Identifying a CFO Successor for a Rapidly Expanding Private Equity Firm
September 2, 2025
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A middle market private equity firm specializing in biotech, engaged Alliance Resource Group to identify and recruit a high-level Controller. The firm, which was growing aggressively, had just completed its second fund with plans to start both a third and fourth fund as soon as possible. The firm’s Chief Financial Officer planned to retire within 12 months, and the new Controller was to be trained as his successor. Firm leadership asked Alliance to help them with finding a highly motivated and talented finance executive who was ready for their next step – a promotion to CFO within the year.