A Perfect-Fit Interim Executive

May 8, 2024 Rachel Halversen

A private equity firm with $4.5 billion+ in assets under management was looking for an interim CFO to lead a portfolio company’s finance team through the carve-out of two business units. The project would include driving the carve-out process, overseeing TSA activities, and defining the new finance function. The ideal talent would have previous experience as a CFO with standing up and carving out businesses, ERP implementation, and organization design—all essential to the success of the engagement.

BTG delivered an experienced interim CFO with broad strategic, financial, accounting, and operational expertise to help stand up the businesses and navigate FP&A staffing, organization, and systems issues such as sharing an ERP implementation across multiple units.

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