invest with conviction

Deal-Dependent CEOs

Investments often hinge on finding the right CEO for the specific opportunity that you are interested in. Through our Deal Dependent CEO service, we find qualified candidates who can attend management team meetings, visit company facilities, refine investment theses, and serve as CEOs or as non-executive chairman post-close. To accomplish this, we work with you to first create an ideal candidate profile, and then incessantly pursue individuals who meet your precise needs and who are at the forefront of their industries. These individuals create differentiation in the eyes of sellers and inspire confidence throughout the transaction.

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case studies:

  • Value Added Refrigerated Fresh Products

    Upon purchasing a regional refrigerated foods company, our client turned to us to help them build the advisory team they needed to expand.  After a few rough years due to changes in regulation, high fuel prices, and industry forces outside their control, the company was eager to make a turn around and build a national brand. To be successful, they needed Board members who were experienced operators and brand champions. 

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  • Retail Apparel Tagging

    The world of fashion has changed. Gone are the days of seasonal clothing lines. Instead, clothing manufactures are continuing to push their designers and their manufacturers to turn out new lines in a matter of weeks. Our client was interested in an apparel tagging company that has the capabilities to keep up with the new speed of fashion.  Before moving forward, our client needed to better understand the adoption of fast fashion, the role of customer service and how the larger competitors felt about jumping into this niche space. 

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  • Staying Flexible When Strategies Shift

    Our private equity client held an early-stage investment in a cardiovascular medical device company. They had a promising new product and wanted a new board member to help them navigate the byzantine FDA and CE regulatory processes as quickly as possible. With approval, they hoped to exit through a liquidity event.

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