• Ref: MG1007

    CFO - Brokerage/Platform Business

    £ 150,000 - £ 180,000 per year CFO
    PE Portfolio
    South West
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    The opportunity


    Finatal are looking for a CFO with strong commercial experience to permanently join a high growth, highly profitable brokerage / platform business based in Bristol.

    A mid-market Private Equity house invested 12 months ago to aggressively grow the business organically and via M&A. The acquisitions will allow for the business to differentiate its current services, enabling them to enter new markets and access greater revenue streams.

    The business has revenues of £10m and EBITDA £6.3m, looking to scale this to EBITDA £15m with an exit forecasted for 2025-26.

    There is an immediate requirement for the CFO to professionalise the finance function. Improve the level of reporting, controllership and data to deliver robust MI for the senior leadership team and Investors to inform & enable strategic decision making.

    The business has elements of recurring revenue that they are looking to grow and maximise under the current ownership prior to exit/sale.

    This role would suit a CFO who is currently, or has operated, in private equity backed business ideally having led on an exit to either secondary exit or trade.

    The business has a strong Finance Director who can manage the day-to-day, enabling the CFO to be a key driver when creating shareholder value. The CEO currently in place is dynamic and vastly experienced in the industry.


    Team Image

    Matthew Golby

    Matthew joined Finatal in 2022 as an Associate in the Interim Management Practice. He places high profile finance professionals at pace across portfolio companies.

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