CFO PE-Backed Financial Services Business

CFO of a PE-Backed Financial Services Business

Our private equity client is seeking the right Chief Financial Officer to lead one of its portfolio companies, a leading, tech-enabled fundraising platform serving K-12 schools and education-focused organizations. The sponsor is highly conviction-driven around the investment thesis and prepared to invest meaningfully in both organic growth and acquisition-led expansion to scale the business over the hold period.

A competitive salary, annual bonus, and wealth-building equity grant make for a compelling economic opportunity.

• Business Model:
  Technology-enabled fundraising platform combining software, services, and engagement tools
• End Market: K-12 schools, PTAs/PTOs, districts, and education-focused community organizations
• Hold Period:
  Exit planned for around 2029
• Deal Structure:
  Control buyout

Transform the business and drive scale through organic and inorganic growth while doubling EBITDA over the next 2-3 years.

• Professionalize finance, reporting, and analytics to support rapid growth.
• Transform the company into a powerful platform business.
• Execute and integrate multiple add-on acquisitions, including rebranding and post-close integration.

The sponsor is a Texas-based investment manager founded in 2018 that employs a fundamental, research-driven approach focused on small‑cap companies. The firm utilizes long/short equity and merger arbitrage strategies and manages approximately $560mm AUM. Its investment focus spans business products and services and information technology, with primary geographic exposure to the United States and Canada. While primarily a public‑markets investor, the sponsor selectively pursues control-oriented and later-stage opportunities where active ownership can drive strategic, operational, and capital allocation improvement.

We seek a passionate, committed leader with a contagious will to win who can honor this company's past while also leading it into the future. Our ideal candidate's background most likely includes:

• Business Model:
  Technology-enabled services, SaaS services, marketplace, or recurring revenue businesses; education, fundraising, or consumer‑engagement platforms strongly preferred
• Functional: #1 finance leader of a $10mm‑$50mm revenue business or #2 finance leader within a larger enterprise responsible for $30mm‑$100m min revenue
• Orientation:
  Highly analytical and comfortable operating in a lean environment, with hands‑on responsibility for accounting and end-to-end finance functions while building scalable infrastructure for growth.
• Private Equity:
  Required
• M&A:
  Solid integration experience required
• Tenure: 15‑35+ years of progressive career success

FALCON and its clients are equal opportunity employers. All candidates will be considered without regard to race, color, gender, sexual orientation, national origin, disability status, or any other protected status. FALCON encourages qualified individuals of all backgrounds to apply.