Our Work
CFO/COO
The Client
One of Ireland’s leading private equity firms, this firm specializes in supporting management teams and investing in small to medium-sized private businesses across the country. With a highly experienced leadership team, the firm has successfully deployed and managed significant investment funds, contributing to the growth of Ireland’s private equity landscape.
The Challenge
As the firm expanded its portfolio and operations, it needed a high-caliber CFO/COO to lead its financial and operational strategy. The key challenges included:
– Regulatory & Compliance Demands: Managing interactions with the Central Bank of Ireland (CBI) and ensuring financial compliance across multiple entities.
– Strategic Financial Leadership: Overseeing fund reporting, valuations, and capital management while optimizing financial efficiency.
– Operational Excellence: Ensuring seamless back-office support, IT system maintenance, and investor reporting.
– High Standards in a Competitive Market: Identifying a candidate with the right blend of financial acumen, regulatory experience, and private equity expertise.
Our Approach
Phoenix Search was exclusively retained to source and place a CFO/COO who could drive financial strategy, compliance, and operational efficiency at a high-growth private equity firm. Our strategy included:
– Targeted Private Equity Search: Leveraged our deep network within financial services to identify candidates with CFO/COO experience in fund management and investment firms.
– Regulatory & Compliance Expertise Screening: Ensured candidates had direct experience interfacing with CBI and regulatory bodies, streamlining compliance and reporting processes.
– Executive-Level Market Benchmarking: Provided the client with compensation benchmarking insights to attract a top-tier executive in a highly competitive market.
– Bespoke Assessment & Selection: Conducted thorough evaluations to identify candidates with both the technical expertise and leadership presence to thrive in a fast-paced, high-growth environment.
Results
– Successfully placed a CFO/COO with extensive private equity and regulatory experience, ensuring the firm’s operations and financial strategy were optimized for long-term success.
– Strengthened regulatory compliance with the CBI and international reporting bodies, mitigating risk while enhancing financial transparency.
– Improved fund reporting & investor relations, ensuring timely and accurate delivery of reports, valuations, and financial oversight.
– Enabled operational scalability, allowing the firm to focus on investment growth while ensuring back-office efficiency.
Phoenix Search specializes in sourcing top-tier financial and operational executives for private equity and investment firms. Our consultative approach, deep market intelligence, and global talent network ensure that our clients secure high-impact leaders who drive success.
