Case Studies

The CFO of a fast-growing consumer products company announced plans to retire in five years. Known for its fantastic, high-performing culture, the company preferred to promote from within. However, succession planning revealed the current team members would not be qualified for the role in time.

A newly formed firm in Southern California was undergoing a period of rapid growth. The firm – which specializes in supporting real estate, construction companies, and ultrahigh-net-worth individuals – needed to hire a Tax Director with a highly specialized skill set to help them as they scaled operationally.

A $5B+ healthcare organization with extensive real estate holdings needed to add another Tax Manager due to rapid growth. Although historically the company had outsourced tax, they had recently decided to bring it, and many other functions in-house, necessitating this additional hire.

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.

A $75B private equity firm based in Los Angeles decided to establish a new multi-family office to serve several of their principals. They promoted a member of their tax team to lead the family office and engaged Alliance Resource Group to identify their first external hire.

A private equity-backed medical technology company was looking to hire a second in command for the VP of Finance as the company began to scale through acquisition and organic growth.

A Los Angeles headquartered real estate company decided to make a strategic Controller hire in the greater Phoenix area to oversee construction operations. The client’s prior attempts to find a qualified candidate were unsuccessful.

An international distribution company needed help establishing a new banking structure with a global banking system. The organization sought a treasury professional with expertise in banking processes and the ability to serve as a liaison with key stakeholders at the new institution. An expert treasury consultant was needed to lead their technical and strategic needs.

A rapidly growing consumer products company, with a newly hired CFO, needed a Corporate Controller who understood the nuances of the cosmetics industry. They were looking for a candidate who could parachute in and get them through a first time PCAOB level audit, implement a new ERP system, and stabilize their close and reporting process.

A venture capital-backed, cloud computing firm with global operations urgently needed a seasoned Controller after the abrupt departure of their prior hire. The vacancy left the finance team strained, with critical functions—U.S. and international close, reporting, and tax—left unsupported. The ideal candidate needed strong leadership in the cloud and managed services space with experience navigating complex global structures and stabilizing financial operations under pressure.

A $100 million+ construction company urgently required an Interim Controller to oversee financial operations. Due to unforeseen circumstances, the previous Controller had to step down, leaving a critical gap in the company’s financial management team.

A healthcare nonprofit was struggling to find accounting support for its new Controller. The organization had contracted with a well-known executive search firm for six months, but the candidates they sourced did not meet the role’s basic qualifications.