Roles

Critical Leadership Positions Across
the PE-Backed Investment Lifecycle

What We Are Engaged to Fill

Four practice areas, one standard: evidence of delivery

01

Transformation

Post-Acquisition & Transformation Leadership

Executives who bring structure, urgency, and operational clarity to businesses navigating change — typically deployed immediately post-close or into underperforming assets requiring rapid intervention.

Role Titles

  • Chief Transformation Officers
  • Operating Partners (portfolio-facing)
  • Integration and change leaders
  • Interim transformation executives

Typically Engaged When

  • Post-acquisition integration is at risk
  • Carve-out requires standalone leadership
  • Cultural or operational reset is needed
  • Platform build requires a unifying leader

02

Operations

Operational Excellence & COO Leadership

Senior operations executives with directly relevant experience in complex, asset-intensive industrial environments — leaders with a proven track record of improving performance in comparable businesses.

Role Titles

  • Chief Operating Officers
  • Heads of manufacturing or operations
  • Supply chain and logistics leadership
  • Lean and continuous improvement leaders

Typically Engaged When

  • Margin improvement is a priority
  • Throughput or capacity is constrained
  • Cost reduction or footprint rationalisation
  • Operational turnaround is required

03

Finance

CFO & Finance Leadership

Finance leaders who bring rigour, transparency, and discipline to PE-backed environments — executives who understand investor expectations, speak to boards with credibility, and drive the financial control infrastructure that supports value creation.

Role Titles

  • Portfolio company CFOs
  • Finance directors
  • FP&A and commercial finance leaders
  • Finance transformation executives

Typically Engaged When

  • Financial reporting lacks rigour or speed
  • Cash flow and working capital need control
  • Exit preparation requires financial credibility
  • ERP or systems infrastructure is being rebuilt

04

Leadership

CEO, MD & Board-Level Appointments

The most consequential appointments in the investment lifecycle. We are engaged on CEO, MD, and board-level mandates where the decision will materially influence growth trajectory, operational performance, and exit outcomes.

Role Titles

  • Chief Executive Officers
  • Managing Directors
  • Non-executive directors
  • Chair appointments

Typically Engaged When

  • Incumbent is not fit for the next phase
  • Post-acquisition CEO transition is required
  • Exit preparation demands a credible team
  • Founder succession requires professional leadership

Critical Inflection Points

We work where leadership matters most

Post-acquisition integration Turnarounds and restructurings Platform builds and add-on acquisitions Exit preparation and succession

How Candidates Are Assessed

Evidence of delivery, not theoretical capability

Every candidate is evaluated against the specific performance criteria of the mandate — not a generic competency framework. We assess on what they have actually delivered in directly comparable situations, under similar pressures, against similar objectives.

Decision-Making Under Pressure

Track record of sound judgement in demanding, time-critical environments.

Operational Improvement Delivery

Measurable evidence of performance improvement in comparable industrial settings.

PE Cadence and Accountability

Experience within investor-backed governance structures and reporting expectations.

Transformation and Change

Demonstrated ability to lead organisations through significant structural or operational change.


Every role is defined by what
the business needs to achieve

Not what the last incumbent looked like. If you are navigating a critical leadership
appointment, we are structured to give it the rigour and senior attention it deserves.

All enquiries handled discreetly.