Austin, TXSelected by Shore Capital to lead high-growth portfolio company with 6 medspa practices in 14 locations with thesis to grow company 20X, from $10M revenue / $2M EBITDA to $200M revenue / $40M EBITDA in 5 years. Oversaw finance, accounting, operations, human resources, marketing, integrations, IT, and data strategy. § Closed and integrated 5 add-on deals in first 14 months and grew corporate t...
Chicago, ILElevated performance across 35+ portfolio companies, assembling a CFO cohort with training and advisory on best practices, value creation, sale-side readiness. Advanced investment thesis of portcos in healthcare, food and beverage, and business services at $2-10M EBITDA with objective of scaling to $50-100M. § Professionalized each portfolio company in line with Shore’s hypergrowth investment...
Chicago, ILEnabled Shore to enter high acquisition mode by building out an integration playbook for acquired companies. Advised 30+ portfolio companies on analytics, business intelligence, data infrastructure, and the ideal investment timeline as the companies grew. § Integrated two new companies, executing 100-day integration plans, including standard operating procedures, financial package, key metric...