SECTOR

Private & Family-Owned

  • Food Manufacturing
  • Interim COO

Interim COO Case Study: Standardizing Operations & Leadership Succession for Land O’Frost

Faced with declining yields across three facilities and an impending wave of executive retirements, this national food manufacturer engaged an interim leader to standardize multi-site production, optimize smokehouse operations, and build a sustainable leadership pipeline.

  • 30–40% yield improvement across core product lines
  • Standardized multi-site smokehouse operations; hitting all operational KPIs hit ahead of schedule
  • Built and mentored internal leadership bench to ensure long-term succession readiness

The biggest thing we’re looking for are areas of waste. The two that usually have the greatest
financial impact — and are most concerning to operators —are material waste and labor productivity.

Mike, RED Team COO

Land O’Frost Engagement

  • Packaging Manufacturing
  • Interim CEO

Interim CEO Case Study: Reversing $6M in Losses & Executing an 8-Week Turnaround at Styrotek

Faced with $6M in losses and a full plant shutdown right before peak grape season, the owners of this family packaging manufacturer brought in an interim leader to restart operations, restore profitability, and meet an urgent eight-week production deadline.

It was impressive the amount of work he was able to get done and the leadership he brought to the table.

— Chris Caratan, Owner, Styrotek

  • Plant successfully restarted with full production delivered within the strict 8-week deadline
  • Reversed $6M in losses, returning the business to profitability and positive cash flow
  • Stabilized operational leadership and restored customer trust ahead of peak season demand
  • Native American Holding
  • Interim CEO

Interim CEO Case Study: Driving 29% Portfolio Sales Growth for Miami Nation Enterprises

When a tribal holding company’s 17-company portfolio grew faster than its leadership capacity, an interim executive stepped in to establish financial controls, stabilize multi-sector operations, and position the enterprise for record-breaking performance.

MNE is geared up to have probably one of the best years it’s ever had. I can’t imagine anyone else being at the helm than Peter.

— Chief Doug Langford, Miami Nation Enterprises

  • Achieved 29% portfolio sales increase across all business units in just six months
  • Stabilized 17 diverse companies spanning construction, casinos, manufacturing, and government contracting
  • Established unified KPIs and financial reporting to maintain long-term executive oversight
  • financial services
  • Interim CIO

Interim CIO Case Study: Driving IT Transformation & Process Optimization for National Bank and Lender

Facing internal organizational transitions and a critical need for technology transformation, a national financial institution brought in an Interim CIO to strengthen its platform, streamline IT initiatives, and assess security risks ahead of hiring a permanent executive.

The benefit from my perspective is to bring somebody in with a great deal of insights and experience… that can come in, quickly diagnose what the problem is, and come up with solutions based on best practices out there in the marketplace.

— President & CEO, National Bank

  • Optimized business processes and prioritized key IT transformation initiatives
  • Conducted comprehensive IT and security risk assessment across the organization
  • Delivered seamless integration and best-practice solutions prior to onboarding permanent executive leadership
Additional PRIVATE COMPANY Engagements

Interim CFO: M&A Sale Preparation & Permanent Executive Succession for $80M Consumer Brand

  • consumer products
  • Interim CFO

Following an executive vacancy, an $80M consumer drinkware and food brand engaged an Interim CFO to elevate financial strategy—building forward-looking pro formas, aligning multi-departmental forecasting, and preparing the business for sale.

→ Company positioned sale-ready; trained finance team and promoted internal VP to permanent CFO

Interim COO: Scaling Operations & Strategic Execution for $80M Industrial Services Firm

  • INDUSTRIAL SERVICES
  • Interim COO

To eliminate operational bottlenecks and chart a path from $80M to $150M in revenue, a founder-led environmental services and logistics company brought in an Interim COO to expand geographic footprint, modernize field operations, and build out senior leadership.

→ Unlocked growth roadmap; structured multi-unit operational strategy; built senior executive bench

Interim CEO: Driving Commercialization and Growth at Biotech Company

  • Biotech
  • Interim CEO

Investors reached out when a biotech company hit a few bumps in FDA certification after 8 years of clinical trial and slow ramp of sales. An Interim CEO stepped in to turnaround the situation and get the company on the right growth track.

→ Created channel partnership to give easy access across the US for millions of patients and finalized peer-reviewed process after 8 ye

Interim CEO: Unexpected Departure at a Family-Owned Plastics Recycler

  • Manufacturing
  • Interim CEO

A family-owned plastics company did not have a succession plan and when the President passed away unexpectedly, an Interim CEO came in to help navigate challenges across the unprofitable company from manufacturing to pricing.

→ Improved production, put better incentive structures in place and implemented new strategic plan

Fractional CTO: Up-Leveling Tech Infrastructure & App Strategy for Global Online Health Community

  • E-learning & digital Health
  • Interim CTO

To reignite growth across a $6.5M digital health organization serving members in 100+ countries, a Fractional CTO stepped in to modernize IT architecture, migrate legacy stacks, and align core workplace and delivery tools.

→ Executed stack migration; built scalable mobile app foundation; unified IT infrastructure across operations

Fractional CFO: Scaling Financial Operations & Succession Planning for Fast-Growing Firm

  • FINANCIAL SERVICES
  • FRACTIONAL CFO

A fast growing financial services firm grew from 50 employees to 100 very quickly and looked to a fractional CFO to prepare for the CFO to retire and assess budgeting, forecasting, compensation and more.

Drove strategic growth decisions; mentored internal controller; optimized financial processes

Fractional CHRO: US Support for Multinational Industrial Automation Company

  • Manufacturing
  • Fractional CHRO

An advanced manufacturing company that designs high-precision production machinery and robotics engaged a Fractional CHRO to mentor the HR Director and establish process for the US division.

→ Built a blueprint for how to source, train, and maintain new hires and personnel in the US

Interim CEO: Driving Turnaround & Board Confidence for $30M Consulting & SaaS Firm

  • BUSINESS SERVICES
  • INTERIM CEO

Facing rising competition and digital disruption, a $30M LEAN consulting firm brought in an interim CEO to stabilize financial performance, restore board and team confidence, and position the company for sustainable growth.

Developed sustainable digital growth strategy; onboarded full-time CEO

SECTOR

Private Equity, Venture & Mezz

  • Private equity
  • Interim CEO + Team

Interim Executive Team Uncovers $1M in Missing Profits in 5 Days for PE Portfolio Company

When a portfolio company of a $1B private equity fund entered crisis with flatlined earnings and underperforming management, a deployed RED Team interim executive team stepped in immediately to stabilize operations, execute a rapid financial diagnostic, and realign management with fund objectives.

  • Identified and captured $1M in new earnings during the first week on-site
  • Stabilized portfolio crisis and realigned executive management to fund objectives
  • Embedded and operational within days of the initial request, eliminating months of search delay

The InterimExecs team hit the center of the bull’s eye in finding just the right person for us.
We’re now working with him on two other companies. I should probably have InterimExecs on
my speed dial.

Joelle Marquis

Partner, Arsenal Capital ($3B AUM PE Fund)

  • SAAS / Technology
  • Executive Chairman

Fractional Executive Chairman Case Study: Driving Successful M&A Exit for PE-Backed $40M Stalled SaaS Business

When a $5B private equity fund paused the sale of a $40M SaaS portfolio company due to low bids and flatlined growth, a Fractional Executive Chairman stepped in three days a week to instill accountability, expand pipeline, and repackage the business for a high-value exit.

We get calls from PE funds who want to grow portfolio companies to point of exit. Expert leadership is needed to provide accountability, mentorship, and results.

— Robert Jordan, CEO, InterimExecs

  • Accelerated cash flow and EBITDA performance by establishing clear KPIs and driving cross-selling initiatives
  • Expanded pipeline and market reach to reignite top-line momentum in a competitive market
  • Packaged and led the successful M&A sale of the company at a significantly higher enterprise valuation
ADDITIONAL PE, VENTURE & MEZZ ENGAGEMENTS

Interim CEO: Turnaround & $200M Recap for Energy Storage Innovator

  • Recap & Spinoff
  • interim ceo

When a proprietary ultracapacitor developer faced a severe valuation floor, an Interim CEO stepped in to rebuild strategy, launch key commercial channels, and land major strategic investors.

Executed $100k-to-$200M recap; established channel partners; brought in lead investors including GM and Samsung

Interim CEO: $54M Carve-Out & Standup for Medical Device Business

  • corporate carve-out
  • Interim CEO

Engaged during M&A diligence to decouple a $54M stagnant medical device division of a public company , assess legacy leadership, and build Day-1 standalone infrastructure for private equity ownership.

→ Guided transition from diligence to close; stood up independent ERP/HR systems and positioned cash cow business for growth

Interim CFO: $220M Private Equity-Backed Manufacturing & Tuck-In Integration

  • Acquisition integration
  • Interim CFO

Following the buyouts of a $220M multi-plant recycling business and a subsequent tuck-in acquisition, an Interim CFO was brought in to establish financial reporting controls, manage complex multi-entity cost accounting, and bridge the leadership gap during an executive search.

→ Built integrated reporting packages; implemented cost-accounting improvements and stabilized finance operations during PE-backed growth

Interim Executive & Board Advisor: $500M Vertically Integrated E-Commerce & DTC Deal

  • M&A Diligence
  • Diligence Advisor

Brought in an executive diligence advisor expert in private equity to navigate M&A diligence for a $500M, $100M EBITDA manufacturer, bringing deep DTC and e-commerce expertise to assess operational risks and shape a post-close growth plan.

→ Guided PE buyer through diligence to successful acquisition; appointed to Board to drive CPG and digital channel expansion

SECTOR

Public & Large Corporate

  • Public Software Company
  • Interim CFO

Interim CFO Case Study: Deployed in 6 Days After CEO & CFO Fired for Fraud at Public Software Company

When the board of a small-cap public software business uncovered top-level fraud, they faced an SEC filing deadline in just 14 days with both executive seats vacant. An Interim CFO was deployed on-site within 6 days to restore financial controls, navigate the regulatory crisis, and meet the filing deadline.

  • Deployed and operational within 6 days of the initial board call
  • Completed mandated SEC filing on time despite a critical 14-day compliance window
  • Guided the board through multiple simultaneous governance crises and stabilized financial integrity

Imagine asking your auditor to file on time when 14 days before the deadline the Board fires
the CFO for malfeasance. The level of trust was enormous, but the Interim CFO pulled it off.

Board Member

Public Software Company

  • cpg technology & IT transformation
  • Interim CIO

Interim CIO: Rescuing a Derailed SAP Implementation for $3.2B Consumer Enterprise

A multi-billion dollar consumer products enterprise with disjointed global operations brought in a bilingual Interim CIO to reclaim control from legacy outsourcing, align siloed international divisions, oversee infrastructure integration, and expand SAP implementation across global sales channels.

We needed a leader, not a manager. So an Interim CIO became very important while looking for the permanent hire.

— Global CIO, CPG Company

  • Expanded enterprise SAP rollout into the sales organization to unify global accounting, manufacturing, and commercial operations
  • Managed large-scale infrastructure outsourcing to offshore delivery centers while building in-house standards and accountability
  • Restructured global IT governance and delivery across Europe, Asia, South America, and North America into a single collaborative model
ADDITIONAL PUBLIC & CORPORATE ENGAGEMENTS

Interim CEO: Turnaround of a $2.4 Billion Petrochemical Plant

  • turnaround
  • Interim CEO

A plant producing petrochemical and fuel products got caught in a downturn and severe inventory shortages. Private investors brought on an Interim CEO to lead the company through restructuring.

→ Determined and implemented a survival plan for the severely impaired company

Interim CFO: $500M Cross-Border Carve-Out, Pre-IPO Preparation & Turnaround

  • Global spin-off & pre-ipo
  • Interim CEO

Engaged to stabilize financial operations for a $500M global parent company subsidiary scaling from losses to $60M EBITDA. The Interim CFO managed hardware supply chain logistics, banking lines of credit, and zeroed in on IPO readiness.

→ Stabilized financial systems through rapid scale; established cross-border reporting and managed seamless transition to permanent CFO

Interim Managing Director: US Division of $1.5B Consumer Products Manufacturing & Retail Company

  • divestiture
  • Managing Director

Following a global CPG company’s acquisition spree of multiple US companies, they brought in an Interim GM to solve for 10 years of losses. A GM with strong e-commerce experience came in to set a new leadership culture, execute a new plan and strategy and eliminate redundant manufacturing costs

→ Successfully parsed and sold off assets of the US division within a tight timeline across multiple investment banking teams and buyer groups

Interim CHRO: Workforce Scaling & Cultural Transformation for $3B Asset Infrastructure Enterprise

  • organizational design
  • InteriM CHRO

To build out an HR department supporting 150 employees (including 70 FTEs, half unionized), the privatization of one of the most important roadways in the United States required an expert Interim CHRO to establish talent acquisition pipelines, restructure team skill sets, and drive frontline engagement to boost employee morale.

Built scalable recruitment channels; restructured HR operations and improved frontline union employee engagement during major infrastructure transition

SECTOR

Nonprofit & Mission-Driven

  • Mental Health
  • Interim COO

Interim COO Case Study: Stabilizing NAMI During a CEO & COO Transition

When NAMI, the nation’s largest mental health nonprofit, lost its COO — and then its CEO two weeks later — an interim leader steadied 500+ affiliates, executed a national convention in 40 days, and rebuilt operations for the next permanent team

  • National convention delivered in 40 business days after surprise CEO exit
  • Complex database migration completed; new strategic plan adopted
  • Staff morale restored; scalable operational infrastructure built

She was far more than an interim COO. She was a true part of the leadership team and helped create cohesion and focus that enabled staff to rise to their best selves

Angela Kimball

National Director, NAMI

  • Health Advocacy
  • Interim CEO

Interim CEO Case Study: Transforming Tourette Association of America After Leadership Departure

When the CEO exited a 40-year-old national nonprofit, an Interim CEO stepped in to restore staff morale, build structure, implement a new strategic plan, and seamlessly hand off to a permanent leader.

An interim executive can be an incredibly quick study, can hit the road running and improve the function of the organization. We would do it again in a heartbeat.

— Randi Zemsky, Government Relations Committee Chair, Tourette Association

  • Strategic plan and operating priorities built and fully aligned across board, staff, and donors
  • Permanent CEO walked into a ready-to-execute action plan
  • Healthcare NonProfit
  • Interim CEO

Interim CEO Case Study: How Vision Share Restructured a 18-Eye-Bank Consortium

After two years of stalled growth, Vision Share — a consortium of 18 eye banks — called for an interim
leader who could move fast, build structure, and recruit a permanent CEO.

We accomplished in the past 8 months more than we had in the past 3 or 4 years

— Tony Bavuso, Board of Directors, Vision Share

  • Implemented a scalable operational structure to re-energize growth
  • Unified member eye banks under updated strategic governance agreements
  • Established a forward-looking strategic framework and placed permanent CEO leadership
Additional NonProfit Engagements

Interim Executive Director: Driving Growth at a $400M Disability & Community Services Nonprofit

  • NonProfit
  • Interim Executive director

Provided strategic leadership and oversight across day-to-day operations for a 125-person division within a national organization, ensuring high-quality service delivery to more than 8,500 children and adults with disabilities.

→ Built a strategic growth plan, strengthened operations, successfully onboarded full-time Executive Director.

Interim COO: Leadership Transition at $30M National Association & Education Advocacy Organization

  • NonProfit
  • Interim COO

Served as a strategic thought partner to the CEO, developing an operational roadmap for a nonprofit association with a key focus on operations, marketing, and membership communications.

→ Assessed the organization structure and put together plan for growing the organization and defining the permanent role.

Interim CIO & Chief Transformation Officer Team: Restructuring Global Nonprofit and Social Enterprise Serving 1M Nonprofits

  • Native American Tribe
  • Interim CIO

Brought on a team to help a global nonprofit network and social enterprise transform the 200 person organization to better provide technology tools, collaboration, and support to other nonprofits and charities.

→ Brought product management, development, marketing and program side of business onto a technology platform

Fractional CIO: Navigating Growing Pains at an International Trade Association for Manufacturers

  • Trade association
  • Fractional CIO

A trade association that focused on providing education to members and developing standards around manufacturing processes in the space, was concerned about stability of their systems. A fractional CIO jumped in to prep for the future and ensure the best internal structure.

→ Optimized cloud capabilities and transformed IT organization to navigate massive growth

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