CFO at a PE-Backed Branch Based Services Business

PrivateEquityCXO; Houston (TX); Hybrid; USD 300,000 - 450,000; Full time

Job summary

Falcon is seeking a Chief Financial Officer to lead a PE-backed branch-based services business through a period of accelerated growth and transformation. You will oversee finance, strategy, and operations across multiple sites as the company expands geographically and pursues strategic M&A.

The ideal candidate has extensive private equity experience, a track record in M&A diligence and integration, and 20+ years of senior finance leadership.

Qualifications

• Private equity experience required.
• M&A due diligence and integration experience.
• 10+ years in senior finance leadership roles.
• 20+ years of progressive career success.

Responsibilities

• Lead financial strategy and transformation initiatives to scale the business.
• Oversee budgeting, forecasting, financial reporting, and internal controls across multiple sites.
• Drive value-creation activities and coordinate strategic M&A and exits.

Skills

Private equity experience

M&A diligence & integration

Senior finance leadership

Multi-site operations

Education

Bachelor's degree in Finance or Accounting

CPA or CFA preferred

Job description

CFO at a PE-Backed Branch Based Services Business

SEARCH MANDATE

Our private equity client is seeking a Chief Financial Officer to lead the organization through a period of accelerated growth and transformation. The company is poised to scale further through geographic expansion and strategic M&A.

COMPENSATION

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

THE COMPANY

• Business Model: Branch Based Services
• End Market: B2B
• Revenue Range: Mid-market
• Hold Period: Flexible; targeting an exit in approximately 3–5 years
• Deal Structure: Control buyout

INVESTMENT THESIS

Transform the business and scale the platform through the value creation period, positioning for a flexible exit strategy.

• Integrate and professionalize recently acquired businesses.
• Transform this company into a powerful platform to prepare the business for a flexible exit strategy.
• Acquire add-ons that will add scale, product, cross-sell, and multiple arbitrage.

THE SPONSOR

The business is backed by an experienced independent sponsor operating within the broader private equity ecosystem. The sponsor is supported by a committed group of long-term capital partners, including high-net-worth individuals and smaller institutional investors, and invests meaningfully alongside them. This structure allows for flexibility, speed of execution, and strong alignment with management.

CANDIDATE PROFILE

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: Branch-Based Services; experience in a multi-site, field-based operating environment strongly preferred
• Private Equity: Required
• M&A: Solid diligence and integration experience required.
• Tenure: 20+ years of progressive career success, with 10+ years in senior finance leadership roles

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.