Case Studies

The Challenge A $100M, founder-led HVAC installation company with 300 employees had recently transitioned to an ESOP and was entering rapid geographic expansion across California

The Challenge A VC-backed SaaS company with national operations needed a newly created number-two finance leader to support its Head of Finance and Operations during

The Challenge A small Los Angeles division of a global manufacturing company headquartered in Asia needed to replace its longtime Controller, who was retiring after

The Challenge A prominent healthcare technology company faced a complex legal case that demanded meticulous data manipulation skills. The industry-leading organization needed a payroll data

The Challenge A $100M+ nonprofit healthcare provider operating clinics across multiple sites was looking for a high-level Director of Finance to lead its Accounting and

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.