Jobs

Job ID: EB-2607121356
Category: Private Equity
Location: Nashville`, TN

Our client is a successful and growing private firm that seeks to invest in small-cap companies operating in the enterprise software, information services, analytics, and tech-enabled services sectors. The firm prefers to invest in businesses based in North America. The firm was founded in 2017 with an initial $200mm fund and will be successfully raising their 2nd fund in early 2021 with a $350mm target. The firm has a unique focus on driving value through operations within high growth software sectors and is scaling their Operations team and seeking an Associate.

The ideal candidate for this position will be able to use their business acumen, problem solving, and interpersonal skills to identify and drive both strategic and operational value creation initiatives in our portfolio companies. This individual should be equally comfortable working independently to drive projects forward and collaboratively as a part of a vertical team.

Responsibilities

• Develop and execute key value creation and preservation initiatives across the Firm’s portfolio
  • Example initiatives include: increasing sales force effectiveness, developing lead generation and qualification capabilities, optimizing product pricing and packaging, instilling customer success best practices, and integrating acquisitions
• Collaborate with the Firm’s investing team to develop a value creation thesis for both potential platform and add-on acquisitions in the form of a 100-day plan
• Formulate specific and measurable strategic and operational goals for each year and track portfolio company performance to these goals on a monthly basis
• Travel onsite to portfolio companies and develop strong relationships with management teams
• Complete ad-hoc projects, analysis, and other duties as assigned

Qualifications

• 2‐3 years of strategy consulting experience or operating experience at a private equity backed software company
• Excellent business acumen and analytical and problem-solving skills
• Advanced knowledge of Excel and PowerPoint
• A dynamic player, able to work independently with limited direction and as a part of a vertical team
• Outstanding professional and academic performance

The Private Equity & Corporate Finance practice conducts searches for leading private equity firms, portfolio companies, investment banks, and fortune companies across the nation. Some examples of searches include the following:

• Pre and Post MBA private equity deal team professionals
• Private equity portfolio company C-level through Manager finance and operations
• Sell and Buy Side investment banking firms
• Fortune company corporate development, strategy and finance

BrainWorks prides itself on quality, speed and GUARANTEED RESULTS, delivered through our unique QUASAR approach. When you partner with BrainWorks, your company will receive intelligence and industry expertise from consultants who are trustworthy, caring and passionate about your business needs. http://www.brainworksinc.com .

Job ID: EB-1809355236
Category: Consumer Products
Location: Indianapolis, IN

Our client, a dynamic, fast-growing leader in the CPG space, is seeking a Marketing Manager who will be responsible for managing healthcare marketing strategy and implementation, by developing programs to gain branded recommendations through healthcare professionals, and motivate consumers to use their products for health benefits.
In this role, the Marketing Manager will lead the communication strategy and tactical plan to gain healthcare professional recommendations and consumer product adoption, media and PR plan, e-mail communication implementation, communications related to scientific studies, and build partnerships and implement programs with healthcare professional organizations.

Responsibilities include:

• Strategic and tactical planning
• Campaign development and implementation
• Develop marketing and product communications
• Market segmentation and market research
• Agency leadership
• Partner with healthcare professional organizations to implement programs
• Trade organization leadership and participation
• Budget management

Ideal candidates will have:

• Bachelor’s degree and 5+ years marketing experience with a manufacturer of health products, ideally for a food or nutrition product that supports health management goals
• Experience in planning and implementing marketing programming with professional organizations, leading brand defense initiatives, and leveraging scientific studies to advance position of brand or product
• Experience in market research
• Ability to write creative briefs for agency partners
• Solid knowledge of analytics and experience setting and tracking KPIs
• Ability to communicate strategic plan and accomplishments to support retail sales team

BrainWorks is a premier executive search firm that delivers superior talent to drive business performance. Our consultants are experts in their practice areas, which include Consumer Products Careers; CRM, Direct/Database Marketing and Customer Sciences/Advanced Analytics; Accounting and Finance; Information Technology; Private Equity & Corporate Finance Digital Marketing and eCommerce; and Consumer Insights and Market Research.

The Consumer Products Practice Group places top performing candidates from mid to senior-level executives with companies spanning from Fortune 10 to midsize regional and national firms. Our consumer products recruiters have extensive knowledge of current trends and industry challenges. Some examples of Consumer Products Executive Searches would include C-level Officers, VP’s, Directors and Senior Managers in the areas of Sales, Marketing, Product Development, and Operations.

BrainWorks prides itself on quality, speed and GUARANTEED RESULTS, delivered through our unique QUASAR approach. When you partner with BrainWorks, your company will receive intelligence and industry expertise from consultants who are trustworthy, caring and passionate about your business needs. http://www.brainworksinc.com .

IND123

Job ID: EB-1005657477
Category: Consumer Products
Location: Chicago, IL

Our client, a global Software giant, is looking to continue building out their advanced analytics capabilities. They are looking for a Senior Data Visualization Developer to join them full-time. This role is perfect for a seasoned professional looking to see immediate impact and be a vital contributor to a revolutionary product.

Ideal Candidate:

• Experience with Java Script visualization libraries and tools such
• Experience building web and mobile interfaces for displaying applications a range of devices
• Strong with front end development tools such as HTML5, CSS3 and Node
• Familiar with some ML techniques
• Familiar with BI tools such as Power BI or Tableau
• Ability to work effectively in an agile team setting

BrainWorks is a premier executive search firm that delivers superior talent to drive business performance. Our consultants are experts in their practice areas, which include Information Technology; Consumer Products, CRM, Direct/Database Marketing and Customer Sciences/Advanced Analytics; Accounting and Finance; Private Equity and Portfolio Companies; Digital Marketing and eCommerce; and Consumer Insights and Market Research.

Our Technology Practice has deep expertise understanding how technology executives drive business performance. We have placed mid to senior level talent including CIO’s, CTO’s, and leaders in Development, Infrastructure, Data Management and E-Commerce.

BrainWorks prides itself on quality, speed and GUARANTEED RESULTS, delivered through our unique QUASAR approach. When you partner with BrainWorks, your company will receive intelligence and industry expertise from consultants who are trustworthy, caring and passionate about your business needs. http://www.brainworksinc.com .

Job ID: EB-1604902857
Category: Consumer Products
Location: Chicago, IL

Our client, a global Software Manufacturer, is looking to continue building out their advanced analytics capabilities. They are looking for a Senior Data Engineer to join them full-time. This role is perfect for a seasoned professional, looking to see immediate impact and be a vital contributor to a revolutionary product.

Ideal Candidate:

• Experience building and optimizing data pipelines, data stacks, and architectures
• Strong experience with Python, Panda, Spark, and Hadoop working with either AWS or Azure
• Experience with agile methodologies
• Great communication skills
• Ability to work effectively in an agile team setting
• Strong experience with distributed computing and performance optimization

BrainWorks, founded in 1991, is a leading executive search firm that prides itself on delivering superior talent to drive business performance. Our consultants are experts in their practice areas, which include CRM, Direct / Database Marketing and Customer Sciences / Advanced Analytics.

The Relationship Marketing and Decision Sciences Practice Group places top performing candidates, from mid-level managers to C-level executives, with companies spanning from entrepreneurial start-ups to Fortune 500’s. Some of the business areas in which these candidates specialize include the following: Statistical Modeling, Advanced Analytics, Web Analytics, Digital Analytics, Customer Analytics, and Campaign Management.

When you partner with BrainWorks you will receive industry expertise coupled with quality, speed and results guaranteeing a great hire. We look forward to having the opportunity to work with you. http://www.brainworksinc.com

Job ID: EB-1806729396
Category: Analytics & Data Sciences
Location: Wichita, KS

Seeking Hands-On IT Director

We have been exclusively retained by a B2B ecommerce-driven firm in Kansas to help them identify a hands-on, highly technical DIRECTOR of IT to help further scale this rapidly growing company. Significant opportunity for authority and impact. Perfect opportunity for a 10-20 year Senior Manager or Associate Director of IT professional, ready to take the next step in their career.

Comp package includes base, bonus, equity, and relocation support. Must be on-site and engaged with this highly collaborative team. Degree and relevant technical certifications required.

***Sorry, no sponsorship, consulting, nor remote.

Qualified candidates will have recent experience (and therefore able to hit-the-ground-running) in order to accomplish these particular year one goals:

BrainWorks is a premier executive search firm that delivers superior talent to drive business performance. Our consultants are experts in their practice areas, which include Information Technology; Consumer Products, CRM, Direct/Database Marketing and Customer Sciences/Advanced Analytics; Accounting and Finance; Private Equity and Portfolio Companies; Digital Marketing and eCommerce; and Consumer Insights and Market Research

Our Technology Practice has deep expertise understanding how technology executives drive business performance. We have placed mid to senior level talent including CIO’s, CTO’s, and leaders in Development, Infrastructure, Data Management and E-Commerce.

BrainWorks prides itself on quality, speed and GUARANTEED RESULTS, delivered through our unique QUASAR approach. When you partner with BrainWorks, your company will receive intelligence and industry expertise from consultants who are trustworthy, caring and passionate about your business needs. http://www.brainworksinc.com .

Job ID: EB-1687771784
Category: Private Equity
Location: Pacific Northwest, 

BrainWorks is engaged by a $40 billion private equity firm out of New York. We are working with their direct lending arm that has a broad investment mandate and provides senior and subordinated debt for refinancings, growth capital, acquisitions, buyouts, and balance sheet recapitalizations. They are seeking VP or Principal level professionals with extensive networks and a track record of originating direct to company loans. The firm seeks an originations professionals within their West coast market focusing on the Pacific Northwest and potentially broader coverage. This is not a sponsor coverage position, but focused on the direct to company lending. The strategy for the Firm manages over $2 billion in assets.

• Originate and source private debt opportunities (multi-strategy) in the size range of $10 – $100mm per transaction
• Assist with initial screening and due diligence of new opportunities
• Structure and negotiate prospective deals with borrowers
• Facilitate execution of credit agreements
• Monitor ongoing performance of investments
• Negotiate waivers and amendments
• Flexibility to work remotely

Experience Required

• A Bachelor’s degree is required. MBA or other advanced degree preferred.
• A minimum 7 to 10 years private lending origination experience
• Proven track record and rolodex of relationships with corporations, M&A advisors, private equity firms and bankers covering the Pacific Northwest and broader West coast
• Strong management, communication and interpersonal skills
• Experience assisting in the negotiation of transaction structure and terms
• Familiarity with non-investment grade credit lending

Personal Attributes

• The successful candidate will have outstanding initiative and a strong work ethic;
• The candidate must have excellent written and verbal communication skills; and
• He/She will be team-oriented and must possess strong integrity and professionalism.

Job ID: EB-1785125664
Category: Accounting & Finance
Location: Ann Arbor, MI

BrainWorks has been retained by an exciting and rapidly growing manufacturing client planning to relocate their headquarters to Ann Arbor. They are currently seeking an experienced Controller or CPA ready to move to the private sector, to elevate the accounting and financial reporting team, improve processes, and maximize system capabilities.

Responsibilities will include – but are not limited to:

• Creating efficiencies and enriching KPI analytics
• Becoming the SME of all costs pertaining to manufacturing operations as well as capital investment
• Creating a scalable department as future M&A activity is expected.
• Ensuring compliance to GAAP standards as well as SEC regulations as an IPO is one probable path to continued success.

This is a very entrepreneurial environment! CPA is required, BIG 4 or Regional CPA experience is preferred, SEC experience is highly desired. For immediate consideration, please apply today!

IND123

Job ID: EB-1612596536
Category: Private Equity
Location: Wichita, KS

Our client, a fast-growing and innovative wholesale distributor of overstock inventory, is seeking a VP of Operations/COO to join its executive leadership team and be a key contributor in developing the annual strategic initiatives and future direction for the organization. Central to this role is leading the inventory side of the business, including procurement, logistics, facility management (warehousing), 3PLs, freight, e-commerce, drop shipping, and returns.

Responsibilities include:

• Work cross functionally to guide the transformation of the business to a data-centric environment driven by IT, automation and best practices in SOP’s.
• Build, execute and optimize the fulfillment capabilities of the company in support of the company’s revenue and EBITDA goals.
• Drive transformational optimization initiatives including US warehousing, 3PLs and delivery, eCommerce fulfillment support, Asia sourcing for private label goods, selection and implementation of an effective ERP system.
• Establish effective operational metrics, trend reporting and analysis to enable visibility and corrective action
• Build a high-performance operational team to support high growth and effective scaling of the business
• Maintain a focus on continuous improvement and development of a Lean operating environment

Ideal candidates will have:

• Bachelor’s degree and 15-20 years of relevant operations experience in consumer products, retail, and/or distribution/warehouse management. Experience in e-commerce distribution channels required
• Demonstrated success in system implementations and system upgrades
• Strong understanding of inventory management; ability to develop SO&P process to drive deep insight on inventory availability and proper planning based on forecasted sales
• Experience developing and implementing short-term and long-term operation plans across multiple facilities and multiple product lines
• Strong financial management experience, and ability to implement metrics and KPI’s

BrainWorks is a premier executive search firm that delivers superior talent to drive business performance. Our consultants are experts in their practice areas, which include Consumer Products Careers; CRM, Direct/Database Marketing and Customer Sciences/Advanced Analytics; Accounting and Finance; Information Technology; Private Equity & Corporate Finance Digital Marketing and eCommerce; and Consumer Insights and Market Research.

The Consumer Products Practice Group places top performing candidates from mid to senior-level executives with companies spanning from Fortune 10 to midsize regional and national firms. Our consumer products recruiters have extensive knowledge of current trends and industry challenges. Some examples of Consumer Products Executive Searches would include C-level Officers, VP’s, Directors and Senior Managers in the areas of Sales, Marketing, Product Development, and Operations.

BrainWorks prides itself on quality, speed and GUARANTEED RESULTS, delivered through our unique QUASAR approach. When you partner with BrainWorks, your company will receive intelligence and industry expertise from consultants who are trustworthy, caring and passionate about your business needs. http://www.brainworksinc.com .

Job ID: EB-5764095217
Category: Digital Marketing & eCommerce
Location: Milwaukee, WI

Our client, a global leader in outdoor recreational products is looking for an eCommerce Manager to drive digital merchandising strategies that support direct-to-consumer, on-line marketplaces (such as Amazon) and other eCommerce initiatives.

• Provides input into the development of innovative e-commerce strategies/initiatives. In partnership with internal teams, agencies and external vendors, executes the e-commerce strategy to grow revenue, improve gross margin, maximize operating income and deliver the ultimate brand experience to customers.
• Collaborates with internal teams, dealers and vendors to design, build, launch and continuously enhance the ecommerce site(s). Translates business and marketing objectives into digital strategies.
• Partners with internal teams across business units to create search content and site localization strategies with ongoing content updates to websites, including copy, content/resources and search engine optimization. Evaluates effectiveness and ensures alignment with marketing and brand initiatives.
• Recommends best practices to the business units to effectively leverage the product management system (PIM).

Qualifications

• A bachelor’s degree in marketing, business or equivalent
• 7 years of Ecommerce or Online marketing Experience (which includes successfully leading and executing ecommerce and digital advertising campaigns, managing ecommerce analytics and successfully driving a positive customer experience)
• Must have Marketplace experience (specifically with Amazon)

BrainWorks, founded in 1991, is a leading executive search firm that prides itself on delivering superior talent to drive business performance. Our consultants are experts in their practice areas, which include CRM, Direct / Database Marketing and Customer Sciences / Advanced Analytics.

The Relationship Marketing and Decision Sciences Practice Group places top performing candidates, from mid-level managers to C-level executives, with companies spanning from entrepreneurial start-ups to Fortune 500’s. Some of the business areas in which these candidates specialize include the following: Statistical Modeling, Advanced Analytics, Web Analytics, Digital Analytics, Customer Analytics, and Campaign Management.

When you partner with BrainWorks you will receive industry expertise coupled with quality, speed and results guaranteeing a great hire. We look forward to having the opportunity to work with you. http://www.brainworksinc.com.

Job ID: EB-1906927366
Category: Digital Marketing & eCommerce
Location: Milwaukee, WI

Our client, a leading global direct to consumer company, is looking for a Senior Director of Digital & eCommerce to develop the strategic direction for eCommerce initiatives. This is a great opportunity for a successful eCommerce/Online Marketing leader who has an interest in elevating a global organization to the next level within the digital & eCommerce space.

Ideal Candidate:

• Very strong in both digital & eCommerce
• Expert with web optimization, web analytics, and online sales
• Ability to make data driven decisions to optimize and continuously drive the customer funnel
• Experience overseeing all eCommerce and UX
• Excellent communication skills
• People management experience

BrainWorks, founded in 1991, is a leading executive search firm that prides itself on delivering superior talent to drive business performance. Our consultants are experts in their practice areas, which include CRM, Direct / Database Marketing and Customer Sciences / Advanced Analytics.

The Relationship Marketing and Decision Sciences Practice Group places top performing candidates, from mid-level managers to C-level executives, with companies spanning from entrepreneurial start-ups to Fortune 500’s. Some of the business areas in which these candidates specialize include the following: Statistical Modeling, Advanced Analytics, Web Analytics, Digital Analytics, Customer Analytics, and Campaign Management.

When you partner with BrainWorks you will receive industry expertise coupled with quality, speed and results guaranteeing a great hire. We look forward to having the opportunity to work with you. http://www.brainworksinc.com

IND123

Job ID: EB-2118086446
Category: Consumer Products
Location: Washington, DC

Our client, an entrepreneurial and exciting company in a growing industry, is seeking a Director of Digital & E-Commerce, who will be responsible for building best practices across all E-commerce sites and digital platforms. This is a great opportunity for a leader who is both strategic and hands-on, to make an impact!

Responsibilities include:

• Define and execute the digital and E-commerce strategy
• Lead and own multiple E-commerce sites
• Build best in class capabilities in Digital and E-Commerce, including digital marketing, paid and earned, site experience, and customer data & analytics
• Customer acquisition and retention marketing, including search, email, social and affiliates
• Oversee Amazon channel

Ideal candidates will have:

• Bachelor’s degree and 10-15 years’ experience in digital and E-commerce
• Experience in SEO/SEM, marketing database, email, social media and/or display advertising campaigns
• Solid knowledge of website and marketing analytics tools
• Understanding of influencers
• Strong management experience and leadership skills

BrainWorks is a premier executive search firm that delivers superior talent to drive business performance. Our consultants are experts in their practice areas, which include Consumer Products Careers; CRM, Direct/Database Marketing and Customer Sciences/Advanced Analytics; Accounting and Finance; Information Technology; Digital Marketing and eCommerce; and Consumer Insights and Market Research

The Consumer Products Practice Group places top performing candidates from mid to senior-level executives with companies spanning from Fortune 10 to midsize regional and national firms. Our consumer products recruiters have extensive knowledge of current trends and industry challenges. Some examples of Consumer Products Executive Searches would include C-level Officers, VP’s, Directors and Senior Managers in the areas of Sales, Marketing, Product Development, and Operations.

BrainWorks prides itself on quality, speed and GUARANTEED RESULTS, delivered through our unique QUASAR approach. When you partner with BrainWorks, your company will receive intelligence and industry expertise from consultants who are trustworthy, caring and passionate about your business needs. http://www.brainworksinc.com .

IND123

Job ID: EB-1413104925
Category: Private Equity
Location: Northeast, 

BrainWorks is currently engaged by a leading private equity firm seeking a CEO for a new flexible packaging platform. We are seeking a commercially oriented CEO that can help reposition the go-to-market strategy, win new business while driving performance improvement. This is currently a family run business and never been maximized for profit.

Qualifications:

• Division president (or equivalent) with P&L responsibility will also be considered
• In particular, experience transforming sales/product/customer mix to higher margin
• Successful prior experience as a CEO for a similar sized business and has managed through growth, approximately $100mm of revenue as a starting point
• Experience with private equity preferred
• Strong commercial capabilities as mentioned
• Experience overseeing operations a plus
• Experience leading change management / turnarounds / cultural transformations a plus
• Hungry for opportunity; ideally willing to relocate to the northeast
• M&A experience a plus

Job ID: EB-2835111218
Category: Private Equity
Location: New York, NY

Timing: October 2020
Tenure: Career track
Location: Remote until office re-opening targeted at Q2 2021
Reports to: Investment Team

Our client is a New York based $1.0 billion middle market private equity firm. The firm makes control equity investments in situations related to management buyouts, recapitalizations of closely-held businesses, and companies that need capital to fund internal growth. The firm invests in the healthcare, business services, manufacturing, logistics, chemicals and materials, and industrials sectors.

The firm seeks an Associate who will be a core member of the private equity deal team, providing differentiated due diligence analysis and serve in an integral capacity across the transaction lifecycle including, thesis development, investment execution, and portfolio management/engagement. This individual will have a strong investment banking background ideally with generalist industry experience, strong analytical capabilities, and strong leadership skills. Responsibilities include preparing financial models, managing due diligence work streams, creating investment presentations for internal and external stakeholders and supporting senior investment team members. Post-closing work will be in conjunction with the firms operating team. The Associate will interface with target senior management teams and outside advisors. This is not a static role. High performers will have the potential for upward promotion. New State commits to supporting the Associate in career development within the firm.

This is an opportunity to join a highly active investment team as the only Associate at this level. (The other Senior Associate is class of 2015.) This position involves evaluating, structuring, and executing new investments as well as work post-closing on value creation, refinancings and exits. There will also be some work in deal sourcing, which the firm views as a differentiating advantage of its strategy. Position requires corporate finance and valuation experience, high
energy, strong attention to detail and an ability to stay organized amongst numerous, fast moving deals, each with complex workstreams.

Essential Job Function:

• Partner with the investment team to identify attractive industry trends and investment strategies
• Manage and oversee the entirety of the transaction process as deal quarterback through diligence, terms and completion, supporting the deal sponsor
• Leads comprehensive diligence, including but not limited to financial, market, legal and operational evaluation
• Assist in structuring and negotiating with debt providers
• Cultivate strong relationships with management of acquisition targets
• Support management teams to develop and implement post-acquisition initiatives including, 180-Day Plans, that focus on successfully integrating portfolio companies and driving performance improvement opportunities
• Provide both strategic and tactical counsel to portfolio company leadership teams leveraging operations, strategy, and financial expertise
• Work with investment professionals and other advisors to further develop and execute liquidity/exit plans for portfolio companies
• Provide quantitative and analytical support to monitor private equity investments
• Ability to supervise junior staff

Requirements:

• Minimum 2-3 years of experience within a leading investment banking analyst program. Other corporate finance experience also considered management consulting, restructuring, etc…
• Ideally experience within business services, manufacturing, consumer/retail, distribution, and healthcare
• Analytical and business process orientation with the ability to identify trends, process improvement opportunities and strategic opportunities
• Strong board and C-level presentation construction and delivery capabilities, including a strong capability to synthesize and construct arguments

Job ID: EB-1684692636
Category: Private Equity
Location: Southeast US, 

Our client is a provider of disaster restoration, environmental remediation and reconstruction services. The company offers its services to residential, commercial, industrial and other verticals to assist major commercial operations in the aftermath of devastating natural and man-made disasters, enabling its customers to avail a personalized service experience along with all the logistical and technological benefits.

The company is privately held, but operates as an institutionalized business with an outstanding leadership team and corporate board governance. They are seeking an ambitious and dynamic COO to partner with the CEO on leading day to day operations while the current CEO/founder continues to drive the company’s strategic growth plan.

Major responsibilities include:

• Serve as the COO and right hand to the CEO as a member of the leadership team. Be a thought leader and exhibit the ability to deal with a rapidly changing business environment, proactively lead the function, develop and execute structure and focus on robust execution across the business.
• Communicate business performance and trends in an accurate and timely manner to the CEO.
• Lead the analysis of business performance and define/execute approaches to problem solving. As a true executive leader, be proactive and intellectually curious on performance issues and data quality questions.
• Play a proactive leadership role across the organization and establish an operational culture of accountability and performance.
• Oversight over operations and sales, with an intense focus on improving the performance and upgrading skillsets of the team
• Partner with the CEO and leadership team to identify and execute actions that drive profitable growth, gain market share, improve operational efficiencies and increase productivity.

Qualified candidates will have 20-25 years of experience in Operations & Commercial leadership positions of increasing scope and responsibility, preferably with direct experience in disaster recovery and restoration. Operational and highly analytical, the ideal candidate will be a proven executive leader and a proven business partner to CEOs in driving a highly disciplined and professionalized organization.

Job ID: EB-1297659519
Category: Private Equity
Location: New York City, NY

Our client is a private equity investment firm that invests in middle-market companies operating in the healthcare, automotive, infrastructure equipment, industrial distribution, medical devices, transportation and logistics sectors. The firm was founded in 1999 and is based in New York, New York. The firm has approximately $1.5 billion of capital under management with an exceptional track record to date. They are nearing closing fund 4 targeted at $1 billion.

POSITION DESCRIPTION

The firms portfolio operations group is comprised of leading professionals with a strong mix of performance improvement consulting from the likes of A&M, AlixPartners, McKinsey, BCG etc… along with operating experience as a VP Finance/CFO or VP Operations/COO. Candidates are embedded from 6-18 months in an interim C level role at the portfolio company level to drive the value creation strategy and performance improvement. The role of the Principal of Portfolio Operations is to accelerate value creation within the firms portfolio companies.

Candidates typically do not need to relocate, but are traveling 4 days a week working at assigned businesses.

Accountabilities

Due Diligence

• Supports diligence activities by working with external advisors, deal team, and potential management team to properly evaluate and value proposed investment focusing (but not limited to) on accounting, finance, human resources, information technology, and risk management.

Performance Improvement & Value Creation

• Supports Investment and Operations Team to assess operating performance across the portfolio and develop improvement plan(s) to add value to the portfolio and potential acquisitions.
• Supports and assists company management teams in driving cross-functional turnaround and performance improvement initiatives directed at strategy development and deployment, process redesign, organization redesign, cost improvements, human capital management through talent, compensation and engagement, M&A support and other value creation measures.
• Supports and assists in the implementation of Lean initiatives focused on meaningful quantifiable EBITDA, cash generation, safety and sustainability, and employee engagement improvements in a manner that is sustainable after exit.

Interim Operational & Financial Support & Oversight

• Provide interim CFO/COO support for typically 6 – 18 months.
• Supports company management teams to develop, evaluate and implement actionable initiatives and operating plans to successfully integrate companies and drive improved performance opportunities.
• Promotes organizational change leadership and understands their requirement in supporting engagement, collaboration and sustainable cultural change.
• Provides training for related accounting, finance, human resources, information technologies and risk management for portfolio company management teams and internal groups.

Essential Qualifications

• Qualified candidates will have 10 – 15 or more years of experience in finance leadership positions of increasing scope and responsibility, preferably in a respected, manufacturing or Industrial process-oriented company. Operational and highly analytical, the ideal candidate will be a proven finance and operations leader with a foundation in continuous improvement.
• This position will interact with senior leadership at portfolio companies, the investment team, and external parties on a regular basis; as such, the selected candidate should have outstanding communication and influencing abilities
• Experience serving as CFO/COO and trusted advisor and strategic partner to a private equity backed manufacturing/industrial company.
• Hands on experience in accounting, financial planning, analysis, and reporting, IT, HR, cash management, budgeting, forecasting, project management, and development, implementation, and presentation of related reports and statements.
• Significant experience managing a leveraged business, working with lenders and managing banking relationships.
• Analytical and business process orientation with ability to interpret and analyze financial and operating information to identify process improvement opportunities, trends, and strategic opportunities.

Ideal Candidate Profile

• A minimum of 10-15 years of relevant professional experience with a solid record of achievement and advancement
• The ability to quickly understand business drivers, diagnose issues, and think through solutions
• Strong communication skills, including the ability to influence and garner trust from management teams
• High professional integrity and sound business judgment
• Strong project management skills that will help management prioritize and implement critical initiatives
• A hands-on, problem-solving attitude
• A history of improving operations and profitability in a complex manufacturing environment
• Experience in PE / with a PE-backed company a plus
• Restructuring background and prior P&L responsibility preferred. Management consulting experience also preferred.
• Undergraduate degree required

Ideal Education

• Bachelor’s degree in Accounting, Economics, and/or Finance. CPA and/or MBA a plus.

Job ID: EB-8951764116
Category: Consumer Products
Location: Oak Brook, IL

Our client, a fast-growing technology company and a leader in its category, is in an exciting transformative stage and is seeking a Sr. Channel Marketing Manager to join its growing team. This is a senior-level role which will be responsible for developing and implementing a channel marketing strategy.

Responsibilities include:

• Define and implement pricing strategies for hardware and software portfolios sold through direct dealers
• Develop promotional strategies for channel partners along with promotional calendar to meet revenue and gross margin objectives
• Forecasting based on promotional calendar to assess baseline and lift
• Design and implement programs to shift product mix sales for various channel partner segments
• Develop channel partner segmentation analysis
• Work with various sizes of channel partners ranging from small, family owned
• businesses to multi-million $ national companies
• Create and implement channel programs to drive growth and loyalty
• Act as the expert voice to represent channel in new product development projects to ensure products are viable to be sold via channel partners
• Define marketing strategies to-partner and through-partner
• Create and capture the value proposition of a given product portfolio for channel partners

Job ID: EB-1906089022
Category: Consumer Products
Location: Newton, MA

Fast growing entrepreneurial Consumer Goods company is looking for a talent Quality person. If you want to make an impact on the future of the company and be rewarded in a fast-growing company, apply.

We are seeking a detailed-oriented, and enthusiastic Quality Engineer Manager that will collaborate with the cross-functional product development team including Engineering, Industrial Design, Marketing and Consumer Care. This position will be responsible for creating the company’s quality standards and testing systems to reflect efficiency, reliability, and performance while ensuring all products meet both company and industry standards. As the voice of the consumer, this role will take the lead in identifying and analyzing consumer complaints and product return issues and translate those learnings into actionable engineering and consumer facing solutions.

RESPONSIBILITIES:

• Create and implement company quality standards and testing protocol including retailer category specific quality guidelines.
• Drive continuous improvement of product quality, through reduction and prevention of non-conformances while defining and implementing metrics to evaluate the impact of continuous improvement initiatives.
• Participate in design reviews, DFMEA, safety reviews, and review the manufacturing and test documentation to ensure customer quality requirements are met or exceeded.
• Partner with Consumer Care and Sales teams to monitor and analyze consumer complaints as well as product returns and defectives. Implement recommended improvements with Engineering and Manufacturing.
• Responsible for providing all product and instruction manual warnings/labels, safety, and use & care guidelines as well as input on consumer assembly and troubleshooting.

KNOWLEDGE & SKILLS:

• Strong project management skills (detail oriented) with the ability to manage multiple projects and tasks.
• Strong communication, organizational and problem-solving skills with the ability to work well in a collaborative team environment.
• Must have demonstrated strong analytical skills, with the ability to make product improvement recommendations. Proficient using Microsoft Office programs including Word, Excel, Power Point

EDUCATION & EXPERIENCE:

• Bachelor’s Degree in engineering discipline
• Minimum 5-7 years’ experience as a quality leader in a consumer product’s company

Job ID: EB-1145876073
Category: Private Equity
Location: New York, NY

Our client is a private equity firm with $1.6 billion in committed capital. They make control investments in middle-market businesses in the manufacturing, industrial, distribution, and consumer sectors. The firm designs and executes a customized value creation plan for each acquisition that seeks to generate significant cash flow and improve earnings within 12 to 18 months of investment. Since the firm was formed in 2005, they have grown from its three founders to a firm of over 40 professionals.

The firm seeks an Operating Executive to support the Operations Team.

KEY RESPONSIBILITIES

• Support investment team in evaluating deals, conducting due diligence, and assessing management of potential portfolio companies
• Develop and oversee implementation of the Value Creation Plan, post-closing reporting, and hiring starting on Day 1 of ownership
• Establish relationships with management teams; act as a sounding board on strategic initiatives; hold management accountable to key performance indicators
• Assist management in developing growth strategies, operational controls and strategic plans that maximize shareholder value; focus on day-to-day operations, execution capabilities, and cost competitiveness
• Track and analyze performance and trouble shoot / problem solve as results deviate from expectations
• Coordinate restructuring activities and prioritize the projects according to greatest financial impact
• Work with management and other members of the team to develop annual budgets and multi-year strategic plan

REQUIREMENTS

• 15 years of relevant professional experience with a solid record of achievement and advancement
• The ability to quickly understand business drivers, diagnose issues, and think through solutions
• Strong communication skills, including the ability to influence and garner trust from manage

Job ID: EB-4870141489
Category: Consumer Products
Location: Chicago, IL

Our client, a fast-growing technology company and a leader in its category, is in an exciting transformative stage is seeking talented Product Managers and Senior Product Managers to join its growing team. This is a great opportunity with a company that is committed to long-term growth, with a focus on leading edge technologies and products. If you are excited about developing products that respond to the voice of the customer, you’ll want to hear more about this role!

• Develop, communicate and implement product strategy for assigned business unit product portfolio/category
• Deliver brand strategy, product portfolio/category management, integrated marketing planning and pricing strategies
• Drive annual and multi-year operating plans and results for the product portfolio/category, track financial performance; ensure organizational alignment of priorities and goals
• Support achievement of full P&L objectives for the business unit, driving profitability, volume growth and market share, as well as execution of product and services
• Define and communicate the product portfolio/category vision in support of the business unit strategy; maintain a clear product roadmap aligned to business goals; emphasis on fast-paced new product development, with both hardware and software focus in order to deliver compelling user experiences
• Ensure the cross-functional marketing team has the necessary processes and procedures in place to manage the quality, cost, and delivery of products

Ideal candidates will have:

• Bachelor’s Degree (Business, Marketing, Engineering) and 2-5+ years experience in product management; MBA preferred
• Prior experience working with hardware and software offerings, and comfortable interacting with highly technical development teams. IoT/connected/smart home products experience is desired
• Experience working on products from concept through commercialization
• Transformative mindset; demonstrated ability to identify unique customer experiences and develop hardware/software to solve customer needs

IND123

Job ID: EB-1539704487
Category: Private Equity
Location: National, 

Title: Head of M&A
Location: TBD – Flexible
Start Date: Summer 2020

Summary

Our client is a leading private equity firm focused on financial technology and vertical software. They are launching a new vertical software platform and allocating a significant amount of capital to acquire and build out a holding company of several software companies across different verticals. Their goal is to increase margins, leverage growth and provide operational support to management teams within a family of companies. This is a very high volume M&A role targeting 1-2 acquisitions per month in the size range of $2-10 million in revenue per deal.

The Head of Corporate Development will be tasked with building an M&A team, and leading an aggressive sourcing and deal execution platform in partnership with the private equity sponsor. We are seeking dynamic professionals at the Senior Associate or Vice President level from leading growth or private equity firms with a strong track record in sourcing and executing software transactions ideally that are sub $10mm ARR.

Responsibilities:

• Find and get in touch with software businesses in the US & Canada across a wide range of markets
• Develop close relationships with CEOs, investment bankers, lawyers, and other regional influencers to facilitate introductions and connect with outstanding technology companies
• Frequent travel with members of the M&A team
• Complete diligence, including: customer metrics analysis, modeling, and industry research
• Create presentation materials for board review and company pitches
• Work with holding company executive team to identify opportunities for acquired companies to improve technology offerings and increase growth rate

Qualifications:

• Current Senior Associate or Vice President from a reputable growth equity or private equity firm with demonstrated track record of sourcing and leading vertical software deals. Or, current Corporate Development professionals from private equity backed software companies that are highly active in sub $10mm revenue acquisitions where this a priority on sourcing.
• Ability to build and lead a team of top performing investment professionals implementing and driving a culture of strong work ethic and exceptional performance in everything they do.
• Strong partner to company CEO and Private Equity sponsor in driving the overall investment strategy.

Job ID: EB-4057818775
Category: Private Equity
Location: Miami, FL

Our client is a leading South Florida based private equity firm and among the most active in the country with over $1 billion in AUM. We are working with their portfolio operations group that focuses is onboarding new acquisitions and helping to imbed the firm’s Path to 3x strategy into those companies. They also focus on reporting, compliance, and the development of a strong bench of third-party resources that can be brought to bear in specific ways for each portfolio company.

General Description

The Associate will play a key role in the core functions of the Portfolio Operations Group. Over the next few years, the group will be relentlessly focused on refining their existing processes and developing their value creation strategy to create a world-class portfolio operations vertical within the firm. The largest portion of that time will be spent:

Key Competencies

The person in this role will be asked to take on a wide variety of tasks and will be interacting regularly with senior management of the firm and many of the portfolio companies. As such, it is necessary that the candidate possess:

Functional Requirements

In addition to a bachelor’s degree from a top-tier university, the candidate should have functional experience in at least one of the following areas:

Job ID: EB-1405179349
Category: Private Equity
Location: Seattle, WA

Our client is a well known $1+ billion middle market generalist private equity firm. The firm makes control equity investments in situations related to management buyouts, recapitalizations of closely-held businesses, and companies that need capital to fund internal growth.

The firm seeks an experienced Associate who will be a core member of the private equity deal team, providing differentiated due diligence analysis and serve in an integral capacity across the transaction lifecycle including, thesis development, investment execution, and portfolio management/engagement. This individual will have a strong investment banking background ideally with generalist industry experience, strong analytical capabilities, and strong leadership skills.

Essential Job Function:

• Partner with the investment team to identify attractive industry trends and investment strategies
• Manage and oversee the entirety of the transaction process as deal quarterback through diligence, terms and completion, supporting the deal sponsor
• Leads comprehensive diligence, including but not limited to financial, market, legal and operational evaluation
• Assist in structuring and negotiating with debt providers
• Cultivate strong relationships with management of acquisition targets
• Support management teams to develop and implement post-acquisition initiatives including, 180-Day Plans, that focus on successfully integrating portfolio companies and driving performance improvement opportunities
• Provide both strategic and tactical counsel to portfolio company leadership teams leveraging operations, strategy, and financial expertise
• Work with investment professionals and other advisors to further develop and execute liquidity/exit plans for portfolio companies
• Provide quantitative and analytical support to monitor private equity investments
• Ability to supervise junior staff

Requirements:

• Minimum 2-3 years of experience within a leading investment banking analyst program
• 1-2 years of experience in private equity as an Associate.
• Ideally experience within business services, manufacturing, consumer/retail, and distribution
• Analytical and business process orientation with the ability to identify trends, process improvement opportunities and strategic opportunities
• Strong board and C-level presentation construction and delivery capabilities, including a strong capability to synthesize and construct arguments

Job ID: EB-8126148157
Category: Private Equity
Location: West Palm Beach, FL

Our client is a multi- billion dollar top quartile private equity buyout firm located in Florida investing in companies in transition and in critical stages of transformation. They are seeking an Associate to join their team in January 2021 or Summer 2021. The firm is a global private equity firm focused on identifying companies’ untapped potential and leveraging its deep operational and financial resources to transform results.

The firm is a trusted partner that is recognized for its investment and operational experience, including particular expertise in the consumer products and services, food and beverage, industrial, packaging, chemicals, building products, automotive, restaurant and retail sectors. They have invested in more than 365 companies worldwide with revenues of approximately $50 billion across a broad range of industries and transaction structures

Position Summary

Participate in all aspects of the investment decision process (start to finish) as well as aspects of post-closing portfolio management.

Job Duties

• Perform significant financial analysis, heavy financial modeling and leverage scenarios
• Provide in-depth company and industry due diligence
• Draft written materials for internal analysis and the underwriting of investments
• Direct interaction with management teams, third party advisors and third party lenders in evaluating, structuring and financing transactions
• Work with management teams as well as their investment and operations teams at the Board-level to analyze portfolio company performance and help establish goals and budgets
• Work with advisors to effectuate exit transactions from the portfolio

Position Requirements

• Bachelor’s degree in Finance, Engineering, Business, Economics or Mathematics
• 2-3 years of investment banking, management consulting or restructuring from a highly regarded institution or combination of investment banking and private equity.
• Excellent verbal and written skills
• Ability to work well within a team

Job ID: EB-8673493690
Category: Private Equity
Location: New York, NY

Location: New York, New York
Tenure: 2-3 years or Career Track
Start Date: Immediate

Summary
Our client is a leading private equity firm focused on financial technology that recently allocated $100+ million to acquire and build out a holding company of several payments companies across different verticals. Their goal is to increase payments margins and provide operational support to management teams within a family of companies. This is a very high volume M&A role targeting 2 acquisitions per month in the size range of up to $20 million in enterprise value per deal. Successful candidates will be able to build an impressive deal sheet and obtain deep experience leading and executing all phases of a deal. To date, the company has closed on 21 transactions since March 2018 and continues to aggressively pursue M&A.

Responsibilities:

• Find and get in touch with software businesses in the US across a wide range of markets including nonprofit and fundraising, leisure and activity management, SMB management, equipment, and storage rental, real estate and field and home services
• Develop close relationships with CEOs, investment bankers, lawyers, and other regional influencers to facilitate introductions and connect with outstanding technology companies
• Frequent travel with members of the M&A team
• Complete diligence, including: customer metrics analysis, modeling, and industry research
• Create presentation materials for board review and company pitches
• Identify opportunities for acquired companies to improve technology offerings and increase growth rate

Qualifications:

• Strong written and verbal communication skills
• Analyst: 1 – 3 years of experience with an investment bank, private equity/venture capital, consulting firm, corporate development group

Job ID: EB-8725263240
Category: Private Equity
Location: Cleveland, OH

Timing: Summer 2020

Career Track: 3 years

Location: Cleveland or potentially Charlotte

Our client is a Midwest based $1.3 billion middle market private equity firm. This role would be located in their Cleveland office and potentially may be considered for their Charlotte office. The firm makes control equity investments in situations related to management buyouts, recapitalizations of closely-held businesses, and companies that need capital to fund internal growth.

The firm seeks an Associate who will be a core member of the private equity deal team, providing differentiated due diligence analysis and serve in an integral capacity across the transaction lifecycle including, thesis development, investment execution, and portfolio management/engagement. This individual will have a strong investment banking background ideally with generalist industry experience, strong analytical capabilities, and strong leadership skills.

Essential Job Function:

• Partner with the investment team to identify attractive industry trends and investment strategies
• Manage and oversee the entirety of the transaction process as deal quarterback through diligence, terms and completion, supporting the deal sponsor
• Leads comprehensive diligence, including but not limited to financial, market, legal and operational evaluation
• Assist in structuring and negotiating with debt providers
• Cultivate strong relationships with management of acquisition targets
• Support management teams to develop and implement post-acquisition initiatives including, 180-Day Plans, that focus on successfully integrating portfolio companies and driving performance improvement opportunities
• Provide both strategic and tactical counsel to portfolio company leadership teams leveraging operations, strategy, and financial expertise
• Work with investment professionals and other advisors to further develop and execute liquidity/exit plans for portfolio companies
• Provide quantitative and analytical support to monitor private equity investments
• Ability to supervise junior staff

Requirements:

• Minimum 2-3 years of experience within a leading investment banking analyst program
• Ideally experience within business services, manufacturing, consumer/retail, and distribution
• Analytical and business process orientation with the ability to identify trends, process improvement opportunities and strategic opportunities
• Strong board and C-level presentation construction and delivery capabilities, including a strong capability to synthesize and construct arguments

Job ID: EB-1928815389
Category: Consumer Products
Location: Indianapolis, IN

Our client, a stable and growing CPG manufacturer with innovative products, is seeking a Plant Manager/Operations Manager who will oversee Plant Operations, Supply Chain, and Manufacturing Quality Assurance. This is a great opportunity to lead the company’s mission in the key areas of Manufacturing, Supply Chain, Safety, Quality, Delivery, Cost, Inventory, and employee development.

Responsibilities include:

• Ensure Operations achieves the business goals of the business, customer expectations, and the safety and welfare of the associates.
• Manage a world-class, customer-centric team, motivating and leading staff, increasing revenues, driving LEAN manufacturing culture, driving manufacturing strategy, and improving profitability.
• Assist in the development of refined Safety program enhancements to achieve company objective of zero incidents.
• Assist in the development of refined Quality program enhancements to achieve company objective of zero internal and external defects.
• Ensure proper coordination of all people, processes, and materials to achieve company objective of 100% Complete and On-Time delivery.
• Provide analysis and recommendations on long-term manufacturing and capital planning needed to support the business’ mid- and long-term business planning needs.
• Lead staff by coaching, counseling, motivating and disciplining as needed; plans, monitors and appraises job results.

Ideal candidates will have:

• BA/BS Engineering and 10+ years Senior Manufacturing leadership role within a CPG food manufacturing environment.
• Experience with aseptic processes and/or high-speed packaging strongly preferred.
• Comfortable working with a highly complex portfolio mix with several diverse manufacturing technologies.
• Experience working in FDA regulated industry (Contract manufacturing, CPG food or Nutritional products).
• Experience in a continuous process improvement environment.

Job ID: EB-1399981916
Category: Private Equity
Location: Lexington, KY

Our client is a private equity firm with $1.5 billion in committed capital. The firm makes control investments in middle-market businesses in the manufacturing, industrial, distribution, and consumer sectors. The firm designs and executes a customized value creation plan for each acquisition that seeks to generate significant cash flow and improve earnings within 12 to 18 months of investment. Since the firm was formed in 2005, they have grown from its three founders to a firm of over 40 professionals.

The firm seeks an Associate to support the Operating Team. The role will require significant travel and presence at portfolio company sites for the duration of each assignment.

KEY RESPONSIBILITIES

• Lead and support financial and operational improvement projects
• FP&A and modeling
• Strategic planning and budgeting
• Run parts of or entire transformation plans immediately after acquisition
• Create clear and simple presentations
• Conduct market, company and competitor research
• Structure and conduct data analysis to draw conclusions about key business drivers
• Complete ad-hoc projects, analysis, and other duties as assigned
• Convince C-Level and Finance leaders to plan, execute and measure key initiatives

REQUIREMENTS

• BA or BS with an excellent academic record; major in Engineering, Statistics, or Finance a plus
• Excellent analytical, financial and problem-solving skills
• Prior financial modeling experience
• Entrepreneurial, creative self-starter; able to work independently with limited direction
• High learning agility; able to quickly get up to speed on new industries and/or areas
• Strong project management, interpersonal and communication skills
• 2-5 years of experience at either an accounting / consulting firm, finance leadership rotational program or Private Equity/Fortune 500 company
• Advanced Microsoft Excel and Microsoft PowerPoint skills; VBA and Tableau experience a plus