Looking for a CFO? Free Introduction within 2 Working Days
Get MatchedLooking for a CFO? Free Introduction within 2 Working Days
Get MatchedFor PE funds and portfolio companies where financial reporting, EBITDA improvement, and deal execution require CFO-level oversight across the investment lifecycle.
Private equity investments succeed or fail at the financial execution layer. Accurate reporting, EBITDA improvement, and clean financial infrastructure are not secondary to operational performance — they are central to it.
Across a fund’s portfolio, CFO-level oversight varies significantly by company. Early post-acquisition, the priority is establishing reliable reporting and building financial controls. As the hold matures, the focus shifts to value creation – margin improvement, working capital optimization, and building the financial discipline that supports a premium exit.
CFO services for private equity firms bring that structure across the portfolio. This means consistent financial oversight at the portfolio company level, fund-level reporting to LPs, and financial leadership that moves quickly when deal timelines require it.
This connects to broader CFO Advisory Services that extend financial oversight into strategy and capital decisions. Through US Fractional CFO Alliance, PE firms and portfolio companies connect with experienced CFOs – without the fixed overhead of a full-time finance hire.
Post-acquisition, portfolio companies often have reporting gaps that were not visible during due diligence. Financial systems built for an independent business do not always meet the transparency requirements of a PE-backed structure. EBITDA visibility is incomplete, cash flow reporting is inconsistent, and the reporting cadence an LP expects is not yet in place.
CFO services address those gaps immediately by building the reporting infrastructure, improving financial controls, and providing the financial leadership needed to support the value creation plan from the first quarter of ownership.
Build financial plans that support portfolio company value creation and fund-level performance reporting.
Establish reliable EBITDA reporting, build financial controls, and align accounting with PE reporting standards.
Optimize working capital, manage debt service, and maintain cash flow visibility across the hold period.
Build KPI frameworks, track EBITDA improvement initiatives, and deliver actionable insights across the portfolio.
Prepare LP reporting packages, support board presentations, and maintain lender and investor communications.
Prepare portfolio companies for exit with normalized EBITDA, clean financial statements, and data room readiness.
Three steps. Two minutes. Zero guesswork.
Answer a few quick questions about your business, challenges, and goals – takes less than 2 minutes.
We connect you with qualified CFOs experienced in your industry and ready to support your specific needs.
Speak with up to five more CFOs, compare perspectives, and select the right fit for your business.
Industries: SaaS / Technology · Healthcare · Ecommerce · Professional Services · Nonprofit · Insurance · Retail · CPG · Real Estate / Construction
Fractional CFO with 15+ years of experience helping companies improve financial performance, strengthen cash flow, and scale operations. Works with businesses across industries, supports leadership with forecasting, KPI reporting, fundraising, and M&A readiness. Has held senior finance roles at CVS Health and Penn State Health, working with multi-billion-dollar budgets and complex operations.
Industries: SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate / Construction · Distribution · Life Sciences
CFO and strategic finance leader with 15+ years of experience driving growth, improving cash flow, and building scalable financial infrastructure in private equity-backed and service-based organizations. Known for translating financial data into clear decisions, strengthening operations, and partnering with leadership to drive performance and long-term value.
Industries: SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate / Construction · Retail · Nonprofit · Life Sciences · CPG
CPA with 25+ years of experience providing fractional CFO services to small businesses across a wide range of industries. His team delivers fractional CFO, controller, tax, and project services, as well as custom database development and financial modeling tools. Approach centers on meeting with each client to assess financial pain points and opportunities, then building a custom engagement to address them.
Industries: SaaS / Technology · Manufacturing · Healthcare · Professional Services · Real Estate / Construction
Brandon’s mission is to help middle-market companies and PE-backed organizations scale by integrating financial discipline, operational excellence, and leadership alignment. Focused on unlocking liquidity, building scalable financial architecture, optimizing working capital, and driving measurable enterprise value, especially in complex environments.
Industries: SaaS / Technology · Ecommerce · Healthcare · Professional Services · Real Estate / Construction
Accomplished finance leader with 25+ years driving financial strategy, operations, and growth across private and public tech companies worldwide. 15+ years as a Fractional CFO supporting VC-backed startups and scaling SaaS businesses globally. Helped raise over $500M in equity, built finance teams from scratch, led M&A, and developed systems and reporting infrastructure needed to scale responsibly and efficiently.
Industries: Ecommerce · Manufacturing · Professional Services · Distribution · Import / Export
Fractional CFO with 20+ years of cross-industry experience supporting businesses from early stage through growth and exit. Works with owners and leadership teams to strengthen cash flow, build scalable financial infrastructure, and navigate capital decisions across complex structures. Focused on translating financial data into clear, actionable decisions that drive sustainable growth and protect long-term value.
Industries: Real Estate · Construction · Hospitality · Asset Management · Family Office · Property Management
Seasoned finance executive with over 15 years of experience leading financial strategy, operations, and investment oversight across complex real estate portfolios, development platforms, and family offices.
Before moving into principal-side roles, spent nearly a decade in Big 4 and mid-market advisory with KPMG, RSM, and BDO, conducting due diligence for multibillion-dollar real estate and private equity transactions. Holds a Master of Professional Studies in Real Estate from Georgetown University.
Industries: SaaS / Technology · Ecommerce · Healthcare · Real Estate / Construction · Alternative Assets · Retail · Life Sciences
Fractional CFO with 30+ years in operating leadership. Deep experience in financial modeling, working capital discipline, KPI architecture, and board-level decision support. Builds scalable financial infrastructure and translate data into strategic action.
Industries: Manufacturing · Professional Services · Distribution
Fractional CFO helping growth-stage and PE-backed companies turn financial complexity into a competitive advantage. Former Director of Corporate Finance at a $500M PE-backed manufacturing firm, where he co-led a successful exit delivering 3.5x returns. Brings institutional-quality finance to businesses that need strategic firepower without the full-time cost. Specialties include financial modeling, cash flow optimization, and investor reporting.
Industries: Manufacturing · Professional Services · Distribution · Private Lending · Mortgage Servicing
Partners with leadership teams as a Fractional CFO and trusted advisor, bringing financial strategy, system integration, and process improvement to growing organizations. Helps businesses improve margin visibility, strengthen financial discipline, and implement practical systems that support confident, sustainable growth.
Industries: Manufacturing · Consumer Packaged Goods · Chemicals · Textiles · Pharmaceuticals · Food
Career built on driving results through enhanced business performance, process improvements, scalable systems and controls, and organizational development. Deep expertise across FP&A, cost management, treasury, acquisitions and integrations, ERP implementations, and controllership.
Managing CFO capacity across a portfolio requires flexibility. Some portfolio companies need interim CFO support during a transition. Others need a fractional CFO to build financial infrastructure before the business can support a full-time hire. Others need project-based support around a specific transaction or reporting deadline.
Outsourced and fractional CFO services for private equity match that demand by providing experienced financial leadership at the right level for each company’s stage, without requiring a permanent finance hire at every portfolio company.
US Fractional CFO Alliance connects PE funds and portfolio companies with experienced CFOs who understand the financial demands of the PE investment lifecycle.
In a PE-backed environment, financial performance is tracked closely and reported regularly. Every gap in financial visibility – in EBITDA reporting, working capital management, or cash flow forecasting – creates a problem that compounds across the hold period.
An outsourced CFO for private equity portfolio companies brings structure to the critical financial areas:
This is high-stakes financial leadership. It requires understanding how PE-backed businesses are measured, reported, and ultimately valued – and moving quickly enough to meet the fund’s timeline.
Not every portfolio company needs a full-time CFO for the duration of the hold. Many need experienced financial leadership during specific phases – the first year post-acquisition, around an add-on acquisition, or in the final 12–18 months before an exit process begins.
Fractional and interim CFO services for private equity investments provide that leadership on a flexible basis. The CFO operates as a true member of the financial leadership team – attending board meetings, producing LP reporting, and driving the financial agenda – without the cost and permanence of a full-time hire.
For PE funds managing a portfolio of companies at different stages, fractional CFO support provides the ability to scale financial leadership up when a company needs it and back when it does not.
This approach is often the right fit for:
Fractional and outsourced CFO services for private equity provide financial leadership that moves with the fund’s timelines – improving financial performance, supporting deal execution, and building the financial infrastructure that creates value across the hold.
If you’re evaluating CFO support for your fund or portfolio, connect directly with US Fractional CFO Alliance to discuss your situation.
A private equity CFO provides financial leadership that directly supports value creation — improving EBITDA reporting accuracy, building financial controls, optimizing working capital, and preparing the business for an exit. Across a portfolio, that means consistent financial oversight at every stage of the hold, not just during a transaction.
Yes — and this is one of the clearest areas of impact. A PE CFO identifies the reporting gaps and cost structure issues that erode EBITDA, builds the controls that ensure financial data is accurate, and provides the analysis that supports operational improvement decisions. For most portfolio companies, improved EBITDA visibility alone changes how the business is managed.
PE funds need CFO services to ensure portfolio companies have the financial infrastructure to support reporting, value creation, and exit readiness. A fund’s ability to make good decisions depends on accurate, timely financial data from across the portfolio. Without CFO-level oversight at the company level, that data is often unreliable.
A CFO supports deal execution through financial due diligence, acquisition integration planning, and carve-out financial management. In a competitive deal process, speed and accuracy of financial analysis matter. A CFO with PE experience understands what needs to be built, cleaned, and normalized before and after close.
In post-acquisition situations, a CFO can establish baseline reporting and identify key financial gaps within the first 30 days. EBITDA improvement initiatives and working capital programs typically show measurable results within a quarter. The most important factor is having CFO capacity in place from the start of the hold rather than introducing it mid-process.