• Preparing for succession, outside capital, or sale

• Professionalizing the finance and executive team

• Platform investments needing professionalized finance and operations

• Add-on integrations, roll-ups, and buy-and-build strategies

• Creation of reporting, controls, and leadership bench

• Scaling beyond “heroic founder” leadership into institutional leadership

• Bank- or ABL-driven performance requirements

• Covenant pressure, restructuring, or special assets oversight

• Aligning governance, financial transparency, and leadership capability

• Situational mandates in finance, accounting, operations, or transformation leadership where a bespoke, high-touch search and advisory model is preferred

• Precision machining, tool & die, metal forming, and fabrication

• Contract manufacturing (metal, plastic, electronic, and assembled components)

• Capital equipment, robotics, and industrial automation

• Coatings, finishing, plating, heat-treating, and surface technologies

• Forging, molding, and casting operations

• Plastics, extrusion, and composite manufacturing

• Packaging, industrial products, and engineered components

• Metals and materials processing

• Aerosapce, defense, and military supply chain

• Automotive, heavy truck, and off-highway components

• Energy, oil & gas, and mechanical systems manufacturing

• Field services, maintenance, installation, and repair

• Environmental, testing, inspection, and compliance services

• Engineering, design, and technical consulting

• Fabrication, millwright, and equipment service providers

• Industrial distribution, MRO, and supply chain intermediaries

• Logistics, transportation, warehousing, and third-party distribution

• Trucking, freight, and specialized logistics operations

• General and specialty contractors (mechanical, electrical, plumbing, HVAC, civil, environmental)

• Design-build and construction management firms

• Infrastructure and utility service providers

• Food manufacturing, processing, and ingredient production

• Beverage, winery, brewery, and distillery operations

• Branded and private-label consumer packaged goods (CPG)

• Contract manufacturing, co-packing, and packaging solutions

• Cold chain, warehousing, and distribution services

• Multi-site conumer services, retail, and frachise systems

• Health, wellness, and lifstyle brands

• Accounting, finance, and corporate services firms

• Management consulting, advisory, and outsourcing platforms

• Legal, compliance, and professional services providers

• Private equity portfolio companies and operating partners

• Independent sponsors and family offices

• Lender- and credit-sponsored businesses in work-out

• Investment banks and advisory firms (buy-side, sell-side, capital markets)

• Transaction advisory, due diligence, and restructuring professionals

• Family-owned enterprises preparing for outside investment or transition

• Technology-enabled businesses and industrial services

• SaaS and platform models supporting manufacturing, logistics, or finance

• Analytics, automation, and business intelligence solution providers

• Managed services, shared service centers, and ERP/FP&A systems integrators

• Franchisee and franchisor systems (home services, QSR, automotive, retail)

• Multi-unit and multi-market service organizations

• Consumer-facing service businesses scaling through consolidation or PE backing

Profile: Founder-led or family-owned company taking on PE/family office investment, bank debt, or scaling rapidly

Advisory: Stand up budgeting/FP&A, reporting packages, KPIs, cash management, governance, board cadence, lender readiness

Search: First professional CFO, Controller, VP Finance, COO, CHRO, or other key executives who can operate in a sponsor-backed environment

Profile: Strong demand, new channels, new facilities, or M&A-driven expansion creating operational strain

Advisory: Capacity planning, working capital optimizatoin, pricing/margin analytics, systems and process upgrades

Search: Growth-ready CFO, VP Finance, Plant Manager/GM, Operations, Supply Chain, and Commercial leaders aligned with scale, not just stability

Profile: Margin compression, missed forecasts, liquidity constraints, lender pressure

Advisory: 13-week cash flow, cost takeout, SG&A rationalization, performance improvement, restructuring support

Search: Interim CFO/Controller/CRO, turnaround-oriented COO/GM, and permanent leaders who can sustain the fix—not just survive the crisis

Profile: Retiring founder, generational change, management buyout, or pre-transaction positioning

Advisory: Readiness assessments, quality of earnings alignment with operations, org design, succession planning, value-creation roadmap

Search: Successor CFO, President/GM, Head of Operations, or broader leadership bench to support transition and enhance value

Profile: Buy-and-build strategies, corporate carve-outs, or serial acquisitions

Advisory: Integration planning, synergy tracking, shared services/COE design, systems harmonization, reporting and controls across entities

Search: Integration-capable CFO, VP Finance, Controller, PMO, Integration Lead, and operational leaders who can run multi-entity environments

Profile: Opening or acquiring new sites, entering new geographies or channels

Advisory: Market and cost modeling, ramp-up plans, labor planning, operational readiness, capital allocation discipline

Search: Plant Managers, Site Leaders, Controllers, Supply Chain Leaders, Commercial Leaders who can execute locally and report globally

Profile: Outgrown legacy systems, manual processes, unreliable data

Advisory: Finance transformation, ERP selection/implementation support, close acceleration, dashboarding, KPI design

Search: Modern Controller, VP Finance, Director of FP&A, Data/Reporting leaders who are builders, not just caretakers.

Profile: First 100-365 days post-close for PE platforms or strategic acquiriers

Advisory: 100-day plans, operating cadence, value creation tracking, early warning metrics

Search: Targeted upgrades to CFO, Controller, Operations, Sales, and HR leadership to align with investment thesis

Profile: Misaligned expectations, missed numbers, or inconsistent communication

Advisory: Diagnostic review, narrative reset, performance roadmap, stakeholder reporting packs

Search: Credible CFO or senior finance leader with board/lender-facing gravitas and communication skills

Profile: Sudden vacancy, planned leave, or leadership gap during a transformation

Advisory: Deploy interim CFO/Controller/COO/CRO, define mandate, stabilize operations, create continuity

Search: Run the permanent search in parallel, ensuring a clean handoff and no loss of momentum