Our client is a private equity–backed platform company originally formed in Q4 2025 as part of a deliberate buy-and-build strategy. Since formation, the platform has completed its first add-on acquisition and currently has multiple additional acquisitions under LOI, with an aggressive integration and growth roadmap over the next 24–36 months.
The organization is transitioning from founder-led operations and decentralized processes into a scalable, institutional operating model capable of supporting rapid M&A, margin expansion, operational visibility, and exit readiness. Operational excellence is a core value-creation lever for the investment thesis, and the COO will play a mission-critical role in driving integration, performance improvement, and scalable growth across the expanding platform.
This is a hands-on, execution-focused COO role — not a purely strategic or board-level position. The ideal candidate has built and scaled operations inside private equity–backed, multi-entity, high-growth environments and thrives in fast-moving, transformation-oriented settings.
Position Summary
The Chief Operating Officer will serve as a key member of the executive leadership team and a strategic partner to the CEO, CFO, CTO, CHRO, and PE sponsor. This leader will be responsible for driving operational performance, integration of acquisitions, and the development of a repeatable, scalable operating model across the platform and all acquired businesses.
The COO will own:
- Operational strategy aligned to the investment thesis
- Post-acquisition integration and operational standardization
- KPI development, performance management, and reporting cadence
- Process improvement, margin expansion, and scalability initiatives
- Cross-functional alignment across field operations, corporate functions, and acquired entities
- Operational readiness for diligence, recapitalization, or exit
This role requires a leader who can move quickly from strategy to execution, build credibility with operators, and drive accountability in a performance-oriented environment.
Key Responsibilities
- Partner with the CEO and PE sponsor to define and execute an operational roadmap aligned to value creation
- Translate the investment thesis into operational priorities, synergy capture, and performance improvement initiatives
- Serve as a primary operating interface with the Board and Operating Partners
- Establish KPIs tied to revenue growth, margin expansion, productivity, service levels, and scalability
- Balance speed, discipline, and cultural integration in a fast-moving M&A environment
2. M&A Integration & Platform Build
- Lead operational due diligence for current and future acquisitions, including:
- Organizational structure and talent assessment
- Process maturity and operational scalability
- Cost structure and efficiency opportunities
- Customer delivery and service performance
- Own Day 1 and Day 100 integration plans from an operational perspective
- Drive standardization of core processes while preserving what makes acquired businesses successful
- Identify and capture operational synergies across the platform
- Build repeatable playbooks for onboarding future acquisitions
3. Performance Management & KPIs
- Implement a data-driven performance management framework across all business units
- Establish consistent reporting cadences and operational dashboards
- Partner with the CFO and CTO to ensure accurate, real-time operational visibility
- Hold leaders accountable to performance metrics and improvement plans
- Drive a culture of continuous improvement and operational discipline
4. Process Improvement & Margin Expansion
- Identify and execute initiatives to improve efficiency, productivity, and service delivery
- Reduce variability in processes across acquired entities
- Partner with functional leaders to streamline workflows and remove operational bottlenecks
- Drive cost optimization initiatives without compromising growth or customer experience
- Embed scalable processes that support rapid growth and additional acquisitions
5. Organizational Leadership & Cross-Functional Alignment
- Lead and develop operational leaders across business units and geographies
- Clarify roles, responsibilities, and decision rights across the platform
- Partner closely with CHRO on organizational design, workforce planning, and leadership development
- Foster alignment between field operations, corporate teams, and newly acquired businesses
- Build a performance-driven culture grounded in accountability and collaboration
6. Customer & Service Delivery Excellence
- Ensure operational execution supports strong customer outcomes and retention
- Standardize service delivery models and best practices where appropriate
- Monitor service KPIs and implement corrective actions when needed
- Partner with Sales and Customer Success leaders to ensure operations can support growth targets
Ideal Candidate Profile
Required Experience
- Prior experience as a COO, EVP of Operations, or senior operational leader in a private equity–backed environment
- Direct experience supporting M&A integrations and multi-site or multi-entity platform builds
- Strong track record of driving margin expansion and operational scalability
- Experience implementing KPI-driven performance management frameworks
- Experience partnering directly with Boards, CEOs, CFOs, and PE sponsors
- Comfortable operating in fast-paced, evolving, high-growth environments
Preferred Background
- Experience supporting buy-and-build strategies in services, industrials, healthcare, consumer, or other multi-site environments
- Exposure to companies transitioning from founder-led operations to institutional scale
- Experience preparing operations for exit, recapitalization, or strategic sale
- Blend of strategic leadership and roll-up-the-sleeves operational execution
Leadership Attributes
- Execution-first mindset — focused on results and accountability
- Pragmatic, decisive, and performance-oriented
- Strong operator who earns trust quickly with field and business leaders
- Comfortable driving change in legacy environments
- Trusted partner to both investors and operators
Why This Role Is Compelling
- Opportunity to help build a scalable operating platform in the early innings of a PE-backed growth story
- Direct impact on integration success, margin expansion, and exit readiness
- High-visibility role with regular Board and sponsor interaction
- Ability to shape the long-term operating model across a growing portfolio of businesses