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 consumer products manufacturing business. The sponsor is bullish about its investment thesis in this acquired platform. They have invested in driving the company's scale and will continue to do so 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: Consumer products manufacturing 
• End Market: Retail, Consumers, Manufacturers 
• Revenue: 20% YoY growth 
• Hold Period: Exit planned for 2026 
• Deal Structure: Control buyout 

INVESTMENT THESIS: Continue to uphold and expand upon the company’s strong revenue and EBITDA growth while preparing the company for sale in the next 24 months. 

• Transform this entrepreneurially led company into a powerful platform business. 
• Integrate and rebrand the acquisitions made under this company 
• Drive strategy and growth using financial and operational analytics, reporting, and controls 

THE SPONSOR: This private equity firm has a two-decade long track record of transforming small businesses. It invests across several key sectors and owns over 100 portfolio companies. Today the sponsor has more than $10B+ in assets under management and a demonstrated track record of scaling and exiting 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: Consumer products manufacturing 
• Functional: Top financial leader with experience scaling a manufacturing company 
• Orientation: Accounting roles and experience are required 
• Private Equity: Highly Preferred 
• 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: Detroit, MI (Onsite)

RETAINED SEARCH: Our private equity client is seeking the right Controller to join one of its portfolio companies, a precision manufacturing 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: Manufacturing
• End Markets: B2B
• Hold Period: 3-5 years
• Deal Structure: Control buyout

INVESTMENT THESIS: Organic growth

THE SPONSOR: This private equity firm has a strong track record of transforming small businesses. It invests across several key sectors including industrial technology, food and consumer, agriculture products and services, and b2b e-commerce.

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

• Functional: Proven Finance leader of lower middle-market manufacturing business
• Orientation: Accounting
• Private Equity: Preferred; Not Required
• Tenure: 5+ 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 Head of Marketing to lead one of its portfolio companies, a B2B 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 and an annual bonus make for a compelling economic opportunity.  

THE COMPANY:  

• Business Model: B2B Enterprise Software 
• End Market: Banks and Data Centers 
• Hold Period: Exit planned in the next 3-4 years  
• Deal Structure: Control buyout  

INVESTMENT THESIS: Transform the business and drive scale within 3-4 years.  

• Develop additional products and capabilities 
• Expand into new industry verticals 
• Implement enterprise-grade processes and systems  

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 SaaS 
• Functional: Top marketing leader of a lower middle market B2B Enterprise SaaS company OR number two marketing leader within a larger enterprise 
• Orientation: Demand Generation orientation is required with related experience across Brand, Product Marketing, and Account-Based marketing 
• Private Equity: Required 
• Team Building Experience: Highly Preferred 
• Tenure: 10-25 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: United States – 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 global SaaS 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 organic growth.

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

THE COMPANY:

·      Business Model: SaaS recurring revenue model

·      Revenue Range: $15mm

·      Hold Period: Exit planned for 2029

·      Deal Structure: Control buyout

INVESTMENT THESIS: Transform the business and drive scale ahead of exit.

THE SPONSOR: The private equity firm has a solid history of scaling businesses with $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: SaaS recurring revenue model

·      Functional: Top technology leader of a lower-mid-market business OR number two technology leader within a mid-market business

·      Orientation: Product and Engineering experience required

·      Private Equity: Preferred

·      M&A: Not required

·      Tenure: 15+ years of progressive career success

LOCATION: Remote

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our private equity client is seeking the right Controller to join 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.

COMPENSATION: A competitive salary and annual bonus make for a compelling economic opportunity. 

THE COMPANY: 

• Business Model: Multi-Site Services 
• End Market: Infrastructure, healthcare, education.
• Revenue Range: $225mm-$250mm 
• Hold Period: Exit planned for 2026 
• Deal Structure: Control buyout 

INVESTMENT THESIS: Transform the business and drive scale. 

• ·Play a key role in helping to lead the company through a successful transaction and onboarding of a new investor/ownership group
• · Take the lead on investments
•  Conduct alternative debt negotiations

THE SPONSOR: This private equity firm has a solid history of scaling businesses. Its sector specialties include franchise, multi-unit consumer, and industrial middle market opportunities. Today the sponsor owns 16 portfolio companies and has $1.5 billion 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: Multi-Site Services 
• Functional: Proven Corporate Controller or Head of Accounting of a similar sized company OR #2 Accounting Leader of an upmarket business
• Orientation: Accounting 
• Private Equity: Preferred; Not required 
• M&A: Preferred; 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. 

LOCATION: Remote 

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our private equity client is seeking the right operational leader to drive scale and efficiency at one of its portfolio companies, a high-growth distribution business. The sponsor is highly optimistic about its investment thesis and is committed to significant growth through both organic expansion and strategic acquisitions. 

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

THE COMPANY: 

• Business Model: Multi-location distribution  
• End Market: Construction 
• Revenue Range: $600mm-$1B 
• Hold Period: Exit planned within 2-3 years. 
• Deal Structure: Control buyout 

INVESTMENT THESIS: Transform the business and drive scale, culminating in a successful liquidity event within 2-3 years. 

• Enhance operational efficiency, leverage best practices, and modernize systems. 
• Solidify the company's leadership position in its sector through innovation and exceptional customer service. 

THE SPONSOR: This private equity firm, headquartered in the United States, specializes in scaling lower middle-market businesses. Its portfolio spans industries such as industrial distribution, healthcare, manufacturing, and technology-enabled services. With $4B in cumulative capital commitments and a proven track record of driving transformation, the sponsor currently manages a portfolio of 15+ 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: 

• Functional: Senior operations executive in a $500M–$1B distribution or logistics business. 
• Private Equity: Experience in a PE-backed environment preferred but not required. 
• M&A: Strong integration and systems experience, including ERP optimization. 
• Tenure: 15+ years of progressive career success in operations and supply chain 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: Colorado, US  

RETAINED SEARCH PARTNER: Falcon Partners 

SEARCH MANDATE: Our private equity client is seeking the right VP of Finance to lead one of its portfolio companies, a franchising 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: Franchising 
• End Market: Commercial and Consumer 
• Hold Period: 4-5 years 
• Deal Structure: Control buyout 

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

• Capitalizing on newly created opportunities through organic growth and add-on acquisitions 
• Developing business strategy to increase profit growth and EBITDA margins 

THE SPONSOR: This private equity firm has a solid history of scaling businesses. Its sector specialties include franchise, multi-unit consumer, and industrial middle market opportunities. Today the sponsor has $2.5B 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: Franchising 
• Functional: Number two finance leader of a $40mm+ franchising company or number one finance leader of a sub $29mm business 
• Orientation: Accounting experience preferred 
• Private Equity: Highly preferred 
• M&A: Integration experience preferred 
• 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. 

LOCATION: Milwaukee, WI

RETAINED SEARCH PARTNER: Falcon Partners

SEARCH MANDATE: Our private equity client is seeking a Director of Finance to join one of its portfolio companies in Milwaukee, WI. This leader will be responsible for driving financial planning, reporting, and operational improvements to support the company’s growth and performance goals.

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

THE COMPANY:

·       Business Model: E-commerce and value-added distribution

·       End Market(s): Business owners, contractors, manufacturers, electricians

·       Deal Structure: Control buyout

THE SPONSOR: This private equity firm specializes in partnering with niche market leaders that have a defensible market position. Its investment focus spans across sectors such as industrial technology, agriculture products and services, food and consumer, and B2B e-commerce. The firm seeks businesses with significant growth potential, whether through organic strategies or strategic acquisitions.

CANDIDATE PROFILE: We are seeking a motivated finance professional with strong expertise in financial leadership and a collaborative, data-driven approach. Candidates should meet the following qualifications:

·       Functional Expertise Prior experience as a Controller, Director of Finance, or similar role.

·       Private Equity: Preferred, Not Required

·       Tenure: 5+ years of career success

·       Operational Efficiency: Skilled in implementing cost controls, process optimizations, and data-driven decision-making.

·       Leadership: Strong leadership and team-building skills to manage and mentor the finance and accounting team, fostering a culture of accountability and continuous improvement.

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 Sales Officer to lead one of its portfolio companies, a financial services business. The sponsor is bullish about its investment thesis in this platform. They are prepared to invest heavily to drive the company's scale using organic methods.

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

THE COMPANY:

·      Business Model: Financial Services

·      End Market: B2B

·      Hold Period: Exit planned for 2027

·      Deal Structure: Control buyout

INVESTMENT THESIS: Transform the business and drive scale ahead of 2027 exit

·      Transform this entrepreneurially led company into a powerful platform business.

·      Drive significant revenue growth through attracting and retaining clients

·      Professionalization across all functions as the business scales

THE SPONSOR: This San Francisco-based private equity firm has a solid history of scaling businesses. Its sector specialties include defense, aerospace, critical infrastructure services, industrial & medical technology, life sciences and specialty materials. Today the sponsor owns 18 portfolio companies and has $4.3B 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: Financial services

·      Functional: Top commercial leader of a $50mm-$150mm financial services company OR number two commercial leader within a larger enterprise

·      Orientation: Heavy sales orientation is required

·      Private Equity: Highly preferred

·      M&A: Not 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.

LOCATION: Milwaukee, WI

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. 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

·        Deal Structure: Control buyout

THE SPONSOR: This PE firm focuses on building niche market-leading companies in partnership with founders and management.

CANDIDATE PROFILE: We seek an individual who will demonstrate strong leadership skills and the proven ability to work effectively in a team environment. Additionally, they will have significant exposure to operations, cost accounting, financial forecasting, and capital investment decision-making in an industrial environment. The ideal candidate will be a strategic thinker with a strong background in financial management, private equity exposure, and a deep understanding of the manufacturing landscape.

·        Functional: 3+ years’ experience as a lead business partner to a business leader

·        Orientation: Operational finance & accounting background

·        Private Equity: Preferred

·        Tenure: 10+ years of progressive accounting/ finance experience within manufacturing

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: United States

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 and is prepared to invest 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

INVESTMENT THESIS: Transform the business and drive scale ahead of an exit.

• Build on the commercial engine for an already strong existing suite of services  
• Further international penetration  
• Drive an evolution in the company’s organizational structure while amplifying a performance-based culture

THE SPONSOR: This 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
• Orientation: A strong accounting background is required with related experience in FP&A
• Private Equity: Highly 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.