Sanders Creek Advisory — PE Operating Executive Practice

Sanders Creek Advisory partners with private equity sponsors and their portfolio companies to provide senior operating executive leadership — in the CEO, COO, or CFO seat — for businesses navigating transformation, integration, and value creation at inflection points in the investment lifecycle. We grasp the sponsor's investment thesis and understand the business drivers required for a successful outcome from day one — stepping in where needed, building what the business requires, and putting that experience entirely in service of the CEO's agenda.

Financial Management (CFO)

Building best-in-class finance and accounting functions from the ground up — audit-ready, lender-ready, and exit-ready. Includes working capital and cash flow management, 13-week forecasting, purchase accounting, quality of earnings, financial controls, and banking and investor relationship management.

Operations & Compliance (COO/CCO)

Operations performance and improvement, supply chain management, procurement and sourcing, KPI framework development, 100-day plan execution, efficiency improvements, and merger integration across multi-site and multi-entity platforms.

Revenue Retention & Growth (CRO/CMO)

Commercial performance and new sales effectiveness, existing customer retention, channel strategy development, pricing strategy, and integrated marketing initiatives aligned to the sponsor's investment thesis and growth targets.

Culture, People & Organization (CHRO)

Executive and mid-management top-grading, compensation plan design, talent acquisition, organizational development, leadership coaching, assessment and background investigations, and departmental restructuring.

IT & Cybersecurity (CTO/CISO)

ERP selection and implementation, BI and data analytics infrastructure, cyber and network security, IT infrastructure development and restructuring, and systems modernization to support scale and institutional audit requirements.

Corporate Governance & Strategy (CSO)

Strategic planning and deployment, board advisory and governance, legal and compliance oversight, accountability frameworks, performance measurement, and M&A execution including deal sourcing, due diligence, data room management, and exit preparation.

Track Record

100+ M&A Transactions Executed

5 Successful Sponsor Exits

$500M+ Peak Revenue Oversight

Completed Big Four audits and secured inaugural commercial credit facilities at multiple portfolio companies
Executed dividend recapitalizations, working capital facilities, and accordion structures for acquisition platforms
Reduced DSO by 55+ days and cut inventory days in half through disciplined working capital management
Doubled top-line revenue through commercial infrastructure build and adjacent market expansion
Delivered ~40% EBITDA growth and over 15X MOIC during a single investment lifecycle
Rebuilt finance teams, ERP systems, and reporting frameworks to restore credibility and enable decision-making

Sectors

B2B SaaS Healthcare Services MSO / GPO MedTech Pharma Contract Manufacturing Industrial Services Transportation & Logistics Information Technology

Background

Deloitte — Senior Manager, M&A Advisory (National Office, New York)
PE Operating Partner — Global Alternative Asset Management Firm, 5 years
C-suite roles: Interim CEO, President & COO, CFO
Inside and outside Board Director experience
Harvard Business School — Advanced Management Program (197th)
SMU Cox School of Business — Graduate Marketing Studies
East Texas A&M University — B.B.A., Accounting
NACD Directorship Certified™ | PDA® PE Company Governance

Interim / Fractional

Full-time or part-time executive placement for defined engagements

Project-Based

Specific deliverable focus — audit readiness, M&A, ERP, exit prep

Permanent Placement

Open to the right full-time CFO or operating executive opportunity

Board & Advisory

Outside director and strategic advisory roles for PE-backed platforms