CPA (PWC alumnus) with over 30 years of finance leadership experience across private and PE-backed companies. Mike is a PE-focused interim CFO with deep expertise in leveraged environments, M&A execution, and finance transformation, operating across a diverse set of industries with a strong concentration in healthcare, SaaS, and education.

Functional Expertise
• Interim CFO leadership in PE-backed environments (transition, stabilization, transformation)
• M&A lifecycle execution (30+ transactions — valuation, diligence, integration, divestitures)
• Debt management & covenant compliance (highly leveraged structures, lender reporting)
• Cash flow & liquidity management (cash forecasting, cash desk build-out)
• Operational finance & performance improvement (cost control, margin expansion, KPI development)
• FP&A and strategic planning (budgeting, forecasting, scenario analysis, MD&A)
• Sell-side readiness & Quality of Earnings support
• Finance transformation & organizational design (shared services, close acceleration, process redesign)
• Commercial finance & analytics (pricing strategy, sales analytics, ROI optimization)
• Systems & infrastructure build-out (CRM, financial reporting frameworks, predictive analytics)
• Board, investor & PE sponsor communication / alignment
• International finance operations & multi-entity leadership

Industries
• Private Equity (core focus) – extensive work across leveraged middle-market portfolio companies
• Healthcare Services & Healthcare Staffing
• SaaS / Software / Technology-enabled businesses
• Education & Educational Publishing (incl. SaaS-enabled offerings)
• Consumer Products
• Manufacturing & Distribution
• Not-for-Profit (Healthcare / Hospice)
• Public Accounting / Audit

LevelX Engagement(s)
• Sell-side due diligence support for $145 million (revenue) PE-backed water treatment concern
• Buy-side diligence support, post-merger integration planning for $300 million insurance claims processor
• Sell-side due diligence support for privately held electrical engineering firm
• Interim CFO for $15 million PE-backed compliance and cybersecurity software concern
• Interim CFO / CRO for $100 million electronics distributor
• Interim CFO $80 million not-for-profit

Steve is a CPA (KPMB alumnus) with over 30 years of progressive finance leadership experience across private and PE-backed businesses. He is a transaction-heavy, turnaround-oriented interim CFO with deep experience in manufacturing-centric environments, complemented by broad cross-industry exposure and strong capabilities in M&A, capital structuring, and operational finance transformation.

Functional Expertise
• CFO / COO leadership in PE-backed and middle-market environments
• M&A execution (45+ transactions) – acquisitions, divestitures, recapitalizations, integrations
• Turnarounds & restructuring – distressed situations, liquidity stabilization, performance recovery
• Capital raising & financing – debt and equity raises, lender negotiations
• Operational finance & value creation – cost reduction, margin expansion, EBITDA enhancement
• FP&A, financial modeling & strategic planning
• Working capital optimization & cash flow management
• Finance infrastructure build-out – systems (ERP), controls, processes, KPI frameworks
• Organizational design & shared services (incl. PEO models)
• Inventory & cost accounting optimization
• Technical accounting & compliance (ASC 606, ASC 842)
• Board, investor & stakeholder reporting / communications

Industries
• Private Equity / Venture-backed middle-market companies (cross-sector exposure)
• Manufacturing & Distribution– metals, chemicals, packaging, food & beverage, materials handling
• Industrial & Construction-related businesses
• eCommerce & Consumer Products (incl. health & beauty)
• Technology / SaaS & Media
• Logistics & Supply Chain
• Business Services & Facilities Services
• Printing, Lumber, and Building Materials
• Healthcare / Medical-related manufacturing

LevelX Engagement(s)
• Interim CFO for $150 million PE-backed food processing business
• Interim CFO for $100 million PE-backed entertainment business
• Interim CFO for $175 million PE-backed packaged foods business
• Interim Controller for $170 million PE-backed auto transport business

Rob is a CPA (KPMB alumnus) and University of Chicago MBA with over 20 years of finance leadership experience (including interim CFO roles) across public, private and PE-backed companies. He’s a hands-on finance practitioner with exceptional analytical, program management, and finance transformation skills.

Functional Expertise
• Private equity value creation & transaction support (QoE, sell-side readiness, data rooms)
• M&A execution (buy-side diligence, integrations, divestitures, carve-outs)
• CFO leadership & finance function build-out and/or transformation
• Operational finance & performance improvement
• Cash flow, liquidity & working capital management
• Financial modeling & valuation
• Systems implementation & process scaling
• Board, investor & lender reporting / stakeholder management
• International finance & multi-entity operations (US GAAP, IFRS, PE environments)

Industries
• Private Equity
• Healthcare Services
• Technology
• SaaS / B2B software
• Consumer Products & e-Commerce
• Agriculture
• Manufacturing
• Oil & gas
• Real Estate Development
• Retail / Grocery

LevelX Engagement(s)
• Interim Finance Lead for turnaround of and divestiture prep for business unit within Baxter International
• Interim CFO for $20 million private e-commerce business in a turnaround scenario

CPA with over 30 years of finance leadership experience (including interim Controller and CFO roles) across public, private and PE-backed domestic industrial manufacturing companies.

Functional Expertise
• CFO leadership across global, multi-site manufacturing organizations
• Financial planning & analysis (budgeting, forecasting, strategic planning)
• Financial reporting, SEC reporting & audit oversight (internal & external)
• Cost reduction, operational efficiency & performance improvement initiatives
• Working capital optimization, cash management & treasury oversight
• M&A execution (acquisitions, divestitures, joint ventures, integrations)
• Internal controls, risk management & compliance (including FCPA frameworks)
• ERP and systems implementation / finance transformation (e.g., QAD, Hyperion)
• Capital allocation & capital spending (CapEx planning, investment analysis)
• Shared services design & finance organization restructuring
• International finance leadership (multi-region operations, transfer pricing)
• KPI development, management reporting & executive/board-level presentations

Industries
• Private Equity
• Commercial Transportation & Automotive Components
• Building Products / Construction Materials
• Packaging & Engineered Materials

LevelX Engagement(s)
• Served as interim Controller of $15 million heavy industrial manufacturer

Tom is a Kellogg MBA with over 30 years of progressive finance leadership experience across private and PE-backed businesses. A PE-focused, healthcare-heavy CFO with strong capabilities in turnarounds, exit readiness, and operational finance transformation, supported by earlier experience in manufacturing and telecom-driven businesses.

Functional Expertise
• Interim CFO leadership in PE-backed environments (transition, stabilization, exit readiness)
• M&A execution & exit preparation (buy-side support, integrations, sell-side processes)
• Debt management & covenant negotiations (waivers, refinancing, lender relations)
• Cash flow & liquidity management (13-week cash forecasting, working capital improvement)
• Operational finance & value creation (cost reduction, pricing strategy, margin expansion)
• Revenue Cycle Management (RCM) optimization in healthcare settings
• Finance transformation & team rebuilds (accounting stabilization, offshore team build-out)
• Systems implementation & automation (ERP, CRM, RPA)
• FP&A, strategic planning & KPI development
• Audit, tax & regulatory compliance (multi-year audit clean-up, IRS issue resolution, HIPAA/ERISA)
• Commercial finance & growth strategy (clinic expansion, acquisition targeting, sales optimization)
• Cross-functional leadership (finance, IT, HR, operations) in multi-site environments

Industries
• Private Equity-backed middle-market companies (cross-sector exposure)
• Healthcare Services (core recent focus) – dental services organizations (DSOs), behavioral health, multi-site healthcare platforms
• Manufacturing & Industrial (incl. retail fixtures, telecom equipment)
• Technology / Telecommunications / Infrastructure Equipment
• Education (charter schools, nonprofit)
• Retail / Consumer & Distribution (incl. startup environments)

LevelX Engagement(s)
• Interim CFO for $400 million Dental Partnership Organization with nearly 100 locations across the U.S.

Stan is a CPA and Kellogg MBA with over 30 years of progressive finance leadership experience (including Controller and CFO roles) across private and PE-backed businesses. He is a technology- and SaaS-focused CFO with deep expertise in private equity environments, specializing in corporate carve-outs, merger integration, finance transformation, and scaling global platforms through systems, processes, and disciplined financial leadership.

Functional Expertise
• CFO leadership in PE-backed and public company environments (growth, carve-outs, exits)
• M&A execution & integration (buy-side, carve-outs, global integrations)
• Finance transformation & ERP implementation (NetSuite, global systems build-outs)
• FP&A, strategic planning & KPI-driven performance management
• Cash management, treasury & capital structure optimization
• Revenue recognition & technical accounting (GAAP, ASC 606, SEC/SOX readiness)
• Global shared services & finance organization design
• Operational finance & business partnering to drive growth and scalability
• Audit readiness & public company reporting
• Cross-functional leadership (Finance, IT, HR, Operations) in global environments

Industries
• Private Equity-backed companies (cross-sector, global platforms)
• SaaS / Software (core focus) – enterprise software, data integration, marketplace platforms
• Technology & IT Services – systems integration, infrastructure, digital research platforms
• Professional Services / Analytics
• Telecom & Network Solutions
• Real Estate (REIT exposure)
• Supply Chain, Manufacturing & Retail (tech-enabled solutions)

LevelX Engagement(s)
• Interim CFO and Finance PMO lead for $250 million private equity backed business being carved out of the public entity (working with Alvarez & Marsal)