CFOs in the HVAC services sector play a pivotal role in driving financial strategy, operational efficiency, and overall business growth. Yet, many miss key opportunities when it comes to how they present themselves on their resumes. Here are three of the most common mistakes CFOs make—and how to correct them.

<h3>1. Focusing Too Much on Accounting Tasks</h3>
Too often, CFOs list out responsibilities like &ldquo;managed financial operations&rdquo; or &ldquo;oversaw accounting processes.&rdquo; While these are important, they don&rsquo;t show the real impact you&rsquo;ve made.
Instead, shift the focus to strategic financial leadership. For example:
<ul>
<li>Implemented cost-saving initiatives, reducing operational expenses by 20%</li>
<li>Led financial restructuring, improving cash flow by $5M annually</li>
</ul>
<h3>2. Not Including Measurable Outcomes</h3>
A strong CFO resume should clearly show how you've moved the needle. Generic phrases don&rsquo;t cut it. Include specific figures and results to showcase your impact.
<ul>
<li>Increased revenue by $20M</li>
<li>Completed 6 acquisitions over a five-year period</li>
<li>Integrated new acquisitions, improving EBITDA by $8M</li>
</ul>
<h3>3. Leaving Out Mergers, Acquisitions, and Expansion Work</h3>
If you&rsquo;ve led M&amp;A efforts or driven geographic or operational expansion, highlight it. This is a major value-add in the HVAC sector.
<ul>
<li>Led and integrated acquisitions, improving revenue by $25M and EBITDA by $15M</li>
</ul>
<h3>Final Thoughts</h3>
Your resume should reflect your strategic contributions&mdash;not just your responsibilities. Focus on measurable impact, major business initiatives, and the growth you&rsquo;ve delivered.
Questions? Feel free to reach out using the contact details below.

3 Common Resume Mistakes HVAC Services CFOs Make (and How to Fix Them)

Chief Executive Officers in the HVAC services industry often bring years of hands-on experience and operational know-how. But when it comes to their resumes, many fail to showcase that experience in the right way.  Here are three of the most common mistakes we see:

<h3>1. Overly Technical Focus</h3>
Many HVAC CEOs have risen through the ranks from technical or engineering roles. But their resumes often reflect that background too heavily. Instead of sounding like a leader driving business results, they come across more like senior engineers. While technical expertise is valuable, resumes at this level should highlight business growth, leadership, and strategic impact.
<h3>2. Ignoring Leadership and Culture</h3>
A CEO&rsquo;s role goes far beyond operations. Yet many HVAC executives overlook their contributions to leadership development and culture building. Highlighting efforts to create a positive workplace culture, build high-performing teams, or roll out leadership development plans is critical&mdash;especially when growth is the goal.
<h3>3. Missing Metrics That Matter</h3>
Too many resumes rely on responsibilities rather than results. A strong CEO resume should include tangible outcomes like:
<ul>
<li>Increased revenue by 40% in the first year</li>
<li>Improved gross margin by 15% year-on-year</li>
<li>Boosted repeat business by 30%</li>
<li>Scaled team from 50 to 150 in two years</li>
</ul>
These figures show impact, not just effort&mdash;and that&rsquo;s what sets standout resumes apart.
If you have questions or want help refining your executive resume, feel free to get in touch using the details below.

3 Common Resume Mistakes HVAC CEOs Make (and how to fix them)

Hiring the right operating partner is crucial for driving value in portfolio companies. Private equity firms rely on these professionals to implement effective strategies, optimize operations, and maximize returns. If you're evaluating an operating partner, here are five key questions to ask during the interview process:

Five Essential Questions to Ask Every Operating Partner in a Private Equity Interview

Operating partners play a crucial role in private equity firms, driving value creation and optimizing portfolio companies for success. Yet, despite their expertise, many struggle to answer one key interview question effectively:  “What is your value creation strategy?”  Having interviewed hundreds of operating partners, we’ve seen this question trip up even the most seasoned professionals. The issue isn’t a lack of capability, it’s a failure to articulate strategy in a way that resonates with private equity investors.

The One Question Most Operating Partners Get Wrong in Private Equity Interviews

What makes a great Private Equity Vice President can vary from firm to firm, depending on each firm's unique challenges and objectives. However, there are key traits and factors that consistently define top-performing Private Equity Vice Presidents.

What Makes a Great Vice President: Key Leadership Skills

Chief Operating Officers (COOs) in the HVAC services industry are responsible for driving operational efficiencies, scalability, and profitability. However, despite their strategic role, many HVAC COOs make critical resume mistakes that can weaken their positioning. Here are some of the most common mistakes we’ve identified and how to correct them.

Common Resume Mistakes of Chief Operating Officers in the HVAC Services Industry

Private Equity Partners and Managing Directors are expected to demonstrate top-tier financial acumen, strategic leadership, and investment expertise. However, many fail to effectively showcase these qualities in their resumes, leading to missed opportunities.

Common Resume Mistakes Private Equity Partners and Managing Directors Make (and How to Fix Them)

Interviewing for an Operating Partner role at a Private Equity firm? The right questions can reveal whether the firm values your expertise, understands your role, and has a clear framework for success. Here are three key questions to ask:

3 Essential Interview Questions Every Operating Partner Should Ask a Private Equity Firm

Having interviewed hundreds of operating partners, I’ve noticed several common mistakes that don’t make it onto their resumes—but should.

Common Resume Mistakes Operating Partners Make – And How to Fix Them

Every Operating Partner should be able to answer these 3 questions in Private Equity Interviews 

3 Questions Every Operating Partner Must Be Able to Answer 

3 Essential Traits Every Private Equity Operating Partner Must Have

Despite the pause in deal-making in 2022, strong corporate deal activity is expected to rebound for the rest of 2023 and 2024, particularly in the pharmaceutical and medical technology segments. The potential for growth, coupled with the patent cliff in biopharma, makes these sectors promising candidates for future M&A.

Corporate M&A Trends: Healthcare

In Private Equity, a CEO’s ability to lead can significantly impact the success or failure of a portfolio company. While experience and knowledge matter, the very best CEOs possess traits that set them apart from the average. Below are five critical traits that can make a difference.

The 5 Traits of Exceptional CEOs in Private Equity

In the world of Private Equity, the concepts of “value creation” and “financial engineering” are crucial, yet it’s the role of Operating Partners that truly stands out as the catalyst for sustainable growth and differentiation.

A Blueprint for Success with Operating Partners in Private Equity

Embarking on an exploration of the growth trajectories of five leading Private Equity firms—Blackstone Group, CVC Capital Partners, KKR, The Carlyle Group, and Warburg Pincus

Analyzing Growth Trends in Top Private Equity Firms

In an inspiring episode of the Private Equity Podcast, host Alex Rawlings sits down with Ted Clark, an individual whose career trajectory embodies the essence of determination and strategic growth. Clark, who began his journey as a shipping clerk, eventually ascended to the CEO position of a company that he led to a staggering $1.4 billion enterprise value. This episode offers valuable insights into Clark’s approach to business growth, the power of Private Equity, and the importance of adaptability in one’s career.

From Shipping Clerk to PE-Backed CEO: Ted Clark’s Journey to a $1.4 Billion Enterprise Value

The Private Equity industry in New York is a thriving ecosystem, particularly in the exclusive healthcare-focused sector. In this blog, we’ll delve into some fascinating facts and figures that shed light on the landscape, including the number of firms, professionals, and the role of women in the deal teams.

Navigating the Landscape: Private Equity Powerhouses in New York’s Healthcare Sector

As we approach 2024, the private capital industry stands at a critical juncture, shaped by a confluence of global economic shifts, monetary policy changes, and evolving market dynamics. Reflecting on Warren Buffet's adage about the revealing nature of a receding tide, the sector now faces a reality check after a prolonged period of cheap debt and high returns. Our latest Global Perspectives piece delves into the current state of the private capital industry and its prospects as we look towards 2024.

Reflecting on 2023 and revving up for 2024

It’s 2024. It is time to build a team that can GUARANTEE you success. Raw Selection is a specialist search and selection firm, partnering exclusively with lower to middle-market Private Equity firms and their Portfolio companies We partner with Private Equity firms such as Blackford Capital, MiddleGround Capital, Archimed, Ventoux Industrial Holdings, Drum Capital, and many lower to middle-market firms. At Raw Selection, we stand behind our work and offer a unique guarantee. We only take a small upfront deposit which is 100% refundable if you aren’t satisfied with our work for ANY reason. Private Equity firms are turning to Raw Selection due to our unrivalled level of service, focus on delivery, and the low risk involved.

The New Year means new careers

In the expansive realm of private capital, private equity and venture capital have long been the focal points of extensive research. However, a lesser-explored territory, growth equity, has recently garnered attention for its unique position between the two. A recent study, examining over 1,500 private UK companies from 2000 to 2021, sheds light on the impact of growth equity on these businesses. The findings are intriguing, revealing both the positive contributions and potential pitfalls associated with this form of investment.

Unpacking Growth Equity: A Double-Edged Sword for Companies and Investors

Venture Capital Trusts (VCTs) have shifted their annual fundraisings to the autumn, with many becoming oversubscribed before the year's end. However, potential investors must tread carefully as rising interest rates and other economic factors pose risks to VCT investments.

Navigating Risks in Venture Capital Trust Investments

Private Equity interviews can be intense and highly competitive, but there's one crucial question that can set the tone for the entire interview: "Why Private Equity?" Your answer to this question holds significant weight and plays a pivotal role in determining whether you move on to the next stages of the interview process. In this article, we'll delve into the importance of this question, the reasoning behind it, and provide you with strategies to craft the perfect response to secure your dream PE job.

Acing Your PE Interview: Nailing the “Why Private Equity” Question

In 2023, the private equity industry has confronted a complex landscape marked by macroeconomic uncertainties and geopolitical challenges. While the crises involving Silicon Valley Bank, First Republic Bank, and Signature Bank were relatively short-lived, they added to an already challenging liquidity environment. Fundraising remains fiercely competitive, and the debate over Environmental, Social, and Governance (ESG) issues in the United States has intensified, resulting in a patchwork of state-level legislation. Additionally, the U.S. Securities and Exchange Commission (SEC) continues to scrutinize private fund practices. In this environment, both sponsors and investors are exercising caution.

Private Equity 2023: Navigating Challenges and Opportunities

As the private equity landscape continues to evolve, an increasing number of leaders are assuming the role of CEO within portfolio companies. This unique position comes with a distinct set of challenges and demands. In this playbook, tailored for private equity professionals, we provide guidance for newly appointed CEOs of private equity-owned companies. Drawing from insights and interviews with industry experts, we shed light on the specific nuances and expectations that define this role.

A Playbook for Private Equity Portfolio Company CEOs

Here is how a complete professional handled rejection from an application and how you can too.

How to handle rejection from a career opportunity

Brian Christianson is a seasoned operations leader with over 12 years of experience in the HVAC industry, consistently delivering strong results through team development, operational discipline, and strategic growth initiatives. Most recently serving as General Manager at Veteran Air, he has full P&amp;L responsibility and oversees all aspects of operations, financial performance, and vendor management. Prior to this, he was Vice President of Operations at Snyder, where he led multiple service divisions, implemented process improvements, and drove revenue growth. At One Hour Heating and Air, he held multiple GM roles across Florida and Colorado, where he turned around a $1M annual loss into $560K+ profit, rebuilt underperforming teams, improved gross margins by 10% in six months, and consistently delivered 24% EBITA growth. Starting his career in the field as a technician, installer, and salesperson, Brian brings a hands-on understanding of HVAC operations. With a background in the fire service and military, he leads with discipline, accountability, and a focus on results.

Revenue from $19MN to $32MN at a prior role

EBITDA from $6MN to $26MN at a prior role

General Manager

How Clarion Home Services sourced a new GM for their Fort Collins branch due to decline in revenue.

GENERAL MANAGER - PORTFOLIO SEARCH - RESIDENTIAL SERVICES - USA

Samuel Akinyooye is an accomplished General Manager with over 15 years of experience in operations, sales, and customer service leadership. At Roto-Rooter Plumbing and Drain Service, he has successfully managed multimillion-dollar P&amp;L portfolios, overseeing branches with annual revenues exceeding $40M and teams of 200+ employees. Samuel has a strong track record of optimizing operational efficiency, improving customer satisfaction, and driving revenue growth, earning multiple "Branch of the Year" and "Branch of the Month" awards. His expertise spans strategic leadership, financial management, sales strategy development, and team mentoring, making him a key driver of business success in high-growth service industries.

Multiple awards won for branch/region of the month and year

GENERAL MANAGER

Founders are exiting; a replacement is needed before year-end. Urgent hire required.

<div>
<div>
The specific requirements for the search included prior experience in Private Equity, the ability to oversee all HR functions, and a proven track record of growing a firm with a headcount exceeding 200 people. Additionally, the ideal candidate needed to demonstrate experience liaising with key stakeholders within a PE firm, possess self-starter qualities, be a forward thinker, and have the drive to implement meaningful change.
</div>
</div>

VP of HR & Operating Partner

A Human Capital and Operations Leader with extensive cross-industry experience and a proven track record in driving strategic initiatives.

VP OF HR & OPERATING PARTNER, BOSTON, US

Scott Durham is a strategic executive with extensive experience scaling, restructuring, and leading general contracting and MEP firms. He has successfully managed over $150M in projects annually, overseeing service, maintenance, special projects, estimation, and new construction. As Executive Director of Operations at Wisler, Scott expanded the company from $12M to $20M in revenue within 24 months, growing staff from 64 to 112 employees while integrating two acquisitions seamlessly. Previously, as Director of Operations at WST Industries, he increased sales by 35% and improved net margins to 26% through process optimization and employee engagement. With expertise in sales growth, operational efficiency, and leadership development, Scott consistently drives profitability and long-term business success.

Add on acquisitions made in the last role

GENERAL MANAGER - PORTFOLIO SEARCH - COMMERCIAL SERVICES - USA

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Lauren Morera was a highly effective Vice President at BV Investment Partners, where she focused on driving strategic investments and portfolio growth. Prior to that, she was a Senior Associate at Audax Group, specializing in executing complex buy-and-build strategies in the industrial, business services, and consumer sectors. During her time at Audax, she successfully completed 4 platform investments, 43 add-on acquisitions, and realized 3 platform exits, consistently delivering top-tier returns. Her notable achievements included leading 17 acquisitions for Reedy Industries, resulting in op 5% IRR performance, and driving strategic expansion at Nexus Brands Group, achieving top-quartile returns. Lauren partnered closely with executive teams to accelerate value creation, implement operational enhancements, and drive strategic growth initiatives.
</div>
</div>
</div>
</div>

Principal

The new Principal will be joining the team based out of Boston, US.

PRINCIPAL 

PRINCIPAL – PRIVATE EQUITY SEARCH – MASSACHUSETTS, USA

Sean Weeks is a proven operations executive specializing in the home service industry, with deep expertise in HVAC, plumbing, and electrical services. As VP of Operations at Home Service Excellence Group, Kelly drove transformative sales and customer service training initiatives, achieving a 92% booking rate and significantly increasing client value for strategic exits. Previously, as General Manager at Elmer&rsquo;s Air Conditioning and Plumbing, he scaled revenues from $8.3M to over $30M within four years, successfully leading two greenfield expansions in DFW and Houston. Kelly combines strategic vision, operational rigor, and a commitment to building cultures centered around servant leadership and customer experience excellence.

Years of experience in the HVAC service sector

GENERAL MANAGER 

GENERAL MANAGER - PORTFOLIO SEARCH - RESIDENTIAL - USA

Evan Bauer is a results-oriented leader with extensive expertise in operations, sales, and acquisitions, particularly within the home services industry. As General Manager at Horizon Services &amp; Strike Point Holdings, Evan led a team of over 230 HVAC and plumbing employees, driving annual revenues over $60 million with consistent 10% year-over-year growth. His innovative employee training and retention strategies reduced technician turnover from 45% to 20% within a year. Evan excels at restructuring organizations, streamlining operations to enhance EBITDA, and successfully integrating acquisitions, as demonstrated during his tenure with Morgan Stanley-backed Sila Home Services and currently with Equipment Management at Equipment. Evan is committed to building high-performance teams, optimizing service delivery, and achieving strong financial outcomes through disciplined management and strategic market expansion.

Carey Cannon is a results-driven executive with extensive leadership experience in operations, manufacturing, and business growth within private equity-backed environments. Currently serving as Market Area President at Apex Service Partners, Carey successfully oversees multiple HVAC, plumbing, and electrical businesses, achieving consistent annual revenue growth of 30%. He has a proven track record of enhancing EBITDA through strategic operational improvements, supply chain optimization, and Lean manufacturing initiatives. At Stanley Black &amp; Decker, Carey significantly improved inventory efficiency and realized over $5 million in cost savings, showcasing his strength in process improvement and continuous innovation. Known for building high-performance teams and cultures focused on both customer satisfaction and operational excellence, Carey consistently delivers substantial financial results and long-term strategic value.

Number of business lead in HVAC, Plumbing & Electrical in a prior role

The new GM will be joining the team based in the US. 

GENERAL MANAGER - PORTFOLIO SEARCH - RESIDENTIAL HVAC - USA

Christian Ambjorn-Olsen is an experienced corporate finance, operations, and supply chain executive based in Charlotte, NC. Currently, served as the Vice President of Finance at The Automation Group, part of Flow Control Group, a KKR-backed private equity firm. He oversees financial reporting for 14 companies, has successfully integrated seven acquisitions, and is involved in ERP system migrations and strategic M&amp;A assessments. Christian previously held senior finance roles at CAMCO Chemicals, where he improved inventory management, streamlined financial processes, enhanced ERP systems, and led significant customer negotiations.
Multilingual and internationally educated, Christian holds a Master of Laws from The University of Edinburgh and a Bachelor of Science in Business Administration &amp; Commercial Law from Copenhagen Business School. His early career includes experience as an operations manager and international teller, showcasing diverse skills across finance, supply chain management, and customer service. Fluent in English, Danish, Swedish, and proficient in German

Chief Financial Offer

CFO - PORTFOLIO SEARCH - COMMERCIAL SERVICES - USA

Thomas Birmingham is an accomplished manufacturing and operations executive with over 30 years of experience driving significant operational improvements across diverse industries. In his current role as Vice President of Operations at Standard-Miether, Thomas increased EBITDA by $1.7M in his first year by streamlining processes, reducing costs, and implementing robust Lean methodologies. His tenure at Wausau Equipment and Rexnord similarly involved substantial transformations, including successful plant consolidations, significant inventory reductions, and the introduction of advanced manufacturing technologies. Thomas consistently demonstrates expertise in Lean manufacturing, financial planning, labor negotiations, and strategic operational restructuring to boost profitability, efficiency, and overall organizational performance.

Vice President Operations

VP OF OPERATIONS

VICE PRESIDENT OF OPERATIONS - PORTFOLIO SEARCH - AEROSPACE & DEFENSE/MANUFACTURING - USA

Jennifer Blood is a results-driven sales and relationship management executive specializing in business growth and strategic account management. With extensive experience at H-P Service Group and Diebold Inc., Jennifer has consistently exceeded sales targets, achieving 188% of her sales goal in 2022. She excels in developing sales strategies, establishing lucrative markets, and fostering strong brand loyalty. Her expertise spans process optimization, CRM system management, Lean Six Sigma principles, and strategic project management. Jennifer is recognized for her analytical acumen, communication skills, and ability to significantly enhance operational efficiency and profitability through structured, customer-focused initiatives.

Last two years of a prior role, exceeded sales targets`

Years experience working for competing business

Head Of Sales

The new BD Manager/Head of Sales will be joining the team based out of the US

HEAD OF SALES

HEAD OF SALES - PORTFOLIO SEARCH - MANUFACTURING - USA

John Snowden has a track record of partnering with five private equity firms across his career. Having completed 2 Private Equity-backed exits with 3x revenue and 5x EBITDA growth. He has experience with omnichannel companies selling D2C and D2B globally. Alex Rawlings undertook reference checks as part of our service, and he was described as incredibly intelligent and hardworking. Alex shared that the references received from private equity partners, previous CEOs, and peers were the most positive feedback he had received about any executive.&nbsp;

In a prior role, John achieved 4.6X EBITDA growth

Chief Executive Officer

CEO - PORTFOLIO SEARCH - CONSUMER - USA

Paul Selman is a highly accomplished executive with 21 years of experience in the HVAC industry, where he&rsquo;s consistently driven profitability, operational efficiency, and strategic growth across multiple regions. As a General Manager and Regional Director within one of the largest HVAC consolidated businesses in the U.S., Paul has a proven track record of delivering results.
With a strong foundation in finance, backed by a Bachelor of Business Administration in Accounting from the University of Memphis, Paul brings exceptional financial acumen to every role&mdash;optimizing cash flow, managing budgets, and maximizing profitability. Beyond his leadership and financial expertise, he also holds HVAC contractor licenses in both Tennessee and South Carolina, further reinforcing his deep industry knowledge and hands-on experience.

The number of times promoted at Service Experts

Chief Operating Officer

COO 

COO - PORTFOLIO SEARCH - RESIDENTIAL SERVICES - USA

Rachel Hagler is an experienced General Manager with a strong operations, leadership, and business management background. Prior to joining Columbia Home Services serving as the General Manager at Finch Air Conditioning, Heating, and Plumbing in Kingwood, TX, she has successfully increased revenue streams, optimized sales approaches, and improved safety awareness, achieving a 15% EBITDA in 2023&mdash;a 33% increase from the previous year.
Prior to Finch Rachel was the Chief Operations Officer at CORE Mechanical, where she played a key role in expanding the business into multiple locations and driving a 50% revenue growth. She also founded and ran The A/C Guy, LLC, streamlining operations and increasing efficiency by 37% through automation.
Rachel holds a Bachelor of Science in Business Administration from the University of Houston and is a Certified Notary Public. Her expertise includes office management, human resources, budgeting, risk management, and performance optimization.

Lance Keiser is an accomplished CEO and President known for rapidly driving revenue growth, profitability, and operational excellence within private equity-backed companies ranging from $100M to $900M. With extensive experience in home improvement and building materials industries, Lance has repeatedly transformed underperforming organizations, achieving significant EBITDA improvements&mdash;turning around businesses from negative margins to profitability exceeding 19%. Notably, he tripled company revenue, substantially increased customer retention rates, successfully integrated multiple acquisitions, and expanded market footprints both domestically and internationally. Lance excels in leading large-scale teams, establishing high-performance cultures, and consistently exceeding aggressive sales targets.

Add-on acquisitions completed in previous roles

The new CEO will be joining the team based out of the US

CEO - PORTFOLIO SEARCH - BUILDING PRODUCTS - USA

Todd Finney is a seasoned executive known for driving dramatic turnarounds and fueling significant revenue growth across multiple industries. With deep experience in operational excellence, mergers &amp; acquisitions, and LEAN manufacturing, Todd has consistently delivered strong financial performance&mdash;tripling sales and increasing margins significantly without expanding headcount. Notably, as President/COO at Entrans International, Todd transformed a struggling $320M operation into a profitable business, achieving a 100% improvement in throughput and turning a monthly loss into substantial profitability. His leadership emphasizes strategic restructuring, supply chain optimization, and fostering a performance-driven culture that maximizes productivity and profitability.

2 Prior roles worked for that were backed by AIP

CEO - PORTFOLIO SEARCH - AUTOMOTIVE/DISTRIBUTION - USA

Gregory Moschella is a high-performing Investment Banking Associate with proven expertise in managing complex transactions totaling over $1 billion. At AGC Partners, Gregory rapidly progressed from Analyst to Associate within 18 months, demonstrating exceptional skill in valuation analyses, transaction modeling, and strategic advisory. Notably, he successfully led critical aspects of Industrial &amp; Financial Systems' acquisition of Poka and Insight Partners' acquisition of Riviera Partners. Gregory excels in aligning strategic and private equity buyers, driving operational due diligence, and delivering accurate financial forecasts. His approach combines analytical rigor, strategic insight, and meticulous execution, making him an impactful asset in sophisticated M&amp;A environments.

Associate

The new Associate joined the Clearhaven Partners team based out of Boston, US.

ASSOCIATE

ASSOCIATE - PRIVATE EQUITY SEARCH - MASSACHUSETTS, USA

Bill Hunter is a seasoned executive with extensive expertise in leading transformational growth within environmental and industrial services industries, backed by private equity. As CEO of Terra Nova Solutions, he significantly scaled the business from inception to over $61M in annual revenue, achieving a remarkable 6.7x revenue and 4.1x EBITDA growth through strategic acquisitions, operational excellence, and robust shared-services infrastructure. Known for his hands-on, servant-leadership style, Bil successfully integrated multiple acquisitions totaling $95M+ in value and built high-performance teams with best-in-class customer service cultures. His previous roles at NRC and other environmental services firms underscore his consistent ability to deliver substantial profitability improvements, effective organizational restructuring, and sustained customer loyalty.

At Raw Selection, we’ve successfully conducted numerous exceptional searches, but this particular one stood out due to its unique nature. 

CEO - PORTFOLIO SEARCH - COMMERCIAL SERVICES - USA

Paul Labib is a seasoned senior executive and Head of Business Development at Black Diamond Capital Management, where he successfully raised over $2.5 billion for private market strategies since joining in 2017. With extensive experience in investor relations and capital raising within private equity and credit-focused alternative investments, Paul excels at developing sophisticated marketing strategies targeted toward institutional investors, including pension funds, endowments, family offices, and insurance companies. His expertise spans distressed and performing credit, structured fundraising, strategic business development, and investor relationship management. Paul has consistently driven substantial asset growth, executing successful fund launches, and implementing comprehensive marketing and ESG initiatives, making him a key driver of business expansion in highly competitive markets.

INVESTOR RELATIONS PRINCIPAL

The new Investor Relations Principal will be joining the ARCHIMED team based out of New York, US.

INVESTOR RELATIONS PRINCIPAL 

INVESTOR RELATIONS PRINCIPAL - PRIVATE EQUITY SEARCH - NEW YORK, USA

James Campbell is a skilled investment banking professional with expertise in M&amp;A advisory, valuation analysis, and financial modeling. As an Associate at Capstone Partners, he plays a key role in executing sell-side transactions within the consumer and business services sectors, managing due diligence, buyer outreach, and financial analysis. Previously, at Valuation Research Corporation, James conducted complex valuation engagements for M&amp;A transactions, internal shareholder deals, and litigation support. With deep experience in financial modeling, strategic positioning, and deal execution, he consistently delivers value-driven insights to clients navigating high-stakes transactions.

pitches with business and consumer service sector

The new Associate will be joining the  team based out of Boston, US.

John Higgins is a seasoned executive known for leading transformational growth and operational excellence in industrial manufacturing and supply-chain-driven businesses. As CEO of Porter&rsquo;s Group, a $100M integrated steel and aluminum fabricator, John successfully transitioned the company to a strategic buyer after streamlining operations, upgrading financial systems, and enhancing overall profitability. Previously, he orchestrated significant integrations and performance turnarounds at Shale Inland and JMC Steel Group, delivering substantial EBITDA improvements&mdash;up to $13M annually&mdash;and driving inventory efficiencies. John's expertise spans strategic planning, M&amp;A integration, lean manufacturing, global operations, and workforce optimization, consistently resulting in significant EBITDA improvements and increased shareholder value.

The new CEO will be aiding the Portfolio company’s EBITDA and Revenue growth based out of the US.

Lia Bosma is a growth-focused executive with extensive experience driving mergers &amp; acquisitions, integration, and operational excellence across global platforms. As Vice President of Integration at Smart Care Solutions, Lia rapidly developed and implemented a comprehensive M&amp;A playbook, successfully executing multiple acquisitions in less than a year. Her prior role as Vice President of Operations at Warren Equity Partners showcased her skill in operational diligence, strategic integrations, and value creation across multiple portfolio companies, including acting COO for a $220M field services firm. Lia&rsquo;s background combines strategic planning, financial analysis, global operations management, and Lean Six Sigma methodologies, consistently delivering substantial cost synergies, streamlined operations, and significant growth in private equity-backed environments.

Worth of acquisitions managed in prior role

VP of Corporate Development

The new VP will be joining the team based out of the US

VP OF CORPORATE DEVELOPMENT 

VP OF CORPORATE DEVELOPMENT - PORTFOLIO SEARCH - COMMERCIAL SERVICES - USA

Dennis McKeen is a highly experienced Chief Financial Officer with a proven record of driving significant financial and operational improvements in private equity-backed manufacturing companies. At Metal Powder Products, Dennis successfully managed rapid growth, scaling the business from multiple acquisitions and organic initiatives, achieving a 1000% increase in company size over ten years. His strategic leadership streamlined operations, reduced administrative overhead by 50%, and significantly improved financial reporting and automation. Dennis excels in M&amp;A transactions, union negotiations, risk management, and implementing technology solutions that enhance efficiency and profitability. His proactive financial stewardship consistently positions organizations for growth and long-term success. Brian Marston is a strategic executive with extensive leadership experience driving growth and operational transformation in private equity-backed industrial and manufacturing businesses. As President &amp; CEO of Uniloy, Brian successfully transitioned the company to an independent entity, establishing global operations, sales strategies, and achieving significant EBITDA growth through targeted acquisitions and operational improvements. At Gamut Capital Management, he plays a critical role as an Operating Partner, supporting portfolio companies in strategic initiatives, acquisitions, integrations, and long-term growth. Brian&rsquo;s expertise includes executing large-scale restructurings, enhancing sales effectiveness, and introducing innovative products and lean manufacturing practices, consistently resulting in substantial profitability improvements and market leadership.

Reduction in overhead costs achieved at prior role

CEO & CFO

The new CEO and CFO will be aiding the portfolio company’s EBITDA & Revenue growth.

CEO & CFO - PORTFOLIO SEARCH - AEROSPACE & DEFENSE/MANUFACTURING - USA

Caroline Gingold is a dynamic investment professional with proven expertise in sourcing, evaluating, and executing growth-sector investment opportunities. As an Analyst at Spring Lake Equity Partners, Caroline quickly distinguished herself by sourcing multiple high-potential deals, connecting with over 1,000 executives annually, and preparing comprehensive investment analyses leading to several successful term sheets. Her skill set includes deep financial due diligence, robust financial modeling, and strategic market assessment. Caroline is particularly effective in identifying investment trends, managing portfolio valuations, and building strong relationships with industry leaders and entrepreneurs. Her commitment to rigorous analysis and proactive portfolio management consistently delivers value in the growth-investment landscape.

SENIOR ANALYST 

The new Senior Analyst will be joining the firm based out of Boston

SENIOR ANALYST - PRIVATE EQUITY SEARCH - MASSACHUSETTS, USA

Vineela Kanagala is a driven investment professional with experience evaluating and managing strategic investments and providing operational insights. She actively contributes to managing multiple portfolio companies, leading diligence on significant add-on acquisitions and overseeing sale processes exceeding $100 million. Previously, at Putnam Associates, Vineela advised top pharmaceutical and biotechnology firms, specializing in market analysis, quantitative modeling, and strategic planning. Her analytical strengths include extensive financial modeling, data-driven decision-making, and effective stakeholder communication. Vineela is adept at navigating complex investment landscapes, delivering impactful financial insights, and strategically supporting management teams to drive performance improvements.

2 years consulting for healthcare/Pharma/Biotech companies

The new Associate joined the SV Health Investors team based out of Boston, US.

Roy Cheng is a dynamic private equity professional with deep expertise in life sciences and industrial technology investments. As an Associate at SFW Capital Partners, he has evaluated over 150 investment opportunities and played a key role in executing multiple M&amp;A transactions, including the acquisition of a biotechnology company specializing in DNA/RNA isolation solutions. His experience includes constructing LBO models, leading due diligence efforts, and developing strategic growth initiatives for portfolio companies. Previously, Roy was a Consultant at Oliver Wyman, where he advised top pharmaceutical and biotech firms on M&amp;A strategy, market analysis, and business development. With a strong background in financial modeling, healthcare investments, and strategic advisory, Roy is a valuable asset in the private equity and life sciences sectors.

Healthcare/Life Sciences projects at Oliver Wyman

The new Senior Analyst will be joining the ArchiMed team based out of New York, US.

SENIOR ANALYST - PRIVATE EQUITY SEARCH - NEW YORK, USA

Francis Dirksmeier has managed companies from $300M to $2Bn in revenue, has completed exits selling to GE and more recently selling Performance Health a Private Equity-backed manufacturer of Healthcare products completing the sale to a strategic.&nbsp;

CEO - PORTFOLIO SEARCH - MANUFACTURING - USA

Blackford Capital has successfully exited Mopec Group, a Michigan-based medical equipment manufacturer, through a sale to Waud Capital Partners (WCP), a Chicago-based private equity firm specializing in healthcare and technology investments.

Blackford Capital Exits Mopec Group to Waud Capital Partners

Under CEO Francis Dirksmeier, Mopec underwent significant transformation and growth during Blackford&rsquo;s 11-year ownership, with strategic investments in infrastructure, technology, and operational efficiency. Dirksmeier played a pivotal role in leading the company through this evolution, ultimately steering the exit process to Waud Capital.

Francis Dirksmeier completes his THIRD exit

Logan Vorwerk is a highly skilled Senior Associate at Southfield Capital, a private equity firm specializing in control equity investments in lower-middle-market business services companies. Logan has successfully led extensive due diligence, executed multiple add-on acquisitions, and supported strategic growth initiatives, significantly enhancing portfolio value. Notable accomplishments include managing the rapid expansion of Milrose Consultants through seven acquisitions, quadrupling its size, and playing a key role in the successful exit of Ntiva after executing nine strategic add-ons. With prior experience at RBC Capital Markets, Logan demonstrates strong competencies in financial modeling, deal structuring, and strategic advisory, consistently driving significant returns through rigorous analysis and operational insight.

Platform deals completed in previous role

Vice President

The new VP will be joining the team based out of New York, US.

VICE PRESIDENT

VICE PRESIDENT - PRIVATE EQUITY SEARCH - NEW YORK, USA

Jeppe Lindgaard is an accomplished legal executive specializing in private equity, corporate transactions, and strategic compliance management. As Head of Business Development and Senior Managing Director at Black Diamond Capital Management, Jeppe successfully led capital raising strategies, sourcing over $2.5 billion in institutional assets across private market strategies. His deep expertise includes leading complex negotiations, transaction structuring, comprehensive due diligence, and ESG program implementation. Jeppe has a strong track record in compliance and risk management, overseeing regulatory adherence and implementing robust governance frameworks. His proactive approach and strategic vision have consistently contributed to business growth and operational excellence in highly regulated financial environments.

compliance function and was a key member of the valuation committee at Saga Private Equity

legal due diligence and negotiations for primary fund investments across multiple jurisdictions

Head of Risk and Legal

The new Head of Risk and Legal will be joining the ArchiMed team based out of  Lyon, France.

HEAD OF RISK & LEGAL

HEAD OF RISK & LEGAL - PRIVATE EQUITY SEARCH - LYON, FRANCE

Wilson Dias is an accomplished senior executive with extensive leadership experience in automotive and aerospace industries, driving significant revenue growth and operational excellence. As President and EOS Integrator at Rostar Filters, he successfully managed a $25M automotive filtration business, completing a strategic manufacturing expansion and ensuring financial targets were consistently met. Previously, as VP/GM at StopTech Brake Systems, Wilson achieved a 12% reduction in operational expenses and delivered consistent annual revenue growth. With a strong background at Honeywell Aerospace, he led a $60M business unit, generating 20% revenue growth and significant margin improvements through strategic initiatives and effective global negotiations.

The new VP/GM will be aiding the portfolio company’s EBITDA & Revenue growth based out of , California, US.

GENERAL MANAGER - PORTFOLIO SEARCH - MANUFACTURING - USA

William Quirk is a skilled investment professional with extensive experience in private equity and healthcare-focused mergers and acquisitions. As an Associate at JLL Partners, William managed end-to-end transaction processes, including notable acquisitions such as Intouch Group and Eversana, and played a critical role in executing five rapid acquisitions leading to the formation of Repario Data Solutions. Previously, at Cain Brothers, William advised high-profile healthcare transactions, successfully leading sales processes involving companies like Affinity HealthPlan and Peerfit. His expertise includes complex financial modeling, strategic due diligence, and effective senior stakeholder management, consistently delivering significant value across transaction lifecycles.

Year over year revenue growth at prior role

Senior Associate

The new Senior Associate will be joining the team based out of  New York, US

SENIOR ASSOCIATE

SENIOR ASSOCIATE - PRIVATE EQUITY SEARCH - NEW YORK, USA

Chris Beecher is an experienced operations executive with a proven track record of driving significant revenue growth and operational efficiency across manufacturing environments. As General Manager at Milgard, he successfully managed a $135M+ facility, improving operating profit from single-digit margins to high teens and achieving double-digit revenue growth. More recently, at Northwest Capital, he significantly enhanced operational margins and streamlined processes through strategic capital deployment and Lean methodologies. A skilled Lean practitioner, Chris excels in team development, process optimization, and driving exceptional customer experience through accountability and empowerment.

The new COO will be aiding the portfolio company’s EBITDA & Revenue growth based out of the US.

COO - PORTFOLIO SEARCH - BUILDING PRODUCTS - USA

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&amp;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.

Chief Financial Officer

CFO - PORTFOLIO SEARCH - RESIDENTIAL SERVICES - USA

Mr. Brehm joined Excel Interior Door, LLC in May 2023, bringing over 23 years of sales expertise in interior doors, exterior doors, and windows. Before Excel Interior Door, he served as Director of Residential Sales at Quaker Windows and Doors in Freeburg, Missouri, and spent 19 years in various sales roles at JELD-WEN.
Known for his integrity-driven, competitive spirit and strong family values, Mr. Brehm thrives on motivating others and aligning their individual growth with the company's strategic objectives. An instinctive leader, he is dedicated to fostering excellence within his teams. Mr. Brehm holds a Bachelor of General Studies from Eastern Illinois University and proudly served in the United States Marine Corps.

EXECUTIVE VICE PRESIDENT OF SALES

The new Executive VP of Sales will be aiding the Portfolio company’s EBITDA and Revenue growth based out of the US.

EVP of Sales

EXECUTIVE VICE PRESIDENT OF SALES - PORTFOLIO SEARCH - BUILDING PRODUCTS - USA

Jeff Stromberg is an accomplished senior finance executive with a robust track record in multi-entity financial management, strategic process improvements, and significant margin enhancements. As CFO at Discovery Behavioral Health, Jeff streamlined operational efficiencies, achieving annual wage savings of over $360K by integrating acquisitions without significant staff increases. Previously, as CFO at Oldcastle Infrastructure, he drove operational margin improvements through intentional leadership development and lean process implementations, resulting in a 28% revenue growth without increasing headcount. Jeff's hands-on leadership consistently delivers substantial cost reductions, process standardization, and notable revenue growth within complex operational environments.

VP of Finance

The new EVP of Finance will be aiding the portfolio company’s EBITDA & Revenue growth based out of California, US.

VP OF FINANCE

VP OF FINANCE - PORTFOLIO SEARCH - HEALTHCARE SERVICES - USA

Darci Lenehan is an accomplished finance executive with extensive experience driving financial strategy, operational optimization, and organizational efficiency in private equity-backed environments. As CFO at Kitchen Pipe Company, she spearheaded key initiatives including creating the company&rsquo;s first-ever bottom-up budget and implementing strategic workflow automation. At Conagra Brands, she led financial analytics supporting a $10.9 billion acquisition, oversaw $85 million in capital investments, and delivered consistent annual savings of $2 million. Known for her collaborative leadership style, Darci excels in financial forecasting, continuous improvement, and strategic project execution.

The new CFO will be aiding the portfolio company’s EBITDA and Revenue growth based out of Texas, US.  

CFO - PORTFOLIO SEARCH - PACKAGING - USA

Brendan Dawson is an accomplished Senior Associate Consultant at Investor Group Services, specializing in strategy consulting, market research, and buy-side/sell-side due diligence. He has significant experience leading teams through comprehensive market analyses, developing segmented market models, and advising on go-to-market strategies across industrial, healthcare, consumer, business services, and technology sectors. Brendan effectively manages research teams and drives analytical rigor, demonstrated by his pivotal role in supporting major transactions, including detailed market studies and synergy evaluations for mergers and acquisitions. His structured, data-driven approach consistently delivers strategic insights and actionable recommendations to private equity and corporate clients.

The new Associate will be joining the Wincove team based out of Boston, US.

Private Equity Resources

Blogs

3 Common Resume Mistakes HVAC Services CFOs Make (and How to Fix Them)

3 Common Resume Mistakes HVAC CEOs Make (and how to fix them)

Five Essential Questions to Ask Every Operating Partner in a Private Equity Interview

The One Question Most Operating Partners Get Wrong in Private Equity Interviews

Salary Reports

GENERAL MANAGER - PORTFOLIO SEARCH - RESIDENTIAL SERVICES - USA

GENERAL MANAGER - PORTFOLIO SEARCH - RESIDENTIAL SERVICES - USA

VP OF HR & OPERATING PARTNER, BOSTON, US

GENERAL MANAGER - PORTFOLIO SEARCH - COMMERCIAL SERVICES - USA

Market Reports

HVAC Services - Market Report - USA

Operating Partner - Market Research - USA

Private Equity Firms Healthcare Focused - Market Report - New York, USA

Building Products Market Research

Case Studies

General Manager

PORTFOLIO

Residential Services

USA

General Manager

PORTFOLIO

Residential Services

USA

VP of HR & Operating Partner

PRIVATE EQUITY

Boston,US

GENERAL MANAGER

PORTFOLIO SEARCH

COMMERCIAL SERVICES

USA

Book

How To Hire By Alex Rawlings