CFO - PORTFOLIO SEARCH - RESIDENTIAL SERVICES - USA
June 15, 2023
The Appointed Executive
Chief Financial Officer
Joe Medlin is a seasoned financial executive with extensive experience in CFO, COO, and leadership roles across multiple industries, including HVAC, pharmaceuticals, manufacturing, and private equity-backed businesses. Previously serving as CFO at Flow Service Partners, he played a pivotal role in establishing the company's U.S. headquarters, executing acquisitions that generated $100 million in revenue, securing financing, and implementing critical financial and operational systems. His career highlights include leading M&A initiatives, optimizing financial strategies, improving operational efficiencies, and enhancing investor relations in high-growth and turnaround environments.
With an MBA from the University of Michigan and a BSBA in Finance from the University of Tennessee, Joe has held executive positions at National HVAC Service, ProEthic Pharmaceuticals, Altea Therapeutics, and AGCO Corporation, among others. He has successfully driven EBITDA growth, executed large-scale financing deals, restructured underperforming businesses, and implemented strategic plans that delivered significant profitability improvements. His expertise in financial planning, treasury management, ERP system deployment, and operational leadership makes him a highly valuable asset in private equity-backed and growth-focused companies.
20+
Add on acquisitions across his career
$0 to $100M
Growth of the revenue in a previous role
100M
Growth of revenue in the last role
THE REASON FOR THE SEARCH
The search was proactive, with no immediate challenges identified by the firm. They were looking to grow their team in line with increased investment capacity.
THE PRIVATE EQUITY FIRM
Trivest
THE PORTFOLIO COMPANY
Canopy Roofing offers various services, including re-roofing, roof repairs, and inspection services. They provide top-quality roofing products such as dimensional shingles, cement or clay tiles, and standing seam metal roofs. Using high-quality underlayment, they ensure efficient and effective roof systems with craftsmanship backed by product manufacturers.
THE SEARCH REQUIREMENTS
- Executive with CFO and COO experience across HVAC, pharmaceuticals, manufacturing, and private equity-backed businesses
- Proven track record in M&A execution, financial strategy, and operational optimization in high-growth and turnaround environments
- Strong expertise in securing financing, treasury management, ERP system deployment, and restructuring underperforming businesses
- Leadership in driving EBITDA growth, enhancing investor relations, and implementing strategic initiatives for long-term profitability
THOUGHTS ON THE SEARCH
The search for Joe was incredibly fruitful, as he possesses an outstanding character and an impressive professional history. Joe is a highly accomplished Chief Financial Officer with a strong and comprehensive background. He has extensive experience and remarkable interpersonal skills. Throughout the hiring process, Joe consistently demonstrated exceptional aptitude in finance-related matters, along with effective communication skills and a composed demeanor.
Mohammed Vali- Vice President at Raw Selection
THE CANDIDATES THOUGHTS
It has been fantastic working with Mohammed Vali during the course of my next career step. Mohammed is a true professional ranging from his ability to communicate difficult details (it was a very circuitous path that led to my current role), to his courtesy and respect for busy time schedules, to his hard work in finding quality companies. Further to the point of hard work, there were many days I heard from Mohammed on weekends, during his holiday, and well past midnight in his time zone (One would never know from his responsiveness to emails and calls that he wasn’t just next door!).
Mohammed demonstrated true concern for me as a person and as an executive. He sought roles with great companies. He checked on my well-being multiple times even after decisions were finalized. He recognized the work and accomplishments that have marked my career and his enthusiasm for working with me was energizing.
I highly commend Raw Selection for selecting Mohammed. He is a fantastic asset to your organization.
Joe Medlin- CFO for Canopy Roofing
Get in Touch
Raw Selection favors a meticulous approach to talent research. Our process for selecting the right talent means we can boast a 100% success rate for all our retained and engaged C-Suite clients, with 96% of placed candidates still in their roles after 12 months.
If you are looking for new talent, contact us now.
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